Tractor Supply (NASDAQ:TSCO) Price Target Cut to $60.00 by Analysts at Jefferies Financial Group

Tractor Supply (NASDAQ:TSCO) had its price target cut by research analysts at Jefferies Financial Group from $63.00 to $60.00 in a note issued to investors on Friday,Benzinga reports. The firm presently has a “buy” rating on the specialty retailer’s stock. Jefferies Financial Group’s price objective would indicate a potential upside of 17.92% from the stock’s current price.

TSCO has been the topic of several other research reports. Evercore ISI restated an “outperform” rating and issued a $60.00 price target on shares of Tractor Supply in a research note on Friday. Citigroup reiterated a “buy” rating and set a $61.00 target price (down previously from $66.00) on shares of Tractor Supply in a research report on Friday, January 16th. DA Davidson reaffirmed a “buy” rating and issued a $60.00 price objective on shares of Tractor Supply in a research note on Friday. Telsey Advisory Group dropped their price target on shares of Tractor Supply from $70.00 to $63.00 and set an “outperform” rating on the stock in a research report on Thursday. Finally, Truist Financial set a $55.00 target price on shares of Tractor Supply and gave the company a “hold” rating in a research note on Friday, January 16th. Fourteen research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $59.59.

Tractor Supply Stock Down 0.2%

Shares of TSCO stock traded down $0.08 on Friday, hitting $50.88. The company’s stock had a trading volume of 18,691,953 shares, compared to its average volume of 9,185,857. Tractor Supply has a fifty-two week low of $46.85 and a fifty-two week high of $63.99. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.30 and a quick ratio of 0.14. The firm’s fifty day moving average price is $52.34 and its 200-day moving average price is $55.73. The stock has a market capitalization of $26.88 billion, a price-to-earnings ratio of 24.46, a P/E/G ratio of 2.58 and a beta of 0.74.

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

Institutional Investors Weigh In On Tractor Supply

A number of institutional investors and hedge funds have recently bought and sold shares of TSCO. Delos Wealth Advisors LLC acquired a new stake in Tractor Supply in the second quarter valued at approximately $26,000. JPL Wealth Management LLC acquired a new stake in Tractor Supply during the 3rd quarter worth $28,000. Aventura Private Wealth LLC acquired a new position in Tractor Supply during the fourth quarter worth $27,000. Flagship Harbor Advisors LLC purchased a new stake in shares of Tractor Supply during the 4th quarter valued at approximately $35,000. Finally, Financial Gravity Companies Inc. purchased a new stake in shares of Tractor Supply in the 2nd quarter valued at approximately $38,000. 98.72% of the stock is owned by institutional investors.

Tractor Supply News Roundup

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

• Positive Sentiment: Company signals ongoing capital returns and store expansion: Tractor Supply highlighted continued dividend growth (15 consecutive years of increases), raised buyback plans (guidance ~ $400M for 2026) and added stores (32 in the quarter, +100 Y/Y), supporting long‑term cash return and growth thesis. MarketBeat: Tractor Supply Company Can Plow New Highs in 2026
• Positive Sentiment: Some analysts reaffirm buys or keep above‑market targets, arguing weakness is transitory: DA Davidson reiterated a Buy with a $60 PT and Citi reaffirmed Buy at $61, citing normalization of sales and margin recovery potential. Street Insider: DA Davidson reiterates Buy
• Neutral Sentiment: Corporate and community actions: Tractor Supply Foundation donated $250,000 to Middle Tennessee winter storm recovery — modest reputational/PR positive but unlikely to move the stock materially. BusinessWire: Foundation donation
• Neutral Sentiment: Earnings call/transcript available: Management described headwinds (discretionary pullback, tariffs, delivery costs) and plans to drive traffic via store modernizations — useful for modeling but not an immediate catalyst. InsiderMonkey: Q4 earnings call transcript
• Negative Sentiment: Q4 results missed on EPS and revenue: TSCO reported $0.43 EPS vs. $0.46 expected and $3.90B revenue vs. $4.03B expected; comps rose only 0.3% and margin pressure was cited (tariffs, freight). This is the primary near‑term driver of today’s weakness. MarketBeat: Q4 results and press release
• Negative Sentiment: FY‑2026 guidance came in below consensus: management guided EPS $2.13–$2.23 (consensus ~ $2.31) and revenue around $16.1–$16.5B (vs. ~$16.6B consensus), prompting analyst reassessments. BusinessWire: Q4 results & FY2026 outlook
• Negative Sentiment: Multiple analyst price‑target cuts and some rating trims: JPMorgan cut its PT to $59 and set Neutral, Morgan Stanley trimmed to $57 (Equal Weight), TD Cowen cut to $53 (Hold), and other shops lowered PTs — adding selling pressure and dampening near‑term sentiment. TickerReport / Benzinga coverage of analyst action
• Negative Sentiment: Industry headwinds cited: management and coverage note discretionary spending pullback and tariff/delivery cost pressure that compressed margins — a risk to near‑term profitability until sales mix or margins improve. Benzinga: Discretionary spending & tariffs

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.