Q1 EPS Estimates for Tractor Supply Cut by Zacks Research

Tractor Supply Company (NASDAQ:TSCO) – Equities research analysts at Zacks Research lowered their Q1 2026 earnings per share (EPS) estimates for shares of Tractor Supply in a research note issued to investors on Thursday, February 12th. Zacks Research analyst Team now anticipates that the specialty retailer will post earnings per share of $0.34 for the quarter, down from their prior forecast of $0.38. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for Tractor Supply’s current full-year earnings is $2.17 per share. Zacks Research also issued estimates for Tractor Supply’s Q2 2026 earnings at $0.86 EPS, Q3 2026 earnings at $0.51 EPS, Q4 2026 earnings at $0.47 EPS, FY2026 earnings at $2.18 EPS, Q1 2027 earnings at $0.40 EPS, Q2 2027 earnings at $0.93 EPS, Q3 2027 earnings at $0.58 EPS, Q4 2027 earnings at $0.50 EPS, FY2027 earnings at $2.41 EPS and FY2028 earnings at $2.72 EPS.

TSCO has been the topic of a number of other reports. TD Cowen dropped their price objective on shares of Tractor Supply from $55.00 to $53.00 and set a “hold” rating on the stock in a research report on Friday, January 30th. Argus lowered their target price on shares of Tractor Supply from $67.00 to $64.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. Wells Fargo & Company reissued an “overweight” rating and issued a $65.00 target price on shares of Tractor Supply in a report on Thursday, October 23rd. JPMorgan Chase & Co. cut their price target on Tractor Supply from $62.00 to $59.00 and set a “neutral” rating on the stock in a research note on Friday, January 30th. Finally, UBS Group set a $55.00 price target on Tractor Supply in a report on Friday, January 30th. Fifteen research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $59.78.

Tractor Supply Stock Down 0.2%

Shares of Tractor Supply stock opened at $54.41 on Friday. The company has a quick ratio of 0.16, a current ratio of 1.34 and a debt-to-equity ratio of 0.70. Tractor Supply has a 52-week low of $46.85 and a 52-week high of $63.99. The company has a market capitalization of $28.75 billion, a P/E ratio of 26.29, a P/E/G ratio of 2.73 and a beta of 0.74. The company has a 50 day moving average of $52.34 and a 200 day moving average of $55.46.

Tractor Supply (NASDAQ:TSCO) last announced its quarterly earnings data on Thursday, January 29th. The specialty retailer reported $0.43 EPS for the quarter, missing analysts’ consensus estimates of $0.46 by ($0.03). Tractor Supply had a return on equity of 44.36% and a net margin of 7.06%.The company had revenue of $3.90 billion for the quarter, compared to analyst estimates of $4.03 billion. During the same period in the prior year, the firm posted $0.44 earnings per share. The business’s quarterly revenue was up 3.3% compared to the same quarter last year.

Tractor Supply Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be paid a $0.24 dividend. This is a boost from Tractor Supply’s previous quarterly dividend of $0.23. This represents a $0.96 annualized dividend and a yield of 1.8%. The ex-dividend date is Tuesday, February 24th. Tractor Supply’s payout ratio is currently 44.44%.

Insider Transactions at Tractor Supply

In other news, EVP Jonathan S. Estep sold 59,745 shares of Tractor Supply stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $54.03, for a total transaction of $3,228,022.35. Following the sale, the executive vice president owned 80,931 shares in the company, valued at approximately $4,372,701.93. The trade was a 42.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Harry A. Lawton III sold 84,670 shares of the business’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $53.16, for a total value of $4,501,057.20. Following the completion of the sale, the chief executive officer directly owned 606,842 shares of the company’s stock, valued at $32,259,720.72. The trade was a 12.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 211,178 shares of company stock worth $11,341,362. 0.65% of the stock is owned by company insiders.

Institutional Investors Weigh In On Tractor Supply

Several large investors have recently modified their holdings of the company. GPS Wealth Strategies Group LLC increased its holdings in shares of Tractor Supply by 1.0% in the 2nd quarter. GPS Wealth Strategies Group LLC now owns 17,908 shares of the specialty retailer’s stock valued at $945,000 after acquiring an additional 175 shares during the period. Financial Network Wealth Advisors LLC grew its position in Tractor Supply by 8.0% during the 3rd quarter. Financial Network Wealth Advisors LLC now owns 2,465 shares of the specialty retailer’s stock worth $140,000 after purchasing an additional 182 shares during the last quarter. Perigon Wealth Management LLC grew its position in Tractor Supply by 0.6% during the 3rd quarter. Perigon Wealth Management LLC now owns 34,036 shares of the specialty retailer’s stock worth $1,936,000 after purchasing an additional 200 shares during the last quarter. Field & Main Bank increased its stake in Tractor Supply by 1.1% in the fourth quarter. Field & Main Bank now owns 18,835 shares of the specialty retailer’s stock valued at $942,000 after purchasing an additional 200 shares during the period. Finally, Colonial Trust Advisors increased its stake in Tractor Supply by 1.3% in the second quarter. Colonial Trust Advisors now owns 16,489 shares of the specialty retailer’s stock valued at $870,000 after purchasing an additional 214 shares during the period. 98.72% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Tractor Supply

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

• Positive Sentiment: The board raised the quarterly dividend to $0.24 (a 4.3% increase) and expanded the board with the appointment of Sonia Syngal, signaling capital return and governance changes that support shareholder value. BusinessWire: Dividend and Board Appointment
• Neutral Sentiment: Management is exploring final-mile delivery capabilities, which could improve e-commerce competitiveness but will require execution and likely investment before producing material financial benefits. MSN: Final-mile deliveries
• Neutral Sentiment: Feature pieces highlighting long-term shareholder returns may support investor sentiment over the long run but don’t change near-term fundamentals. Benzinga: 20-year return story
• Negative Sentiment: EVP Robert D. Mills sold 62,950 shares (~33.9% reduction in his stake) for about $3.41M at an average price of $54.12 — a large, disclosed insider sale that can be perceived negatively by the market. SEC Form 4: Mills sale
• Negative Sentiment: EVP Jonathan S. Estep sold 59,745 shares (~42.5% reduction) for about $3.23M at an average price of $54.03, another large insider liquidation that increases selling pressure. SEC Form 4: Estep sale
• Negative Sentiment: CFO Kurt D. Barton sold 1,884 shares (a ~3.5% reduction) for about $101k — smaller in scale but adds to the pattern of insider selling. SEC Form 4: Barton sale

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.