Tractor Supply (NASDAQ:TSCO) Given New $50.00 Price Target at Mizuho

Tractor Supply (NASDAQ:TSCO) had its target price trimmed by Mizuho from $58.00 to $50.00 in a research report sent to investors on Wednesday morning,Benzinga reports. The brokerage currently has an outperform rating on the specialty retailer’s stock.

Several other research analysts have also recently issued reports on the company. Wolfe Research reissued an “outperform” rating and issued a $57.00 price objective on shares of Tractor Supply in a research note on Friday, January 30th. DA Davidson reissued a “buy” rating and issued a $60.00 price objective on shares of Tractor Supply in a research note on Thursday, April 16th. Evercore reissued an “outperform” rating and issued a $60.00 price objective on shares of Tractor Supply in a research note on Friday, January 30th. JPMorgan Chase & Co. dropped their price objective on Tractor Supply from $62.00 to $59.00 and set a “neutral” rating on the stock in a research note on Friday, January 30th. Finally, Gordon Haskett cut Tractor Supply from an “accumulate” rating to a “hold” rating and dropped their price objective for the stock from $57.00 to $50.00 in a research note on Thursday, January 8th. Fourteen research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat.com, Tractor Supply currently has an average rating of “Moderate Buy” and a consensus price target of $53.96.

Tractor Supply Stock Down 1.5%

Shares of NASDAQ:TSCO opened at $38.96 on Wednesday. Tractor Supply has a 52-week low of $38.29 and a 52-week high of $63.99. The stock has a market cap of $20.49 billion, a P/E ratio of 19.10, a price-to-earnings-growth ratio of 2.10 and a beta of 0.75. The business’s 50 day moving average is $47.91 and its 200 day moving average is $51.44. The company has a quick ratio of 0.16, a current ratio of 1.38 and a debt-to-equity ratio of 0.86.

Tractor Supply (NASDAQ:TSCO) last announced its quarterly earnings data on Tuesday, April 21st. The specialty retailer reported $0.31 earnings per share (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 last year, the company earned $0.34 EPS. The firm’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 predict that Tractor Supply will post 2.18 EPS for the current year.

Tractor Supply Increases Dividend

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

Insider Buying and Selling at Tractor Supply

In other Tractor Supply news, EVP Robert D. Mills sold 62,950 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $54.12, for a total transaction of $3,406,854.00. Following the sale, the executive vice president owned 122,834 shares of the company’s stock, valued at approximately $6,647,776.08. This trade represents a 33.88% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Jonathan S. Estep sold 59,745 shares of the stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $54.03, for a total value of $3,228,022.35. Following the sale, the executive vice president directly owned 80,931 shares in the company, valued at $4,372,701.93. This trade represents a 42.47% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 222,348 shares of company stock worth $11,959,621. 0.64% of the stock is currently owned by company insiders.

Institutional Trading of Tractor Supply

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Wellington Management Group LLP boosted its position in Tractor Supply by 1.6% during the 3rd quarter. Wellington Management Group LLP now owns 25,931,699 shares of the specialty retailer’s stock valued at $1,474,736,000 after acquiring an additional 420,731 shares in the last quarter. Capital International Investors boosted its position in Tractor Supply by 3.9% during the 4th quarter. Capital International Investors now owns 24,279,046 shares of the specialty retailer’s stock valued at $1,214,390,000 after acquiring an additional 902,659 shares in the last quarter. State Street Corp boosted its position in Tractor Supply by 0.7% during the 4th quarter. State Street Corp now owns 23,051,776 shares of the specialty retailer’s stock valued at $1,152,819,000 after acquiring an additional 162,774 shares in the last quarter. Invesco Ltd. lifted its holdings in shares of Tractor Supply by 18.4% during the 4th quarter. Invesco Ltd. now owns 17,433,611 shares of the specialty retailer’s stock valued at $871,855,000 after purchasing an additional 2,706,819 shares during the last quarter. Finally, Geode Capital Management LLC lifted its holdings in shares of Tractor Supply by 1.2% during the 4th quarter. Geode Capital Management LLC now owns 15,873,514 shares of the specialty retailer’s stock valued at $791,703,000 after purchasing an additional 184,457 shares during the last quarter. Institutional investors own 98.72% of the company’s stock.

More Tractor Supply News

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.