Tractor Supply (NASDAQ:TSCO) Updates FY 2026 Earnings Guidance

Tractor Supply (NASDAQ:TSCO) updated its FY 2026 earnings guidance on Friday. The company provided EPS guidance of 2.130-2.23 for the period, compared to the consensus EPS estimate of 2.310. The company issued revenue guidance of $16.1 billion-$16.5 billion, compared to the consensus revenue estimate of $16.6 billion.

Analysts Set New Price Targets

Several brokerages have recently commented on TSCO. Truist Financial set a $55.00 price target on Tractor Supply and gave the stock a “hold” rating in a research note on Friday, January 16th. Citigroup reaffirmed a “buy” rating and set a $61.00 price objective (down from $66.00) on shares of Tractor Supply in a report on Friday, January 16th. Robert W. Baird upped their target price on Tractor Supply from $65.00 to $67.00 and gave the company an “outperform” rating in a report on Friday, October 24th. Wolfe Research reaffirmed an “outperform” rating on shares of Tractor Supply in a research note on Friday. Finally, Gordon Haskett lowered shares of Tractor Supply from an “accumulate” rating to a “hold” rating and decreased their price objective for the stock from $57.00 to $50.00 in a research report on Thursday, January 8th. Fourteen research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $61.52.

Tractor Supply Trading Down 7.6%

Tractor Supply stock opened at $50.96 on Friday. The stock has a 50-day moving average price of $52.34 and a 200 day moving average price of $55.73. Tractor Supply has a 52 week low of $46.85 and a 52 week high of $63.99. The stock has a market cap of $26.93 billion, a PE ratio of 24.50, a P/E/G ratio of 2.58 and a beta of 0.74. The company has a current ratio of 1.30, a quick ratio of 0.14 and a debt-to-equity ratio of 0.69.

Tractor Supply (NASDAQ:TSCO) last released its quarterly earnings results on Thursday, January 29th. The specialty retailer reported $0.43 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.46 by ($0.03). The firm had revenue of $3.90 billion for the quarter, compared to analyst estimates of $4.03 billion. Tractor Supply had a return on equity of 46.18% and a net margin of 7.18%. Equities research analysts predict that Tractor Supply will post 2.17 earnings per share for the current fiscal year.

Tractor Supply Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 9th. Shareholders of record on Monday, November 24th were paid a $0.23 dividend. This represents a $0.92 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend was Monday, November 24th. Tractor Supply’s payout ratio is presently 44.23%.

Key Headlines Impacting Tractor Supply

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

• Positive Sentiment: Analysts reaffirm Buy/Outperform ratings and upbeat price targets that cushion downside — Citi’s Steven Zaccone reiterated a Buy and $61 target. Article Title
• Positive Sentiment: Telsey Advisory reaffirmed an Outperform with a $70 price target, signaling some analysts see longer?term upside despite the near?term weakness. Article Title
• Neutral Sentiment: Comparable-store sales showed modest improvement (reports cite a small comps rise), indicating demand isn’t collapsing even as discretionary spending shifts. Article Title
• Neutral Sentiment: Management framed the quarter as a balance of headwinds and ongoing growth initiatives on the earnings call — useful context but not an immediate fix for margin/guide misses. Article Title
• Negative Sentiment: Q4 EPS missed: $0.43 vs. consensus $0.46, and revenue missed at $3.90B vs. $4.03B — the core cause of the stock weakness. Press Release
• Negative Sentiment: FY2026 guide came in light of consensus — EPS $2.13–2.23 vs. Street $2.31, and revenue $16.1B–16.5B vs. ~$16.6B — pushing expectations lower for the year. Read More.
• Negative Sentiment: Management cited margin pressure from tariffs, higher delivery/transport costs and a pullback in discretionary spending — structural cost and demand issues that could weigh on near?term profit margins. Article Title
• Negative Sentiment: Market reaction: coverage notes and headlines show shares pulled back sharply after the print, reflecting investor focus on the misses and weaker guide. Article Title

Hedge Funds Weigh In On Tractor Supply

Several institutional investors have recently added to or reduced their stakes in the business. JPL Wealth Management LLC purchased a new stake in shares of Tractor Supply during the 3rd quarter worth about $28,000. Geneos Wealth Management Inc. lifted its position in Tractor Supply by 22.7% during the second quarter. Geneos Wealth Management Inc. now owns 1,190 shares of the specialty retailer’s stock valued at $63,000 after buying an additional 220 shares in the last quarter. MUFG Securities EMEA plc purchased a new stake in Tractor Supply during the second quarter worth approximately $83,000. Quarry LP acquired a new stake in shares of Tractor Supply in the third quarter worth $143,000. Finally, Nicolet Bankshares Inc. purchased a new position in shares of Tractor Supply in the 3rd quarter valued at $213,000. 98.72% of the stock is currently owned by institutional investors and hedge funds.

About Tractor Supply

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.