Jefferies Financial Group Issues Pessimistic Forecast for Tractor Supply (NASDAQ:TSCO) Stock Price

Tractor Supply (NASDAQ:TSCO) had its target price reduced by Jefferies Financial Group from $63.00 to $60.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage presently has a “buy” rating on the specialty retailer’s stock. Jefferies Financial Group’s price objective suggests a potential upside of 17.92% from the company’s previous close.

TSCO has been the subject of a number of other reports. Morgan Stanley cut their target price on Tractor Supply from $60.00 to $57.00 and set an “equal weight” rating for the company in a research report on Friday. JPMorgan Chase & Co. dropped their price objective on Tractor Supply from $62.00 to $59.00 and set a “neutral” rating on the stock in a research note on Friday. DA Davidson restated a “buy” rating and issued a $60.00 price objective on shares of Tractor Supply in a report on Friday. Wolfe Research reaffirmed an “outperform” rating and set a $57.00 target price on shares of Tractor Supply in a research note on Friday. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Tractor Supply in a research report on Monday, December 29th. Fourteen equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $59.59.

Tractor Supply Stock Performance

Shares of TSCO opened at $50.88 on Friday. The firm has a market capitalization of $26.88 billion, a PE ratio of 24.58, a P/E/G ratio of 2.39 and a beta of 0.74. The company has a quick ratio of 0.14, a current ratio of 1.34 and a debt-to-equity ratio of 0.70. The firm has a 50-day moving average price of $52.30 and a 200 day moving average price of $55.68. Tractor Supply has a 52-week low of $46.85 and a 52-week high of $63.99.

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

Hedge Funds Weigh In On Tractor Supply

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Bison Wealth LLC lifted its stake in Tractor Supply by 356.1% during the fourth quarter. Bison Wealth LLC now owns 6,426 shares of the specialty retailer’s stock valued at $341,000 after buying an additional 5,017 shares in the last quarter. Woodline Partners LP raised its holdings in shares of Tractor Supply by 40.7% during the first quarter. Woodline Partners LP now owns 45,132 shares of the specialty retailer’s stock valued at $2,487,000 after acquiring an additional 13,051 shares during the period. Intech Investment Management LLC raised its holdings in shares of Tractor Supply by 26.9% during the first quarter. Intech Investment Management LLC now owns 26,162 shares of the specialty retailer’s stock valued at $1,442,000 after acquiring an additional 5,542 shares during the period. J. Safra Sarasin Holding AG purchased a new stake in shares of Tractor Supply in the 2nd quarter valued at approximately $305,000. Finally, Mirae Asset Global Investments Co. Ltd. boosted its stake in Tractor Supply by 7.5% in the 2nd quarter. Mirae Asset Global Investments Co. Ltd. now owns 71,553 shares of the specialty retailer’s stock worth $3,776,000 after purchasing an additional 5,023 shares during the period. Institutional investors and hedge funds own 98.72% of the company’s stock.

Key Stories Impacting 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

About Tractor Supply

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.