Tractor Supply (NASDAQ:TSCO) Given “Buy” Rating at DA Davidson

DA Davidson reaffirmed their buy rating on shares of Tractor Supply (NASDAQ:TSCO) in a report released on Friday morning, Marketbeat reports. The firm currently has a $60.00 price objective on the specialty retailer’s stock.

TSCO has been the subject of a number of other research reports. Stephens set a $53.00 price target on Tractor Supply and gave the stock an “equal weight” rating in a report on Thursday, January 22nd. Morgan Stanley reduced their target price on Tractor Supply from $60.00 to $57.00 and set an “equal weight” rating for the company in a research note on Friday. TD Cowen decreased their target price on Tractor Supply from $55.00 to $53.00 and set a “hold” rating on the stock in a research report on Friday. Jefferies Financial Group raised shares of Tractor Supply from a “hold” rating to a “buy” rating in a report on Monday, November 24th. Finally, Gordon Haskett downgraded shares of Tractor Supply from an “accumulate” rating to a “hold” rating and decreased their price objective for the company from $57.00 to $50.00 in a report on Thursday, January 8th. Fourteen investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $59.59.

Tractor Supply Price Performance

NASDAQ:TSCO opened at $50.88 on Friday. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.34 and a quick ratio of 0.14. The company has a 50 day moving average price of $52.30 and a 200-day moving average price of $55.68. Tractor Supply has a 1-year low of $46.85 and a 1-year high of $63.99. The firm has a market cap of $26.89 billion, a price-to-earnings ratio of 24.58, a price-to-earnings-growth ratio of 2.39 and a beta of 0.74.

Tractor Supply (NASDAQ:TSCO) last released its quarterly earnings data on Thursday, January 29th. The specialty retailer reported $0.43 earnings per share for the quarter, missing analysts’ consensus estimates of $0.46 by ($0.03). The firm had revenue of $3.90 billion during the quarter, compared to analysts’ expectations of $4.03 billion. Tractor Supply had a net margin of 7.06% and a return on equity of 44.36%. The firm’s quarterly revenue was up 3.3% on a year-over-year basis. During the same period in the previous year, the firm posted $0.44 EPS. Equities research analysts forecast that Tractor Supply will post 2.17 EPS for the current year.

Tractor Supply Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 9th. Investors of record on Monday, November 24th were given a dividend of $0.23 per share. The ex-dividend date was Monday, November 24th. This represents a $0.92 dividend on an annualized basis and a yield of 1.8%. Tractor Supply’s payout ratio is presently 44.44%.

Institutional Trading of Tractor Supply

A number of hedge funds have recently bought and sold shares of TSCO. Invesco Ltd. boosted its holdings in shares of Tractor Supply by 123.4% during the 2nd quarter. Invesco Ltd. now owns 15,079,313 shares of the specialty retailer’s stock worth $795,735,000 after purchasing an additional 8,329,462 shares during the last quarter. Norges Bank acquired a new stake in shares of Tractor Supply in the second quarter valued at approximately $274,959,000. Victory Capital Management Inc. lifted its position in Tractor Supply by 719.1% during the third quarter. Victory Capital Management Inc. now owns 4,508,661 shares of the specialty retailer’s stock worth $256,408,000 after buying an additional 3,958,205 shares in the last quarter. Select Equity Group L.P. boosted its stake in Tractor Supply by 41.9% during the second quarter. Select Equity Group L.P. now owns 12,713,409 shares of the specialty retailer’s stock worth $670,887,000 after buying an additional 3,753,414 shares during the last quarter. Finally, APG Asset Management N.V. grew its holdings in Tractor Supply by 505.1% in the 3rd quarter. APG Asset Management N.V. now owns 4,329,556 shares of the specialty retailer’s stock valued at $246,222,000 after buying an additional 3,614,097 shares in the last quarter. Institutional investors and hedge funds own 98.72% of the company’s stock.

More Tractor Supply News

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

• Positive Sentiment: Company signals ongoing capital returns and store expansion: Tractor Supply highlighted continued dividend growth (15 consecutive years of increases), raised buyback plans (guidance ~ $400M for 2026) and added stores (32 in the quarter, +100 Y/Y), supporting long?term cash return and growth thesis. MarketBeat: Tractor Supply Company Can Plow New Highs in 2026
• Positive Sentiment: Some analysts reaffirm buys or keep above?market targets, arguing weakness is transitory: DA Davidson reiterated a Buy with a $60 PT and Citi reaffirmed Buy at $61, citing normalization of sales and margin recovery potential. Street Insider: DA Davidson reiterates Buy
• Neutral Sentiment: Corporate and community actions: Tractor Supply Foundation donated $250,000 to Middle Tennessee winter storm recovery — modest reputational/PR positive but unlikely to move the stock materially. BusinessWire: Foundation donation
• Neutral Sentiment: Earnings call/transcript available: Management described headwinds (discretionary pullback, tariffs, delivery costs) and plans to drive traffic via store modernizations — useful for modeling but not an immediate catalyst. InsiderMonkey: Q4 earnings call transcript
• Negative Sentiment: Q4 results missed on EPS and revenue: TSCO reported $0.43 EPS vs. $0.46 expected and $3.90B revenue vs. $4.03B expected; comps rose only 0.3% and margin pressure was cited (tariffs, freight). This is the primary near?term driver of today’s weakness. MarketBeat: Q4 results and press release
• Negative Sentiment: FY?2026 guidance came in below consensus: management guided EPS $2.13–$2.23 (consensus ~ $2.31) and revenue around $16.1–$16.5B (vs. ~$16.6B consensus), prompting analyst reassessments. BusinessWire: Q4 results & FY2026 outlook
• Negative Sentiment: Multiple analyst price?target cuts and some rating trims: JPMorgan cut its PT to $59 and set Neutral, Morgan Stanley trimmed to $57 (Equal Weight), TD Cowen cut to $53 (Hold), and other shops lowered PTs — adding selling pressure and dampening near?term sentiment. TickerReport / Benzinga coverage of analyst action
• Negative Sentiment: Industry headwinds cited: management and coverage note discretionary spending pullback and tariff/delivery cost pressure that compressed margins — a risk to near?term profitability until sales mix or margins improve. Benzinga: Discretionary spending & tariffs

Tractor Supply Company Profile

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.