Tractor Supply (NASDAQ:TSCO) Given New $44.00 Price Target at UBS Group

Tractor Supply (NASDAQ:TSCO) had its target price trimmed by UBS Group from $55.00 to $44.00 in a research report sent to investors on Wednesday morning,Benzinga reports. The brokerage currently has a neutral rating on the specialty retailer’s stock.

Several other brokerages also recently commented on TSCO. Jefferies Financial Group reissued a “buy” rating and set a $51.00 price objective on shares of Tractor Supply in a research report on Tuesday. Wall Street Zen downgraded shares of Tractor Supply from a “hold” rating to a “sell” rating in a research report on Saturday, February 21st. DA Davidson cut their price objective on shares of Tractor Supply from $60.00 to $50.00 and set a “buy” rating on the stock in a research report on Wednesday. TD Cowen cut their price objective on shares of Tractor Supply from $55.00 to $53.00 and set a “hold” rating on the stock in a research report on Friday, January 30th. Finally, Zacks Research raised shares of Tractor Supply from a “strong sell” rating to a “hold” rating in a research report on Monday. Fourteen equities research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $53.96.

Tractor Supply Stock Performance

Shares of TSCO stock opened at $38.96 on Wednesday. Tractor Supply has a one year low of $38.29 and a one year high of $63.99. The company’s 50-day moving average is $47.91 and its 200 day moving average is $51.44. The company has a market capitalization of $20.49 billion, a price-to-earnings ratio of 19.10, a price-to-earnings-growth ratio of 2.10 and a beta of 0.75. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.16 and a current ratio of 1.38.

Tractor Supply (NASDAQ:TSCO) last announced its quarterly earnings data on Tuesday, April 21st. The specialty retailer reported $0.31 EPS for the quarter, missing the consensus estimate of $0.35 by ($0.04). Tractor Supply had a net margin of 6.91% and a return on equity of 42.58%. The firm had revenue of $3.59 billion for the quarter, compared to analysts’ expectations of $3.64 billion. During the same period last year, the company posted $0.34 earnings per share. The business’s revenue for the quarter was up 3.6% compared to the same quarter last year. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS. Sell-side analysts expect that Tractor Supply will post 2.18 EPS for the current fiscal year.

Tractor Supply Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th were issued a dividend of $0.24 per share. This represents a $0.96 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date of this dividend was Tuesday, February 24th. This is a boost from Tractor Supply’s previous quarterly dividend of $0.23. Tractor Supply’s payout ratio is 46.38%.

Insider Activity

In other news, CEO Harry A. Lawton III sold 84,670 shares of the firm’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $53.16, for a total transaction of $4,501,057.20. Following the sale, the chief executive officer owned 606,842 shares of the company’s stock, valued at $32,259,720.72. This trade represents a 12.24% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Kurt D. Barton sold 1,884 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $53.81, for a total transaction of $101,378.04. Following the sale, the chief financial officer directly owned 52,562 shares in the company, valued at approximately $2,828,361.22. The trade was a 3.46% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 222,348 shares of company stock worth $11,959,621. 0.64% of the stock is owned by corporate insiders.

Institutional Trading of Tractor Supply

Institutional investors have recently made changes to their positions in the stock. Garner Asset Management Corp purchased a new stake in shares of Tractor Supply during the 4th quarter valued at about $25,000. Reflection Asset Management purchased a new position in shares of Tractor Supply in the fourth quarter worth approximately $26,000. Aventura Private Wealth LLC purchased a new position in shares of Tractor Supply in the fourth quarter worth approximately $27,000. Core Wealth Advisors LLC purchased a new position in shares of Tractor Supply in the fourth quarter worth approximately $27,000. Finally, Bayban purchased a new position in shares of Tractor Supply in the fourth quarter worth approximately $28,000. Hedge funds and other institutional investors own 98.72% of the company’s stock.

Tractor Supply News Roundup

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

• Positive Sentiment: Company reaffirmed full‑year 2026 guidance (EPS $2.13–$2.23) and said it will continue store openings and digital investment — signals that management sees the slowdown as temporary. Earnings Highlights
• Positive Sentiment: Retail commentary and some investors call the pullback “oversold,” which can attract bargain hunters and support a rebound if fundamentals stabilize. Analyst & Retail Reaction
• Neutral Sentiment: Q1 results: revenue +3.6% to $3.59B, comparable‑store sales about +0.5%, diluted EPS $0.31 vs. $0.34 a year ago — solid top‑line growth but weaker margin mix. Q1 Snapshot
• Neutral Sentiment: Earnings call highlighted record store openings and digital progress but also flagged cost pressures; management said “decisive action” is needed to fix near‑term weakness. Earnings Call Summary
• Negative Sentiment: Earnings and revenue missed consensus (EPS short by $0.04; revenue slightly below estimates), and operating income and margins contracted — the immediate catalyst for the stock decline. Why TSCO Is Down
• Negative Sentiment: Multiple Wall Street firms cut price targets and turned cautious or trimmed ratings after the print (UBS, Morgan Stanley, Wells Fargo, Piper, Mizuho, Telsey, DA Davidson among others), increasing near‑term selling pressure. Analyst Price Target Moves
• Negative Sentiment: High intraday volume and notable insider selling highlighted in coverage — adds to downside momentum while the market digests whether earnings weakness is transient. Trading & Insider Notes

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.