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 guidance of 2.130-2.23 for the period, compared to the consensus earnings per share 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 Stock Performance

Shares of TSCO opened at $50.88 on Friday. Tractor Supply has a 1 year low of $46.85 and a 1 year high of $63.99. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.34 and a quick ratio of 0.14. The stock’s fifty day moving average price is $52.30 and its two-hundred day moving average price is $55.68. The firm has a market cap of $26.89 billion, a PE ratio of 24.58, a PEG ratio of 2.39 and a beta of 0.74.

Tractor Supply (NASDAQ:TSCO) last announced 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 return on equity of 44.36% and a net margin of 7.06%.The firm had revenue of $3.90 billion during the quarter, compared to analysts’ expectations of $4.03 billion. During the same period last year, the business posted $0.44 EPS. The company’s revenue was up 3.3% compared to the same quarter last year. On average, equities research analysts forecast that Tractor Supply will post 2.17 EPS for the current year.

Tractor Supply Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 9th. Investors of record on Monday, November 24th were paid a dividend of $0.23 per share. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date was Monday, November 24th. Tractor Supply’s dividend payout ratio is presently 44.44%.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on TSCO shares. Citigroup reiterated a “buy” rating and issued a $61.00 price objective (down from $66.00) on shares of Tractor Supply in a research note on Friday, January 16th. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $65.00 price target on shares of Tractor Supply in a report on Thursday, October 23rd. JPMorgan Chase & Co. decreased their price objective on Tractor Supply from $62.00 to $59.00 and set a “neutral” rating on the stock in a research note on Friday. TD Cowen cut their target price on Tractor Supply from $55.00 to $53.00 and set a “hold” rating for the company in a research note on Friday. Finally, Morgan Stanley reduced their target price on Tractor Supply from $60.00 to $57.00 and set an “equal weight” rating for the company in a report on Friday. Fourteen analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $59.59.

Trending Headlines about Tractor Supply

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

Institutional Investors Weigh In On Tractor Supply

A number of institutional investors and hedge funds have recently bought and sold shares of TSCO. JPL Wealth Management LLC bought a new position in shares of Tractor Supply in the 3rd quarter worth $28,000. Geneos Wealth Management Inc. increased its stake in Tractor Supply by 22.7% in the second quarter. Geneos Wealth Management Inc. now owns 1,190 shares of the specialty retailer’s stock valued at $63,000 after acquiring an additional 220 shares during the last quarter. MUFG Securities EMEA plc purchased a new stake in Tractor Supply during the second quarter valued at about $83,000. Quarry LP bought a new stake in Tractor Supply during the third quarter worth about $143,000. Finally, Nicolet Bankshares Inc. purchased a new position in shares of Tractor Supply in the 3rd quarter worth about $213,000. 98.72% of the stock is owned by hedge funds and other institutional investors.

About Tractor Supply

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.