Mizuho Cuts Tractor Supply (NASDAQ:TSCO) Price Target to $58.00

Tractor Supply (NASDAQ:TSCO) had its target price decreased by research analysts at Mizuho from $65.00 to $58.00 in a research report issued on Friday,Benzinga reports. The firm currently has an “outperform” rating on the specialty retailer’s stock. Mizuho’s price target points to a potential upside of 13.81% from the company’s previous close.

Several other equities research analysts also recently weighed in on the stock. Telsey Advisory Group reduced their price objective on shares of Tractor Supply from $70.00 to $63.00 and set an “outperform” rating for the company in a report on Thursday. Truist Financial set a $55.00 price target on shares of Tractor Supply and gave the stock a “hold” rating in a research report on Friday, January 16th. DA Davidson set a $70.00 price objective on shares of Tractor Supply in a report on Friday, October 24th. Robert W. Baird boosted their target price on Tractor Supply from $65.00 to $67.00 and gave the stock an “outperform” rating in a report on Friday, October 24th. Finally, Piper Sandler cut their target price on Tractor Supply from $67.00 to $59.00 and set an “overweight” rating for the company in a research report on Friday. Fourteen analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Tractor Supply has an average rating of “Moderate Buy” and a consensus target price of $61.52.

Tractor Supply Stock Performance

Shares of NASDAQ TSCO opened at $50.96 on Friday. Tractor Supply has a 12-month low of $46.85 and a 12-month high of $63.99. The company has a market cap of $26.93 billion, a PE ratio of 24.50, a P/E/G ratio of 2.58 and a beta of 0.74. The stock has a 50 day simple moving average of $52.34 and a 200-day simple moving average of $55.73. The company has a current ratio of 1.30, a quick ratio of 0.14 and a debt-to-equity ratio of 0.69.

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 the consensus estimate of $0.46 by ($0.03). Tractor Supply had a net margin of 7.18% and a return on equity of 46.18%. The business had revenue of $3.90 billion for the quarter, compared to the consensus estimate of $4.03 billion. On average, equities research analysts forecast that Tractor Supply will post 2.17 EPS for the current year.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its position in shares of Tractor Supply by 1.6% during the 2nd quarter. Vanguard Group Inc. now owns 67,679,109 shares of the specialty retailer’s stock valued at $3,571,427,000 after acquiring an additional 1,047,687 shares during the last quarter. Wellington Management Group LLP raised its position in shares of Tractor Supply by 1.6% during the third quarter. Wellington Management Group LLP now owns 25,931,699 shares of the specialty retailer’s stock worth $1,474,736,000 after purchasing an additional 420,731 shares during the period. State Street Corp raised its position in shares of Tractor Supply by 0.7% during the second quarter. State Street Corp now owns 23,002,120 shares of the specialty retailer’s stock worth $1,213,822,000 after purchasing an additional 150,392 shares during the period. Geode Capital Management LLC lifted its holdings in shares of Tractor Supply by 2.1% during the second quarter. Geode Capital Management LLC now owns 15,367,775 shares of the specialty retailer’s stock valued at $808,341,000 after purchasing an additional 316,595 shares during the last quarter. Finally, Invesco Ltd. boosted its position in shares of Tractor Supply by 123.4% in the 2nd quarter. Invesco Ltd. now owns 15,079,313 shares of the specialty retailer’s stock valued at $795,735,000 after purchasing an additional 8,329,462 shares during the period. Institutional investors and hedge funds own 98.72% of the company’s stock.

Trending Headlines about Tractor Supply

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

• Positive Sentiment: Analysts reaffirm Buy/Outperform ratings and upbeat price targets that cushion downside — Citi’s Steven Zaccone reiterated a Buy and $61 target. Article Title
• Positive Sentiment: Telsey Advisory reaffirmed an Outperform with a $70 price target, signaling some analysts see longer‑term upside despite the near‑term weakness. Article Title
• Neutral Sentiment: Comparable-store sales showed modest improvement (reports cite a small comps rise), indicating demand isn’t collapsing even as discretionary spending shifts. Article Title
• Neutral Sentiment: Management framed the quarter as a balance of headwinds and ongoing growth initiatives on the earnings call — useful context but not an immediate fix for margin/guide misses. Article Title
• Negative Sentiment: Q4 EPS missed: $0.43 vs. consensus $0.46, and revenue missed at $3.90B vs. $4.03B — the core cause of the stock weakness. Press Release
• Negative Sentiment: FY2026 guide came in light of consensus — EPS $2.13–2.23 vs. Street $2.31, and revenue $16.1B–16.5B vs. ~$16.6B — pushing expectations lower for the year. Read More.
• Negative Sentiment: Management cited margin pressure from tariffs, higher delivery/transport costs and a pullback in discretionary spending — structural cost and demand issues that could weigh on near‑term profit margins. Article Title
• Negative Sentiment: Market reaction: coverage notes and headlines show shares pulled back sharply after the print, reflecting investor focus on the misses and weaker guide. Article Title

Tractor Supply Company Profile

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.