Mizuho Issues Pessimistic Forecast for Tractor Supply (NASDAQ:TSCO) Stock Price

Tractor Supply (NASDAQ:TSCO) had its target price lowered by investment analysts at Mizuho from $65.00 to $58.00 in a research report issued on Friday, MarketBeat reports. The firm presently has an “outperform” rating on the specialty retailer’s stock. Mizuho’s price target would indicate a potential upside of 13.99% from the company’s current price.

TSCO has been the topic of several other reports. UBS Group set a $57.00 price target on shares of Tractor Supply and gave the stock a “neutral” rating in a research report on Friday, January 16th. Citigroup reaffirmed a “buy” rating and issued a $61.00 target price (down from $66.00) on shares of Tractor Supply in a report on Friday, January 16th. Wells Fargo & Company reiterated an “overweight” rating and set a $65.00 price target on shares of Tractor Supply in a report on Thursday, October 23rd. Gordon Haskett lowered Tractor Supply from an “accumulate” rating to a “hold” rating and dropped their price objective for the company from $57.00 to $50.00 in a research note on Thursday, January 8th. Finally, Stephens set a $53.00 price objective on Tractor Supply and gave the company an “equal weight” rating in a research report on Thursday, January 22nd. Fourteen equities 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.com, the stock has an average rating of “Moderate Buy” and an average target price of $59.59.

Tractor Supply Stock Performance

TSCO opened at $50.88 on Friday. The business’s 50-day simple moving average is $52.30 and its 200 day simple moving average is $55.68. 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 0.70, a quick ratio of 0.14 and a current ratio of 1.34. The firm has a market capitalization of $26.88 billion, a PE ratio of 24.58, a PEG ratio of 2.39 and a beta of 0.74.

Tractor Supply (NASDAQ:TSCO) last posted its quarterly earnings results on Thursday, January 29th. The specialty retailer reported $0.43 earnings per share 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 company had revenue of $3.90 billion for the quarter, compared to analyst estimates of $4.03 billion. During the same period last year, the firm earned $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 expect that Tractor Supply will post 2.17 earnings per share for the current fiscal year.

Institutional Trading of Tractor Supply

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

Key Headlines 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.