DA Davidson Reaffirms “Buy” Rating for Tractor Supply (NASDAQ:TSCO)

Tractor Supply (NASDAQ:TSCO)‘s stock had its “buy” rating reissued by stock analysts at DA Davidson in a report issued on Friday, Marketbeat Ratings reports. They currently have a $60.00 price target on the specialty retailer’s stock. DA Davidson’s price target would indicate a potential upside of 17.92% from the stock’s current price.

A number of other equities research analysts have also issued reports on TSCO. The Goldman Sachs Group set a $59.00 target price on shares of Tractor Supply and gave the stock a “buy” rating in a report on Friday. Wells Fargo & Company reaffirmed an “overweight” rating and set a $65.00 price objective on shares of Tractor Supply in a research report on Thursday, October 23rd. Evercore ISI reiterated an “outperform” rating and issued a $60.00 price objective on shares of Tractor Supply in a research note on Friday. Mizuho decreased their target price on Tractor Supply from $65.00 to $58.00 and set an “outperform” rating for the company in a report on Friday. Finally, Truist Financial set a $55.00 target price on Tractor Supply and gave the stock a “hold” rating in a research note on Friday, January 16th. Fourteen analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat, Tractor Supply presently has an average rating of “Moderate Buy” and a consensus target price of $59.59.

Tractor Supply Stock Performance

Shares of Tractor Supply stock opened at $50.88 on Friday. The stock has a market capitalization of $26.88 billion, a price-to-earnings ratio of 24.58, a price-to-earnings-growth ratio of 2.39 and a beta of 0.74. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.34 and a quick ratio of 0.14. The business has a 50-day moving average of $52.30 and a 200 day moving average of $55.68. Tractor Supply has a 12 month low of $46.85 and a 12 month high of $63.99.

Tractor Supply (NASDAQ:TSCO) last issued its quarterly earnings results on Thursday, January 29th. The specialty retailer reported $0.43 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.46 by ($0.03). Tractor Supply had a return on equity of 44.36% and a net margin of 7.06%.The business had revenue of $3.90 billion for the quarter, compared to analyst estimates of $4.03 billion. During the same period in the prior year, the company posted $0.44 EPS. The firm’s revenue for the quarter was up 3.3% compared to the same quarter last year. As a group, sell-side analysts forecast that Tractor Supply will post 2.17 earnings per share for the current year.

Institutional Trading of Tractor Supply

A number of institutional investors have recently bought and sold shares of TSCO. Delos Wealth Advisors LLC acquired a new position in shares of Tractor Supply during the 2nd quarter worth about $26,000. Aventura Private Wealth LLC purchased a new stake in Tractor Supply during the fourth quarter worth approximately $27,000. JPL Wealth Management LLC purchased a new stake in Tractor Supply during the third quarter worth approximately $28,000. Flagship Harbor Advisors LLC acquired a new position in Tractor Supply in the fourth quarter valued at approximately $35,000. Finally, Financial Gravity Companies Inc. purchased a new position in Tractor Supply in the second quarter valued at approximately $38,000. 98.72% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Tractor Supply

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

• Positive Sentiment: Company signals ongoing capital returns and store expansion: Tractor Supply highlighted continued dividend growth (15 consecutive years of increases), raised buyback plans (guidance ~ $400M for 2026) and added stores (32 in the quarter, +100 Y/Y), supporting long‑term cash return and growth thesis. MarketBeat: Tractor Supply Company Can Plow New Highs in 2026
• Positive Sentiment: Some analysts reaffirm buys or keep above‑market targets, arguing weakness is transitory: DA Davidson reiterated a Buy with a $60 PT and Citi reaffirmed Buy at $61, citing normalization of sales and margin recovery potential. Street Insider: DA Davidson reiterates Buy
• Neutral Sentiment: Corporate and community actions: Tractor Supply Foundation donated $250,000 to Middle Tennessee winter storm recovery — modest reputational/PR positive but unlikely to move the stock materially. BusinessWire: Foundation donation
• Neutral Sentiment: Earnings call/transcript available: Management described headwinds (discretionary pullback, tariffs, delivery costs) and plans to drive traffic via store modernizations — useful for modeling but not an immediate catalyst. InsiderMonkey: Q4 earnings call transcript
• Negative Sentiment: Q4 results missed on EPS and revenue: TSCO reported $0.43 EPS vs. $0.46 expected and $3.90B revenue vs. $4.03B expected; comps rose only 0.3% and margin pressure was cited (tariffs, freight). This is the primary near‑term driver of today’s weakness. MarketBeat: Q4 results and press release
• Negative Sentiment: FY‑2026 guidance came in below consensus: management guided EPS $2.13–$2.23 (consensus ~ $2.31) and revenue around $16.1–$16.5B (vs. ~$16.6B consensus), prompting analyst reassessments. BusinessWire: Q4 results & FY2026 outlook
• Negative Sentiment: Multiple analyst price‑target cuts and some rating trims: JPMorgan cut its PT to $59 and set Neutral, Morgan Stanley trimmed to $57 (Equal Weight), TD Cowen cut to $53 (Hold), and other shops lowered PTs — adding selling pressure and dampening near‑term sentiment. TickerReport / Benzinga coverage of analyst action
• Negative Sentiment: Industry headwinds cited: management and coverage note discretionary spending pullback and tariff/delivery cost pressure that compressed margins — a risk to near‑term profitability until sales mix or margins improve. Benzinga: Discretionary spending & tariffs

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.