Tractor Supply (NASDAQ:TSCO) Price Target Lowered to $60.00 at Jefferies Financial Group

Tractor Supply (NASDAQ:TSCO) had its price objective trimmed by Jefferies Financial Group from $63.00 to $60.00 in a research report report published on Friday morning,Benzinga reports. The firm currently has a buy rating on the specialty retailer’s stock.

TSCO has been the topic of several other research reports. UBS Group set a $55.00 price objective on shares of Tractor Supply in a research report on Friday. JPMorgan Chase & Co. lowered their price target on Tractor Supply from $62.00 to $59.00 and set a “neutral” rating on the stock in a research report on Friday. Stephens set a $53.00 price target on Tractor Supply and gave the stock an “equal weight” rating in a research note on Thursday, January 22nd. TD Cowen reduced their price objective on Tractor Supply from $55.00 to $53.00 and set a “hold” rating on the stock in a research report on Friday. Finally, Gordon Haskett cut Tractor Supply from an “accumulate” rating to a “hold” rating and decreased their price objective for the company from $57.00 to $50.00 in a report on Thursday, January 8th. Fourteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, Tractor Supply has a consensus rating of “Moderate Buy” and a consensus target price of $59.59.

Tractor Supply Stock Performance

Shares of TSCO opened at $50.88 on Friday. Tractor Supply has a 12-month low of $46.85 and a 12-month high of $63.99. The company has a current ratio of 1.34, a quick ratio of 0.14 and a debt-to-equity ratio of 0.70. The company has a market cap of $26.89 billion, a PE ratio of 24.58, a price-to-earnings-growth ratio of 2.39 and a beta of 0.74. The stock has a 50-day moving average price of $52.30 and a 200-day moving average price of $55.68.

Tractor Supply (NASDAQ:TSCO) last posted its quarterly earnings data 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 return on equity of 44.36% and a net margin of 7.06%.The company had revenue of $3.90 billion during the quarter, compared to the consensus estimate of $4.03 billion. During the same quarter last year, the company posted $0.44 earnings per share. The firm’s revenue for the quarter was up 3.3% on a year-over-year basis. As a group, equities analysts forecast that Tractor Supply will post 2.17 earnings per share for the current fiscal year.

Tractor Supply Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 9th. Investors of record on Monday, November 24th were issued a dividend of $0.23 per share. This represents a $0.92 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date was Monday, November 24th. Tractor Supply’s dividend payout ratio is currently 44.44%.

Institutional Investors Weigh In On Tractor Supply

A number of large investors have recently added to or reduced their stakes in TSCO. Vanguard Group Inc. increased its position in shares of Tractor Supply by 1.6% in the second 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 period. Wellington Management Group LLP boosted its holdings 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 grew its stake in shares of Tractor Supply by 0.7% in 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 last quarter. Geode Capital Management LLC increased its holdings in Tractor Supply by 2.1% during the 2nd 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 period. Finally, Invesco Ltd. increased its holdings in Tractor Supply by 123.4% during 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 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: Company signals ongoing capital returns and store expansion: Tractor Supply highlighted continued dividend growth (15 consecutive years of increases), raised buyback plans (guidance ~ $400M for 2026) and added stores (32 in the quarter, +100 Y/Y), supporting long‑term cash return and growth thesis. MarketBeat: Tractor Supply Company Can Plow New Highs in 2026
• Positive Sentiment: Some analysts reaffirm buys or keep above‑market targets, arguing weakness is transitory: DA Davidson reiterated a Buy with a $60 PT and Citi reaffirmed Buy at $61, citing normalization of sales and margin recovery potential. Street Insider: DA Davidson reiterates Buy
• Neutral Sentiment: Corporate and community actions: Tractor Supply Foundation donated $250,000 to Middle Tennessee winter storm recovery — modest reputational/PR positive but unlikely to move the stock materially. BusinessWire: Foundation donation
• Neutral Sentiment: Earnings call/transcript available: Management described headwinds (discretionary pullback, tariffs, delivery costs) and plans to drive traffic via store modernizations — useful for modeling but not an immediate catalyst. InsiderMonkey: Q4 earnings call transcript
• Negative Sentiment: Q4 results missed on EPS and revenue: TSCO reported $0.43 EPS vs. $0.46 expected and $3.90B revenue vs. $4.03B expected; comps rose only 0.3% and margin pressure was cited (tariffs, freight). This is the primary near‑term driver of today’s weakness. MarketBeat: Q4 results and press release
• Negative Sentiment: FY‑2026 guidance came in below consensus: management guided EPS $2.13–$2.23 (consensus ~ $2.31) and revenue around $16.1–$16.5B (vs. ~$16.6B consensus), prompting analyst reassessments. BusinessWire: Q4 results & FY2026 outlook
• Negative Sentiment: Multiple analyst price‑target cuts and some rating trims: JPMorgan cut its PT to $59 and set Neutral, Morgan Stanley trimmed to $57 (Equal Weight), TD Cowen cut to $53 (Hold), and other shops lowered PTs — adding selling pressure and dampening near‑term sentiment. TickerReport / Benzinga coverage of analyst action
• Negative Sentiment: Industry headwinds cited: management and coverage note discretionary spending pullback and tariff/delivery cost pressure that compressed margins — a risk to near‑term profitability until sales mix or margins improve. Benzinga: Discretionary spending & tariffs

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.