Wedbush Has Bearish Forecast for Tractor Supply Q2 Earnings

Tractor Supply (NASDAQ:TSCO - Free Report) - Research analysts at Wedbush decreased their Q2 2025 earnings per share estimates for shares of Tractor Supply in a research note issued on Friday, January 31st. Wedbush analyst S. Basham now forecasts that the specialty retailer will earn $0.85 per share for the quarter, down from their previous estimate of $0.85. Wedbush currently has a "Neutral" rating and a $54.00 target price on the stock. The consensus estimate for Tractor Supply's current full-year earnings is $2.18 per share. Wedbush also issued estimates for Tractor Supply's Q3 2025 earnings at $0.48 EPS, Q4 2025 earnings at $0.48 EPS, FY2025 earnings at $2.19 EPS, Q1 2026 earnings at $0.43 EPS, Q2 2026 earnings at $0.93 EPS, Q3 2026 earnings at $0.53 EPS, Q4 2026 earnings at $0.52 EPS and FY2027 earnings at $2.65 EPS.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last announced its quarterly earnings results on Thursday, January 30th. The specialty retailer reported $0.44 EPS 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%.

TSCO has been the subject of a number of other research reports. Benchmark boosted their price target on Tractor Supply from $56.00 to $62.00 and gave the company a "buy" rating in a research note on Monday, October 28th. Mizuho upped their price target on shares of Tractor Supply from $60.00 to $62.00 and gave the stock an "outperform" rating in a report on Thursday, January 23rd. DA Davidson lifted their price objective on shares of Tractor Supply from $60.00 to $65.00 and gave the company a "buy" rating in a research note on Friday, October 25th. Guggenheim restated a "buy" rating and set a $60.00 target price on shares of Tractor Supply in a research note on Friday, January 31st. Finally, UBS Group raised their target price on Tractor Supply from $54.40 to $56.00 and gave the company a "neutral" rating in a report on Friday, October 25th. Two analysts have rated the stock with a sell rating, six have assigned a hold rating, twelve have assigned a buy rating and one has given a strong buy rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $59.22.

Tractor Supply Stock Performance

Shares of TSCO stock traded down $0.55 on Monday, hitting $53.06. The company's stock had a trading volume of 7,710,967 shares, compared to its average volume of 5,650,399. Tractor Supply has a fifty-two week low of $46.06 and a fifty-two week high of $61.53. The company has a market capitalization of $28.33 billion, a PE ratio of 26.01, a PEG ratio of 3.13 and a beta of 0.84. The stock's 50 day moving average is $55.03 and its 200-day moving average is $55.20. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.20 and a current ratio of 1.43.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in TSCO. Silvant Capital Management LLC grew its position in Tractor Supply by 20.9% during the third quarter. Silvant Capital Management LLC now owns 14,781 shares of the specialty retailer's stock valued at $4,300,000 after buying an additional 2,556 shares during the period. Blueshift Asset Management LLC grew its position in shares of Tractor Supply by 32.7% during the 3rd quarter. Blueshift Asset Management LLC now owns 9,945 shares of the specialty retailer's stock valued at $2,893,000 after acquiring an additional 2,452 shares during the period. Allspring Global Investments Holdings LLC increased its stake in shares of Tractor Supply by 48.1% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 9,801 shares of the specialty retailer's stock worth $2,851,000 after purchasing an additional 3,182 shares during the last quarter. Mutual of America Capital Management LLC raised its holdings in shares of Tractor Supply by 16.5% in the 3rd quarter. Mutual of America Capital Management LLC now owns 27,336 shares of the specialty retailer's stock worth $7,953,000 after purchasing an additional 3,863 shares during the period. Finally, Charles Schwab Investment Management Inc. lifted its stake in Tractor Supply by 1.3% in the third quarter. Charles Schwab Investment Management Inc. now owns 631,406 shares of the specialty retailer's stock valued at $183,695,000 after purchasing an additional 8,142 shares during the last quarter. 98.72% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Tractor Supply

In other Tractor Supply news, CEO Harry A. Lawton III sold 88,095 shares of the firm's stock in a transaction on Monday, February 3rd. The stock was sold at an average price of $54.59, for a total transaction of $4,809,106.05. Following the transaction, the chief executive officer now directly owns 488,852 shares in the company, valued at approximately $26,686,430.68. This trade represents a 15.27 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.58% of the stock is currently owned by company insiders.

About Tractor Supply

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.