Jefferies Financial Group Issues Pessimistic Forecast for Tractor Supply (NASDAQ:TSCO) Stock Price

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

Several other brokerages also recently weighed in on TSCO. Truist Financial set a $55.00 price objective on shares of Tractor Supply and gave the company a “hold” rating in a research report on Friday, January 16th. UBS Group set a $55.00 price target on shares of Tractor Supply in a report on Friday. JPMorgan Chase & Co. dropped their price target on Tractor Supply from $62.00 to $59.00 and set a “neutral” rating on the stock in a research report on Friday. Guggenheim reiterated a “buy” rating and issued a $65.00 target price on shares of Tractor Supply in a research report on Thursday, January 22nd. Finally, Evercore ISI reiterated an “outperform” rating and set a $60.00 price target on shares of Tractor Supply in a report on Friday. Fourteen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $59.59.

Tractor Supply Stock Down 0.2%

Tractor Supply stock traded down $0.08 during trading on Friday, reaching $50.88. 18,691,953 shares of the company’s stock were exchanged, compared to its average volume of 9,185,857. The firm has a market cap of $26.88 billion, a price-to-earnings ratio of 24.46, a PEG ratio of 2.58 and a beta of 0.74. The company’s 50-day moving average is $52.34 and its two-hundred day moving average is $55.73. 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 has a 52-week low of $46.85 and a 52-week high of $63.99.

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

Institutional Investors Weigh In On Tractor Supply

A number of hedge funds have recently made changes to their positions in the company. Delos Wealth Advisors LLC bought a new stake in Tractor Supply during the 2nd quarter worth approximately $26,000. JPL Wealth Management LLC bought a new position in Tractor Supply during the 3rd quarter worth approximately $28,000. Aventura Private Wealth LLC acquired a new position in Tractor Supply in the fourth quarter valued at about $27,000. Flagship Harbor Advisors LLC bought a new stake in shares of Tractor Supply during the fourth quarter worth $35,000. Finally, Financial Gravity Companies Inc. acquired a new stake in Tractor Supply in the 2nd quarter valued at $38,000. Institutional investors and hedge funds own 98.72% of the company’s stock.

More Tractor Supply News

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.