Tractor Supply (NASDAQ:TSCO) Price Target Cut to $46.00 by Analysts at Citigroup

Tractor Supply (NASDAQ:TSCO) had its target price cut by analysts at Citigroup from $55.00 to $46.00 in a research note issued on Thursday,Benzinga reports. The firm currently has a “buy” rating on the specialty retailer’s stock. Citigroup’s price objective indicates a potential upside of 19.90% from the stock’s previous close.

TSCO has been the subject of several other reports. Piper Sandler reduced their target price on Tractor Supply from $59.00 to $51.00 and set an “overweight” rating for the company in a research note on Wednesday. JPMorgan Chase & Co. reduced their target price on Tractor Supply from $62.00 to $59.00 and set a “neutral” rating for the company in a research note on Friday, January 30th. Zacks Research upgraded Tractor Supply from a “strong sell” rating to a “hold” rating in a research note on Monday. Argus reduced their price target on Tractor Supply from $67.00 to $64.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Tractor Supply in a research note on Monday, December 29th. Fourteen investment analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat, Tractor Supply presently has an average rating of “Moderate Buy” and a consensus target price of $53.35.

Tractor Supply Stock Down 1.5%

TSCO stock traded down $0.60 during mid-day trading on Thursday, reaching $38.37. The company had a trading volume of 6,964,628 shares, compared to its average volume of 7,267,395. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.38 and a quick ratio of 0.16. Tractor Supply has a 52 week low of $38.04 and a 52 week high of $63.99. The stock has a 50 day simple moving average of $47.91 and a two-hundred day simple moving average of $51.44. The company has a market capitalization of $20.18 billion, a price-to-earnings ratio of 18.78, a PEG ratio of 2.10 and a beta of 0.75.

Tractor Supply (NASDAQ:TSCO) last issued its earnings results on Tuesday, April 21st. The specialty retailer reported $0.31 EPS for the quarter, missing the consensus estimate of $0.35 by ($0.04). Tractor Supply had a return on equity of 42.58% and a net margin of 6.91%.The business had revenue of $3.59 billion for the quarter, compared to the consensus estimate of $3.64 billion. During the same quarter in the prior year, the firm posted $0.34 earnings per share. The business’s revenue was up 3.6% compared to the same quarter last year. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS. As a group, equities analysts predict that Tractor Supply will post 2.18 earnings per share for the current fiscal year.

Insider Activity

In other news, CFO Kurt D. Barton sold 1,884 shares of the company’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $53.81, for a total transaction of $101,378.04. Following the completion of the sale, the chief financial officer directly owned 52,562 shares in the company, valued at approximately $2,828,361.22. This represents a 3.46% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Harry A. Lawton III sold 84,670 shares of the company’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $53.16, for a total value of $4,501,057.20. Following the sale, the chief executive officer owned 606,842 shares of the company’s stock, valued at approximately $32,259,720.72. The trade was a 12.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 222,348 shares of company stock worth $11,959,621. 0.64% of the stock is owned by insiders.

Institutional Trading of Tractor Supply

Institutional investors have recently modified their holdings of the stock. Wellington Management Group LLP raised its holdings in shares of Tractor Supply by 1.6% during the 3rd quarter. Wellington Management Group LLP now owns 25,931,699 shares of the specialty retailer’s stock worth $1,474,736,000 after buying an additional 420,731 shares in the last quarter. First National Bank of Omaha acquired a new position in shares of Tractor Supply during the 3rd quarter worth $5,069,000. NEOS Investment Management LLC raised its holdings in shares of Tractor Supply by 49.9% during the 3rd quarter. NEOS Investment Management LLC now owns 63,881 shares of the specialty retailer’s stock worth $3,633,000 after buying an additional 21,256 shares in the last quarter. HighTower Advisors LLC raised its holdings in shares of Tractor Supply by 9.2% during the 3rd quarter. HighTower Advisors LLC now owns 289,610 shares of the specialty retailer’s stock worth $16,470,000 after buying an additional 24,312 shares in the last quarter. Finally, Montrusco Bolton Investments Inc. raised its holdings in shares of Tractor Supply by 7.5% during the 3rd quarter. Montrusco Bolton Investments Inc. now owns 1,000,530 shares of the specialty retailer’s stock worth $56,900,000 after buying an additional 69,498 shares in the last quarter. 98.72% of the stock is currently owned by institutional investors.

Tractor Supply News Summary

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

• Positive Sentiment: Company reaffirmed FY‑2026 EPS guidance (2.13–2.23) and reported continued digital growth (double‑digit) with four of five product categories positive — signs management sees durable revenue drivers despite a soft category. This Dividend Stock Is Getting Crushed. But With Its Dividend Yield Crossing 2.4%, Is It Time to Buy?
• Positive Sentiment: Company continues store growth (record openings cited in the call) and maintains a steady dividend (yield ~2.4%), which may attract income‑oriented investors while valuation resets. Tractor Supply Co (TSCO) Q1 2026 Earnings Call Highlights: Record Store Openings and Digital …
• Neutral Sentiment: Earnings call/transcript provides more color on category dynamics (companion animal weakness) — useful for investors deciding whether the miss is temporary or structural. Tractor Supply Company (TSCO) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Q1 results missed expectations: EPS $0.31 vs. ~$0.35 consensus and revenue came in light (~$3.59B vs ~$3.64B) with flat comparable sales; the shortfall and category weakness prompted the initial selloff. Tractor Supply (NASDAQ:TSCO) Sets New 1-Year Low After Earnings Miss
• Negative Sentiment: Analysts cut price targets and turned more cautious after the print (UBS cut to $44/neutral and others trimmed targets), increasing near‑term downside pressure despite several firms still rating the stock overweight or outperform. Benzinga: Analyst price target changes
• Negative Sentiment: Market reaction pushed TSCO to a fresh 1‑year low and many investors/algos are treating the miss as a catalyst to rebalance, amplifying intraday volatility. Why Tractor Supply (TSCO) Is Down 12.1% After Q1 Earnings Miss and Flat Same-Store Sales

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.