Q2 EPS Estimates for Tractor Supply Cut by Analyst

Tractor Supply (NASDAQ:TSCO) – Analysts at Telsey Advisory Group reduced their Q2 2025 earnings per share estimates for shares of Tractor Supply in a research report issued to clients and investors on Thursday, April 24th. Telsey Advisory Group analyst J. Feldman now expects that the specialty retailer will earn $0.80 per share for the quarter, down from their prior estimate of $0.85. The consensus estimate for Tractor Supply’s current full-year earnings is $2.17 per share. Telsey Advisory Group also issued estimates for Tractor Supply’s Q3 2025 earnings at $0.48 EPS, Q4 2025 earnings at $0.47 EPS, FY2025 earnings at $2.08 EPS, Q1 2026 earnings at $0.38 EPS, Q2 2026 earnings at $0.88 EPS, Q3 2026 earnings at $0.53 EPS, Q4 2026 earnings at $0.52 EPS and FY2026 earnings at $2.31 EPS.

Several other research firms also recently weighed in on TSCO. Citigroup lowered their price objective on shares of Tractor Supply from $59.00 to $51.00 and set a “neutral” rating on the stock in a report on Friday, April 25th. Robert W. Baird dropped their price target on shares of Tractor Supply from $63.00 to $56.00 and set an “outperform” rating on the stock in a research report on Friday, April 25th. Raymond James decreased their price objective on Tractor Supply from $61.00 to $57.00 and set an “outperform” rating for the company in a report on Friday, April 25th. Guggenheim dropped their target price on Tractor Supply from $60.00 to $55.00 and set a “buy” rating on the stock in a report on Friday, April 25th. Finally, UBS Group set a $54.00 price target on Tractor Supply in a research report on Friday. One equities research analyst has rated the stock with a sell rating, seven have assigned a hold rating, eleven have issued a buy rating and one has given a strong buy rating to the company. According to MarketBeat, Tractor Supply has a consensus rating of “Moderate Buy” and a consensus price target of $58.02.

Tractor Supply Trading Up 1.8 %

NASDAQ TSCO opened at $49.87 on Monday. Tractor Supply has a 52 week low of $46.85 and a 52 week high of $61.53. The business has a 50 day moving average price of $52.70 and a 200-day moving average price of $54.62. The company has a quick ratio of 0.20, a current ratio of 1.43 and a debt-to-equity ratio of 0.82. The company has a market cap of $26.51 billion, a price-to-earnings ratio of 24.45, a P/E/G ratio of 2.95 and a beta of 0.88.

Tractor Supply (NASDAQ:TSCO) last posted its quarterly earnings results on Thursday, April 24th. The specialty retailer reported $0.34 earnings per share for the quarter, missing the consensus estimate of $0.37 by ($0.03). The company had revenue of $3.47 billion during the quarter, compared to the consensus estimate of $3.55 billion. Tractor Supply had a net margin of 7.40% and a return on equity of 49.01%. The company’s revenue for the quarter was up 2.1% on a year-over-year basis. During the same period last year, the firm posted $1.83 earnings per share.

Tractor Supply Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 11th. Shareholders of record on Wednesday, February 26th were paid a $0.92 dividend. The ex-dividend date was Wednesday, February 26th. This is a positive change from Tractor Supply’s previous quarterly dividend of $0.22. This represents a $3.68 annualized dividend and a dividend yield of 7.38%. Tractor Supply’s payout ratio is presently 45.77%.

Tractor Supply declared that its board has approved a stock buyback program on Thursday, February 13th that allows the company to buyback $1.00 billion in shares. This buyback authorization allows the specialty retailer to purchase up to 3.3% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s leadership believes its shares are undervalued.

Insider Activity

In other Tractor Supply news, SVP Matthew L. Rubin sold 3,850 shares of the stock in a transaction on Thursday, February 20th. The stock was sold at an average price of $57.69, for a total transaction of $222,106.50. Following the sale, the senior vice president now owns 31,787 shares in the company, valued at $1,833,792.03. This represents a 10.80 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Harry A. Lawton III sold 88,095 shares of the firm’s stock in a transaction on Monday, February 3rd. The stock was sold at an average price of $54.59, for a total value of $4,809,106.05. Following the completion of the transaction, the chief executive officer now directly owns 488,852 shares of the company’s stock, valued at $26,686,430.68. The trade was a 15.27 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 137,993 shares of company stock valued at $7,538,068 in the last 90 days. Insiders own 0.65% of the company’s stock.

Institutional Trading of Tractor Supply

Institutional investors have recently added to or reduced their stakes in the stock. Smithfield Trust Co lifted its holdings in shares of Tractor Supply by 286.2% in the fourth quarter. Smithfield Trust Co now owns 475 shares of the specialty retailer’s stock worth $25,000 after buying an additional 352 shares in the last quarter. Coppell Advisory Solutions LLC lifted its stake in Tractor Supply by 944.4% in the 4th quarter. Coppell Advisory Solutions LLC now owns 470 shares of the specialty retailer’s stock worth $25,000 after purchasing an additional 425 shares in the last quarter. PrairieView Partners LLC boosted its holdings in Tractor Supply by 400.0% in the 4th quarter. PrairieView Partners LLC now owns 500 shares of the specialty retailer’s stock valued at $26,000 after purchasing an additional 400 shares during the period. Future Financial Wealth Managment LLC grew its position in shares of Tractor Supply by 400.0% during the 4th quarter. Future Financial Wealth Managment LLC now owns 500 shares of the specialty retailer’s stock valued at $27,000 after purchasing an additional 400 shares in the last quarter. Finally, Archer Investment Corp increased its holdings in shares of Tractor Supply by 400.0% in the fourth quarter. Archer Investment Corp now owns 500 shares of the specialty retailer’s stock worth $27,000 after purchasing an additional 400 shares during the period. Hedge funds and other institutional investors own 98.72% of the company’s stock.

Tractor Supply Company Profile

Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company offers various merchandise, including livestock and equine feed and equipment, poultry, fencing, and sprayers and chemicals; food, treats, and equipment for dogs, cats, and other small animals, as well as dog wellness products; seasonal and recreation products comprising tractors and riders, lawn and garden, bird feeding, power equipment, and other recreational products; truck, tool, and hardware products, such as truck accessories, trailers, generators, lubricants, batteries, and hardware and tools; and clothing, gift, and décor products consist of clothing, footwear, toys, snacks, and decorative merchandise.