Tractor Supply Q1 EPS Estimate Cut by Telsey Advisory Group

Tractor Supply (NASDAQ:TSCO) – Research analysts at Telsey Advisory Group dropped their Q1 2025 earnings estimates for shares of Tractor Supply in a research report issued on Friday, December 6th. Telsey Advisory Group analyst J. Feldman now anticipates that the specialty retailer will post earnings of $1.86 per share for the quarter, down from their previous estimate of $1.91. Telsey Advisory Group currently has a “Outperform” rating and a $335.00 target price on the stock. The consensus estimate for Tractor Supply’s current full-year earnings is $10.24 per share. Telsey Advisory Group also issued estimates for Tractor Supply’s Q2 2025 earnings at $4.23 EPS, Q3 2025 earnings at $2.45 EPS, FY2025 earnings at $11.09 EPS and FY2026 earnings at $12.20 EPS.

A number of other brokerages have also recently issued reports on TSCO. UBS Group raised their target price on shares of Tractor Supply from $272.00 to $280.00 and gave the stock a “neutral” rating in a report on Friday, October 25th. Citigroup cut Tractor Supply from a “strong-buy” rating to a “hold” rating in a research note on Thursday, October 17th. Barclays upped their price target on shares of Tractor Supply from $250.00 to $262.00 and gave the stock an “equal weight” rating in a research report on Monday. Raymond James lifted their price objective on shares of Tractor Supply from $285.00 to $290.00 and gave the company an “outperform” rating in a research report on Friday, October 25th. Finally, Benchmark increased their target price on shares of Tractor Supply from $280.00 to $310.00 and gave the company a “buy” rating in a research report on Monday, October 28th. Two research analysts have rated the stock with a sell rating, eight have issued a hold rating, twelve have assigned a buy rating and one has assigned a strong buy rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $283.14.

Tractor Supply Price Performance

Shares of TSCO opened at $284.71 on Monday. The company has a current ratio of 1.48, a quick ratio of 0.17 and a debt-to-equity ratio of 0.81. The firm has a market cap of $30.42 billion, a price-to-earnings ratio of 27.70, a PEG ratio of 3.54 and a beta of 0.83. Tractor Supply has a 52 week low of $209.00 and a 52 week high of $307.64. The stock has a 50 day moving average of $284.80 and a 200-day moving average of $276.03.

Tractor Supply shares are set to split on the morning of Friday, December 20th. The 5-1 split was announced on Thursday, December 5th. The newly minted shares will be distributed to shareholders after the closing bell on Thursday, December 19th.

Institutional Trading of Tractor Supply

Several hedge funds and other institutional investors have recently modified their holdings of TSCO. CWM LLC raised its holdings in Tractor Supply by 3.1% in the 2nd quarter. CWM LLC now owns 2,554 shares of the specialty retailer’s stock valued at $689,000 after buying an additional 76 shares during the last quarter. Czech National Bank raised its holdings in shares of Tractor Supply by 8.0% in the 2nd quarter. Czech National Bank now owns 20,545 shares of the specialty retailer’s stock worth $5,547,000 after purchasing an additional 1,523 shares during the period. Sequoia Financial Advisors LLC lifted its position in shares of Tractor Supply by 3.6% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 19,057 shares of the specialty retailer’s stock valued at $5,145,000 after buying an additional 668 shares during the last quarter. Wedmont Private Capital boosted its position in Tractor Supply by 22.2% during the second quarter. Wedmont Private Capital now owns 1,600 shares of the specialty retailer’s stock worth $434,000 after purchasing an additional 291 shares during the period. Finally, Burke & Herbert Bank & Trust Co. purchased a new position in Tractor Supply in the 2nd quarter valued at approximately $271,000. Institutional investors own 98.72% of the company’s stock.

Insiders Place Their Bets

In other Tractor Supply news, CFO Kurt D. Barton sold 23,532 shares of Tractor Supply stock in a transaction on Tuesday, October 1st. The shares were sold at an average price of $295.64, for a total value of $6,957,000.48. Following the sale, the chief financial officer now directly owns 9,683 shares in the company, valued at approximately $2,862,682.12. The trade was a 70.85 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.24% of the company’s stock.

Tractor Supply Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 10th. Stockholders of record on Monday, November 25th were paid a $1.10 dividend. The ex-dividend date was Monday, November 25th. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.55%. Tractor Supply’s dividend payout ratio (DPR) is presently 42.80%.

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.