Tractor Supply (NASDAQ:TSCO) Price Target Cut to $59.00 by Analysts at JPMorgan Chase & Co.

Tractor Supply (NASDAQ:TSCO) had its price target reduced by JPMorgan Chase & Co. from $62.00 to $59.00 in a research report report published on Friday,Benzinga reports. They currently have a neutral rating on the specialty retailer’s stock.

A number of other equities research analysts have also issued reports on the stock. Stephens set a $53.00 price objective on shares of Tractor Supply and gave the company an “equal weight” rating in a report on Thursday, January 22nd. Jefferies Financial Group upgraded shares of Tractor Supply from a “hold” rating to a “buy” rating in a research report on Monday, November 24th. Gordon Haskett downgraded shares of Tractor Supply from an “accumulate” rating to a “hold” rating and reduced their price target for the company from $57.00 to $50.00 in a report on Thursday, January 8th. DA Davidson reiterated a “buy” rating and issued a $60.00 price target on shares of Tractor Supply in a research note on Friday. Finally, Telsey Advisory Group cut their price objective on Tractor Supply from $70.00 to $63.00 and set an “outperform” rating for the company in a research report on Thursday. Fourteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $59.59.

Tractor Supply Trading Down 0.2%

Shares of TSCO stock opened at $50.88 on Friday. The company has a debt-to-equity ratio of 0.70, a quick ratio of 0.14 and a current ratio of 1.34. The stock has a fifty day simple moving average of $52.30 and a two-hundred day simple moving average of $55.68. The firm has a market capitalization of $26.89 billion, a PE ratio of 24.58, a PEG ratio of 2.39 and a beta of 0.74. Tractor Supply has a 52-week low of $46.85 and a 52-week high of $63.99.

Tractor Supply (NASDAQ:TSCO) last announced its quarterly earnings data on Thursday, January 29th. The specialty retailer reported $0.43 EPS for the quarter, missing the consensus estimate of $0.46 by ($0.03). Tractor Supply had a net margin of 7.06% and a return on equity of 44.36%. The business had revenue of $3.90 billion during the quarter, compared to analysts’ expectations of $4.03 billion. During the same quarter in the previous year, the firm earned $0.44 earnings per share. Tractor Supply’s revenue was up 3.3% on a year-over-year basis. On average, analysts predict that Tractor Supply will post 2.17 EPS for the current fiscal year.

Tractor Supply Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 9th. Investors of record on Monday, November 24th were issued a $0.23 dividend. The ex-dividend date of this dividend was Monday, November 24th. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.8%. Tractor Supply’s dividend payout ratio (DPR) is presently 44.44%.

Institutional Investors Weigh In On Tractor Supply

Large investors have recently added to or reduced their stakes in the stock. Laurel Wealth Advisors LLC purchased a new stake in Tractor Supply during the fourth quarter valued at approximately $113,000. Simplicity Wealth LLC raised its holdings in Tractor Supply by 3.5% during the 4th quarter. Simplicity Wealth LLC now owns 15,537 shares of the specialty retailer’s stock valued at $777,000 after buying an additional 523 shares during the period. Kohmann Bosshard Financial Services LLC bought a new stake in Tractor Supply in the fourth quarter worth $113,000. Torren Management LLC purchased a new position in Tractor Supply during the fourth quarter worth $122,000. Finally, Rogco LP purchased a new position in Tractor Supply during the fourth quarter worth $172,000. 98.72% of the stock is owned by institutional investors.

Tractor Supply News Roundup

Here are the key news stories impacting Tractor Supply this week:

• Positive Sentiment: Company signals ongoing capital returns and store expansion: Tractor Supply highlighted continued dividend growth (15 consecutive years of increases), raised buyback plans (guidance ~ $400M for 2026) and added stores (32 in the quarter, +100 Y/Y), supporting long‑term cash return and growth thesis. MarketBeat: Tractor Supply Company Can Plow New Highs in 2026
• Positive Sentiment: Some analysts reaffirm buys or keep above‑market targets, arguing weakness is transitory: DA Davidson reiterated a Buy with a $60 PT and Citi reaffirmed Buy at $61, citing normalization of sales and margin recovery potential. Street Insider: DA Davidson reiterates Buy
• Neutral Sentiment: Corporate and community actions: Tractor Supply Foundation donated $250,000 to Middle Tennessee winter storm recovery — modest reputational/PR positive but unlikely to move the stock materially. BusinessWire: Foundation donation
• Neutral Sentiment: Earnings call/transcript available: Management described headwinds (discretionary pullback, tariffs, delivery costs) and plans to drive traffic via store modernizations — useful for modeling but not an immediate catalyst. InsiderMonkey: Q4 earnings call transcript
• Negative Sentiment: Q4 results missed on EPS and revenue: TSCO reported $0.43 EPS vs. $0.46 expected and $3.90B revenue vs. $4.03B expected; comps rose only 0.3% and margin pressure was cited (tariffs, freight). This is the primary near‑term driver of today’s weakness. MarketBeat: Q4 results and press release
• Negative Sentiment: FY‑2026 guidance came in below consensus: management guided EPS $2.13–$2.23 (consensus ~ $2.31) and revenue around $16.1–$16.5B (vs. ~$16.6B consensus), prompting analyst reassessments. BusinessWire: Q4 results & FY2026 outlook
• Negative Sentiment: Multiple analyst price‑target cuts and some rating trims: JPMorgan cut its PT to $59 and set Neutral, Morgan Stanley trimmed to $57 (Equal Weight), TD Cowen cut to $53 (Hold), and other shops lowered PTs — adding selling pressure and dampening near‑term sentiment. TickerReport / Benzinga coverage of analyst action
• Negative Sentiment: Industry headwinds cited: management and coverage note discretionary spending pullback and tariff/delivery cost pressure that compressed margins — a risk to near‑term profitability until sales mix or margins improve. Benzinga: Discretionary spending & tariffs

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.