Tractor Supply FY2025 EPS Lifted by Telsey Advisory Group

Tractor Supply Company (NASDAQ:TSCO) – Investment analysts at Telsey Advisory Group lifted their FY2025 EPS estimates for Tractor Supply in a research report issued to clients and investors on Thursday, October 23rd. Telsey Advisory Group analyst J. Feldman now anticipates that the specialty retailer will post earnings per share of $2.13 for the year, up from their prior forecast of $2.11. Telsey Advisory Group has a “Outperform” rating and a $70.00 price target on the stock. The consensus estimate for Tractor Supply’s current full-year earnings is $2.17 per share. Telsey Advisory Group also issued estimates for Tractor Supply’s Q4 2025 earnings at $0.49 EPS.

Several other research firms also recently commented on TSCO. Mizuho lifted their price target on shares of Tractor Supply from $64.00 to $65.00 and gave the stock an “outperform” rating in a research note on Friday. Weiss Ratings reissued a “buy (b)” rating on shares of Tractor Supply in a research note on Wednesday, October 8th. The Goldman Sachs Group reissued a “buy” rating on shares of Tractor Supply in a research note on Friday, July 25th. Raymond James Financial reissued an “outperform” rating and set a $65.00 price target (up from $57.00) on shares of Tractor Supply in a research note on Friday, July 25th. Finally, JPMorgan Chase & Co. raised their target price on shares of Tractor Supply from $56.00 to $65.00 and gave the stock a “neutral” rating in a report on Monday, July 21st. Fourteen investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $63.68.

Tractor Supply Trading Up 0.2%

TSCO stock opened at $56.37 on Monday. The company has a market capitalization of $29.87 billion, a PE ratio of 27.10, a price-to-earnings-growth ratio of 2.89 and a beta of 0.73. Tractor Supply has a one year low of $46.85 and a one year high of $63.99. The company’s 50 day moving average price is $58.11 and its two-hundred day moving average price is $55.18. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.14 and a current ratio of 1.30.

Tractor Supply (NASDAQ:TSCO) last posted its quarterly earnings results on Thursday, October 23rd. The specialty retailer reported $0.49 EPS for the quarter, topping the consensus estimate of $0.48 by $0.01. The firm had revenue of $3.72 billion for the quarter, compared to the consensus estimate of $3.72 billion. Tractor Supply had a net margin of 7.18% and a return on equity of 46.18%. The business’s revenue was up 7.2% compared to the same quarter last year. During the same period last year, the firm posted $0.45 earnings per share. Tractor Supply has set its FY 2025 guidance at 2.060-2.130 EPS.

Tractor Supply Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 9th. Investors of record on Monday, August 25th were issued a $0.23 dividend. The ex-dividend date was Monday, August 25th. This represents a $0.92 annualized dividend and a yield of 1.6%. Tractor Supply’s payout ratio is 44.23%.

Institutional Trading of Tractor Supply

Several large investors have recently added to or reduced their stakes in TSCO. Invesco Ltd. boosted its holdings in Tractor Supply by 123.4% in the second quarter. Invesco Ltd. now owns 15,079,313 shares of the specialty retailer’s stock valued at $795,735,000 after acquiring an additional 8,329,462 shares in the last quarter. Norges Bank bought a new stake in Tractor Supply in the second quarter valued at $274,959,000. Wellington Management Group LLP boosted its holdings in Tractor Supply by 16.0% in the first quarter. Wellington Management Group LLP now owns 27,604,769 shares of the specialty retailer’s stock valued at $1,521,023,000 after acquiring an additional 3,815,520 shares in the last quarter. Select Equity Group L.P. boosted its holdings in Tractor Supply by 41.9% in the second quarter. Select Equity Group L.P. now owns 12,713,409 shares of the specialty retailer’s stock valued at $670,887,000 after acquiring an additional 3,753,414 shares in the last quarter. Finally, Vanguard Group Inc. boosted its holdings in Tractor Supply by 4.1% in the first quarter. Vanguard Group Inc. now owns 66,631,422 shares of the specialty retailer’s stock valued at $3,671,391,000 after acquiring an additional 2,597,450 shares in the last quarter. Institutional investors own 98.72% of the company’s stock.

Tractor Supply Company Profile

Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company offers various merchandise, including livestock and equine feed and equipment, poultry, fencing, and sprayers and chemicals; food, treats, and equipment for dogs, cats, and other small animals, as well as dog wellness products; seasonal and recreation products comprising tractors and riders, lawn and garden, bird feeding, power equipment, and other recreational products; truck, tool, and hardware products, such as truck accessories, trailers, generators, lubricants, batteries, and hardware and tools; and clothing, gift, and décor products consist of clothing, footwear, toys, snacks, and decorative merchandise.