Analysts Set Tractor Supply Company (NASDAQ:TSCO) PT at $59.78

Tractor Supply Company (NASDAQ:TSCO) has been given a consensus recommendation of “Moderate Buy” by the twenty-five ratings firms that are presently covering the stock, Marketbeat Ratings reports. One research analyst has rated the stock with a sell rating, nine have assigned a hold rating and fifteen have assigned a buy rating to the company. The average 1 year price objective among analysts that have issued ratings on the stock in the last year is $59.7826.

TSCO has been the subject of several analyst reports. Citigroup reissued a “buy” rating and set a $61.00 price target (down from $66.00) on shares of Tractor Supply in a research report on Friday, January 16th. UBS Group set a $55.00 target price on shares of Tractor Supply in a research report on Friday, January 30th. Mizuho lowered their target price on shares of Tractor Supply from $65.00 to $58.00 and set an “outperform” rating for the company in a research note on Friday, January 30th. Gordon Haskett downgraded Tractor Supply from an “accumulate” rating to a “hold” rating and reduced their price target for the stock from $57.00 to $50.00 in a research report on Thursday, January 8th. Finally, Jefferies Financial Group lowered their price objective on Tractor Supply from $63.00 to $60.00 and set a “buy” rating for the company in a research report on Friday, January 30th.

Tractor Supply News Summary

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

• Positive Sentiment: Board & capital return: Tractor Supply raised its quarterly dividend to $0.24 (a ~4.3% increase) and appointed Sonia Syngal to the board — a signal of shareholder return focus that typically supports income‑oriented buyers. Read More.
• Neutral Sentiment: Logistics strategy: Management is exploring final‑mile delivery capabilities to improve e‑commerce fulfillment. Potential long‑term upside for sales, but it requires investment and will take time to affect margins. Read More.
• Negative Sentiment: Analyst downgrades/estimates: Zacks Research issued multiple downward revisions to 2026–2028 quarterly and annual EPS forecasts and carries a “Strong Sell” stance — this increases downside risk to consensus expectations and can pressure the stock if other brokers follow. Read More.
• Negative Sentiment: Large insider selling: Two EVPs executed sizable mid‑February sales (Robert D. Mills sold ~62,950 shares; Jonathan S. Estep sold ~59,745 shares), a meaningful reduction in holdings that investors often view as bearish. SEC filings available for review. Read More. | Read More.
• Negative Sentiment: Additional insider sale: CFO Kurt Barton sold 1,884 shares (~$101k), a smaller but additive data point in the insider‑selling pattern. Read More.

Insider Activity at Tractor Supply

In related news, 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 transaction, the chief executive officer directly owned 606,842 shares of the company’s stock, valued at $32,259,720.72. This trade represents a 12.24% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Robert D. Mills sold 62,950 shares of the company’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 transaction, the executive vice president owned 122,834 shares in the company, valued at $6,647,776.08. The trade was a 33.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 211,178 shares of company stock worth $11,341,362. 0.65% of the stock is owned by insiders.

Institutional Trading of Tractor Supply

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Garner Asset Management Corp purchased a new position in shares of Tractor Supply in the fourth quarter worth about $25,000. Delos Wealth Advisors LLC purchased a new position in Tractor Supply during the 2nd quarter worth approximately $26,000. Aventura Private Wealth LLC purchased a new position in Tractor Supply during the 4th quarter worth approximately $27,000. Core Wealth Advisors LLC acquired a new stake in Tractor Supply during the 4th quarter valued at approximately $27,000. Finally, JPL Wealth Management LLC purchased a new stake in shares of Tractor Supply in the 3rd quarter valued at $28,000. Institutional investors and hedge funds own 98.72% of the company’s stock.

Tractor Supply Stock Performance

Shares of NASDAQ:TSCO opened at $55.03 on Thursday. The company has a quick ratio of 0.16, a current ratio of 1.34 and a debt-to-equity ratio of 0.70. The company has a market capitalization of $29.08 billion, a price-to-earnings ratio of 26.58, a price-to-earnings-growth ratio of 2.76 and a beta of 0.74. The firm has a 50 day moving average of $52.36 and a 200 day moving average of $55.42. Tractor Supply has a 52 week low of $46.85 and a 52 week high of $63.99.

Tractor Supply (NASDAQ:TSCO) last announced its quarterly earnings results on Thursday, January 29th. The specialty retailer reported $0.43 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.46 by ($0.03). The company had revenue of $3.90 billion during the quarter, compared to analysts’ expectations of $4.03 billion. Tractor Supply had a net margin of 7.06% and a return on equity of 44.36%. The company’s revenue was up 3.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.44 earnings per share. On average, sell-side analysts predict that Tractor Supply will post 2.17 earnings per share for the current fiscal year.

Tractor Supply Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be paid a dividend of $0.24 per share. The ex-dividend date is Tuesday, February 24th. 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 dividend yield of 1.7%. Tractor Supply’s payout ratio is presently 44.44%.

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.