Tractor Supply’s (TSCO) Outperform Rating Reiterated at Telsey Advisory Group

Telsey Advisory Group reissued their outperform rating on shares of Tractor Supply (NASDAQ:TSCO) in a report published on Friday,Benzinga reports. Telsey Advisory Group currently has a $70.00 price objective on the specialty retailer’s stock.

Other equities research analysts also recently issued reports about the stock. TD Cowen dropped their price target on shares of Tractor Supply from $62.00 to $55.00 and set a “hold” rating for the company in a research note on Tuesday, January 20th. Robert W. Baird raised their price target on Tractor Supply from $65.00 to $67.00 and gave the stock an “outperform” rating in a research report on Friday, October 24th. UBS Group set a $57.00 price objective on Tractor Supply and gave the company a “neutral” rating in a report on Friday, January 16th. Gordon Haskett lowered Tractor Supply from an “accumulate” rating to a “hold” rating and cut their target price for the company from $57.00 to $50.00 in a research note on Thursday, January 8th. Finally, Wells Fargo & Company restated an “overweight” rating and set a $65.00 target price on shares of Tractor Supply in a research report on Thursday, October 23rd. Fourteen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $62.81.

Tractor Supply Stock Up 2.4%

Shares of TSCO opened at $54.69 on Friday. The business’s fifty day moving average price is $52.24 and its two-hundred day moving average price is $55.79. The firm has a market capitalization of $28.90 billion, a price-to-earnings ratio of 26.29, a PEG ratio of 2.56 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 company has a debt-to-equity ratio of 0.69, a quick ratio of 0.14 and a current ratio of 1.30.

Tractor Supply (NASDAQ:TSCO) last issued its quarterly earnings results on Thursday, October 23rd. The specialty retailer reported $0.49 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.48 by $0.01. The business had revenue of $3.72 billion for the quarter, compared to analyst estimates of $3.72 billion. Tractor Supply had a return on equity of 46.18% and a net margin of 7.18%.The firm’s revenue for the quarter was up 7.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.45 earnings per share. On average, analysts predict that Tractor Supply will post 2.17 earnings per share for the current year.

Tractor Supply Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 9th. Investors of record on Monday, November 24th were given a $0.23 dividend. This represents a $0.92 annualized dividend and a yield of 1.7%. The ex-dividend date of this dividend was Monday, November 24th. Tractor Supply’s payout ratio is currently 44.23%.

Institutional Trading of Tractor Supply

Hedge funds and other institutional investors have recently modified their holdings of the company. Buckhead Capital Management LLC boosted its holdings in shares of Tractor Supply by 310.3% during the 3rd quarter. Buckhead Capital Management LLC now owns 36,863 shares of the specialty retailer’s stock valued at $2,096,000 after acquiring an additional 27,878 shares in the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS raised its position in Tractor Supply by 6.4% in the second quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 130,035 shares of the specialty retailer’s stock valued at $6,862,000 after purchasing an additional 7,871 shares during the last quarter. Thrivent Financial for Lutherans boosted its stake in shares of Tractor Supply by 45.2% during the second quarter. Thrivent Financial for Lutherans now owns 149,323 shares of the specialty retailer’s stock valued at $7,880,000 after purchasing an additional 46,471 shares in the last quarter. Bison Wealth LLC grew its holdings in shares of Tractor Supply by 356.1% during the fourth quarter. Bison Wealth LLC now owns 6,426 shares of the specialty retailer’s stock worth $341,000 after purchasing an additional 5,017 shares during the last quarter. Finally, Congress Asset Management Co. increased its stake in shares of Tractor Supply by 5.3% in the third quarter. Congress Asset Management Co. now owns 1,079,186 shares of the specialty retailer’s stock valued at $61,373,000 after buying an additional 54,716 shares during the period. Institutional investors and hedge funds own 98.72% of the company’s stock.

Key Tractor Supply News

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

• Positive Sentiment: Telsey Advisory Group reaffirmed an “outperform” rating and set a $70 price target (roughly +28% upside vs. current levels), providing a strong analyst endorsement that can support buying interest. Telsey Advisory Group reaffirmation
• Positive Sentiment: Guggenheim reaffirmed a “buy” rating with a $65 target, another upbeat analyst signal that may help sustain the rally. Guggenheim rating
• Positive Sentiment: Local and national reports show Tractor Supply store traffic surged ahead of a major winter storm, implying a near-term boost to C.U.E. (cold-weather, urgent essentials) sales and inventories. This weather-driven demand is a tangible short-term revenue upside. Tractor Supply traffic soars ahead of massive winter storm
• Positive Sentiment: Tractor Supply proposed a new store in Plymouth Township, showing continued footprint expansion that supports longer-term comps and revenue growth. Tractor Supply plans new Plymouth Township location
• Positive Sentiment: Zacks preview argues TSCO heads into Q4 with expected revenue and EPS growth (helped by C.U.E. demand, winter weather upside and loyalty-driven traffic), and suggests accumulation ahead of earnings. That view can encourage buyers before the print. Tractor Supply Q4 Earnings on the Horizon: Time to Accumulate Shares?
• Neutral Sentiment: Zacks also published an expectations piece noting Wall Street expects earnings growth next week but says TSCO may lack the ideal setup for a clear beat — useful positioning information but not a single directional catalyst. Tractor Supply (TSCO) Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Seeking Alpha argues that while the business is better than expected, the current valuation makes TSCO less attractive — a view that can cap upside and encourage profit-taking. Tractor Supply: A Better Business Than I Expected, But Not At This Price
• Negative Sentiment: TD Cowen issued a pessimistic forecast for TSCO, highlighting downside risk that may weigh on sentiment if negative headlines or a soft earnings print appear. TD Cowen Issues Pessimistic Forecast for Tractor Supply (NASDAQ:TSCO) Stock Price

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.