Tractor Supply (NASDAQ:TSCO) Given New $47.00 Price Target at Wells Fargo & Company

Tractor Supply (NASDAQ:TSCO) had its price target reduced by Wells Fargo & Company from $55.00 to $47.00 in a report released on Wednesday,Benzinga reports. They currently have an overweight rating on the specialty retailer’s stock.

Other analysts have also issued research reports about the company. Robert W. Baird set a $60.00 price objective on Tractor Supply and gave the stock an “outperform” rating in a report on Friday, April 17th. The Goldman Sachs Group set a $59.00 price objective on Tractor Supply and gave the stock a “buy” rating in a report on Friday, January 30th. Telsey Advisory Group cut their price objective on Tractor Supply from $63.00 to $52.00 and set an “outperform” rating for the company in a report on Wednesday. Stephens set a $53.00 price objective on Tractor Supply and gave the stock an “equal weight” rating in a report on Thursday, January 22nd. Finally, Morgan Stanley cut their price objective on Tractor Supply from $60.00 to $57.00 and set an “equal weight” rating for the company in a report on Friday, January 30th. Fourteen equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat.com, Tractor Supply presently has a consensus rating of “Moderate Buy” and a consensus target price of $53.96.

Tractor Supply Stock Performance

Shares of TSCO opened at $38.96 on Wednesday. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.38 and a quick ratio of 0.16. Tractor Supply has a one year low of $38.29 and a one year high of $63.99. The firm has a market capitalization of $20.49 billion, a P/E ratio of 19.10, a PEG ratio of 2.10 and a beta of 0.75. The business has a fifty day moving average of $47.91 and a 200 day moving average of $51.44.

Tractor Supply (NASDAQ:TSCO) last issued 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 return on equity of 42.58% and a net margin of 6.91%.The firm had revenue of $3.59 billion during the quarter, compared to the consensus estimate of $3.64 billion. During the same period in the previous year, the firm earned $0.34 EPS. The business’s revenue was up 3.6% on a year-over-year basis. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS. As a group, sell-side analysts anticipate that Tractor Supply will post 2.18 EPS for the current year.

Tractor Supply Increases Dividend

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

Insider Buying and Selling at Tractor Supply

In other Tractor Supply news, EVP Colin Yankee sold 11,170 shares of the business’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $55.35, for a total transaction of $618,259.50. Following the completion of the sale, the executive vice president owned 45,515 shares of the company’s stock, valued at approximately $2,519,255.25. The trade was a 19.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Robert D. Mills sold 62,950 shares of the business’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $54.12, for a total value of $3,406,854.00. Following the sale, the executive vice president directly owned 122,834 shares of the company’s stock, valued at $6,647,776.08. This represents a 33.88% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 222,348 shares of company stock valued at $11,959,621 in the last ninety days. 0.64% of the stock is currently owned by company insiders.

Institutional Trading of Tractor Supply

Hedge funds have recently bought and sold shares of the stock. Garner Asset Management Corp purchased a new position in shares of Tractor Supply in the fourth quarter valued at about $25,000. Reflection Asset Management purchased a new position in shares of Tractor Supply in the fourth quarter valued at about $26,000. Aventura Private Wealth LLC purchased a new position in shares of Tractor Supply in the fourth quarter valued at about $27,000. Core Wealth Advisors LLC purchased a new position in shares of Tractor Supply in the fourth quarter valued at about $27,000. Finally, Bayban purchased a new position in shares of Tractor Supply in the fourth quarter valued at about $28,000. Institutional investors own 98.72% of the company’s stock.

Key Headlines Impacting Tractor Supply

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

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.