FY2026 EPS Estimate for Tractor Supply Lifted by Analyst

Tractor Supply Company (NASDAQ:TSCO) – Equities research analysts at Zacks Research raised their FY2026 earnings per share (EPS) estimates for Tractor Supply in a report issued on Wednesday, November 4th. Zacks Research analyst Team now forecasts that the specialty retailer will post earnings per share of $1.95 for the year, up from their previous forecast of $1.93. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Tractor Supply’s current full-year earnings is $1.94 per share. Zacks Research also issued estimates for Tractor Supply’s Q4 2026 earnings at $0.40 EPS, Q1 2027 earnings at $0.33 EPS, Q2 2027 earnings at $0.80 EPS, Q3 2027 earnings at $0.47 EPS, Q4 2027 earnings at $0.45 EPS, FY2027 earnings at $2.05 EPS, Q1 2028 earnings at $0.37 EPS, Q2 2028 earnings at $0.88 EPS, Q3 2028 earnings at $0.55 EPS and FY2028 earnings at $2.31 EPS.

Tractor Supply (NASDAQ:TSCO) last announced its quarterly earnings results on Thursday, October 22nd. The specialty retailer reported $0.43 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.41 by $0.02. The company had revenue of $3.91 billion for the quarter, compared to analysts’ expectations of $3.82 billion. Tractor Supply had a net margin of 6.13% and a return on equity of 40.05%. Tractor Supply’s revenue was up 5.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.49 EPS.

Several other research analysts also recently issued reports on TSCO. Guggenheim set a $40.00 target price on shares of Tractor Supply and gave the stock a “buy” rating in a research note on Friday, July 24th. Robert W. Baird raised their price target on shares of Tractor Supply from $38.00 to $40.00 and gave the company an “outperform” rating in a research report on Friday, October 23rd. JPMorgan Chase & Co. raised their price target on shares of Tractor Supply from $35.00 to $38.00 and gave the company a “neutral” rating in a research report on Friday, October 23rd. Truist Financial set a $33.00 price objective on shares of Tractor Supply and gave the stock a “hold” rating in a report on Monday, October 19th. Finally, TD Cowen reaffirmed a “hold” rating and issued a $36.00 price objective (up from $34.00) on shares of Tractor Supply in a research report on Friday, October 23rd. Thirteen investment analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $38.62.

Tractor Supply Stock Up 4.2%

NASDAQ:TSCO opened at $36.58 on Thursday. The firm has a market cap of $19.18 billion, a P/E ratio of 19.67, a P/E/G ratio of 3.64 and a beta of 0.49. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.20 and a current ratio of 1.38. Tractor Supply has a fifty-two week low of $28.36 and a fifty-two week high of $56.94. The firm has a 50-day simple moving average of $33.30 and a two-hundred day simple moving average of $38.04.

Hedge Funds Weigh In On Tractor Supply

Several hedge funds and other institutional investors have recently bought and sold shares of TSCO. Elevation Wealth Partners LLC raised its holdings in shares of Tractor Supply by 1,253.4% during the second quarter. Elevation Wealth Partners LLC now owns 785 shares of the specialty retailer’s stock valued at $25,000 after purchasing an additional 727 shares during the last quarter. Comprehensive Financial Planning Inc. PA purchased a new stake in Tractor Supply in the second quarter worth approximately $26,000. Community Financial Services Group LLC boosted its holdings in Tractor Supply by 3,240.0% in the second quarter. Community Financial Services Group LLC now owns 835 shares of the specialty retailer’s stock worth $27,000 after purchasing an additional 810 shares during the last quarter. Bullseye Investment Management LLC bought a new stake in Tractor Supply in the 2nd quarter worth approximately $31,000. Finally, Pingora Partners LLC bought a new stake in Tractor Supply in the 2nd quarter worth approximately $32,000. Institutional investors own 98.72% of the company’s stock.

Key Stories Impacting Tractor Supply

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

• Positive Sentiment: Zacks raised its FY2026 EPS estimate to $1.95 from $1.93, and made smaller increases to estimates for Q3 2027, Q4 2027 and Q3 2028.
• Neutral Sentiment: Tractor Supply’s Hometown Heroes events recognize local veterans, military members and first responders across nearly 2,500 communities. The community initiative is positive for visibility but is unlikely to materially affect earnings. Article: One Day, Nearly 2,500 Communities: Tractor Supply Celebrates Hometown Heroes Nationwide Article: Tractor Supply stores in Idaho to host Hometown Heroes Day
• Negative Sentiment: Zacks lowered estimates for several periods, including FY2027 EPS to $2.05 from $2.09 and FY2028 to $2.31 from $2.45. It also cut estimates for Q4 2026, Q1 and Q2 2027, and Q1 and Q2 2028. The broad set of reductions suggests a softer earnings outlook and may weigh on sentiment, despite the increases elsewhere.

About Tractor Supply

Tractor Supply Company (NASDAQ:TSCO) is a specialty retailer serving the needs of farmers, ranchers, hobby farmers, pet owners, gardeners and other rural lifestyle customers. The company operates under the Tractor Supply banner and focuses on products that support everyday rural living, land maintenance and animal care.

Its merchandise includes livestock and pet feed, animal health and care products, fencing, hardware, tools, power equipment, lawn and garden supplies, work clothing, footwear, automotive products and seasonal goods.