Tractor Supply Company (NASDAQ:TSCO) Given Average Rating of “Hold” by Brokerages

Shares of Tractor Supply Company (NASDAQ:TSCO) have earned an average rating of “Hold” from the twenty-eight research firms that are covering the stock, Marketbeat.com reports. Three research analysts have rated the stock with a sell rating, twelve have issued a hold rating and thirteen have issued a buy rating on the company. The average 1 year price target among brokerages that have issued a report on the stock in the last year is $39.3077.

A number of analysts have issued reports on TSCO shares. TD Cowen reaffirmed a “hold” rating on shares of Tractor Supply in a report on Wednesday, July 15th. BNP Paribas Exane dropped their price objective on Tractor Supply from $58.00 to $45.00 and set an “outperform” rating on the stock in a report on Wednesday, April 22nd. Piper Sandler set a $31.00 target price on Tractor Supply and gave the stock a “neutral” rating in a research report on Friday, July 24th. Barclays set a $35.00 target price on Tractor Supply and gave the stock an “equal weight” rating in a research note on Monday, July 13th. Finally, Jefferies Financial Group reaffirmed a “buy” rating and issued a $51.00 price target on shares of Tractor Supply in a report on Tuesday, April 21st.

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. Director Edna Morris also bought 1,560 shares for about $50,606, while Director Andre Hawaux purchased 3,150 shares for roughly $100,265. The purchases may reassure investors that company insiders view recent price levels as attractive. CEO and director insider purchase filings
• Positive Sentiment: Tractor Supply announced more than 200 new dog and cat products, including food, treats, toys and everyday essentials. The broader assortment could support customer traffic, market share and sales growth in the pet category. Tractor Supply expands pet assortment
• Neutral Sentiment: The stock trades near $33, below its 200-day moving average of $40.22 but above its 50-day average of $30.66. Analysts’ consensus rating is “Hold,” with an average price target of $39.31, suggesting potential upside but limited conviction.
• Neutral Sentiment: Tractor Supply continues to pay a quarterly dividend of $0.24, or $0.96 annually, representing a yield of approximately 2.9% at recent prices. Institutional investors own about 98.7% of the shares, indicating strong professional ownership but potentially less incremental buying support.
• Negative Sentiment: The company’s latest quarterly results modestly missed expectations: EPS was $0.81 versus $0.82 expected, while revenue of $4.54 billion fell short of the $4.58 billion consensus. Revenue still increased 2.3% year over year, and fiscal 2026 EPS guidance remains $1.90–$2.00, but the miss highlights ongoing execution and growth concerns.

Insider Activity

In related news, CEO Harry A. Lawton III purchased 15,600 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The shares were purchased at an average cost of $32.15 per share, for a total transaction of $501,540.00. Following the purchase, the chief executive officer directly owned 15,600 shares of the company’s stock, valued at $501,540. The trade was a ∞ increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Edna Morris purchased 1,560 shares of Tractor Supply stock in a transaction that occurred on Tuesday, August 4th. The stock was bought at an average cost of $32.44 per share, with a total value of $50,606.40. Following the completion of the transaction, the director owned 279,720 shares of the company’s stock, valued at $9,074,116.80. The trade was a 0.56% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders purchased 20,310 shares of company stock worth $652,411. Corporate insiders own 0.64% of the company’s stock.

Hedge Funds Weigh In On Tractor Supply

Several hedge funds have recently made changes to their positions in TSCO. JPL Wealth Management LLC acquired a new stake in shares of Tractor Supply during the third quarter worth about $28,000. Garner Asset Management Corp acquired a new stake in shares of Tractor Supply in the 4th quarter valued at about $25,000. Reflection Asset Management acquired a new stake in shares of Tractor Supply in the 4th quarter valued at about $26,000. Core Wealth Advisors LLC purchased a new position in Tractor Supply during the 4th quarter worth approximately $27,000. Finally, Bayban purchased a new position in Tractor Supply during the 4th quarter worth approximately $28,000. Hedge funds and other institutional investors own 98.72% of the company’s stock.

Tractor Supply Price Performance

Shares of TSCO opened at $33.41 on Thursday. The firm has a market capitalization of $17.52 billion, a price-to-earnings ratio of 17.40, a PEG ratio of 10.77 and a beta of 0.47. The firm’s fifty day simple moving average is $30.71 and its 200-day simple moving average is $40.09. Tractor Supply has a twelve month low of $28.36 and a twelve 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) last issued its earnings results on Thursday, July 23rd. The specialty retailer reported $0.81 EPS for the quarter, missing analysts’ consensus estimates of $0.82 by ($0.01). The firm had revenue of $4.54 billion for the quarter, compared to analyst estimates of $4.58 billion. Tractor Supply had a return on equity of 41.74% and a net margin of 6.42%.The business’s revenue for the quarter was up 2.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.81 EPS. Tractor Supply has set its FY 2026 guidance at 1.900-2.000 EPS. Equities analysts forecast that Tractor Supply will post 1.93 EPS for the current fiscal year.

Tractor Supply Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Wednesday, May 27th were given a dividend of $0.24 per share. This represents a $0.96 annualized dividend and a dividend yield of 2.9%. The ex-dividend date was Wednesday, May 27th. Tractor Supply’s payout ratio is currently 50.00%.

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.