Mizuho Lowers Tractor Supply (NASDAQ:TSCO) Price Target to $50.00

Tractor Supply (NASDAQ:TSCO) had its target price decreased by equities researchers at Mizuho from $58.00 to $50.00 in a research report issued on Wednesday,Benzinga reports. The brokerage currently has an “outperform” rating on the specialty retailer’s stock. Mizuho’s price target would suggest a potential upside of 28.83% from the company’s previous close.

Several other research analysts have also recently weighed in on TSCO. Wells Fargo & Company lowered their price target on shares of Tractor Supply from $55.00 to $47.00 and set an “overweight” rating on the stock in a research report on Wednesday. Truist Financial set a $44.00 target price on shares of Tractor Supply and gave the company a “hold” rating in a research report on Tuesday. Morgan Stanley decreased their target price on shares of Tractor Supply from $57.00 to $45.00 and set an “equal weight” rating on the stock in a research report on Wednesday. Bank of America initiated coverage on shares of Tractor Supply in a research report on Tuesday, April 7th. They issued a “neutral” rating and a $47.00 target price on the stock. Finally, Piper Sandler decreased their target price on shares of Tractor Supply from $59.00 to $51.00 and set an “overweight” rating on the stock in a research report on Wednesday. Fourteen research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $54.87.

Tractor Supply Trading Down 1.9%

Shares of TSCO stock traded down $0.76 on Wednesday, hitting $38.81. 6,679,569 shares of the stock traded hands, compared to its average volume of 7,167,134. The firm’s 50-day moving average price is $48.23 and its two-hundred day moving average price is $51.52. The company has a debt-to-equity ratio of 0.70, a quick ratio of 0.16 and a current ratio of 1.34. The stock has a market capitalization of $20.41 billion, a PE ratio of 18.69, a PEG ratio of 2.39 and a beta of 0.75. Tractor Supply has a twelve month low of $38.63 and a twelve month high of $63.99.

Tractor Supply (NASDAQ:TSCO) last announced its quarterly earnings results on Tuesday, April 21st. The specialty retailer reported $0.31 earnings per share for the quarter, missing the consensus estimate of $0.35 by ($0.04). The firm had revenue of $3.59 billion for the quarter, compared to analyst estimates of $3.64 billion. Tractor Supply had a net margin of 7.06% and a return on equity of 44.36%. The company’s revenue was up 3.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.34 EPS. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS. As a group, analysts anticipate that Tractor Supply will post 2.18 EPS for the current year.

Insider Activity at Tractor Supply

In other Tractor Supply news, EVP Jonathan S. Estep sold 59,745 shares of the business’s stock in a transaction dated 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 sale, 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Robert D. Mills sold 62,950 shares of the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $54.12, for a total transaction of $3,406,854.00. Following the sale, the executive vice president owned 122,834 shares in the company, valued at $6,647,776.08. This trade represents a 33.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 222,348 shares of company stock valued at $11,959,621. 0.64% of the stock is owned by company insiders.

Institutional Trading of Tractor Supply

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Wellington Management Group LLP increased its position in shares of Tractor Supply by 1.6% during the third quarter. Wellington Management Group LLP now owns 25,931,699 shares of the specialty retailer’s stock worth $1,474,736,000 after purchasing an additional 420,731 shares in the last quarter. First National Bank of Omaha purchased a new position in Tractor Supply during the 3rd quarter worth approximately $5,069,000. NEOS Investment Management LLC grew its stake in Tractor Supply by 49.9% during the 3rd quarter. NEOS Investment Management LLC now owns 63,881 shares of the specialty retailer’s stock worth $3,633,000 after buying an additional 21,256 shares during the last quarter. HighTower Advisors LLC increased its position in Tractor Supply by 9.2% during the third quarter. HighTower Advisors LLC now owns 289,610 shares of the specialty retailer’s stock worth $16,470,000 after buying an additional 24,312 shares during the period. Finally, Montrusco Bolton Investments Inc. lifted its stake in Tractor Supply by 7.5% in the third quarter. Montrusco Bolton Investments Inc. now owns 1,000,530 shares of the specialty retailer’s stock valued at $56,900,000 after buying an additional 69,498 shares during the last quarter. 98.72% of the stock is currently owned by hedge funds and other institutional investors.

Tractor Supply News Roundup

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

• Positive Sentiment: Zacks upgraded TSCO from “strong sell” to “hold,” which may reduce headline selling pressure and signal some near‑term stabilization. Zacks Upgrade
• Positive Sentiment: The company reaffirmed full‑year FY2026 guidance (net sales +4%–6%, EPS $2.13–2.23), giving investors a baseline for recovery if comps and margins improve. BusinessWire: Q1 Results & Reaffirmed Outlook
• Neutral Sentiment: Some sellside firms cut price targets but kept constructive ratings (e.g., Piper Sandler, Wells Fargo, Telsey), so analyst views are mixed — downside risk priced in by cuts, but several still see meaningful upside if execution improves. Analyst Notes (Benzinga) Wells Fargo Coverage
• Negative Sentiment: Q1 results disappointed: EPS and revenue missed, comps rose only modestly (+0.5%), and management cited higher tariffs, transportation costs and elevated SG&A that compressed margins — the core catalyst for the stock decline. MarketBeat: Q1 Results
• Negative Sentiment: Multiple firms trimmed price targets (Morgan Stanley to $45, Wells Fargo to $47, Piper Sandler to $51, Telsey to $52), signalling reduced near‑term confidence and adding selling pressure despite some remaining “overweight/outperform” ratings. Price Target Moves (Benzinga) Telsey / TickerReport
• Negative Sentiment: Significant insider sales and large institutional position reductions noted in recent filings/reports, which can weigh on sentiment until company metrics show clear improvement. QuiverQuant: Insider & Institutional Activity

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.