Tractor Supply (NASDAQ:TSCO) Price Target Cut to $50.00 by Analysts at DA Davidson

Tractor Supply (NASDAQ:TSCO) had its target price decreased by DA Davidson from $60.00 to $50.00 in a research note released on Wednesday morning,Benzinga reports. DA Davidson currently has a buy rating on the specialty retailer’s stock.

Several other equities analysts also recently weighed in on TSCO. Wells Fargo & Company decreased their price target on shares of Tractor Supply from $55.00 to $47.00 and set an “overweight” rating on the stock in a research note on Wednesday. Wolfe Research reissued an “outperform” rating and issued a $57.00 price target on shares of Tractor Supply in a research note on Friday, January 30th. Citigroup decreased their price target on shares of Tractor Supply from $61.00 to $55.00 and set a “buy” rating on the stock in a research note on Tuesday, April 7th. Stephens set a $53.00 price target on shares of Tractor Supply and gave the stock an “equal weight” rating in a research note on Thursday, January 22nd. Finally, Jefferies Financial Group reissued a “buy” rating and issued a $51.00 price target on shares of Tractor Supply in a research note on Tuesday. Fourteen investment analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $53.96.

Tractor Supply Stock Performance

NASDAQ:TSCO opened at $38.96 on Wednesday. The company’s 50-day moving average price is $47.91 and its 200-day moving average price is $51.44. The company has a current ratio of 1.38, a quick ratio of 0.16 and a debt-to-equity ratio of 0.86. The company 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 twelve month low of $38.29 and a twelve month high of $63.99.

Tractor Supply (NASDAQ:TSCO) last posted its quarterly earnings results on Tuesday, April 21st. The specialty retailer reported $0.31 earnings per share for the quarter, missing the consensus estimate of $0.35 by ($0.04). The business had revenue of $3.59 billion during the quarter, compared to analysts’ expectations of $3.64 billion. Tractor Supply had a return on equity of 42.58% and a net margin of 6.91%.The business’s quarterly revenue was up 3.6% on a year-over-year basis. During the same period in the prior year, the business posted $0.34 earnings per share. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS. On average, sell-side analysts forecast that Tractor Supply will post 2.18 earnings per share for the current fiscal 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 given 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 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date was Tuesday, February 24th. Tractor Supply’s dividend payout ratio (DPR) is 46.38%.

Insider Buying and Selling at Tractor Supply

In other Tractor Supply news, EVP Colin Yankee sold 11,170 shares of Tractor Supply stock in a transaction dated Friday, February 13th. The shares were 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 directly owned 45,515 shares in the company, valued at $2,519,255.25. This trade represents a 19.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Harry A. Lawton III sold 84,670 shares of Tractor Supply 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 approximately $32,259,720.72. This represents a 12.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 222,348 shares of company stock valued at $11,959,621. 0.64% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Tractor Supply

A number of institutional investors have recently made changes to their positions in the stock. Wellington Management Group LLP boosted its stake in shares of Tractor Supply by 1.6% in the third quarter. Wellington Management Group LLP now owns 25,931,699 shares of the specialty retailer’s stock valued at $1,474,736,000 after purchasing an additional 420,731 shares during the period. First National Bank of Omaha purchased a new position in shares of Tractor Supply in the third quarter valued at approximately $5,069,000. NEOS Investment Management LLC boosted its stake in shares of Tractor Supply by 49.9% in the third quarter. NEOS Investment Management LLC now owns 63,881 shares of the specialty retailer’s stock valued at $3,633,000 after purchasing an additional 21,256 shares during the period. HighTower Advisors LLC boosted its stake in shares of Tractor Supply by 9.2% in the third quarter. HighTower Advisors LLC now owns 289,610 shares of the specialty retailer’s stock valued at $16,470,000 after purchasing an additional 24,312 shares during the period. Finally, Montrusco Bolton Investments Inc. boosted its stake in shares of Tractor Supply by 7.5% in the third quarter. Montrusco Bolton Investments Inc. now owns 1,000,530 shares of the specialty retailer’s stock valued at $56,900,000 after purchasing an additional 69,498 shares during the period. 98.72% of the stock is currently owned by institutional investors and hedge funds.

Key Stories 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.