Tractor Supply (NASDAQ:TSCO) Issues FY 2026 Earnings Guidance

Tractor Supply (NASDAQ:TSCO) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 2.130-2.23 for the period, compared to the consensus estimate of 2.310. The company issued revenue guidance of $16.1 billion-$16.5 billion, compared to the consensus revenue estimate of $16.6 billion.

Tractor Supply Price Performance

Shares of NASDAQ TSCO opened at $50.96 on Friday. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.30 and a quick ratio of 0.14. Tractor Supply has a 1-year low of $46.85 and a 1-year high of $63.99. The company has a market capitalization of $26.93 billion, a price-to-earnings ratio of 24.50, a PEG ratio of 2.58 and a beta of 0.74. The business has a 50-day moving average of $52.34 and a 200-day moving average of $55.73.

Tractor Supply (NASDAQ:TSCO) last released its quarterly earnings results on Thursday, January 29th. The specialty retailer reported $0.43 EPS for the quarter, missing the consensus estimate of $0.46 by ($0.03). The company had revenue of $3.90 billion for the quarter, compared to analyst estimates of $4.03 billion. Tractor Supply had a return on equity of 46.18% and a net margin of 7.18%. On average, equities analysts anticipate that Tractor Supply will post 2.17 EPS for the current fiscal year.

Tractor Supply Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 9th. Stockholders of record on Monday, November 24th were paid a $0.23 dividend. The ex-dividend date was Monday, November 24th. This represents a $0.92 annualized dividend and a dividend yield of 1.8%. Tractor Supply’s dividend payout ratio is 44.23%.

Wall Street Analysts Forecast Growth

TSCO has been the topic of several analyst reports. TD Cowen dropped their price target on shares of Tractor Supply from $62.00 to $55.00 and set a “hold” rating on the stock in a research note on Tuesday, January 20th. Wolfe Research reissued an “outperform” rating on shares of Tractor Supply in a research report on Friday. Gordon Haskett lowered Tractor Supply from an “accumulate” rating to a “hold” rating and dropped their target price for the stock from $57.00 to $50.00 in a research report on Thursday, January 8th. Morgan Stanley upgraded Tractor Supply from an “underweight” rating to an “equal weight” rating and boosted their price target for the stock from $50.00 to $60.00 in a research note on Friday, October 24th. Finally, Wells Fargo & Company reissued an “overweight” rating and issued a $65.00 price target on shares of Tractor Supply in a report on Thursday, October 23rd. Fourteen analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $61.52.

Tractor Supply News Roundup

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

• Positive Sentiment: Analysts reaffirm Buy/Outperform ratings and upbeat price targets that cushion downside — Citi’s Steven Zaccone reiterated a Buy and $61 target. Article Title
• Positive Sentiment: Telsey Advisory reaffirmed an Outperform with a $70 price target, signaling some analysts see longer‑term upside despite the near‑term weakness. Article Title
• Neutral Sentiment: Comparable-store sales showed modest improvement (reports cite a small comps rise), indicating demand isn’t collapsing even as discretionary spending shifts. Article Title
• Neutral Sentiment: Management framed the quarter as a balance of headwinds and ongoing growth initiatives on the earnings call — useful context but not an immediate fix for margin/guide misses. Article Title
• Negative Sentiment: Q4 EPS missed: $0.43 vs. consensus $0.46, and revenue missed at $3.90B vs. $4.03B — the core cause of the stock weakness. Press Release
• Negative Sentiment: FY2026 guide came in light of consensus — EPS $2.13–2.23 vs. Street $2.31, and revenue $16.1B–16.5B vs. ~$16.6B — pushing expectations lower for the year. Read More.
• Negative Sentiment: Management cited margin pressure from tariffs, higher delivery/transport costs and a pullback in discretionary spending — structural cost and demand issues that could weigh on near‑term profit margins. Article Title
• Negative Sentiment: Market reaction: coverage notes and headlines show shares pulled back sharply after the print, reflecting investor focus on the misses and weaker guide. Article Title

Institutional Trading of Tractor Supply

Several institutional investors and hedge funds have recently bought and sold shares of the company. JPL Wealth Management LLC acquired a new position in shares of Tractor Supply during the third quarter valued at $28,000. Geneos Wealth Management Inc. lifted its position in Tractor Supply by 22.7% in the 2nd quarter. Geneos Wealth Management Inc. now owns 1,190 shares of the specialty retailer’s stock valued at $63,000 after purchasing an additional 220 shares during the last quarter. MUFG Securities EMEA plc acquired a new position in Tractor Supply during the 2nd quarter valued at about $83,000. Quarry LP bought a new position in Tractor Supply in the 3rd quarter worth about $143,000. Finally, Nicolet Bankshares Inc. bought a new position in Tractor Supply in the 3rd quarter worth about $213,000. Institutional investors and hedge funds own 98.72% of the company’s stock.

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.