Tractor Supply (NASDAQ:TSCO) Releases FY 2026 Earnings Guidance

Tractor Supply (NASDAQ:TSCO) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 1.900-2.000 for the period, compared to the consensus estimate of 2.110. The company issued revenue guidance of $15.9 billion-$16.1 billion, compared to the consensus revenue estimate of $16.2 billion.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Jefferies Financial Group reissued a “buy” rating and issued a $51.00 price target on shares of Tractor Supply in a research note on Tuesday, April 21st. Gordon Haskett upped their target price on shares of Tractor Supply from $40.00 to $50.00 in a research report on Friday, June 12th. Guggenheim restated a “buy” rating and set a $50.00 price target (down from $60.00) on shares of Tractor Supply in a research report on Friday, June 5th. Daiwa Securities Group dropped their price target on Tractor Supply from $52.00 to $41.00 and set a “neutral” rating for the company in a research note on Thursday, April 23rd. Finally, DA Davidson cut their price objective on Tractor Supply from $50.00 to $40.00 and set a “buy” rating for the company in a report on Monday, June 22nd. Thirteen analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average target price of $40.88.

Tractor Supply Stock Down 0.9%

Shares of NASDAQ:TSCO opened at $29.36 on Thursday. Tractor Supply has a 12-month low of $28.36 and a 12-month high of $63.99. The stock has a market capitalization of $15.40 billion, a price-to-earnings ratio of 14.39, a PEG ratio of 6.43 and a beta of 0.46. The stock has a fifty day simple moving average of $30.63 and a two-hundred day simple moving average of $41.45. The company has a current ratio of 1.38, a quick ratio of 0.16 and a debt-to-equity ratio of 0.86.

Tractor Supply (NASDAQ:TSCO) last announced its quarterly earnings data on Thursday, July 23rd. The specialty retailer reported $0.81 earnings per share for the quarter, missing analysts’ consensus estimates of $0.82 by ($0.01). Tractor Supply had a return on equity of 42.58% and a net margin of 6.91%.The firm had revenue of $4.54 billion during the quarter, compared to analysts’ expectations of $4.58 billion. Tractor Supply has set its FY 2026 guidance at 1.900-2.000 EPS. On average, research analysts anticipate that Tractor Supply will post 2.08 earnings per share for the current fiscal year.

Tractor Supply Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Wednesday, May 27th were issued a dividend of $0.24 per share. This represents a $0.96 dividend on an annualized basis and a dividend yield of 3.3%. The ex-dividend date of this dividend was Wednesday, May 27th. Tractor Supply’s dividend payout ratio is presently 47.06%.

Hedge Funds Weigh In On Tractor Supply

A number of hedge funds have recently bought and sold shares of the business. Pacer Advisors Inc. raised its holdings in shares of Tractor Supply by 1.5% during the fourth quarter. Pacer Advisors Inc. now owns 42,897 shares of the specialty retailer’s stock valued at $2,145,000 after purchasing an additional 631 shares during the last quarter. Invesco Ltd. boosted its holdings in Tractor Supply by 18.4% in the fourth quarter. Invesco Ltd. now owns 17,433,611 shares of the specialty retailer’s stock worth $871,855,000 after purchasing an additional 2,706,819 shares during the last quarter. Corient Private Wealth LLC grew its position in Tractor Supply by 1.1% in the 4th quarter. Corient Private Wealth LLC now owns 862,423 shares of the specialty retailer’s stock worth $41,582,000 after purchasing an additional 9,601 shares during the period. Alberta Investment Management Corp purchased a new stake in Tractor Supply during the 4th quarter valued at $3,471,000. Finally, Strive Financial Group LLC bought a new stake in Tractor Supply during the fourth quarter valued at approximately $1,896,000. Hedge funds and other institutional investors own 98.72% of the company’s stock.

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.