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

Tractor Supply (NASDAQ:TSCO) had its price target decreased by TD Cowen from $55.00 to $53.00 in a report issued on Friday,Benzinga reports. The firm currently has a “hold” rating on the specialty retailer’s stock. TD Cowen’s price target would indicate a potential upside of 4.17% from the stock’s current price.

Other equities research analysts also recently issued research reports about the stock. Truist Financial set a $55.00 price objective on shares of Tractor Supply and gave the company a “hold” rating in a research report on Friday, January 16th. Stephens set a $53.00 target price on Tractor Supply and gave the company an “equal weight” rating in a research report on Thursday, January 22nd. The Goldman Sachs Group set a $59.00 price target on Tractor Supply and gave the stock a “buy” rating in a research report on Friday. UBS Group set a $55.00 price objective on Tractor Supply in a research note on Friday. Finally, Telsey Advisory Group cut their price objective on Tractor Supply from $70.00 to $63.00 and set an “outperform” rating for the company in a research note on Thursday. Fourteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $59.59.

Tractor Supply Trading Down 0.2%

Tractor Supply stock opened at $50.88 on Friday. Tractor Supply has a 52-week low of $46.85 and a 52-week high of $63.99. The company has a market cap 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 company has a quick ratio of 0.14, a current ratio of 1.34 and a debt-to-equity ratio of 0.70. The business has a 50-day simple moving average of $52.30 and a two-hundred day simple moving average of $55.68.

Tractor Supply (NASDAQ:TSCO) last issued its quarterly earnings data 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). The business had revenue of $3.90 billion during 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%.Tractor Supply’s revenue for the quarter was up 3.3% on a year-over-year basis. During the same quarter last year, the company earned $0.44 EPS. Analysts predict that Tractor Supply will post 2.17 EPS for the current year.

Hedge Funds Weigh In On Tractor Supply

A number of hedge funds and other institutional investors have recently modified their holdings of TSCO. Buckhead Capital Management LLC grew its stake in shares of Tractor Supply by 310.3% in the 3rd quarter. Buckhead Capital Management LLC now owns 36,863 shares of the specialty retailer’s stock worth $2,096,000 after buying an additional 27,878 shares in the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS raised its position in shares of Tractor Supply by 6.4% during the 2nd 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 in the last quarter. Thrivent Financial for Lutherans lifted its holdings in shares of Tractor Supply by 45.2% in the 2nd quarter. Thrivent Financial for Lutherans now owns 149,323 shares of the specialty retailer’s stock valued at $7,880,000 after acquiring an additional 46,471 shares during the last quarter. Bison Wealth LLC lifted its holdings in shares of Tractor Supply by 356.1% in the 4th quarter. Bison Wealth LLC now owns 6,426 shares of the specialty retailer’s stock valued at $341,000 after acquiring an additional 5,017 shares during the last quarter. Finally, Congress Asset Management Co. grew its position in Tractor Supply by 5.3% in the third 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 in the last quarter. Institutional investors own 98.72% of the company’s stock.

Key Tractor Supply News

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.