Telsey Advisory Group Weighs in on Tractor Supply’s Q1 2025 Earnings (NASDAQ:TSCO)

Tractor Supply (NASDAQ:TSCO) – Analysts at Telsey Advisory Group issued their Q1 2025 earnings estimates for Tractor Supply in a research report issued on Friday, April 19th. Telsey Advisory Group analyst J. Feldman anticipates that the specialty retailer will post earnings of $1.91 per share for the quarter. Telsey Advisory Group currently has a “Outperform” rating and a $275.00 target price on the stock. The consensus estimate for Tractor Supply’s current full-year earnings is $10.20 per share. Telsey Advisory Group also issued estimates for Tractor Supply’s Q2 2025 earnings at $4.32 EPS, Q3 2025 earnings at $2.53 EPS and Q4 2025 earnings at $2.62 EPS.

Tractor Supply (NASDAQ:TSCO) last issued its quarterly earnings results on Thursday, February 1st. The specialty retailer reported $2.28 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.22 by $0.06. The business had revenue of $3.66 billion during the quarter, compared to analyst estimates of $3.67 billion. Tractor Supply had a net margin of 7.61% and a return on equity of 53.60%. The business’s revenue was down 8.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.43 earnings per share.

A number of other analysts have also issued reports on TSCO. Morgan Stanley restated an “underweight” rating and issued a $195.00 price target on shares of Tractor Supply in a research note on Tuesday, January 16th. Evercore ISI dropped their price target on shares of Tractor Supply from $280.00 to $275.00 and set an “outperform” rating for the company in a research note on Tuesday, April 16th. The Goldman Sachs Group lifted their price target on shares of Tractor Supply from $230.00 to $262.00 and gave the stock a “buy” rating in a research note on Friday, February 2nd. Truist Financial lifted their price target on shares of Tractor Supply from $256.00 to $277.00 and gave the stock a “buy” rating in a research note on Tuesday, April 2nd. Finally, UBS Group boosted their target price on shares of Tractor Supply from $220.00 to $240.00 and gave the company a “neutral” rating in a research note on Friday, February 2nd. Two analysts have rated the stock with a sell rating, nine have issued a hold rating and twelve have given a buy rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $241.65.

Tractor Supply Stock Up 1.0 %

Shares of NASDAQ:TSCO opened at $255.96 on Monday. The company has a current ratio of 1.50, a quick ratio of 0.28 and a debt-to-equity ratio of 0.82. The company has a fifty day simple moving average of $250.69 and a 200 day simple moving average of $225.60. The firm has a market cap of $27.63 billion, a PE ratio of 25.37, a price-to-earnings-growth ratio of 3.80 and a beta of 0.84. Tractor Supply has a 12-month low of $185.00 and a 12-month high of $268.02.

Institutional Investors Weigh In On Tractor Supply

Institutional investors and hedge funds have recently bought and sold shares of the business. WCM Investment Management LLC acquired a new stake in Tractor Supply in the 4th quarter valued at about $782,000. LPL Financial LLC lifted its holdings in Tractor Supply by 4.6% in the 3rd quarter. LPL Financial LLC now owns 113,873 shares of the specialty retailer’s stock valued at $23,122,000 after acquiring an additional 5,014 shares during the last quarter. Impax Asset Management Group plc lifted its holdings in Tractor Supply by 2,120.1% in the 4th quarter. Impax Asset Management Group plc now owns 121,817 shares of the specialty retailer’s stock valued at $26,194,000 after acquiring an additional 116,330 shares during the last quarter. Simon Quick Advisors LLC lifted its holdings in Tractor Supply by 21.1% in the 3rd quarter. Simon Quick Advisors LLC now owns 1,551 shares of the specialty retailer’s stock valued at $315,000 after acquiring an additional 270 shares during the last quarter. Finally, International Assets Investment Management LLC raised its holdings in Tractor Supply by 32,987.5% during the 4th quarter. International Assets Investment Management LLC now owns 270,325 shares of the specialty retailer’s stock worth $58,128,000 after buying an additional 269,508 shares during the period. 98.72% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Tractor Supply

In other news, CFO Kurt D. Barton sold 4,335 shares of the company’s stock in a transaction dated Friday, March 15th. The shares were sold at an average price of $257.00, for a total transaction of $1,114,095.00. Following the completion of the transaction, the chief financial officer now owns 20,678 shares in the company, valued at $5,314,246. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. In related news, CFO Kurt D. Barton sold 4,335 shares of the company’s stock in a transaction dated Friday, March 15th. The shares were sold at an average price of $257.00, for a total value of $1,114,095.00. Following the completion of the sale, the chief financial officer now owns 20,678 shares of the company’s stock, valued at $5,314,246. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Harry A. Lawton III sold 20,500 shares of the company’s stock in a transaction dated Thursday, February 8th. The stock was sold at an average price of $232.93, for a total transaction of $4,775,065.00. Following the completion of the sale, the chief executive officer now directly owns 95,192 shares of the company’s stock, valued at approximately $22,173,072.56. The disclosure for this sale can be found here. Over the last quarter, insiders sold 90,090 shares of company stock worth $21,201,877. Insiders own 0.58% of the company’s stock.

Tractor Supply Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 12th. Stockholders of record on Monday, February 26th were given a dividend of $1.10 per share. The ex-dividend date of this dividend was Friday, February 23rd. This represents a $4.40 annualized dividend and a dividend yield of 1.72%. This is a positive change from Tractor Supply’s previous quarterly dividend of $1.03. Tractor Supply’s dividend payout ratio is currently 43.61%.

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.