Tractor Supply (NASDAQ:TSCO) Given New $41.00 Price Target at Loop Capital

Tractor Supply (NASDAQ:TSCO) had its price target lowered by equities researchers at Loop Capital from $51.00 to $41.00 in a research note issued on Wednesday,MarketScreener reports. The firm currently has a “hold” rating on the specialty retailer’s stock. Loop Capital’s price objective would suggest a potential upside of 11.27% from the company’s current price.

Other analysts have also issued research reports about the stock. Piper Sandler dropped their price target on shares of Tractor Supply from $59.00 to $51.00 and set an “overweight” rating on the stock in a research report on Wednesday. Gordon Haskett dropped their price target on shares of Tractor Supply from $50.00 to $40.00 and set a “hold” rating on the stock in a research report on Wednesday. Daiwa Securities Group dropped their price target on shares of Tractor Supply from $52.00 to $41.00 and set a “neutral” rating on the stock in a research report on Thursday. Jefferies Financial Group restated a “buy” rating and set a $51.00 price target on shares of Tractor Supply in a research report on Tuesday. Finally, Truist Financial set a $44.00 price target on shares of Tractor Supply and gave the company a “hold” rating in a research report on Tuesday. Fifteen investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, Tractor Supply presently has an average rating of “Moderate Buy” and a consensus price target of $49.08.

Tractor Supply Stock Performance

Shares of NASDAQ TSCO traded down $1.32 during midday trading on Wednesday, reaching $36.85. The company had a trading volume of 7,232,407 shares, compared to its average volume of 7,320,823. The business’s 50-day simple moving average is $47.59 and its 200 day simple moving average is $51.34. The stock has a market cap of $19.38 billion, a P/E ratio of 18.06, a P/E/G ratio of 2.09 and a beta of 0.75. Tractor Supply has a 1 year low of $36.86 and a 1 year high of $63.99. The company has a current ratio of 1.38, a quick ratio of 0.16 and a debt-to-equity ratio of 0.86.

Tractor Supply (NASDAQ:TSCO) last released its quarterly earnings data on Tuesday, April 21st. The specialty retailer reported $0.31 earnings per share for the quarter, missing analysts’ consensus estimates of $0.35 by ($0.04). The business had revenue of $3.59 billion during the quarter, compared to analyst estimates of $3.64 billion. Tractor Supply had a return on equity of 42.58% and a net margin of 6.91%.The firm’s revenue was up 3.6% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.34 EPS. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS. On average, analysts forecast that Tractor Supply will post 2.17 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, EVP Robert D. Mills sold 62,950 shares of Tractor Supply stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $54.12, for a total value of $3,406,854.00. Following the sale, the executive vice president owned 122,834 shares in the company, valued at $6,647,776.08. This trade represents a 33.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Kurt D. Barton sold 1,884 shares of Tractor Supply stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $53.81, for a total transaction of $101,378.04. Following the completion of the sale, the chief financial officer owned 52,562 shares in the company, valued at approximately $2,828,361.22. This trade represents a 3.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 222,348 shares of company stock valued at $11,959,621. 0.64% of the stock is owned by company insiders.

Hedge Funds Weigh In On Tractor Supply

Several hedge funds and other institutional investors have recently modified their holdings of the business. Financial Network Wealth Advisors LLC lifted its stake in shares of Tractor Supply by 8.0% in the third quarter. Financial Network Wealth Advisors LLC now owns 2,465 shares of the specialty retailer’s stock worth $140,000 after buying an additional 182 shares in the last quarter. Advyzon Investment Management LLC lifted its stake in shares of Tractor Supply by 4.3% in the fourth quarter. Advyzon Investment Management LLC now owns 4,462 shares of the specialty retailer’s stock worth $223,000 after buying an additional 183 shares in the last quarter. Perigon Wealth Management LLC lifted its stake in shares of Tractor Supply by 0.6% in the third quarter. Perigon Wealth Management LLC now owns 34,036 shares of the specialty retailer’s stock worth $1,936,000 after buying an additional 200 shares in the last quarter. Field & Main Bank lifted its stake in shares of Tractor Supply by 1.1% in the fourth quarter. Field & Main Bank now owns 18,835 shares of the specialty retailer’s stock worth $942,000 after buying an additional 200 shares in the last quarter. Finally, Oak Thistle LLC lifted its stake in shares of Tractor Supply by 0.9% in the fourth quarter. Oak Thistle LLC now owns 24,911 shares of the specialty retailer’s stock worth $1,246,000 after buying an additional 215 shares in the last quarter. 98.72% of the stock is owned by hedge funds and other institutional investors.

Key Tractor Supply News

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

• Positive Sentiment: Reaffirmed guidance, store growth and digital momentum: Q1 results showed net sales up 3.6% driven by 40 new stores and double?digit digital growth; management kept FY 2026 guidance intact, which limits near?term downside risk. Earnings Highlights
• Positive Sentiment: Income/contrarian angle: the stock’s drop has pushed yield higher and some retail commentary calls the name “oversold,” supporting a potential value/dividend trade for income investors. Fool: Dividend Opportunity
• Positive Sentiment: Some brokers still maintain bullish stances (Citigroup retained a buy rating despite cutting its target; DA Davidson has also kept a buy-oriented view even after lowering its target), indicating pockets of analyst support for upside—though targets were trimmed. (Benzinga coverage)
• Neutral Sentiment: Valuation comparison: analyses comparing Tractor Supply to peers like Petco (WOOF) suggest mixed signals on which is the better value right now—useful background but not a direct catalyst. Zacks: WOOF vs TSCO
• Negative Sentiment: Q1 miss and flat comps sparked the selloff: EPS and revenue both missed Street expectations and same?store sales were essentially flat, the primary immediate driver of the decline. Why TSCO Is Down
• Negative Sentiment: Multiple analyst downgrades/target cuts: several large brokers trimmed price targets or lowered expectations (UBS, Mizuho, Morgan Stanley, Wells Fargo, Telsey, Piper Sandler, DA Davidson among others), increasing selling pressure and reducing near?term upside consensus. Examples: UBS Pessimistic Mizuho Lowers Expectations Morgan Stanley Forecast
• Negative Sentiment: Technical/market reaction: the post?earnings move set a new 52?week low and triggered further momentum selling, amplifying the price decline. New 1-Year Low

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.