Tractor Supply (NASDAQ:TSCO) Price Target Cut to $57.00 by Analysts at Morgan Stanley

Tractor Supply (NASDAQ:TSCO) had its price target lowered by investment analysts at Morgan Stanley from $60.00 to $57.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently has an “equal weight” rating on the specialty retailer’s stock. Morgan Stanley’s target price indicates a potential upside of 13.34% from the company’s previous close.

TSCO has been the topic of several other reports. TD Cowen cut their price objective on shares of Tractor Supply from $62.00 to $55.00 and set a “hold” rating on the stock in a report on Tuesday, January 20th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Tractor Supply in a research note on Monday, December 29th. Guggenheim reissued a “buy” rating and issued a $65.00 price objective on shares of Tractor Supply in a research report on Thursday, January 22nd. Piper Sandler lowered their price objective on Tractor Supply from $67.00 to $59.00 and set an “overweight” rating for the company in a research note on Friday. Finally, DA Davidson set a $70.00 price target on Tractor Supply in a research report on Friday, October 24th. Fourteen research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, Tractor Supply currently has an average rating of “Moderate Buy” and an average target price of $60.59.

Tractor Supply Stock Performance

Shares of NASDAQ TSCO traded down $0.67 during trading hours on Friday, reaching $50.29. The stock had a trading volume of 2,822,017 shares, compared to its average volume of 8,355,983. The firm has a 50-day moving average of $52.34 and a 200-day moving average of $55.73. Tractor Supply has a fifty-two week low of $46.85 and a fifty-two week high of $63.99. The firm has a market cap of $26.57 billion, a price-to-earnings ratio of 24.21, a PEG ratio of 2.58 and a beta of 0.74. 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 posted its quarterly earnings results on Thursday, January 29th. The specialty retailer reported $0.43 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.46 by ($0.03). Tractor Supply had a return on equity of 46.18% and a net margin of 7.18%.The firm had revenue of $3.90 billion for the quarter, compared to analysts’ expectations of $4.03 billion. During the same period in the prior year, the company earned $0.44 earnings per share. The company’s revenue for the quarter was up 3.3% on a year-over-year basis. Equities research analysts predict that Tractor Supply will post 2.17 earnings per share for the current year.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in TSCO. Delos Wealth Advisors LLC acquired a new stake in shares of Tractor Supply during the second quarter worth approximately $26,000. JPL Wealth Management LLC acquired a new position in Tractor Supply during the third quarter valued at approximately $28,000. Aventura Private Wealth LLC bought a new position in Tractor Supply in the 4th quarter worth $27,000. Flagship Harbor Advisors LLC bought a new position in Tractor Supply in the 4th quarter worth approximately $35,000. Finally, Financial Gravity Companies Inc. acquired a new position in Tractor Supply during the 2nd quarter valued at $38,000. 98.72% of the stock is owned by hedge funds and other institutional investors.

Tractor Supply News Summary

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

• Positive Sentiment: Management reiterated capital returns and raised buyback ambition (guidance for ~ $400M in repurchases) and the company’s long dividend track record supports investor confidence. Read More.
• Positive Sentiment: The Tractor Supply Company Foundation donated $250,000 to Middle Tennessee winter‑storm recovery, a PR/brand uplift in markets recently driving higher in‑store demand. Read More.
• Positive Sentiment: Citi reaffirmed a Buy rating and $61 price target, calling margin pressure transitory and highlighting upside after the pullback. Read More.
• Neutral Sentiment: Top‑line grew modestly (Q4 revenue ~$3.90B, +3.3% YoY) and comps were positive but tepid (+0.3%), while the company continues store expansion (added stores during the quarter) — a mixed operational signal for growth vs. margin leverage. Read More.
• Negative Sentiment: Q4 EPS missed Street expectations ($0.43 vs. $0.46) and revenue missed estimates (~$3.90B vs. ~$4.03B), prompting near‑term selling pressure. Read More.
• Negative Sentiment: FY‑2026 guidance came in below consensus: EPS $2.130–2.23 vs. ~2.31 consensus and revenue $16.1–16.5B vs. ~16.6B, signaling a softer near‑term profile and weighting on estimates. Read More.
• Negative Sentiment: Analysts trimmed price targets after the results (Mizuho, Piper Sandler and Telsey lowered targets while keeping positive ratings), reflecting reduced near‑term upside despite constructive longer‑term views. Read More. Read More. Read More.
• Negative Sentiment: Management flagged margin pressure from tariffs, delivery costs and a discretionary spending pullback, which analysts cited as drivers of the stock’s earlier intraday weakness. Read More.

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.