Tractor Supply (NASDAQ:TSCO) Given New $45.00 Price Target at BNP Paribas Exane

Tractor Supply (NASDAQ:TSCO) had its target price reduced by BNP Paribas Exane from $58.00 to $45.00 in a research report report published on Wednesday morning,MarketScreener reports. They currently have an outperform rating on the specialty retailer’s stock.

A number of other analysts have also commented on TSCO. Daiwa Securities Group lowered their target price on shares of Tractor Supply from $52.00 to $41.00 and set a “neutral” rating for the company in a report on Thursday. Truist Financial set a $44.00 target price on shares of Tractor Supply and gave the stock a “hold” rating in a report on Tuesday. JPMorgan Chase & Co. decreased their price objective on shares of Tractor Supply from $62.00 to $59.00 and set a “neutral” rating for the company in a report on Friday, January 30th. Wolfe Research restated an “outperform” rating and set a $57.00 price objective on shares of Tractor Supply in a report on Friday, January 30th. Finally, The Goldman Sachs Group set a $59.00 price objective on shares of Tractor Supply and gave the company a “buy” rating in a report on Friday, January 30th. Fifteen research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $49.08.

Tractor Supply Trading Down 3.6%

TSCO traded down $1.37 during trading on Wednesday, reaching $36.81. 7,358,568 shares of the company’s stock were exchanged, compared to its average volume of 7,320,823. The company’s fifty day moving average price is $47.59 and its 200-day moving average price is $51.34. 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 $36.86 and a fifty-two week high of $63.99. The firm has a market capitalization of $19.36 billion, a PE ratio of 18.06, a P/E/G ratio of 2.09 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 EPS 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 business had revenue of $3.59 billion for the quarter, compared to analyst estimates of $3.64 billion. During the same period in the prior year, the firm posted $0.34 EPS. Tractor Supply’s 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 forecast that Tractor Supply will post 2.17 EPS for the current year.

Tractor Supply Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were issued a dividend of $0.24 per share. This is an increase from Tractor Supply’s previous quarterly dividend of $0.23. This represents a $0.96 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date was Tuesday, February 24th. Tractor Supply’s dividend payout ratio is presently 47.06%.

Insider Activity

In related news, EVP Robert D. Mills sold 62,950 shares of the business’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 owned 122,834 shares in the company, valued at approximately $6,647,776.08. The trade was a 33.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Jonathan S. Estep sold 59,745 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $54.03, for a total transaction of $3,228,022.35. Following the transaction, the executive vice president owned 80,931 shares of the company’s stock, valued at approximately $4,372,701.93. This represents a 42.47% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 222,348 shares of company stock valued at $11,959,621. 0.64% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in TSCO. Garner Asset Management Corp acquired a new position in shares of Tractor Supply in the fourth quarter valued at approximately $25,000. Reflection Asset Management acquired a new position in shares of Tractor Supply in the fourth quarter valued at approximately $26,000. Aventura Private Wealth LLC acquired a new position in shares of Tractor Supply in the fourth quarter valued at approximately $27,000. Core Wealth Advisors LLC acquired a new position in shares of Tractor Supply in the fourth quarter valued at approximately $27,000. Finally, Bayban acquired a new position in shares of Tractor Supply in the fourth quarter valued at approximately $28,000. Institutional investors and hedge funds own 98.72% of the company’s stock.

Key Headlines Impacting 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.