Tractor Supply (NASDAQ:TSCO) Given New $53.00 Price Target at TD Cowen

Tractor Supply (NASDAQ:TSCO) had its price objective trimmed by TD Cowen from $55.00 to $53.00 in a research note issued to investors on Friday morning,Benzinga reports. The brokerage currently has a hold rating on the specialty retailer’s stock.

Several other equities research analysts also recently weighed in on TSCO. Stephens set a $53.00 price target on Tractor Supply and gave the stock an “equal weight” rating in a report on Thursday, January 22nd. Wells Fargo & Company restated an “overweight” rating and set a $65.00 price objective on shares of Tractor Supply in a research report on Thursday, October 23rd. Truist Financial set a $55.00 target price on shares of Tractor Supply and gave the company a “hold” rating in a report on Friday, January 16th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Tractor Supply in a research note on Monday, December 29th. Finally, Robert W. Baird raised their price objective on shares of Tractor Supply from $65.00 to $67.00 and gave the company an “outperform” rating in a research report on Friday, October 24th. Fourteen research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $59.59.

Tractor Supply Stock Performance

NASDAQ TSCO opened at $50.88 on Friday. The firm has a market cap of $26.89 billion, a P/E ratio of 24.58, a P/E/G ratio of 2.39 and a beta of 0.74. Tractor Supply has a 52-week low of $46.85 and a 52-week high of $63.99. The business’s 50-day moving average price is $52.30 and its 200 day moving average price is $55.68. The company has a quick ratio of 0.14, a current ratio of 1.34 and a debt-to-equity ratio of 0.70.

Tractor Supply (NASDAQ:TSCO) last posted its quarterly earnings data on Thursday, January 29th. The specialty retailer reported $0.43 EPS for the quarter, missing the consensus estimate of $0.46 by ($0.03). Tractor Supply had a net margin of 7.06% and a return on equity of 44.36%. The company had revenue of $3.90 billion for the quarter, compared to analysts’ expectations of $4.03 billion. During the same period in the prior year, the company earned $0.44 earnings per share. The firm’s revenue was up 3.3% on a year-over-year basis. On average, equities research analysts expect that Tractor Supply will post 2.17 earnings per share for the current year.

Tractor Supply Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 9th. Stockholders of record on Monday, November 24th were given a dividend of $0.23 per share. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date was Monday, November 24th. Tractor Supply’s dividend payout ratio (DPR) is presently 44.44%.

Hedge Funds Weigh In On Tractor Supply

Several hedge funds have recently bought and sold shares of TSCO. Delos Wealth Advisors LLC purchased a new stake in Tractor Supply during the second quarter worth $26,000. Aventura Private Wealth LLC acquired a new position in shares of Tractor Supply during the 4th quarter worth $27,000. JPL Wealth Management LLC purchased a new stake in shares of Tractor Supply in the 3rd quarter worth about $28,000. Flagship Harbor Advisors LLC acquired a new stake in Tractor Supply in the 4th quarter valued at about $35,000. Finally, Financial Gravity Companies Inc. acquired a new stake in Tractor Supply in the 2nd quarter valued at about $38,000. 98.72% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Tractor Supply

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

• Positive Sentiment: Company signals ongoing capital returns and store expansion: Tractor Supply highlighted continued dividend growth (15 consecutive years of increases), raised buyback plans (guidance ~ $400M for 2026) and added stores (32 in the quarter, +100 Y/Y), supporting long‑term cash return and growth thesis. MarketBeat: Tractor Supply Company Can Plow New Highs in 2026
• Positive Sentiment: Some analysts reaffirm buys or keep above‑market targets, arguing weakness is transitory: DA Davidson reiterated a Buy with a $60 PT and Citi reaffirmed Buy at $61, citing normalization of sales and margin recovery potential. Street Insider: DA Davidson reiterates Buy
• Neutral Sentiment: Corporate and community actions: Tractor Supply Foundation donated $250,000 to Middle Tennessee winter storm recovery — modest reputational/PR positive but unlikely to move the stock materially. BusinessWire: Foundation donation
• Neutral Sentiment: Earnings call/transcript available: Management described headwinds (discretionary pullback, tariffs, delivery costs) and plans to drive traffic via store modernizations — useful for modeling but not an immediate catalyst. InsiderMonkey: Q4 earnings call transcript
• Negative Sentiment: Q4 results missed on EPS and revenue: TSCO reported $0.43 EPS vs. $0.46 expected and $3.90B revenue vs. $4.03B expected; comps rose only 0.3% and margin pressure was cited (tariffs, freight). This is the primary near‑term driver of today’s weakness. MarketBeat: Q4 results and press release
• Negative Sentiment: FY‑2026 guidance came in below consensus: management guided EPS $2.13–$2.23 (consensus ~ $2.31) and revenue around $16.1–$16.5B (vs. ~$16.6B consensus), prompting analyst reassessments. BusinessWire: Q4 results & FY2026 outlook
• Negative Sentiment: Multiple analyst price‑target cuts and some rating trims: JPMorgan cut its PT to $59 and set Neutral, Morgan Stanley trimmed to $57 (Equal Weight), TD Cowen cut to $53 (Hold), and other shops lowered PTs — adding selling pressure and dampening near‑term sentiment. TickerReport / Benzinga coverage of analyst action
• Negative Sentiment: Industry headwinds cited: management and coverage note discretionary spending pullback and tariff/delivery cost pressure that compressed margins — a risk to near‑term profitability until sales mix or margins improve. Benzinga: Discretionary spending & tariffs

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.