Daiwa Securities Group Has Lowered Expectations for Tractor Supply (NASDAQ:TSCO) Stock Price

Tractor Supply (NASDAQ:TSCO) had its price objective cut by equities researchers at Daiwa Securities Group from $52.00 to $41.00 in a research report issued on Thursday,MarketScreener reports. The firm currently has a “neutral” rating on the specialty retailer’s stock. Daiwa Securities Group’s price target would indicate a potential upside of 11.64% from the company’s previous close.

A number of other analysts have also recently weighed in on the stock. Jefferies Financial Group restated a “buy” rating and issued a $51.00 price target on shares of Tractor Supply in a report on Tuesday. Truist Financial set a $44.00 price target on shares of Tractor Supply and gave the company a “hold” rating in a report on Tuesday. Robert W. Baird set a $60.00 price target on shares of Tractor Supply and gave the company an “outperform” rating in a report on Friday, April 17th. Wolfe Research restated an “outperform” rating and issued a $57.00 price target on shares of Tractor Supply in a report on Friday, January 30th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Tractor Supply in a research report on Monday, December 29th. Fifteen equities research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Tractor Supply presently has a consensus rating of “Moderate Buy” and a consensus price target of $49.08.

Tractor Supply Stock Down 3.8%

NASDAQ:TSCO opened at $36.73 on Thursday. Tractor Supply has a fifty-two week low of $36.60 and a fifty-two week high of $63.99. The stock has a market capitalization of $19.32 billion, a P/E ratio of 18.00, a P/E/G ratio of 2.18 and a beta of 0.75. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.16 and a current ratio of 1.38. The company’s 50-day simple moving average is $47.22 and its 200-day simple moving average is $51.22.

Tractor Supply (NASDAQ:TSCO) last released its quarterly earnings results on Tuesday, April 21st. The specialty retailer reported $0.31 earnings per share for the quarter, missing analysts’ consensus estimates of $0.35 by ($0.04). Tractor Supply had a net margin of 6.91% and a return on equity of 42.58%. The firm had revenue of $3.59 billion during the quarter, compared to the consensus estimate of $3.64 billion. During the same quarter in the prior year, the business posted $0.34 earnings per share. The firm’s quarterly 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. On average, equities analysts anticipate that Tractor Supply will post 2.16 earnings per share for the current fiscal year.

Insider Activity at Tractor Supply

In other Tractor Supply news, EVP Robert D. Mills sold 62,950 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $54.12, for a total transaction of $3,406,854.00. Following the completion of the transaction, the executive vice president directly 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 transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Harry A. Lawton III sold 84,670 shares of the firm’s stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $53.16, for a total transaction of $4,501,057.20. Following the transaction, the chief executive officer directly owned 606,842 shares of the company’s stock, valued at $32,259,720.72. This represents a 12.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 222,348 shares of company stock worth $11,959,621 in the last ninety days. 0.64% of the stock is owned by company insiders.

Hedge Funds Weigh In On Tractor Supply

Institutional investors have recently bought and sold shares of the business. Bison Wealth LLC increased its holdings in shares of Tractor Supply by 356.1% during the 4th quarter. Bison Wealth LLC now owns 6,426 shares of the specialty retailer’s stock valued at $341,000 after purchasing an additional 5,017 shares in the last quarter. Woodline Partners LP lifted its stake in shares of Tractor Supply by 40.7% in the 1st quarter. Woodline Partners LP now owns 45,132 shares of the specialty retailer’s stock valued at $2,487,000 after purchasing an additional 13,051 shares during the period. Intech Investment Management LLC boosted its holdings in Tractor Supply by 26.9% during the first quarter. Intech Investment Management LLC now owns 26,162 shares of the specialty retailer’s stock worth $1,442,000 after buying an additional 5,542 shares in the last quarter. Sei Investments Co. grew its position in Tractor Supply by 1.2% during the second quarter. Sei Investments Co. now owns 316,009 shares of the specialty retailer’s stock valued at $16,676,000 after buying an additional 3,631 shares during the period. Finally, Glenview Trust co grew its position in Tractor Supply by 36.0% during the second quarter. Glenview Trust co now owns 19,627 shares of the specialty retailer’s stock valued at $1,036,000 after buying an additional 5,194 shares during the period. 98.72% of the stock is owned by hedge funds and other institutional investors.

Tractor Supply News Roundup

Here are the key news stories impacting Tractor Supply this week:

• Positive Sentiment: Management reiterated FY2026 guidance and highlighted continued store expansion (40 new stores) and double‑digit digital sales growth, which investors can view as evidence of underlying sales initiatives and long‑term growth levers. Tractor Supply Co (TSCO) Q1 2026 Earnings Call Highlights: Record Store Openings and Digital …
• Positive Sentiment: Several firms kept constructive ratings (buy/outperform) even while lowering targets — e.g., Goldman Sachs (buy, PT trimmed to $55) and Raymond James/BNP Paribas maintained upside views — signaling some analysts still see material upside at depressed prices. Goldman Sachs adjusts price target on Tractor Supply to 55 from 59, maintains buy rating
• Neutral Sentiment: Some coverage frames TSCO as a relative value option vs. peers (e.g., Petco/WOOF), which may attract value/dividend investors if the price weakness persists. WOOF vs TSCO: Which Stock Is the Better Value Option?
• Neutral Sentiment: With the share decline, TSCO’s dividend yield has increased, prompting some investors to call it oversold and a potential income/value play — a longer‑horizon catalyst for some buyers. This Dividend Stock Is Getting Crushed. But With Its Dividend Yield Crossing 2.4%, Is It Time to Buy?
• Negative Sentiment: Q1 results disappointed: EPS $0.31 vs. $0.35 expected and revenue $3.59B vs. $3.64B expected; same‑store sales were essentially flat, which directly triggered the selloff. Why Tractor Supply (TSCO) Is Down 12.1% After Q1 Earnings Miss and Flat Same-Store Sales
• Negative Sentiment: Major brokerages moved quickly to cut price targets (many on 4/24) and issued more cautious notes — a coordinated analyst reset that amplifies selling pressure and reduces near‑term conviction. Representative cuts include Barclays, JPMorgan, UBS and others. Barclays adjusts price target on Tractor Supply to 44 from 51, maintains equalweight rating
• Negative Sentiment: The stock hit a new one‑year low and saw elevated trading volume following the miss and analyst reactions — technical weakness that can prolong downward pressure until fresh positive catalysts emerge. Tractor Supply (NASDAQ:TSCO) Sets New 1-Year Low After Earnings Miss

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.