Tractor Supply (NASDAQ:TSCO) Announces Quarterly Earnings Results, Misses Estimates By $0.01 EPS

Tractor Supply (NASDAQ:TSCO) announced its quarterly earnings results on Thursday. The specialty retailer reported $0.81 EPS for the quarter, missing the consensus estimate of $0.82 by ($0.01), FiscalAI reports. The company had revenue of $4.54 billion during the quarter, compared to analysts’ expectations of $4.58 billion. Tractor Supply had a return on equity of 42.58% and a net margin of 6.91%.The firm’s revenue for the quarter was up 2.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.81 EPS. Tractor Supply updated its FY 2026 guidance to 1.900-2.000 EPS.

Tractor Supply Trading Up 1.9%

Shares of NASDAQ TSCO traded up $0.56 during trading on Thursday, reaching $29.92. The stock had a trading volume of 9,637,730 shares, compared to its average volume of 9,662,212. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.16 and a current ratio of 1.38. The company has a market cap of $15.69 billion, a P/E ratio of 14.67, a PEG ratio of 6.43 and a beta of 0.46. Tractor Supply has a fifty-two week low of $28.36 and a fifty-two week high of $63.99. The business’s 50-day moving average price is $30.63 and its 200-day moving average price is $41.45.

Tractor Supply Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Wednesday, May 27th were paid a $0.24 dividend. The ex-dividend date of this dividend was Wednesday, May 27th. This represents a $0.96 annualized dividend and a dividend yield of 3.2%. Tractor Supply’s dividend payout ratio is 47.06%.

Hedge Funds Weigh In On Tractor Supply

A number of large investors have recently bought and sold shares of TSCO. Bison Wealth LLC lifted its position in Tractor Supply by 356.1% during the 4th quarter. Bison Wealth LLC now owns 6,426 shares of the specialty retailer’s stock valued at $341,000 after acquiring an additional 5,017 shares during the period. Lavaca Capital LLC purchased a new stake in shares of Tractor Supply during the 4th quarter valued at about $150,000. Wealthspire Advisors LLC grew its stake in shares of Tractor Supply by 231.5% in the fourth quarter. Wealthspire Advisors LLC now owns 4,289 shares of the specialty retailer’s stock worth $214,000 after acquiring an additional 2,995 shares during the period. Colonial Trust Co SC lifted its position in Tractor Supply by 8.9% during the fourth quarter. Colonial Trust Co SC now owns 3,514 shares of the specialty retailer’s stock valued at $176,000 after purchasing an additional 288 shares during the period. Finally, Zions Bancorporation National Association UT raised its stake in Tractor Supply by 182.1% during the 4th quarter. Zions Bancorporation National Association UT now owns 3,128 shares of the specialty retailer’s stock valued at $156,000 after buying an additional 2,019 shares during the last quarter. Hedge funds and other institutional investors own 98.72% of the company’s stock.

Key Headlines Impacting Tractor Supply

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

• Negative Sentiment: Tractor Supply missed second-quarter expectations, reporting $0.81 EPS versus estimates of $0.82-$0.83 and revenue of $4.54 billion versus the $4.58 billion consensus. Tractor Supply Company Reports Second Quarter 2026 Financial Results; Updates Fiscal Year 2026 Outlook
• Negative Sentiment: The company lowered FY2026 sales guidance to 2.5%-3.5% growth from 4%-6% previously, and also reduced EPS guidance to $1.90-$2.00, below Wall Street’s expectations. Tractor Supply Cuts Outlook Following Tough Quarter
• Negative Sentiment: Management pointed to a weak May and a tougher operating environment, which raises concern that demand trends may be softening despite the retailer’s long-term story. Weak May Was the Culprit: Tractor Supply Says Long-Term Demand Is Intact
• Neutral Sentiment: Shares saw notable pre-earnings options activity and the company also launched Instacart same-day delivery from 2,400 stores, but these items are secondary to the earnings and guidance reset. Tractor Supply (TSCO) Launches Instacart Same Day Delivery From 2,400 Stores

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on TSCO. Truist Financial set a $32.00 price objective on shares of Tractor Supply and gave the stock a “hold” rating in a research note on Tuesday, June 16th. JPMorgan Chase & Co. dropped their price target on shares of Tractor Supply from $55.00 to $48.00 and set a “neutral” rating for the company in a research note on Wednesday, April 22nd. Stephens reduced their price objective on shares of Tractor Supply from $53.00 to $43.00 and set an “equal weight” rating on the stock in a research report on Wednesday, April 22nd. Mizuho set a $32.00 target price on Tractor Supply and gave the company a “neutral” rating in a research report on Thursday, July 9th. Finally, Jefferies Financial Group reissued a “buy” rating and set a $51.00 price target on shares of Tractor Supply in a research note on Tuesday, April 21st. Thirteen investment analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $40.88.

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.