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

24 Apr 2026, 18:34 by Danessa Lincoln · The Markets Daily

Tractor Supply (NASDAQ:TSCO – Get Free Report) had its price objective reduced by equities research analysts at Loop Capital from $51.00 to $41.00 in a research report issued to clients and investors on Wednesday,MarketScreener reports. The brokerage presently has a “hold” rating on the specialty retailer’s stock. Loop Capital’s target price indicates a potential upside of 11.27% from the company’s previous close.

A number of other research firms have also recently weighed in on TSCO. Morgan Stanley lowered their target price on shares of Tractor Supply from $57.00 to $45.00 and set an “equal weight” rating on the stock in a research note on Wednesday. The Goldman Sachs Group set a $59.00 price target on shares of Tractor Supply and gave the stock a “buy” rating in a research note on Friday, January 30th. UBS Group decreased their price target on shares of Tractor Supply from $55.00 to $44.00 and set a “neutral” rating on the stock in a research note on Wednesday. Barclays decreased their price target on shares of Tractor Supply from $51.00 to $44.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Finally, Piper Sandler decreased 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 note on Wednesday. Fifteen investment analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $49.08.

Read Our Latest Research Report on Tractor Supply

Tractor Supply Price Performance

Shares of TSCO traded down $1.32 during trading hours on Wednesday, reaching $36.85. 7,232,407 shares of the stock traded hands, compared to its average volume of 7,320,823. 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 has a 52-week low of $36.86 and a 52-week high of $63.99. The company’s 50-day moving average price is $47.59 and its two-hundred day moving average price is $51.34. The company has a market cap of $19.38 billion, a P/E ratio of 18.06, a price-to-earnings-growth ratio of 2.09 and a beta of 0.75.

Tractor Supply (NASDAQ:TSCO – Get Free Report) last released its earnings results 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). Tractor Supply had a net margin of 6.91% and a return on equity of 42.58%. The firm had revenue of $3.59 billion for the quarter, compared to analysts’ expectations of $3.64 billion. During the same quarter last year, the firm posted $0.34 EPS. The firm’s quarterly revenue was up 3.6% compared to the same quarter last year. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS. On average, analysts anticipate that Tractor Supply will post 2.17 earnings per share for the current year.

Insider Buying and Selling

In other Tractor Supply news, EVP Jonathan S. Estep sold 59,745 shares of the company’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $54.03, for a total value of $3,228,022.35. Following the transaction, the executive vice president directly owned 80,931 shares in the company, valued at $4,372,701.93. This represents a 42.47% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Harry A. Lawton III sold 84,670 shares of the company’s stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $53.16, for a total transaction of $4,501,057.20. Following the completion of the transaction, the chief executive officer owned 606,842 shares in the company, valued at $32,259,720.72. This represents a 12.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 222,348 shares of company stock worth $11,959,621 over the last three months. 0.64% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Tractor Supply

Hedge funds have recently modified their holdings of the business. Garner Asset Management Corp purchased a new stake in shares of Tractor Supply in the 4th quarter worth approximately $25,000. Reflection Asset Management purchased a new position in Tractor Supply in the fourth quarter worth $26,000. Aventura Private Wealth LLC purchased a new position in Tractor Supply in the fourth quarter worth $27,000. Core Wealth Advisors LLC purchased a new position in Tractor Supply in the fourth quarter worth $27,000. Finally, Bayban purchased a new position in Tractor Supply in the fourth quarter worth $28,000. Hedge funds and other institutional investors own 98.72% of the company’s stock.

Key Stories Impacting Tractor Supply

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

Tractor Supply Company Profile

(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.