Telsey Advisory Group Estimates Tractor Supply Q1 Earnings

Tractor Supply (NASDAQ:TSCO - Free Report) - Equities researchers at Telsey Advisory Group issued their Q1 2026 earnings estimates for shares of Tractor Supply in a research report issued on Thursday, April 17th. Telsey Advisory Group analyst J. Feldman forecasts that the specialty retailer will earn $0.42 per share for the quarter. Telsey Advisory Group currently has a "Outperform" rating and a $67.00 target price on the stock. The consensus estimate for Tractor Supply's current full-year earnings is $2.17 per share. Telsey Advisory Group also issued estimates for Tractor Supply's Q2 2026 earnings at $0.94 EPS, Q3 2026 earnings at $0.54 EPS and Q4 2026 earnings at $0.54 EPS.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last issued its earnings results on Thursday, January 30th. The specialty retailer reported $0.44 earnings per share for the quarter, missing analysts' consensus estimates of $2.28 by ($1.84). Tractor Supply had a net margin of 7.40% and a return on equity of 49.01%.

Several other brokerages have also issued reports on TSCO. Stephens started coverage on shares of Tractor Supply in a report on Wednesday, April 9th. They set an "equal weight" rating and a $56.00 price target on the stock. Guggenheim reaffirmed a "buy" rating and set a $60.00 target price on shares of Tractor Supply in a research note on Friday, January 31st. JPMorgan Chase & Co. increased their price target on Tractor Supply from $58.00 to $59.00 and gave the company a "neutral" rating in a research note on Friday, January 31st. Truist Financial cut their price objective on Tractor Supply from $63.00 to $60.00 and set a "buy" rating on the stock in a report on Friday, January 31st. Finally, Bank of America upped their target price on Tractor Supply from $44.00 to $53.00 and gave the stock an "underperform" rating in a report on Thursday, January 16th. Two analysts have rated the stock with a sell rating, seven have assigned a hold rating, twelve have issued a buy rating and one has issued a strong buy rating to the stock. According to MarketBeat.com, Tractor Supply has a consensus rating of "Moderate Buy" and an average target price of $59.07.

Tractor Supply Price Performance

Tractor Supply stock traded up $0.93 during midday trading on Friday, reaching $51.21. The company's stock had a trading volume of 2,735,483 shares, compared to its average volume of 5,105,259. The company has a current ratio of 1.43, a quick ratio of 0.20 and a debt-to-equity ratio of 0.82. The stock has a market cap of $27.22 billion, a PE ratio of 25.10, a price-to-earnings-growth ratio of 2.95 and a beta of 0.88. Tractor Supply has a 52 week low of $46.97 and a 52 week high of $61.53. The business has a 50-day moving average price of $53.48 and a 200-day moving average price of $54.97.

Institutional Trading of Tractor Supply

Several hedge funds have recently bought and sold shares of TSCO. Coppell Advisory Solutions LLC grew its holdings in shares of Tractor Supply by 944.4% during the fourth quarter. Coppell Advisory Solutions LLC now owns 470 shares of the specialty retailer's stock valued at $25,000 after buying an additional 425 shares during the last quarter. Smithfield Trust Co increased its holdings in Tractor Supply by 286.2% during the 4th quarter. Smithfield Trust Co now owns 475 shares of the specialty retailer's stock worth $25,000 after purchasing an additional 352 shares in the last quarter. Future Financial Wealth Managment LLC raised its stake in shares of Tractor Supply by 400.0% in the fourth quarter. Future Financial Wealth Managment LLC now owns 500 shares of the specialty retailer's stock worth $27,000 after purchasing an additional 400 shares during the last quarter. Archer Investment Corp lifted its holdings in shares of Tractor Supply by 400.0% in the fourth quarter. Archer Investment Corp now owns 500 shares of the specialty retailer's stock valued at $27,000 after purchasing an additional 400 shares in the last quarter. Finally, PrairieView Partners LLC boosted its position in shares of Tractor Supply by 400.0% during the fourth quarter. PrairieView Partners LLC now owns 500 shares of the specialty retailer's stock valued at $26,000 after buying an additional 400 shares during the last quarter. Institutional investors and hedge funds own 98.72% of the company's stock.

Insider Buying and Selling

In other Tractor Supply news, CEO Harry A. Lawton III sold 88,095 shares of the stock in a transaction that occurred on Monday, February 3rd. The stock was sold at an average price of $54.59, for a total value of $4,809,106.05. Following the transaction, the chief executive officer now owns 488,852 shares in the company, valued at approximately $26,686,430.68. This represents a 15.27 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Melissa Kersey sold 9,300 shares of the business's stock in a transaction that occurred on Thursday, February 6th. The shares were sold at an average price of $53.17, for a total value of $494,481.00. Following the sale, the executive vice president now owns 34,961 shares of the company's stock, valued at approximately $1,858,876.37. This represents a 21.01 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 137,993 shares of company stock valued at $7,538,068 over the last ninety days. 0.65% of the stock is owned by corporate insiders.

Tractor Supply announced that its board has approved a share repurchase plan on Thursday, February 13th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the specialty retailer to repurchase up to 3.3% of its shares through open market purchases. Shares repurchase plans are often a sign that the company's management believes its stock is undervalued.

Tractor Supply Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 11th. Investors of record on Wednesday, February 26th were given a dividend of $0.92 per share. This represents a $3.68 dividend on an annualized basis and a dividend yield of 7.19%. The ex-dividend date of this dividend was Wednesday, February 26th. This is an increase from Tractor Supply's previous quarterly dividend of $0.22. Tractor Supply's payout ratio is presently 45.10%.

Tractor Supply Company Profile

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.