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

Tractor Supply (NASDAQ:TSCO) had its price target cut by equities researchers at Piper Sandler from $67.00 to $59.00 in a note issued to investors on Friday, MarketBeat reports. The firm currently has an “overweight” rating on the specialty retailer’s stock. Piper Sandler’s price target points to a potential upside of 15.96% from the company’s previous close.

A number of other research firms also recently commented on TSCO. Wells Fargo & Company reaffirmed an “overweight” rating and set a $65.00 price objective on shares of Tractor Supply in a report on Thursday, October 23rd. Citigroup reissued a “buy” rating and issued a $61.00 price target (down previously from $66.00) on shares of Tractor Supply in a research report on Friday, January 16th. Weiss Ratings restated a “hold (c+)” rating on shares of Tractor Supply in a research note on Monday, December 29th. UBS Group set a $57.00 price objective on Tractor Supply and gave the company a “neutral” rating in a report on Friday, January 16th. Finally, Evercore ISI reissued an “outperform” rating and issued a $60.00 target price on shares of Tractor Supply in a report on Friday. Fourteen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, Tractor Supply presently has a consensus rating of “Moderate Buy” and a consensus target price of $59.59.

Tractor Supply Price Performance

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

Tractor Supply (NASDAQ:TSCO) last issued its 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 firm had revenue of $3.90 billion during the quarter, compared to analyst estimates of $4.03 billion. Tractor Supply had a net margin of 7.06% and a return on equity of 44.36%. The business’s revenue for the quarter was up 3.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.44 earnings per share. As a group, equities analysts expect that Tractor Supply will post 2.17 EPS for the current year.

Institutional Investors Weigh In On Tractor Supply

Large investors have recently bought and sold shares of the business. Buckhead Capital Management LLC grew its holdings in shares of Tractor Supply by 310.3% during the third quarter. Buckhead Capital Management LLC now owns 36,863 shares of the specialty retailer’s stock worth $2,096,000 after purchasing an additional 27,878 shares during the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS raised its holdings in shares of Tractor Supply by 6.4% in the second quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 130,035 shares of the specialty retailer’s stock valued at $6,862,000 after buying an additional 7,871 shares during the last quarter. Thrivent Financial for Lutherans lifted its position in Tractor Supply by 45.2% during the 2nd quarter. Thrivent Financial for Lutherans now owns 149,323 shares of the specialty retailer’s stock worth $7,880,000 after buying an additional 46,471 shares in the last quarter. Bison Wealth LLC grew its holdings in Tractor Supply by 356.1% during the 4th quarter. Bison Wealth LLC now owns 6,426 shares of the specialty retailer’s stock worth $341,000 after acquiring an additional 5,017 shares during the last quarter. Finally, Congress Asset Management Co. grew its holdings in Tractor Supply by 5.3% during the 3rd quarter. Congress Asset Management Co. now owns 1,079,186 shares of the specialty retailer’s stock worth $61,373,000 after acquiring an additional 54,716 shares during the last quarter. 98.72% of the stock is currently owned by institutional investors.

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

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.