Tractor Supply’s (TSCO) Buy Rating Reaffirmed at DA Davidson

by · The Markets Daily

Tractor Supply (NASDAQ:TSCO – Get Free Report)‘s stock had its “buy” rating reaffirmed by equities research analysts at DA Davidson in a research note issued to investors on Friday, Marketbeat Ratings reports. They currently have a $60.00 target price on the specialty retailer’s stock. DA Davidson’s target price would suggest a potential upside of 18.39% from the company’s previous close.

Several other research analysts have also recently weighed in on TSCO. Robert W. Baird increased their price target on shares of Tractor Supply from $65.00 to $67.00 and gave the company an “outperform” rating in a report on Friday, October 24th. Wells Fargo & Company restated an “overweight” rating and set a $65.00 price target on shares of Tractor Supply in a report on Thursday, October 23rd. Wolfe Research restated an “outperform” rating and set a $57.00 price target on shares of Tractor Supply in a research note 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, Evercore ISI restated an “outperform” rating and issued a $60.00 target price on shares of Tractor Supply in a report on Friday. Fourteen equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat.com, Tractor Supply has an average rating of “Moderate Buy” and an average price target of $60.05.

Check Out Our Latest Report on TSCO

Tractor Supply Trading Down 0.5%

TSCO stock traded down $0.28 during trading on Friday, hitting $50.68. The company had a trading volume of 10,659,083 shares, compared to its average volume of 8,726,803. The firm has a 50-day moving average price of $52.34 and a 200-day moving average price of $55.73. The stock has a market cap of $26.78 billion, a price-to-earnings ratio of 24.37, a PEG ratio of 2.58 and a beta of 0.74. Tractor Supply has a 12 month low of $46.85 and a 12 month high of $63.99. The company has a quick ratio of 0.14, a current ratio of 1.30 and a debt-to-equity ratio of 0.69.

Tractor Supply (NASDAQ:TSCO – Get Free Report) last announced its quarterly earnings data on Thursday, January 29th. The specialty retailer reported $0.43 earnings per share for the quarter, missing the consensus estimate of $0.46 by ($0.03). The business had revenue of $3.90 billion during the quarter, compared to analyst estimates of $4.03 billion. Tractor Supply had a net margin of 7.18% and a return on equity of 46.18%. The company’s quarterly revenue was up 3.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.44 earnings per share. As a group, analysts predict that Tractor Supply will post 2.17 earnings per share for the current year.

Hedge Funds Weigh In On Tractor Supply

Large investors have recently added to or reduced their stakes in the stock. Delos Wealth Advisors LLC acquired a new position in Tractor Supply during the second quarter worth $26,000. Aventura Private Wealth LLC acquired a new position in shares of Tractor Supply during the 4th quarter worth about $27,000. JPL Wealth Management LLC purchased a new position in Tractor Supply in the third quarter valued at approximately $28,000. Flagship Harbor Advisors LLC purchased a new stake in Tractor Supply in the fourth quarter valued at $35,000. Finally, Financial Gravity Companies Inc. acquired a new stake in shares of Tractor Supply in the 2nd quarter valued at about $38,000. 98.72% of the stock is currently owned by institutional investors and hedge funds.

More Tractor Supply News

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

  • Positive Sentiment: Citi reasserted a Buy on TSCO, keeping a $61 price target and arguing the pullback creates upside as sales normalize and margin pressure is transitory. Reaffirming Buy on Tractor Supply
  • Positive Sentiment: MarketBeat published a bullish longer-term take: despite the near-term softness, TSCO’s store expansion, steady cash flow, dividends and planned buybacks support upside over 2026. Tractor Supply Company Can Plow New Highs in 2026
  • Neutral Sentiment: Tractor Supply made a $250k community donation for winter-storm recovery in Middle Tennessee — positive PR but immaterial to near-term fundamentals. Community Donation
  • Negative Sentiment: Q4 results missed: TSCO reported $0.43 EPS vs. $0.46 expected and $3.90B revenue vs. ~$4.03B consensus; comps rose only ~0.3% and management flagged softer discretionary demand and tariff/delivery-driven margin pressure. Q4 Results / Press Release
  • Negative Sentiment: FY2026 guidance was lowered: EPS guided to $2.13–$2.23 (consensus ~2.31) and revenue guided to ~$16.1–16.5B (below consensus ~16.6B) — a primary driver of the selloff as analysts reset models. FY2026 Guidance
  • Negative Sentiment: Several firms trimmed price targets after the report: Mizuho (to $58), Piper Sandler (to $59), Morgan Stanley (to $57) and Telsey (to $63), reflecting weaker near-term outlook and margin risk — increasing analyst uncertainty. Analyst PT Changes (example)
  • Negative Sentiment: Market reaction: coverage notes and headlines report shares sliding after the miss and guidance cut, signaling investor concern about slowing discretionary spend and margin headwinds. Market Reaction

About Tractor Supply

(Get Free Report)

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.

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