Tractor Supply (NASDAQ:TSCO) Given New $52.00 Price Target at Telsey Advisory Group

Tractor Supply (NASDAQ:TSCO) had its price target reduced by Telsey Advisory Group from $63.00 to $52.00 in a research note published on Wednesday, Marketbeat reports. They currently have an outperform rating on the specialty retailer’s stock.

A number of other research firms have also commented on TSCO. Morgan Stanley cut their price objective on Tractor Supply from $60.00 to $57.00 and set an “equal weight” rating on the stock in a research note on Friday, January 30th. Wells Fargo & Company reissued an “overweight” rating and issued a $55.00 price target (down from $60.00) on shares of Tractor Supply in a research note on Tuesday, April 14th. TD Cowen dropped their price target on Tractor Supply from $55.00 to $53.00 and set a “hold” rating on the stock in a research note on Friday, January 30th. Stephens set a $53.00 price target on Tractor Supply and gave the company an “equal weight” rating in a research note on Thursday, January 22nd. Finally, Piper Sandler dropped their price target on Tractor Supply from $67.00 to $59.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. Fourteen analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $53.96.

Tractor Supply Price Performance

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

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

Tractor Supply Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th were paid a $0.24 dividend. This represents a $0.96 annualized dividend and a yield of 2.5%. 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. Tractor Supply’s payout ratio is presently 46.38%.

Insider Activity

In other news, CFO Kurt D. Barton sold 1,884 shares of the business’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $53.81, for a total transaction of $101,378.04. Following the completion of the sale, the chief financial officer owned 52,562 shares in the company, valued at $2,828,361.22. The trade was a 3.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Harry A. Lawton III sold 84,670 shares of the business’s stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $53.16, for a total value of $4,501,057.20. Following the sale, the chief executive officer owned 606,842 shares of the company’s stock, valued at approximately $32,259,720.72. This represents a 12.24% 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 valued at $11,959,621. Corporate insiders own 0.64% of the company’s stock.

Institutional Investors Weigh In On Tractor Supply

Hedge funds and other institutional investors have recently modified their holdings of the company. Wellington Management Group LLP grew its holdings in Tractor Supply by 1.6% during the third quarter. Wellington Management Group LLP now owns 25,931,699 shares of the specialty retailer’s stock worth $1,474,736,000 after buying an additional 420,731 shares in the last quarter. First National Bank of Omaha bought a new stake in Tractor Supply during the third quarter worth $5,069,000. NEOS Investment Management LLC grew its holdings in Tractor Supply by 49.9% during the third quarter. NEOS Investment Management LLC now owns 63,881 shares of the specialty retailer’s stock worth $3,633,000 after buying an additional 21,256 shares in the last quarter. HighTower Advisors LLC grew its holdings in Tractor Supply by 9.2% during the third quarter. HighTower Advisors LLC now owns 289,610 shares of the specialty retailer’s stock worth $16,470,000 after buying an additional 24,312 shares in the last quarter. Finally, Montrusco Bolton Investments Inc. grew its holdings in Tractor Supply by 7.5% during the third quarter. Montrusco Bolton Investments Inc. now owns 1,000,530 shares of the specialty retailer’s stock worth $56,900,000 after buying an additional 69,498 shares in 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

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.