Tractor Supply (NASDAQ:TSCO) Upgraded at Zacks Research

Zacks Research upgraded shares of Tractor Supply (NASDAQ:TSCO) from a strong sell rating to a hold rating in a report issued on Monday,Zacks.com reports.

A number of other equities research analysts have also recently commented on the company. Argus cut their target price on Tractor Supply from $67.00 to $64.00 and set a “buy” rating on the stock in a research note on Monday, February 2nd. The Goldman Sachs Group set a $59.00 target price on Tractor Supply and gave the stock a “buy” rating in a research note on Friday, January 30th. Mizuho cut their target price on Tractor Supply from $65.00 to $58.00 and set an “outperform” rating on the stock in a research note on Friday, January 30th. Truist Financial set a $44.00 target price on Tractor Supply and gave the stock a “hold” rating in a research note on Tuesday. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Tractor Supply in a research note on Monday, December 29th. Fourteen research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $53.96.

Tractor Supply Price Performance

Shares of TSCO stock opened at $38.96 on Monday. The stock has a market cap of $20.49 billion, a price-to-earnings ratio of 19.10, a PEG ratio of 2.10 and a beta of 0.75. The business’s fifty day moving average is $47.91 and its 200 day moving average is $51.44. Tractor Supply has a twelve month low of $38.29 and a twelve month high of $63.99. 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 issued 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). 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 analysts’ expectations of $3.64 billion. During the same period in the previous year, the company earned $0.34 earnings per share. Tractor Supply’s revenue for the quarter was up 3.6% on a year-over-year basis. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS. Research analysts expect that Tractor Supply will post 2.18 EPS for the current fiscal year.

Tractor Supply Increases Dividend

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

Insider Buying and Selling

In other Tractor Supply news, CEO Harry A. Lawton III sold 84,670 shares of the stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $53.16, for a total value of $4,501,057.20. Following the transaction, 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Colin Yankee sold 11,170 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $55.35, for a total value of $618,259.50. Following the completion of the transaction, the executive vice president directly owned 45,515 shares in the company, valued at approximately $2,519,255.25. This represents a 19.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 222,348 shares of company stock valued at $11,959,621 in the last 90 days. Insiders own 0.64% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of TSCO. Wellington Management Group LLP raised 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 worth $1,474,736,000 after buying an additional 420,731 shares during the period. First National Bank of Omaha bought a new position in shares of Tractor Supply in the third quarter worth about $5,069,000. NEOS Investment Management LLC raised 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 worth $3,633,000 after buying an additional 21,256 shares during the period. HighTower Advisors LLC raised 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 worth $16,470,000 after buying an additional 24,312 shares during the period. Finally, Montrusco Bolton Investments Inc. raised 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 worth $56,900,000 after buying an additional 69,498 shares during the period. Institutional investors own 98.72% of the company’s stock.

Trending Headlines about 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

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.