Zacks Research Forecasts Lower Earnings for Tractor Supply

Tractor Supply (NASDAQ:TSCO - Free Report) - Investment analysts at Zacks Research reduced their Q3 2025 EPS estimates for Tractor Supply in a research report issued to clients and investors on Wednesday, February 12th. Zacks Research analyst R. Lohia now anticipates that the specialty retailer will earn $0.48 per share for the quarter, down from their previous estimate of $0.49. The consensus estimate for Tractor Supply's current full-year earnings is $2.17 per share. Zacks Research also issued estimates for Tractor Supply's Q4 2025 earnings at $0.47 EPS, FY2025 earnings at $2.17 EPS, Q1 2026 earnings at $0.42 EPS, Q2 2026 earnings at $0.93 EPS, Q4 2026 earnings at $0.53 EPS, FY2026 earnings at $2.42 EPS and FY2027 earnings at $2.62 EPS.

Several other equities analysts have also weighed in on TSCO. Loop Capital increased their price objective on shares of Tractor Supply from $53.00 to $58.00 and gave the company a "hold" rating in a research report on Thursday, December 12th. Mizuho raised their price target on shares of Tractor Supply from $60.00 to $62.00 and gave the stock an "outperform" rating in a research report on Thursday, January 23rd. DA Davidson increased their price objective on shares of Tractor Supply from $60.00 to $65.00 and gave the stock a "buy" rating in a research note on Friday, October 25th. Telsey Advisory Group reiterated an "outperform" rating and set a $67.00 price objective on shares of Tractor Supply in a research note on Thursday, January 30th. Finally, UBS Group raised their price target on shares of Tractor Supply from $54.40 to $56.00 and gave the company a "neutral" rating in a research note on Friday, October 25th. Two investment analysts have rated the stock with a sell rating, six have given a hold rating, twelve have given a buy rating and one has issued a strong buy rating to the stock. According to MarketBeat, Tractor Supply presently has an average rating of "Moderate Buy" and a consensus target price of $59.22.

Tractor Supply Stock Performance

Shares of TSCO traded up $0.58 during trading hours on Friday, hitting $57.72. The company had a trading volume of 4,424,486 shares, compared to its average volume of 5,593,220. The firm has a market cap of $30.82 billion, a price-to-earnings ratio of 28.29, a PEG ratio of 2.70 and a beta of 0.84. The business has a fifty day moving average of $54.86 and a 200-day moving average of $55.43. Tractor Supply has a 12 month low of $46.76 and a 12 month high of $61.53. The company has a quick ratio of 0.20, a current ratio of 1.43 and a debt-to-equity ratio of 0.82.

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

Institutional Trading of Tractor Supply

Several hedge funds have recently modified their holdings of the company. Pacific Point Advisors LLC purchased a new stake in Tractor Supply during the 4th quarter valued at $1,265,000. Neo Ivy Capital Management purchased a new stake in Tractor Supply during the 4th quarter valued at $1,912,000. Western Wealth Management LLC raised its holdings in Tractor Supply by 349.6% during the 4th quarter. Western Wealth Management LLC now owns 18,152 shares of the specialty retailer's stock valued at $963,000 after buying an additional 14,115 shares during the period. Sunbelt Securities Inc. raised its holdings in Tractor Supply by 374.3% during the 4th quarter. Sunbelt Securities Inc. now owns 18,001 shares of the specialty retailer's stock valued at $947,000 after buying an additional 14,206 shares during the period. Finally, GTS Securities LLC raised its holdings in Tractor Supply by 1,950.2% during the 4th quarter. GTS Securities LLC now owns 4,237 shares of the specialty retailer's stock valued at $225,000 after buying an additional 4,466 shares during the period. 98.72% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CEO Harry A. Lawton III sold 88,095 shares of the company's stock in a transaction that occurred 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 sale, the chief executive officer now directly owns 488,852 shares of the company's stock, valued at $26,686,430.68. This represents a 15.27 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Kurt D. Barton sold 12,146 shares of the company's stock in a transaction that occurred on Thursday, February 13th. The stock was sold at an average price of $56.00, for a total value of $680,176.00. Following the sale, the chief financial officer now directly owns 47,715 shares in the company, valued at $2,672,040. This trade represents a 20.29 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 134,143 shares of company stock valued at $7,315,961. Corporate insiders own 0.24% of the company's stock.

Tractor Supply announced that its board has authorized a stock buyback plan on Thursday, February 13th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the specialty retailer to reacquire up to 3.3% of its stock through open market purchases. Stock buyback plans are generally a sign that the company's board believes its stock is undervalued.

Tractor Supply Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 11th. Investors of record on Wednesday, February 26th will be issued a $0.92 dividend. The ex-dividend date is Wednesday, February 26th. This is a boost from Tractor Supply's previous quarterly dividend of $0.22. This represents a $3.68 dividend on an annualized basis and a yield of 6.38%. Tractor Supply's payout ratio is currently 43.14%.

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.