Gordon Haskett Has Lowered Expectations for Tractor Supply (NASDAQ:TSCO) Stock Price

Tractor Supply (NASDAQ:TSCO) had its price objective reduced by equities researchers at Gordon Haskett from $50.00 to $40.00 in a research report issued to clients and investors on Wednesday,MarketScreener reports. The firm presently has a “hold” rating on the specialty retailer’s stock. Gordon Haskett’s price target would suggest a potential upside of 8.56% from the stock’s previous close.

A number of other brokerages have also commented on TSCO. Wolfe Research reaffirmed an “outperform” rating and issued a $57.00 target price on shares of Tractor Supply in a research report on Friday, January 30th. Barclays decreased their target price on Tractor Supply from $51.00 to $44.00 and set an “equal weight” rating for the company in a research report on Wednesday. DA Davidson decreased their target price on Tractor Supply from $60.00 to $50.00 and set a “buy” rating for the company in a research report on Wednesday. The Goldman Sachs Group set a $59.00 target price on Tractor Supply and gave the company a “buy” rating in a research report on Friday, January 30th. Finally, Bank of America began coverage on Tractor Supply in a research report on Tuesday, April 7th. They issued a “neutral” rating and a $47.00 target price for the company. Fifteen analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $49.08.

Tractor Supply Stock Down 3.5%

Tractor Supply stock traded down $1.32 during midday trading on Wednesday, reaching $36.85. The stock had a trading volume of 7,232,407 shares, compared to its average volume of 7,320,823. Tractor Supply has a 12 month low of $36.86 and a 12 month high of $63.99. The company has a market capitalization of $19.38 billion, a P/E ratio of 18.06, a PEG ratio of 2.09 and a beta of 0.75. The company has a fifty day moving average price of $47.59 and a two-hundred day moving average price of $51.34. The company has a current ratio of 1.38, a quick ratio of 0.16 and a debt-to-equity ratio of 0.86.

Tractor Supply (NASDAQ:TSCO) last issued its earnings results on Tuesday, April 21st. The specialty retailer reported $0.31 EPS 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 period in the previous year, the firm earned $0.34 earnings per share. The business’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. As a group, equities analysts expect that Tractor Supply will post 2.17 EPS for the current fiscal year.

Insider Activity

In other Tractor Supply news, EVP Robert D. Mills sold 62,950 shares of Tractor Supply stock in a transaction 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 directly owned 122,834 shares of the company’s stock, valued at $6,647,776.08. The trade was a 33.88% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Jonathan S. Estep sold 59,745 shares of Tractor Supply stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $54.03, for a total transaction of $3,228,022.35. Following the transaction, the executive vice president directly owned 80,931 shares in the company, valued at $4,372,701.93. This represents a 42.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 222,348 shares of company stock worth $11,959,621. Company insiders own 0.64% of the company’s stock.

Hedge Funds Weigh In On Tractor Supply

Several institutional investors have recently modified their holdings of the business. Financial Network Wealth Advisors LLC grew its holdings in shares of Tractor Supply by 8.0% in the third 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 in the last quarter. Advyzon Investment Management LLC grew its holdings in shares of Tractor Supply by 4.3% in the fourth quarter. Advyzon Investment Management LLC now owns 4,462 shares of the specialty retailer’s stock valued at $223,000 after acquiring an additional 183 shares in the last quarter. Perigon Wealth Management LLC grew its holdings in shares of Tractor Supply by 0.6% in the third quarter. Perigon Wealth Management LLC now owns 34,036 shares of the specialty retailer’s stock valued at $1,936,000 after acquiring an additional 200 shares in the last quarter. Field & Main Bank grew its holdings in shares of Tractor Supply by 1.1% in the fourth quarter. Field & Main Bank now owns 18,835 shares of the specialty retailer’s stock valued at $942,000 after acquiring an additional 200 shares in the last quarter. Finally, Oak Thistle LLC grew its holdings in shares of Tractor Supply by 0.9% in the fourth quarter. Oak Thistle LLC now owns 24,911 shares of the specialty retailer’s stock valued at $1,246,000 after acquiring an additional 215 shares in the last quarter. 98.72% of the stock is owned by institutional investors.

Trending Headlines about Tractor Supply

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

• Positive Sentiment: Reaffirmed guidance, store growth and digital momentum: Q1 results showed net sales up 3.6% driven by 40 new stores and double‑digit digital growth; management kept FY 2026 guidance intact, which limits near‑term downside risk. Earnings Highlights
• Positive Sentiment: Income/contrarian angle: the stock’s drop has pushed yield higher and some retail commentary calls the name “oversold,” supporting a potential value/dividend trade for income investors. Fool: Dividend Opportunity
• Positive Sentiment: Some brokers still maintain bullish stances (Citigroup retained a buy rating despite cutting its target; DA Davidson has also kept a buy-oriented view even after lowering its target), indicating pockets of analyst support for upside—though targets were trimmed. (Benzinga coverage)
• Neutral Sentiment: Valuation comparison: analyses comparing Tractor Supply to peers like Petco (WOOF) suggest mixed signals on which is the better value right now—useful background but not a direct catalyst. Zacks: WOOF vs TSCO
• Negative Sentiment: Q1 miss and flat comps sparked the selloff: EPS and revenue both missed Street expectations and same‑store sales were essentially flat, the primary immediate driver of the decline. Why TSCO Is Down
• Negative Sentiment: Multiple analyst downgrades/target cuts: several large brokers trimmed price targets or lowered expectations (UBS, Mizuho, Morgan Stanley, Wells Fargo, Telsey, Piper Sandler, DA Davidson among others), increasing selling pressure and reducing near‑term upside consensus. Examples: UBS Pessimistic Mizuho Lowers Expectations Morgan Stanley Forecast
• Negative Sentiment: Technical/market reaction: the post‑earnings move set a new 52‑week low and triggered further momentum selling, amplifying the price decline. New 1-Year Low

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.