Telsey Advisory Group Estimates Tractor Supply Q2 Earnings

Tractor Supply (NASDAQ:TSCO) – Investment analysts at Telsey Advisory Group decreased their Q2 2025 EPS estimates for shares of Tractor Supply in a report issued on Thursday, April 24th. Telsey Advisory Group analyst J. Feldman now anticipates that the specialty retailer will earn $0.80 per share for the quarter, down from their previous forecast of $0.85. Telsey Advisory Group currently has a “Outperform” rating and a $67.00 target price on the stock. The consensus estimate for Tractor Supply’s current full-year earnings is $2.17 per share. Telsey Advisory Group also issued estimates for Tractor Supply’s Q3 2025 earnings at $0.48 EPS, Q4 2025 earnings at $0.47 EPS, FY2025 earnings at $2.08 EPS, Q1 2026 earnings at $0.38 EPS, Q2 2026 earnings at $0.88 EPS, Q3 2026 earnings at $0.53 EPS, Q4 2026 earnings at $0.52 EPS and FY2026 earnings at $2.31 EPS.

Tractor Supply (NASDAQ:TSCO) last issued its earnings results on Thursday, April 24th. The specialty retailer reported $0.34 earnings per share for the quarter, missing the consensus estimate of $0.37 by ($0.03). Tractor Supply had a return on equity of 49.01% and a net margin of 7.40%. The firm had revenue of $3.47 billion during the quarter, compared to analysts’ expectations of $3.55 billion.

Other research analysts have also recently issued reports about the stock. Barclays reduced their price target on shares of Tractor Supply from $262.00 to $52.00 and set an “equal weight” rating on the stock in a research report on Monday, December 30th. Stephens assumed coverage on Tractor Supply in a research note on Wednesday, April 9th. They set an “equal weight” rating and a $56.00 price objective on the stock. Bank of America upped their target price on Tractor Supply from $44.00 to $53.00 and gave the stock an “underperform” rating in a research report on Thursday, January 16th. JPMorgan Chase & Co. upped their price target on Tractor Supply from $58.00 to $59.00 and gave the stock a “neutral” rating in a report on Friday, January 31st. Finally, Robert W. Baird lowered their price objective on shares of Tractor Supply from $63.00 to $56.00 and set an “outperform” rating for the company in a research report on Friday. One equities research analyst has rated the stock with a sell rating, seven have issued a hold rating, eleven have issued a buy rating and one has given a strong buy rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $58.62.

Tractor Supply Stock Up 1.9 %

Shares of NASDAQ:TSCO opened at $49.92 on Monday. The stock has a 50-day simple moving average of $53.04 and a 200-day simple moving average of $54.73. The stock has a market capitalization of $26.54 billion, a P/E ratio of 24.47, a PEG ratio of 2.95 and a beta of 0.88. Tractor Supply has a 1 year low of $46.85 and a 1 year high of $61.53. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.20 and a current ratio of 1.43.

Hedge Funds Weigh In On Tractor Supply

Several institutional investors have recently made changes to their positions in the stock. Smithfield Trust Co grew its stake in Tractor Supply by 286.2% during the 4th quarter. Smithfield Trust Co now owns 475 shares of the specialty retailer’s stock worth $25,000 after buying an additional 352 shares during the last quarter. Coppell Advisory Solutions LLC grew its position in shares of Tractor Supply by 944.4% during the fourth quarter. Coppell Advisory Solutions LLC now owns 470 shares of the specialty retailer’s stock worth $25,000 after acquiring an additional 425 shares during the last quarter. PrairieView Partners LLC grew its position in shares of Tractor Supply by 400.0% during the fourth quarter. PrairieView Partners LLC now owns 500 shares of the specialty retailer’s stock worth $26,000 after acquiring an additional 400 shares during the last quarter. Future Financial Wealth Managment LLC increased its holdings in shares of Tractor Supply by 400.0% in the 4th quarter. Future Financial Wealth Managment LLC now owns 500 shares of the specialty retailer’s stock worth $27,000 after acquiring an additional 400 shares during the period. Finally, Archer Investment Corp boosted its stake in Tractor Supply by 400.0% during the 4th quarter. Archer Investment Corp now owns 500 shares of the specialty retailer’s stock valued at $27,000 after purchasing an additional 400 shares during the period. 98.72% of the stock is owned by institutional investors.

Insider Activity at Tractor Supply

In other news, EVP Colin Yankee sold 24,602 shares of Tractor Supply stock in a transaction dated Tuesday, February 11th. The shares were sold at an average price of $54.15, for a total value of $1,332,198.30. Following the completion of the transaction, the executive vice president now directly owns 33,645 shares of the company’s stock, valued at approximately $1,821,876.75. The trade was a 42.24 % decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Melissa Kersey sold 9,300 shares of the stock in a transaction dated Thursday, February 6th. The stock was sold at an average price of $53.17, for a total transaction of $494,481.00. Following the sale, the executive vice president now owns 34,961 shares in the company, valued at approximately $1,858,876.37. This trade represents a 21.01 % decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 137,993 shares of company stock valued at $7,538,068. Corporate insiders own 0.65% of the company’s stock.

Tractor Supply Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 11th. Stockholders of record on Wednesday, February 26th were issued a $0.92 dividend. This represents a $3.68 dividend on an annualized basis and a dividend yield of 7.37%. This is an increase from Tractor Supply’s previous quarterly dividend of $0.22. The ex-dividend date was Wednesday, February 26th. Tractor Supply’s payout ratio is 45.77%.

Tractor Supply announced that its Board of Directors has approved a stock repurchase plan on Thursday, February 13th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the specialty retailer to reacquire up to 3.3% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s management believes its shares are undervalued.

Tractor Supply Company Profile

Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company offers various merchandise, including livestock and equine feed and equipment, poultry, fencing, and sprayers and chemicals; food, treats, and equipment for dogs, cats, and other small animals, as well as dog wellness products; seasonal and recreation products comprising tractors and riders, lawn and garden, bird feeding, power equipment, and other recreational products; truck, tool, and hardware products, such as truck accessories, trailers, generators, lubricants, batteries, and hardware and tools; and clothing, gift, and décor products consist of clothing, footwear, toys, snacks, and decorative merchandise.