Tractor Supply (NASDAQ:TSCO) Given New $41.00 Price Target at Daiwa Securities Group

Tractor Supply (NASDAQ:TSCO) had its price target decreased by Daiwa Securities Group from $52.00 to $41.00 in a research report report published on Thursday morning,MarketScreener reports. Daiwa Securities Group currently has a neutral rating on the specialty retailer’s stock.

TSCO has been the topic of several other research reports. JPMorgan Chase & Co. reduced their price target on shares of Tractor Supply from $62.00 to $59.00 and set a “neutral” rating on the stock in a research report on Friday, January 30th. Morgan Stanley reduced their price target 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. Gordon Haskett cut shares of Tractor Supply from an “accumulate” rating to a “hold” rating and reduced their price target for the stock from $57.00 to $50.00 in a research report on Thursday, January 8th. Truist Financial set a $44.00 price target on shares of Tractor Supply and gave the stock a “hold” rating in a research report on Tuesday. Finally, UBS Group reduced their price target on shares of Tractor Supply from $55.00 to $44.00 and set a “neutral” rating on the stock in a research report on Wednesday. Fifteen investment analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $49.08.

Tractor Supply Stock Down 3.6%

Shares of TSCO stock traded down $1.37 during trading hours on Thursday, hitting $36.81. 7,358,568 shares of the company were exchanged, compared to its average volume of 7,320,823. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.16 and a current ratio of 1.38. Tractor Supply has a one year low of $36.86 and a one year high of $63.99. The business’s 50-day simple moving average is $47.59 and its two-hundred day simple moving average is $51.34. The stock has a market capitalization of $19.36 billion, a price-to-earnings ratio of 18.06, a P/E/G ratio of 2.09 and a beta of 0.75.

Tractor Supply (NASDAQ:TSCO) last issued 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). Tractor Supply had a return on equity of 42.58% and a net margin of 6.91%.The company had revenue of $3.59 billion for the quarter, compared to the consensus estimate of $3.64 billion. During the same period in the previous year, the business posted $0.34 EPS. The business’s revenue for the quarter was up 3.6% on a year-over-year basis. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS. Sell-side analysts predict that Tractor Supply will post 2.17 EPS for the current fiscal year.

Tractor Supply Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th were issued a $0.24 dividend. This is an increase from Tractor Supply’s previous quarterly dividend of $0.23. This represents a $0.96 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date of this dividend was Tuesday, February 24th. Tractor Supply’s dividend payout ratio is 47.06%.

Insider Transactions at Tractor Supply

In other Tractor Supply news, CFO Kurt D. Barton sold 1,929 shares of the firm’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $53.94, for a total value of $104,050.26. Following the transaction, the chief financial officer owned 44,736 shares of the company’s stock, valued at $2,413,059.84. This trade represents a 4.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Colin Yankee sold 11,170 shares of the firm’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $55.35, for a total transaction of $618,259.50. Following the completion of the transaction, the executive vice president directly owned 45,515 shares in the company, valued at $2,519,255.25. This represents a 19.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 222,348 shares of company stock valued at $11,959,621 over the last ninety days. Insiders own 0.64% of the company’s stock.

Hedge Funds Weigh In On Tractor Supply

A number of large investors have recently bought and sold shares of TSCO. Bison Wealth LLC lifted its holdings in Tractor Supply by 356.1% in the fourth quarter. Bison Wealth LLC now owns 6,426 shares of the specialty retailer’s stock worth $341,000 after acquiring an additional 5,017 shares during the last quarter. Woodline Partners LP raised its holdings in shares of Tractor Supply by 40.7% during the first quarter. Woodline Partners LP now owns 45,132 shares of the specialty retailer’s stock valued at $2,487,000 after buying an additional 13,051 shares during the last quarter. Intech Investment Management LLC raised its holdings in shares of Tractor Supply by 26.9% during the first quarter. Intech Investment Management LLC now owns 26,162 shares of the specialty retailer’s stock valued at $1,442,000 after buying an additional 5,542 shares during the last quarter. Sei Investments Co. raised its holdings in shares of Tractor Supply by 1.2% during the second quarter. Sei Investments Co. now owns 316,009 shares of the specialty retailer’s stock valued at $16,676,000 after buying an additional 3,631 shares during the last quarter. Finally, Glenview Trust co raised its holdings in shares of Tractor Supply by 36.0% during the second quarter. Glenview Trust co now owns 19,627 shares of the specialty retailer’s stock valued at $1,036,000 after buying an additional 5,194 shares during the last quarter. Institutional investors own 98.72% of the company’s stock.

Key Tractor Supply News

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

• Positive Sentiment: Reaffirmed guidance, store growth and digital momentum: Q1 results showed net sales up 3.6% driven by 40 new stores and double‑digit digital growth; management kept FY 2026 guidance intact, which limits near‑term downside risk. Earnings Highlights
• Positive Sentiment: Income/contrarian angle: the stock’s drop has pushed yield higher and some retail commentary calls the name “oversold,” supporting a potential value/dividend trade for income investors. Fool: Dividend Opportunity
• Positive Sentiment: Some brokers still maintain bullish stances (Citigroup retained a buy rating despite cutting its target; DA Davidson has also kept a buy-oriented view even after lowering its target), indicating pockets of analyst support for upside—though targets were trimmed. (Benzinga coverage)
• Neutral Sentiment: Valuation comparison: analyses comparing Tractor Supply to peers like Petco (WOOF) suggest mixed signals on which is the better value right now—useful background but not a direct catalyst. Zacks: WOOF vs TSCO
• Negative Sentiment: Q1 miss and flat comps sparked the selloff: EPS and revenue both missed Street expectations and same‑store sales were essentially flat, the primary immediate driver of the decline. Why TSCO Is Down
• Negative Sentiment: Multiple analyst downgrades/target cuts: several large brokers trimmed price targets or lowered expectations (UBS, Mizuho, Morgan Stanley, Wells Fargo, Telsey, Piper Sandler, DA Davidson among others), increasing selling pressure and reducing near‑term upside consensus. Examples: UBS Pessimistic Mizuho Lowers Expectations Morgan Stanley Forecast
• Negative Sentiment: Technical/market reaction: the post‑earnings move set a new 52‑week low and triggered further momentum selling, amplifying the price decline. New 1-Year Low

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.