Zacks Research Lowers Earnings Estimates for Tractor Supply

Tractor Supply (NASDAQ:TSCO) – Equities research analysts at Zacks Research reduced their Q3 2025 earnings per share (EPS) estimates for Tractor Supply in a research note issued to investors on Wednesday, February 12th. Zacks Research analyst R. Lohia now anticipates that the specialty retailer will earn $0.48 per share for the quarter, down from their previous forecast of $0.49. The consensus estimate for Tractor Supply’s current full-year earnings is $2.17 per share. Zacks Research also issued estimates for Tractor Supply’s Q4 2025 earnings at $0.47 EPS, FY2025 earnings at $2.17 EPS, Q1 2026 earnings at $0.42 EPS, Q2 2026 earnings at $0.93 EPS, Q4 2026 earnings at $0.53 EPS, FY2026 earnings at $2.42 EPS and FY2027 earnings at $2.62 EPS.

A number of other equities research analysts also recently weighed in on TSCO. Barclays lowered their target price on Tractor Supply from $262.00 to $52.00 and set an “equal weight” rating for the company in a report on Monday, December 30th. Robert W. Baird set a $64.00 target price on shares of Tractor Supply in a research report on Thursday, October 17th. UBS Group raised their price target on shares of Tractor Supply from $54.40 to $56.00 and gave the stock a “neutral” rating in a report on Friday, October 25th. Guggenheim reaffirmed a “buy” rating and issued a $60.00 price target on shares of Tractor Supply in a research note on Friday, January 31st. Finally, Raymond James raised their target price on Tractor Supply from $57.00 to $58.00 and gave the company an “outperform” rating in a research note on Friday, October 25th. Two analysts have rated the stock with a sell rating, six have given a hold rating, twelve have issued a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat, Tractor Supply presently has an average rating of “Moderate Buy” and a consensus price target of $59.22.

Tractor Supply Stock Up 2.0 %

Shares of NASDAQ TSCO opened at $56.99 on Friday. Tractor Supply has a 52-week low of $46.19 and a 52-week high of $61.53. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.20 and a current ratio of 1.43. The company’s 50 day moving average price is $54.82 and its 200-day moving average price is $55.27. The company has a market capitalization of $30.43 billion, a P/E ratio of 27.94, a price-to-earnings-growth ratio of 2.70 and a beta of 0.84.

Tractor Supply (NASDAQ:TSCO) last issued its quarterly earnings results on Thursday, January 30th. The specialty retailer reported $0.44 earnings per share for the quarter, missing the consensus estimate of $2.28 by ($1.84). Tractor Supply had a net margin of 7.40% and a return on equity of 49.01%.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Smithfield Trust Co raised its holdings in shares of Tractor Supply by 286.2% in the 4th quarter. Smithfield Trust Co now owns 475 shares of the specialty retailer’s stock worth $25,000 after purchasing an additional 352 shares during the period. PrairieView Partners LLC raised its stake in shares of Tractor Supply by 400.0% in the fourth quarter. PrairieView Partners LLC now owns 500 shares of the specialty retailer’s stock valued at $26,000 after buying an additional 400 shares during the period. Future Financial Wealth Managment LLC raised its stake in shares of Tractor Supply by 400.0% in the fourth quarter. Future Financial Wealth Managment LLC now owns 500 shares of the specialty retailer’s stock valued at $27,000 after buying an additional 400 shares during the period. Archer Investment Corp lifted its position in shares of Tractor Supply by 400.0% during the 4th quarter. Archer Investment Corp now owns 500 shares of the specialty retailer’s stock valued at $27,000 after buying an additional 400 shares during the last quarter. Finally, Kentucky Trust Co bought a new position in shares of Tractor Supply during the 4th quarter worth $27,000. 98.72% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, EVP Melissa Kersey sold 9,300 shares of Tractor Supply stock in a transaction on Thursday, February 6th. The stock was sold at an average price of $53.17, for a total transaction of $494,481.00. Following the sale, the executive vice president now directly owns 34,961 shares in the company, valued at approximately $1,858,876.37. This trade represents a 21.01 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Colin Yankee sold 24,602 shares of the company’s stock in a transaction on Tuesday, February 11th. The shares were sold at an average price of $54.15, for a total value of $1,332,198.30. Following the completion of the transaction, the executive vice president now owns 33,645 shares of the company’s stock, valued at $1,821,876.75. This trade represents a 42.24 % decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 121,997 shares of company stock valued at $6,635,785. Corporate insiders own 0.24% of the company’s stock.

Tractor Supply Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 11th. Investors of record on Wednesday, February 26th will be issued a dividend of $0.92 per share. This is a boost from Tractor Supply’s previous quarterly dividend of $0.22. This represents a $3.68 annualized dividend and a yield of 6.46%. Tractor Supply’s payout ratio is 43.14%.

Tractor Supply announced that its board has approved a stock buyback plan on Thursday, February 13th that allows the company to buyback $1.00 billion in outstanding shares. This buyback authorization allows the specialty retailer to repurchase up to 3.3% of its shares through open market purchases. Shares buyback plans are usually an indication that the company’s leadership believes its shares are undervalued.

About Tractor Supply

Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company offers various merchandise, including livestock and equine feed and equipment, poultry, fencing, and sprayers and chemicals; food, treats, and equipment for dogs, cats, and other small animals, as well as dog wellness products; seasonal and recreation products comprising tractors and riders, lawn and garden, bird feeding, power equipment, and other recreational products; truck, tool, and hardware products, such as truck accessories, trailers, generators, lubricants, batteries, and hardware and tools; and clothing, gift, and décor products consist of clothing, footwear, toys, snacks, and decorative merchandise.