Tractor Supply Company (NASDAQ:TSCO – Free Report) – Analysts at Zacks Research cut their Q3 2026 EPS estimates for Tractor Supply in a research report issued on Thursday, August 6th. Zacks Research analyst Team now forecasts that the specialty retailer will earn $0.40 per share for the quarter, down from their previous forecast of $0.51. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for Tractor Supply’s current full-year earnings is $1.93 per share. Zacks Research also issued estimates for Tractor Supply’s Q4 2026 earnings at $0.41 EPS, FY2026 earnings at $1.93 EPS, Q1 2027 earnings at $0.34 EPS, Q2 2027 earnings at $0.86 EPS, Q3 2027 earnings at $0.46 EPS, Q4 2027 earnings at $0.43 EPS, FY2027 earnings at $2.09 EPS, Q1 2028 earnings at $0.41 EPS, Q2 2028 earnings at $0.98 EPS and FY2028 earnings at $2.45 EPS.
A number of other equities research analysts have also recently issued reports on TSCO. BNP Paribas Exane lowered their target price on shares of Tractor Supply from $58.00 to $45.00 and set an “outperform” rating on the stock in a report on Wednesday, April 22nd. Truist Financial set a $32.00 price target on Tractor Supply and gave the company a “hold” rating in a research report on Tuesday, June 16th. Telsey Advisory Group decreased their price objective on Tractor Supply from $40.00 to $38.00 and set an “outperform” rating on the stock in a research note on Friday, July 24th. Citigroup reiterated a “buy” rating on shares of Tractor Supply in a research note on Thursday, July 16th. Finally, DA Davidson dropped their price objective on Tractor Supply from $50.00 to $40.00 and set a “buy” rating on the stock in a report on Monday, June 22nd. Thirteen equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $39.31.
Tractor Supply Stock Up 2.0%
TSCO opened at $34.09 on Friday. The company has a 50 day moving average of $30.77 and a 200 day moving average of $39.97. The company has a market cap of $17.88 billion, a PE ratio of 17.76, a price-to-earnings-growth ratio of 10.87 and a beta of 0.47. Tractor Supply has a 12 month low of $28.36 and a 12 month high of $62.89. The company has a current ratio of 1.33, a quick ratio of 0.23 and a debt-to-equity ratio of 0.83.
Tractor Supply (NASDAQ:TSCO – Get Free Report) last posted its quarterly earnings results on Thursday, July 23rd. The specialty retailer reported $0.81 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.82 by ($0.01). The business had revenue of $4.54 billion during the quarter, compared to the consensus estimate of $4.58 billion. Tractor Supply had a net margin of 6.42% and a return on equity of 41.74%. The business’s revenue for the quarter was up 2.3% on a year-over-year basis. During the same period last year, the firm earned $0.81 EPS. Tractor Supply has set its FY 2026 guidance at 1.900-2.000 EPS.
Institutional Inflows and Outflows
Institutional investors have recently added to or reduced their stakes in the company. Goldman Sachs Group Inc. grew its holdings in shares of Tractor Supply by 6.3% during the 4th quarter. Goldman Sachs Group Inc. now owns 3,121,526 shares of the specialty retailer’s stock worth $156,108,000 after acquiring an additional 184,146 shares during the period. Swedbank AB raised its position in shares of Tractor Supply by 3.3% in the 4th quarter. Swedbank AB now owns 1,129,182 shares of the specialty retailer’s stock worth $56,470,000 after acquiring an additional 36,495 shares in the last quarter. Nomura Asset Management Co. Ltd. lifted its stake in shares of Tractor Supply by 44.2% in the 4th quarter. Nomura Asset Management Co. Ltd. now owns 727,125 shares of the specialty retailer’s stock valued at $36,364,000 after purchasing an additional 222,750 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in shares of Tractor Supply by 4.4% in the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,103,395 shares of the specialty retailer’s stock valued at $56,086,000 after purchasing an additional 46,010 shares during the period. Finally, King Luther Capital Management Corp boosted its position in shares of Tractor Supply by 1.6% during the fourth quarter. King Luther Capital Management Corp now owns 2,387,723 shares of the specialty retailer’s stock valued at $119,410,000 after purchasing an additional 36,778 shares in the last quarter. Institutional investors own 98.72% of the company’s stock.
Insider Activity
In other Tractor Supply news, Director Andre J. Hawaux acquired 3,150 shares of the stock in a transaction that occurred on Monday, August 3rd. The shares were bought at an average price of $31.83 per share, for a total transaction of $100,264.50. Following the completion of the transaction, the director owned 3,150 shares of the company’s stock, valued at approximately $100,264.50. This represents a ∞ increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Edna Morris acquired 1,560 shares of the company’s stock in a transaction that occurred on Tuesday, August 4th. The shares were acquired at an average cost of $32.44 per share, with a total value of $50,606.40. Following the purchase, the director directly owned 279,720 shares of the company’s stock, valued at $9,074,116.80. This trade represents a 0.56% increase in their position. The SEC filing for this purchase provides additional information. Insiders bought 20,310 shares of company stock worth $652,411 in the last three months. Corporate insiders own 0.64% of the company’s stock.
Tractor Supply Dividend Announcement
The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Monday, August 24th will be issued a $0.24 dividend. This represents a $0.96 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend is Monday, August 24th. Tractor Supply’s dividend payout ratio (DPR) is presently 50.00%.
Tractor Supply News Summary
Here are the key news stories impacting Tractor Supply this week:
- Positive Sentiment: CEO Harry A. Lawton III purchased 15,600 shares for approximately $501,540 at an average price of $32.15. Directors Edna Morris and Andre Hawaux also bought shares worth roughly $50,606 and $100,265, respectively. The purchases may signal that company insiders consider recent price levels attractive. Insider purchase filings
- Positive Sentiment: Tractor Supply expanded its pet assortment by more than 200 dog and cat products, including food, treats, toys and everyday essentials. The initiative could strengthen customer traffic, sales and the company’s position in the growing pet-products market. Pet assortment expansion
- Positive Sentiment: The board declared a quarterly cash dividend of $0.24 per share. Investors of record on August 24 will receive payment on September 8. The dividend equates to approximately $0.96 annually and offers a yield near 2.8% at recent prices, providing income support for shareholders. Quarterly dividend announcement
- Neutral Sentiment: Analysts maintain a consensus “Hold” rating and an average price target of $39.31, above recent trading levels. However, the mixed recommendations indicate limited agreement on the pace of Tractor Supply’s recovery.
- Negative Sentiment: The company’s latest quarter produced EPS of $0.81 versus $0.82 expected and revenue of $4.54 billion versus $4.58 billion forecast. Revenue rose only 2.3% year over year, and fiscal 2026 EPS guidance of $1.90–$2.00 underscores continued concerns about growth and execution.
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.
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