Tractor Supply (NASDAQ:TSCO) Given New $41.00 Price Target at Daiwa Securities Group

Tractor Supply (NASDAQ:TSCO) had its price target reduced by analysts at Daiwa Securities Group from $52.00 to $41.00 in a research note issued on Thursday,MarketScreener reports. The brokerage currently has a “neutral” rating on the specialty retailer’s stock. Daiwa Securities Group’s target price suggests a potential upside of 11.27% from the company’s current price.

Other research analysts also recently issued reports about the stock. TD Cowen reduced their price objective on shares of Tractor Supply from $55.00 to $53.00 and set a “hold” rating on the stock in a research report on Friday, January 30th. Guggenheim reissued a “buy” rating and set a $60.00 price objective (down from $65.00) on shares of Tractor Supply in a research report on Thursday. Zacks Research raised shares of Tractor Supply from a “strong sell” rating to a “hold” rating in a research report on Monday. Wells Fargo & Company reduced their price objective on shares of Tractor Supply from $55.00 to $47.00 and set an “overweight” rating on the stock in a research report on Wednesday. Finally, Piper Sandler reduced their price objective on shares of Tractor Supply from $59.00 to $51.00 and set an “overweight” rating on the stock in a research report on Wednesday. Fifteen equities research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $49.08.

Tractor Supply Trading Down 3.5%

Tractor Supply stock traded down $1.32 during mid-day trading on Thursday, reaching $36.85. 7,232,407 shares of the company traded hands, compared to its average volume of 7,320,823. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.38 and a quick ratio of 0.16. The firm’s 50 day moving average price is $47.59 and its 200 day moving average price is $51.34. The firm has a market capitalization of $19.38 billion, a price-to-earnings ratio of 18.06, a P/E/G ratio of 2.09 and a beta of 0.75. Tractor Supply has a 52-week low of $36.86 and a 52-week high of $63.99.

Tractor Supply (NASDAQ:TSCO) last issued its quarterly earnings data on Tuesday, April 21st. The specialty retailer reported $0.31 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.35 by ($0.04). The company had revenue of $3.59 billion for the quarter, compared to analysts’ expectations of $3.64 billion. Tractor Supply had a net margin of 6.91% and a return on equity of 42.58%. The firm’s revenue for the quarter was up 3.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.34 earnings per share. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS. On average, analysts anticipate that Tractor Supply will post 2.17 earnings per share for the current fiscal year.

Insider Transactions at Tractor Supply

In other news, EVP Robert D. Mills sold 62,950 shares of the company’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $54.12, for a total value of $3,406,854.00. Following the sale, the executive vice president directly owned 122,834 shares of the company’s stock, valued at $6,647,776.08. This represents a 33.88% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Jonathan S. Estep sold 59,745 shares of the company’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $54.03, for a total transaction of $3,228,022.35. Following the completion of the sale, the executive vice president directly owned 80,931 shares in the company, valued at $4,372,701.93. This represents a 42.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 222,348 shares of company stock worth $11,959,621. 0.64% of the stock is owned by insiders.

Hedge Funds Weigh In On Tractor Supply

Hedge funds have recently bought and sold shares of the company. JPL Wealth Management LLC bought a new position in Tractor Supply in the 3rd quarter worth about $28,000. Garner Asset Management Corp bought a new position in Tractor Supply in the 4th quarter worth about $25,000. Reflection Asset Management bought a new position in Tractor Supply in the 4th quarter worth about $26,000. Core Wealth Advisors LLC bought a new position in Tractor Supply in the 4th quarter worth about $27,000. Finally, Aventura Private Wealth LLC bought a new position in Tractor Supply in the 4th quarter worth about $27,000. Institutional investors 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: Reaffirmed guidance, store growth and digital momentum: Q1 results showed net sales up 3.6% driven by 40 new stores and double‑digit digital growth; management kept FY 2026 guidance intact, which limits near‑term downside risk. Earnings Highlights
• Positive Sentiment: Income/contrarian angle: the stock’s drop has pushed yield higher and some retail commentary calls the name “oversold,” supporting a potential value/dividend trade for income investors. Fool: Dividend Opportunity
• Positive Sentiment: Some brokers still maintain bullish stances (Citigroup retained a buy rating despite cutting its target; DA Davidson has also kept a buy-oriented view even after lowering its target), indicating pockets of analyst support for upside—though targets were trimmed. (Benzinga coverage)
• Neutral Sentiment: Valuation comparison: analyses comparing Tractor Supply to peers like Petco (WOOF) suggest mixed signals on which is the better value right now—useful background but not a direct catalyst. Zacks: WOOF vs TSCO
• Negative Sentiment: Q1 miss and flat comps sparked the selloff: EPS and revenue both missed Street expectations and same‑store sales were essentially flat, the primary immediate driver of the decline. Why TSCO Is Down
• Negative Sentiment: Multiple analyst downgrades/target cuts: several large brokers trimmed price targets or lowered expectations (UBS, Mizuho, Morgan Stanley, Wells Fargo, Telsey, Piper Sandler, DA Davidson among others), increasing selling pressure and reducing near‑term upside consensus. Examples: UBS Pessimistic Mizuho Lowers Expectations Morgan Stanley Forecast
• Negative Sentiment: Technical/market reaction: the post‑earnings move set a new 52‑week low and triggered further momentum selling, amplifying the price decline. New 1-Year Low

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.