Tractor Supply (NASDAQ:TSCO) Price Target Cut to $44.00 by Analysts at UBS Group

Tractor Supply (NASDAQ:TSCO) had its price objective dropped by UBS Group from $55.00 to $44.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage currently has a “neutral” rating on the specialty retailer’s stock. UBS Group’s price target would suggest a potential upside of 12.94% from the stock’s current price.

Several other analysts have also commented on TSCO. DA Davidson dropped their price target on shares of Tractor Supply from $60.00 to $50.00 and set a “buy” rating on the stock in a research report on Wednesday. Wall Street Zen lowered shares of Tractor Supply from a “hold” rating to a “sell” rating in a research report on Saturday, February 21st. Mizuho decreased their price objective on shares of Tractor Supply from $58.00 to $50.00 and set an “outperform” rating on the stock in a report on Wednesday. Robert W. Baird set a $60.00 price objective on shares of Tractor Supply and gave the company an “outperform” rating in a report on Friday, April 17th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Tractor Supply from $62.00 to $59.00 and set a “neutral” rating on the stock in a report on Friday, January 30th. Fourteen investment analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat.com, Tractor Supply currently has a consensus rating of “Moderate Buy” and a consensus price target of $53.96.

Tractor Supply Stock Performance

TSCO stock traded down $0.61 during midday trading on Wednesday, hitting $38.96. 14,128,082 shares of the stock traded hands, compared to its average volume of 7,274,825. The firm has a market cap of $20.49 billion, a P/E ratio of 18.82, a PEG ratio of 2.39 and a beta of 0.75. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.34 and a quick ratio of 0.16. The stock’s fifty day simple moving average is $48.23 and its 200-day simple moving average is $51.52. Tractor Supply has a 1-year low of $38.29 and a 1-year high of $63.99.

Tractor Supply (NASDAQ:TSCO) last released its quarterly earnings results on Tuesday, April 21st. The specialty retailer reported $0.31 EPS 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 firm’s quarterly revenue was up 3.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.34 EPS. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS. On average, analysts expect that Tractor Supply will post 2.18 earnings per share for the current year.

Insider Buying and Selling at Tractor Supply

In other Tractor Supply news, EVP Robert D. Mills sold 62,950 shares of the stock in a transaction 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 transaction, the executive vice president directly owned 122,834 shares of the company’s stock, valued at $6,647,776.08. This trade represents a 33.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Harry A. Lawton III sold 84,670 shares of the firm’s stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $53.16, for a total transaction of $4,501,057.20. Following the completion of the transaction, the chief executive officer directly owned 606,842 shares in the company, valued at approximately $32,259,720.72. This represents a 12.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 222,348 shares of company stock valued at $11,959,621. Insiders own 0.64% of the company’s stock.

Institutional Investors Weigh In On Tractor Supply

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Boomfish Wealth Group LLC increased its position in Tractor Supply by 3.4% during the first quarter. Boomfish Wealth Group LLC now owns 19,496 shares of the specialty retailer’s stock worth $883,000 after purchasing an additional 634 shares during the last quarter. Pictet Asset Management Holding SA increased its position in Tractor Supply by 18.9% during the first quarter. Pictet Asset Management Holding SA now owns 990,335 shares of the specialty retailer’s stock worth $44,863,000 after purchasing an additional 157,253 shares during the last quarter. Union Bancaire Privee UBP SA increased its position in Tractor Supply by 1.7% during the first quarter. Union Bancaire Privee UBP SA now owns 16,799 shares of the specialty retailer’s stock worth $754,000 after purchasing an additional 280 shares during the last quarter. Lewis Asset Management LLC increased its position in shares of Tractor Supply by 7.3% during the first quarter. Lewis Asset Management LLC now owns 4,423 shares of the specialty retailer’s stock valued at $200,000 after acquiring an additional 300 shares during the last quarter. Finally, Venturi Wealth Management LLC increased its position in shares of Tractor Supply by 9.6% during the first quarter. Venturi Wealth Management LLC now owns 18,114 shares of the specialty retailer’s stock valued at $821,000 after acquiring an additional 1,586 shares during the last quarter. 98.72% of the stock is currently owned by institutional investors and hedge funds.

Tractor Supply News Summary

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

• Positive Sentiment: Management reaffirmed fiscal 2026 guidance (EPS $2.13–$2.23) and highlighted steady revenue growth and a consistent dividend history — reasons some investors view the pullback as a buying opportunity. Businesswire: Q1 Results MarketBeat: Bruise, Not a Break
• Neutral Sentiment: Wall Street trimmed price targets across multiple firms but many maintained Overweight/Outperform stances — the adjustments lower near‑term expectations while leaving meaningful upside in several analysts’ models. (Examples: Piper Sandler, Wells Fargo, Mizuho, Telsey; Morgan Stanley cut its target and moved to Equal Weight.) Benzinga: Analyst Moves TickerReport
• Negative Sentiment: Q1 results missed consensus: EPS $0.31 vs $0.35 expected and revenue roughly $3.59B vs ~$3.64B forecast. Comparable‑store sales were modest (+0.5%), operating income fell and SG&A grew faster than sales — signaling margin pressure. Press Release / Q1 PDF Earnings Call Transcript
• Negative Sentiment: Market reaction amplified the move: shares slid sharply after the miss as investors weighed near‑term profitability headwinds (tariffs, delivery/transportation costs) and fewer transactions; higher trading volume suggests active repositioning. Benzinga: Stock Reaction
• Negative Sentiment: Insider selling and notable institutional reductions were highlighted in coverage, which can increase short‑term selling pressure and investor caution. QuiverQuant: Insider/Institutional Activity

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.