Evercore Lowers Tractor Supply (NASDAQ:TSCO) Price Target to $50.00

Tractor Supply (NASDAQ:TSCO) had its target price dropped by investment analysts at Evercore from $55.00 to $50.00 in a research report issued on Thursday,MarketScreener reports. The firm presently has an “outperform” rating on the specialty retailer’s stock. Evercore’s price target points to a potential upside of 36.15% from the stock’s current price.

A number of other analysts have also weighed in on the stock. Truist Financial set a $44.00 target price on shares of Tractor Supply and gave the stock a “hold” rating in a research note on Tuesday. Piper Sandler cut their target price on shares of Tractor Supply from $59.00 to $51.00 and set an “overweight” rating on the stock in a research note on Wednesday. Morgan Stanley cut their target price on shares of Tractor Supply from $57.00 to $45.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Jefferies Financial Group restated a “buy” rating and set a $51.00 target price on shares of Tractor Supply in a research note on Tuesday. Finally, Wolfe Research reaffirmed an “outperform” rating and issued a $57.00 price target on shares of Tractor Supply in a report on Friday, January 30th. Fifteen analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $49.08.

Tractor Supply Stock Down 3.8%

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

Tractor Supply (NASDAQ:TSCO) last released its 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 return on equity of 42.58% and a net margin of 6.91%.The firm had revenue of $3.59 billion for the quarter, compared to analysts’ expectations of $3.64 billion. During the same quarter in the previous year, the company 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 research analysts anticipate that Tractor Supply will post 2.16 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CFO Kurt D. Barton sold 1,884 shares of the stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $53.81, for a total value of $101,378.04. Following the completion of the sale, the chief financial officer directly owned 52,562 shares of the company’s stock, valued at approximately $2,828,361.22. This represents a 3.46% 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 this hyperlink. Also, CEO Harry A. Lawton III sold 84,670 shares of the 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 completion of the sale, the chief executive officer directly owned 606,842 shares of the company’s stock, valued at $32,259,720.72. The trade was a 12.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 222,348 shares of company stock valued at $11,959,621. 0.64% of the stock is owned by insiders.

Institutional Investors Weigh In On Tractor Supply

Several large investors have recently modified their holdings of TSCO. Financial Network Wealth Advisors LLC raised its position in Tractor Supply by 8.0% during the 3rd quarter. Financial Network Wealth Advisors LLC now owns 2,465 shares of the specialty retailer’s stock worth $140,000 after buying an additional 182 shares during the last quarter. Advyzon Investment Management LLC raised its position in Tractor Supply by 4.3% during the 4th quarter. Advyzon Investment Management LLC now owns 4,462 shares of the specialty retailer’s stock worth $223,000 after buying an additional 183 shares during the last quarter. Perigon Wealth Management LLC raised its position in Tractor Supply by 0.6% during the 3rd quarter. Perigon Wealth Management LLC now owns 34,036 shares of the specialty retailer’s stock worth $1,936,000 after buying an additional 200 shares during the last quarter. Field & Main Bank raised its position in Tractor Supply by 1.1% during the 4th quarter. Field & Main Bank now owns 18,835 shares of the specialty retailer’s stock worth $942,000 after buying an additional 200 shares during the last quarter. Finally, Oak Thistle LLC raised its position in Tractor Supply by 0.9% during the 4th quarter. Oak Thistle LLC now owns 24,911 shares of the specialty retailer’s stock worth $1,246,000 after buying an additional 215 shares during the last quarter. 98.72% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Tractor Supply

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.