Tractor Supply Company (NASDAQ:TSCO) Given Consensus Rating of “Moderate Buy” by Analysts

Shares of Tractor Supply Company (NASDAQ:TSCO) have received a consensus rating of “Moderate Buy” from the twenty-five research firms that are presently covering the firm, Marketbeat Ratings reports. One research analyst has rated the stock with a sell rating, ten have given a hold rating and fourteen have given a buy rating to the company. The average 12-month price target among analysts that have issued ratings on the stock in the last year is $58.5217.

TSCO has been the subject of several research analyst reports. Gordon Haskett lowered shares of Tractor Supply from an “accumulate” rating to a “hold” rating and decreased their price target for the stock from $57.00 to $50.00 in a research note on Thursday, January 8th. Bank of America started coverage on Tractor Supply in a research note on Tuesday. They issued a “neutral” rating and a $47.00 price objective on the stock. Stephens set a $53.00 price objective on Tractor Supply and gave the company an “equal weight” rating in a research note on Thursday, January 22nd. Telsey Advisory Group dropped their price objective on Tractor Supply from $70.00 to $63.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. Finally, Evercore reiterated an “outperform” rating and issued a $60.00 price objective on shares of Tractor Supply in a research note on Friday, January 30th.

Key Headlines Impacting Tractor Supply

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

• Positive Sentiment: Citigroup reaffirmed a Buy rating and set a $55 price target (from $61), leaving a meaningful upside case vs. current levels despite trimming its target. Citigroup lowers PT to $55, keeps Buy
• Positive Sentiment: Analyst/market commentary highlights TSCO as a potentially discounted, defensive retailer with a track record of dividend increases and longer‑term rebound potential, which could attract value investors on pullbacks. 3 Discounted Stocks With Strong Rebound Potential (TSCO)
• Neutral Sentiment: Tractor Supply launched an FFA tote design contest and other community/marketing initiatives (Harvest Fest), which support brand engagement but are unlikely to move near‑term earnings. Tractor Supply Invites FFA Members Nationwide…
• Neutral Sentiment: Market commentary is weighing whether recent weakness makes TSCO a better entry point; this is interpretive and depends on investor risk tolerance and timing. Has Tractor Supply (TSCO) Now Reached A More Attractive Entry Point…
• Negative Sentiment: Bank of America reinstated coverage with a Neutral rating and a $47 price target, explicitly flagging subdued discretionary spending and limited EPS upside — a clear headwind for near‑term share appreciation. Tractor Supply Reinstated at Neutral by BofA…
• Negative Sentiment: Coverage reiterates BofA’s view that weaker discretionary spending and an uncertain macro backdrop will constrain near‑term EPS upside, reinforcing caution among investors. Tractor Supply faces risk from subdued discretionary spending—BofA Securities
• Negative Sentiment: MarketWatch notes TSCO is underperforming peers today, reflecting sector rotation away from discretionary retail exposure after TSCO’s Q4 revenue and EPS shortfall earlier this year. Tractor Supply Co. stock underperforms Tuesday when compared to competitors

Insiders Place Their Bets

In related news, CEO Harry A. Lawton III sold 84,670 shares of the company’s stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $53.16, for a total value of $4,501,057.20. Following the transaction, the chief executive officer 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Colin Yankee sold 11,170 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $55.35, for a total value of $618,259.50. Following the completion of the transaction, the executive vice president owned 45,515 shares in the company, valued at approximately $2,519,255.25. The trade was a 19.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 222,348 shares of company stock valued at $11,959,621 in the last quarter. 0.65% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Tractor Supply

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Hsbc Holdings PLC raised its holdings in Tractor Supply by 1.5% during the 4th quarter. Hsbc Holdings PLC now owns 1,486,935 shares of the specialty retailer’s stock valued at $74,336,000 after acquiring an additional 22,163 shares during the period. Rockefeller Capital Management L.P. raised its holdings in Tractor Supply by 2.4% during the 4th quarter. Rockefeller Capital Management L.P. now owns 168,285 shares of the specialty retailer’s stock valued at $8,416,000 after acquiring an additional 3,923 shares during the period. World Investment Advisors raised its holdings in Tractor Supply by 66.2% during the 4th quarter. World Investment Advisors now owns 7,825 shares of the specialty retailer’s stock valued at $391,000 after acquiring an additional 3,117 shares during the period. Union Savings Bank bought a new stake in Tractor Supply during the 4th quarter valued at $270,000. Finally, Bayban bought a new stake in Tractor Supply during the 4th quarter valued at $28,000. Institutional investors own 98.72% of the company’s stock.

Tractor Supply Price Performance

Shares of NASDAQ TSCO opened at $43.64 on Friday. Tractor Supply has a twelve month low of $43.23 and a twelve month high of $63.99. The stock’s 50 day moving average price is $50.05 and its 200-day moving average price is $52.39. The company has a market capitalization of $22.96 billion, a PE ratio of 21.08, a PEG ratio of 2.19 and a beta of 0.75. 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 (NASDAQ:TSCO) last announced its earnings results on Thursday, January 29th. The specialty retailer reported $0.43 earnings per share 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 business had revenue of $3.90 billion during the quarter, compared to analysts’ expectations of $4.03 billion. During the same quarter in the previous year, the firm earned $0.44 EPS. Tractor Supply’s quarterly revenue was up 3.3% on a year-over-year basis. On average, equities analysts anticipate that Tractor Supply will post 2.17 EPS for the current year.

Tractor Supply Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were paid a $0.24 dividend. The ex-dividend date was Tuesday, February 24th. This is a positive change from Tractor Supply’s previous quarterly dividend of $0.23. This represents a $0.96 annualized dividend and a yield of 2.2%. Tractor Supply’s dividend payout ratio (DPR) is currently 46.38%.

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.