Telsey Advisory Group Weighs in on Tractor Supply’s Q1 2025 Earnings (NASDAQ:TSCO)

Tractor Supply (NASDAQ:TSCO) – Telsey Advisory Group issued their Q1 2025 earnings estimates for shares of Tractor Supply in a research report issued to clients and investors on Friday, April 19th. Telsey Advisory Group analyst J. Feldman expects that the specialty retailer will post earnings of $1.91 per share for the quarter. Telsey Advisory Group has a “Outperform” rating and a $275.00 price objective on the stock. The consensus estimate for Tractor Supply’s current full-year earnings is $10.20 per share. Telsey Advisory Group also issued estimates for Tractor Supply’s Q2 2025 earnings at $4.32 EPS, Q3 2025 earnings at $2.53 EPS and Q4 2025 earnings at $2.62 EPS.

Tractor Supply (NASDAQ:TSCO) last posted its earnings results on Thursday, February 1st. The specialty retailer reported $2.28 earnings per share for the quarter, beating the consensus estimate of $2.22 by $0.06. Tractor Supply had a net margin of 7.61% and a return on equity of 53.60%. The company had revenue of $3.66 billion for the quarter, compared to analyst estimates of $3.67 billion. During the same period in the previous year, the business posted $2.43 EPS. Tractor Supply’s revenue was down 8.6% on a year-over-year basis.

TSCO has been the topic of several other reports. Benchmark restated a “buy” rating and issued a $256.00 price objective on shares of Tractor Supply in a report on Monday. Guggenheim upped their price objective on shares of Tractor Supply from $210.00 to $255.00 and gave the stock a “buy” rating in a report on Friday, February 2nd. The Goldman Sachs Group upped their price objective on shares of Tractor Supply from $230.00 to $262.00 and gave the stock a “buy” rating in a report on Friday, February 2nd. UBS Group upped their price objective on shares of Tractor Supply from $220.00 to $240.00 and gave the stock a “neutral” rating in a report on Friday, February 2nd. Finally, Evercore ISI cut their target price on shares of Tractor Supply from $280.00 to $275.00 and set an “outperform” rating on the stock in a research note on Tuesday, April 16th. Two investment analysts have rated the stock with a sell rating, nine have assigned a hold rating and twelve have issued a buy rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $241.65.

Tractor Supply Stock Performance

Shares of TSCO stock opened at $255.96 on Monday. The firm’s 50 day moving average price is $250.69 and its 200-day moving average price is $225.60. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.28 and a current ratio of 1.50. Tractor Supply has a one year low of $185.00 and a one year high of $268.02. The firm has a market cap of $27.63 billion, a P/E ratio of 25.37, a P/E/G ratio of 3.80 and a beta of 0.84.

Institutional Trading of Tractor Supply

A number of large investors have recently bought and sold shares of the business. Global Retirement Partners LLC boosted its stake in Tractor Supply by 129.4% during the 1st quarter. Global Retirement Partners LLC now owns 5,303 shares of the specialty retailer’s stock worth $1,388,000 after purchasing an additional 2,991 shares during the period. Covenant Asset Management LLC boosted its stake in Tractor Supply by 20.0% during the 1st quarter. Covenant Asset Management LLC now owns 2,669 shares of the specialty retailer’s stock worth $699,000 after purchasing an additional 445 shares during the period. Venturi Wealth Management LLC boosted its stake in Tractor Supply by 2.9% during the 1st quarter. Venturi Wealth Management LLC now owns 6,838 shares of the specialty retailer’s stock worth $1,790,000 after purchasing an additional 193 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA boosted its stake in Tractor Supply by 17.6% during the 1st quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 2,530 shares of the specialty retailer’s stock worth $641,000 after purchasing an additional 378 shares during the period. Finally, Accurate Wealth Management LLC acquired a new stake in Tractor Supply during the 1st quarter worth $2,605,000. Institutional investors and hedge funds own 98.72% of the company’s stock.

Insider Activity at Tractor Supply

In related news, CFO Kurt D. Barton sold 4,335 shares of the stock in a transaction on Friday, March 15th. The shares were sold at an average price of $257.00, for a total value of $1,114,095.00. Following the transaction, the chief financial officer now directly owns 20,678 shares of the company’s stock, valued at approximately $5,314,246. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. In related news, EVP Colin Yankee sold 8,675 shares of the stock in a transaction on Wednesday, February 28th. The shares were sold at an average price of $250.00, for a total value of $2,168,750.00. Following the transaction, the executive vice president now directly owns 9,673 shares of the company’s stock, valued at approximately $2,418,250. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Kurt D. Barton sold 4,335 shares of the stock in a transaction on Friday, March 15th. The shares were sold at an average price of $257.00, for a total transaction of $1,114,095.00. Following the completion of the transaction, the chief financial officer now directly owns 20,678 shares in the company, valued at $5,314,246. The disclosure for this sale can be found here. Insiders have sold 90,090 shares of company stock valued at $21,201,877 in the last ninety days. Insiders own 0.58% of the company’s stock.

Tractor Supply Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 12th. Shareholders of record on Monday, February 26th were given a $1.10 dividend. The ex-dividend date was Friday, February 23rd. This is an increase from Tractor Supply’s previous quarterly dividend of $1.03. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.72%. Tractor Supply’s dividend payout ratio is currently 43.61%.

Tractor Supply Company Profile

Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company offers various merchandise, including livestock and equine feed and equipment, poultry, fencing, and sprayers and chemicals; food, treats, and equipment for dogs, cats, and other small animals, as well as dog wellness products; seasonal and recreation products comprising tractors and riders, lawn and garden, bird feeding, power equipment, and other recreational products; truck, tool, and hardware products, such as truck accessories, trailers, generators, lubricants, batteries, and hardware and tools; and clothing, gift, and décor products consist of clothing, footwear, toys, snacks, and decorative merchandise.