Tractor Supply (NASDAQ:TSCO) Downgraded to “Strong Sell” Rating by Zacks Research

Tractor Supply (NASDAQ:TSCO) was downgraded by investment analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a report issued on Monday,Zacks.com reports.

Several other research analysts also recently commented on TSCO. Citigroup reissued a “buy” rating and issued a $61.00 target price (down from $66.00) on shares of Tractor Supply in a report on Friday, January 16th. Truist Financial set a $55.00 price objective on Tractor Supply and gave the company a “hold” rating in a research report on Friday, January 16th. Stephens set a $53.00 target price on Tractor Supply and gave the stock an “equal weight” rating in a report on Thursday, January 22nd. Gordon Haskett cut shares of Tractor Supply from an “accumulate” rating to a “hold” rating and decreased their price target for the company from $57.00 to $50.00 in a research note on Thursday, January 8th. Finally, DA Davidson restated a “buy” rating and issued a $60.00 price objective on shares of Tractor Supply in a research report on Friday, January 30th. Fifteen analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $59.78.

Tractor Supply Stock Performance

NASDAQ:TSCO opened at $53.47 on Monday. The firm has a market capitalization of $28.25 billion, a PE ratio of 25.83, a PEG ratio of 2.66 and a beta of 0.74. The company has a current ratio of 1.34, a quick ratio of 0.16 and a debt-to-equity ratio of 0.70. Tractor Supply has a 1 year low of $46.85 and a 1 year high of $63.99. The firm’s fifty day simple moving average is $52.28 and its 200 day simple moving average is $55.63.

Tractor Supply (NASDAQ:TSCO) last posted 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). Tractor Supply had a net margin of 7.06% and a return on equity of 44.36%. The business had revenue of $3.90 billion during the quarter, compared to the consensus estimate of $4.03 billion. During the same period in the prior year, the company posted $0.44 earnings per share. The firm’s revenue was up 3.3% compared to the same quarter last year. On average, sell-side analysts anticipate that Tractor Supply will post 2.17 EPS for the current year.

Institutional Investors Weigh In On Tractor Supply

Institutional investors have recently made changes to their positions in the stock. Bison Wealth LLC increased its holdings in Tractor Supply by 356.1% in the fourth quarter. Bison Wealth LLC now owns 6,426 shares of the specialty retailer’s stock worth $341,000 after purchasing an additional 5,017 shares in the last quarter. Woodline Partners LP grew its position in shares of Tractor Supply by 40.7% during the 1st quarter. Woodline Partners LP now owns 45,132 shares of the specialty retailer’s stock worth $2,487,000 after buying an additional 13,051 shares during the period. Intech Investment Management LLC grew its position in shares of Tractor Supply by 26.9% during the 1st quarter. Intech Investment Management LLC now owns 26,162 shares of the specialty retailer’s stock worth $1,442,000 after buying an additional 5,542 shares during the period. DAVENPORT & Co LLC lifted its position in shares of Tractor Supply by 3.1% during the 2nd quarter. DAVENPORT & Co LLC now owns 18,423 shares of the specialty retailer’s stock valued at $972,000 after acquiring an additional 553 shares during the period. Finally, Belpointe Asset Management LLC boosted its stake in Tractor Supply by 9.6% during the second quarter. Belpointe Asset Management LLC now owns 4,934 shares of the specialty retailer’s stock worth $260,000 after acquiring an additional 432 shares in the last quarter. Institutional investors own 98.72% of the company’s stock.

Key Headlines Impacting Tractor Supply

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

• Positive Sentiment: Tractor Supply is among the retailers planning the most store openings in 2026, highlighting continued growth and market-share gains in value-focused retail that could support revenue expansion and long-term comps. Here are the retailers with the most store openings and closures planned for 2026
• Positive Sentiment: DA Davidson reiterated a “Buy” rating on TSCO, providing analyst-level endorsement that can support investor confidence despite other cuts. Tractor Supply’s (TSCO) “Buy” Rating Reiterated at DA Davidson
• Neutral Sentiment: Argus lowered its price target from $67 to $64 but kept a “Buy” rating — a modest trim that still implies meaningful upside versus current levels and reflects cautious optimism. Analyst Report: Tractor Supply Co.
• Negative Sentiment: Several firms cut price targets (TD Cowen to $53, Morgan Stanley to $57, Jefferies to $60, Piper Sandler to $59, Mizuho to $58), signaling analyst concern about near‑term sales/margin trends after Tractor Supply’s recent earnings miss; multiple downgrades can pressure sentiment and cap upside. TD Cowen Cuts Tractor Supply (NASDAQ:TSCO) Price Target to $53.00 Jefferies Cuts Tractor Supply (NASDAQ:TSCO) Price Target to $60.00 Morgan Stanley Cuts Tractor Supply (NASDAQ:TSCO) Price Target to $57.00 Piper Sandler Cuts Tractor Supply (NASDAQ:TSCO) Price Target to $59.00 Mizuho Cuts Tractor Supply (NASDAQ:TSCO) Price Target to $58.00

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.