Tractor Supply (NASDAQ:TSCO) Receives Outperform Rating from Telsey Advisory Group

Telsey Advisory Group restated their outperform rating on shares of Tractor Supply (NASDAQ:TSCO) in a report issued on Thursday morning,Benzinga reports. They currently have a $70.00 target price on the specialty retailer’s stock.

Other research analysts also recently issued research reports about the stock. Robert W. Baird lifted their price objective on shares of Tractor Supply from $65.00 to $67.00 and gave the company an “outperform” rating in a research report on Friday, October 24th. Morgan Stanley raised Tractor Supply from an “underweight” rating to an “equal weight” rating and boosted their price target for the stock from $50.00 to $60.00 in a research report on Friday, October 24th. Citigroup reaffirmed a “buy” rating and issued a $61.00 price objective (down from $66.00) on shares of Tractor Supply in a research report on Friday, January 16th. UBS Group set a $57.00 target price on Tractor Supply and gave the stock a “neutral” rating in a report on Friday, January 16th. Finally, DA Davidson set a $70.00 price target on Tractor Supply in a report on Friday, October 24th. Fourteen research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $62.81.

Tractor Supply Stock Performance

TSCO opened at $50.96 on Thursday. The business’s 50-day simple moving average is $52.34 and its 200 day simple moving average is $55.73. Tractor Supply has a 52-week low of $46.85 and a 52-week high of $63.99. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.14 and a current ratio of 1.30. The firm has a market capitalization of $26.93 billion, a PE ratio of 24.50, a PEG ratio of 2.58 and a beta of 0.74.

Tractor Supply (NASDAQ:TSCO) last announced its quarterly earnings data on Thursday, January 29th. The specialty retailer reported $0.43 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.46 by ($0.03). Tractor Supply had a return on equity of 46.18% and a net margin of 7.18%.The company had revenue of $3.90 billion for the quarter, compared to the consensus estimate of $4.03 billion. As a group, sell-side analysts expect that Tractor Supply will post 2.17 earnings per share for the current fiscal year.

Tractor Supply Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 9th. Shareholders of record on Monday, November 24th were given a dividend of $0.23 per share. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date was Monday, November 24th. Tractor Supply’s dividend payout ratio is presently 44.23%.

Institutional Investors Weigh In On Tractor Supply

Several institutional investors have recently made changes to their positions in the stock. GPS Wealth Strategies Group LLC grew its stake in Tractor Supply by 1.0% during the second quarter. GPS Wealth Strategies Group LLC now owns 17,908 shares of the specialty retailer’s stock worth $945,000 after buying an additional 175 shares in the last quarter. Financial Network Wealth Advisors LLC raised its position in Tractor Supply by 8.0% during the third quarter. Financial Network Wealth Advisors LLC now owns 2,465 shares of the specialty retailer’s stock valued at $140,000 after purchasing an additional 182 shares in the last quarter. Mount Vernon Associates Inc. MD lifted its stake in Tractor Supply by 0.3% during the second quarter. Mount Vernon Associates Inc. MD now owns 67,570 shares of the specialty retailer’s stock worth $3,566,000 after purchasing an additional 200 shares during the last quarter. Perigon Wealth Management LLC boosted its holdings in shares of Tractor Supply by 0.6% in the 3rd quarter. Perigon Wealth Management LLC now owns 34,036 shares of the specialty retailer’s stock valued at $1,936,000 after purchasing an additional 200 shares in the last quarter. Finally, Field & Main Bank boosted its stake in Tractor Supply by 1.1% in the fourth quarter. Field & Main Bank now owns 18,835 shares of the specialty retailer’s stock valued at $942,000 after buying an additional 200 shares in the last quarter. 98.72% of the stock is currently owned by institutional investors.

Tractor Supply News Summary

Here are the key news stories impacting Tractor Supply this week:

• Positive Sentiment: Telsey Advisory Group reaffirmed an “outperform” rating and a $70 price target, signaling some analyst conviction in Tractor Supply’s longer‑term outlook despite the quarter’s weakness. Benzinga
• Positive Sentiment: Comparable-store sales were roughly flat to slightly positive (reports cite a +0.3% comp and overall sales growth ~3.3%), showing the core customer base remains resilient even as discretionary spending softens. Zacks
• Neutral Sentiment: The company filed its formal Q4/FY2025 release and provided a FY2026 outlook (slides and call available) — investors should review management’s guidance and assumptions for margins, tariffs, and delivery costs to judge near‑term risk. Business Wire
• Neutral Sentiment: Full earnings‑call transcript and management comments are available for deeper read — useful for parsing expectations on inventory, promotions, and capital allocation. Seeking Alpha
• Negative Sentiment: Tractor Supply reported Q4 EPS of $0.43 vs. consensus ~$0.46 and revenue of $3.90B vs. ~$4.03B — the top- and bottom-line misses are the primary driver of the selloff. Zacks
• Negative Sentiment: Management flagged margin pressure from tariffs, higher delivery costs and a pullback in discretionary spending — that combination raises near‑term margin risk and could pressure FY2026 profit expectations. Benzinga
• Negative Sentiment: Market reaction: shares slid sharply in morning trading after the release and commentary, with volume well above average as investors reassess near‑term growth and margin assumptions. MSN

Tractor Supply Company Profile

Tractor Supply Company (NASDAQ: TSCO) is a specialty retailer focused on products for the home, farm, ranch and outdoors. The company operates a network of physical retail locations complemented by an e-commerce platform, offering a one-stop source of supplies and equipment for customers with rural and suburban lifestyles. Its merchandise assortment targets a range of needs, from animal and livestock care to maintenance, outdoor power equipment, and seasonal products.

Product categories include animal feed and supplies, pet products, fencing and fencing supplies, equine equipment, lawn and garden tools, work clothing and footwear, and small agricultural and outdoor power equipment.