Telsey Advisory Group Lowers Tractor Supply (NASDAQ:TSCO) Price Target to $63.00

Tractor Supply (NASDAQ:TSCO) had its price objective decreased by research analysts at Telsey Advisory Group from $70.00 to $63.00 in a research note issued to investors on Thursday, MarketBeat Ratings reports. The firm presently has an “outperform” rating on the specialty retailer’s stock. Telsey Advisory Group’s price objective would indicate a potential upside of 23.82% from the company’s current price.

Other equities analysts have also issued reports about the company. Morgan Stanley raised Tractor Supply from an “underweight” rating to an “equal weight” rating and increased their price target for the company from $50.00 to $60.00 in a research note on Friday, October 24th. Gordon Haskett cut shares of Tractor Supply from an “accumulate” rating to a “hold” rating and lowered their price target for the company from $57.00 to $50.00 in a report on Thursday, January 8th. UBS Group set a $57.00 price objective on shares of Tractor Supply and gave the company a “neutral” rating in a research note on Friday, January 16th. DA Davidson set a $70.00 target price on shares of Tractor Supply in a report on Friday, October 24th. Finally, Mizuho boosted their price objective on shares of Tractor Supply from $64.00 to $65.00 and gave the stock an “outperform” rating in a report on Friday, October 24th. Fourteen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat, Tractor Supply presently has an average rating of “Moderate Buy” and an average target price of $59.59.

Tractor Supply Price Performance

Shares of NASDAQ:TSCO opened at $50.88 on Thursday. Tractor Supply has a fifty-two week low of $46.85 and a fifty-two week high of $63.99. The company has a market cap of $26.89 billion, a PE ratio of 24.58, a P/E/G ratio of 2.39 and a beta of 0.74. The company has a quick ratio of 0.14, a current ratio of 1.34 and a debt-to-equity ratio of 0.70. The firm has a 50-day simple moving average of $52.30 and a 200 day simple moving average of $55.68.

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

Hedge Funds Weigh In On Tractor Supply

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. GPS Wealth Strategies Group LLC increased its position in Tractor Supply by 1.0% during the second quarter. GPS Wealth Strategies Group LLC now owns 17,908 shares of the specialty retailer’s stock worth $945,000 after buying an additional 175 shares during the last quarter. Financial Network Wealth Advisors LLC lifted its stake in shares of Tractor Supply by 8.0% in the 3rd quarter. Financial Network Wealth Advisors LLC now owns 2,465 shares of the specialty retailer’s stock valued at $140,000 after acquiring an additional 182 shares during the last quarter. Mount Vernon Associates Inc. MD raised its stake in shares of Tractor Supply by 0.3% during the second quarter. Mount Vernon Associates Inc. MD now owns 67,570 shares of the specialty retailer’s stock valued at $3,566,000 after acquiring an additional 200 shares during the last quarter. Perigon Wealth Management LLC raised its holdings 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 purchasing an additional 200 shares during the last quarter. Finally, Field & Main Bank raised its position in shares of Tractor Supply by 1.1% in the 4th quarter. Field & Main Bank now owns 18,835 shares of the specialty retailer’s stock worth $942,000 after acquiring an additional 200 shares in the last quarter. 98.72% of the stock is owned by institutional investors and hedge funds.

Tractor Supply News Summary

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

• Positive Sentiment: Company signals ongoing capital returns and store expansion: Tractor Supply highlighted continued dividend growth (15 consecutive years of increases), raised buyback plans (guidance ~ $400M for 2026) and added stores (32 in the quarter, +100 Y/Y), supporting long‑term cash return and growth thesis. MarketBeat: Tractor Supply Company Can Plow New Highs in 2026
• Positive Sentiment: Some analysts reaffirm buys or keep above‑market targets, arguing weakness is transitory: DA Davidson reiterated a Buy with a $60 PT and Citi reaffirmed Buy at $61, citing normalization of sales and margin recovery potential. Street Insider: DA Davidson reiterates Buy
• Neutral Sentiment: Corporate and community actions: Tractor Supply Foundation donated $250,000 to Middle Tennessee winter storm recovery — modest reputational/PR positive but unlikely to move the stock materially. BusinessWire: Foundation donation
• Neutral Sentiment: Earnings call/transcript available: Management described headwinds (discretionary pullback, tariffs, delivery costs) and plans to drive traffic via store modernizations — useful for modeling but not an immediate catalyst. InsiderMonkey: Q4 earnings call transcript
• Negative Sentiment: Q4 results missed on EPS and revenue: TSCO reported $0.43 EPS vs. $0.46 expected and $3.90B revenue vs. $4.03B expected; comps rose only 0.3% and margin pressure was cited (tariffs, freight). This is the primary near‑term driver of today’s weakness. MarketBeat: Q4 results and press release
• Negative Sentiment: FY‑2026 guidance came in below consensus: management guided EPS $2.13–$2.23 (consensus ~ $2.31) and revenue around $16.1–$16.5B (vs. ~$16.6B consensus), prompting analyst reassessments. BusinessWire: Q4 results & FY2026 outlook
• Negative Sentiment: Multiple analyst price‑target cuts and some rating trims: JPMorgan cut its PT to $59 and set Neutral, Morgan Stanley trimmed to $57 (Equal Weight), TD Cowen cut to $53 (Hold), and other shops lowered PTs — adding selling pressure and dampening near‑term sentiment. TickerReport / Benzinga coverage of analyst action
• Negative Sentiment: Industry headwinds cited: management and coverage note discretionary spending pullback and tariff/delivery cost pressure that compressed margins — a risk to near‑term profitability until sales mix or margins improve. Benzinga: Discretionary spending & tariffs

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.