Tractor Supply Company

Tractor Supply Company

TSCOยทNASDAQ

$29.14

-2.9%
Consumer CyclicalSpecialty Retail

Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company offers a selection of merchandise, including equine, livestock, pet, and small animal products necessary for their health, care, growth, and containment; hardware, truck, towing, and tool products; seasonal products, such as heating products, lawn and garden items, power equipment, gifts, and toys; work/recreational clothing and footwear; and maintenance products for agricultural and rural use. It provides its products under the 4health, Producer's Pride, American Farmworks, Red Shed, Bit & Bridle, Redstone, Blue Mountain, Retriever, C.E. Schmidt, Ridgecut, Countyline, Royal Wing, Dumor, Strive, Groundwork, Traveller, Huskee, Treeline, JobSmart, TSC Tractor Supply Co, Paws & Claws, and Untamed brands. As of June 25, 2022, it operated 2,016 Tractor Supply stores in 49 states; and 178 Petsense stores in 23 states. The company operates its retail stores under the Tractor Supply Company, Del's Feed & Farm Supply, and Petsense names; and operates websites under the TractorSupply.com and Petsense.com names. It sells its products to recreational farmers, ranchers, and others. The company was founded in 1938 and is based in Brentwood, Tennessee.

At a Glance

Live Snapshot
Market Cap$15.28B
EPS2.0700
P/E Ratio14.08
Earnings Date07/23/2026
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Tractor Supply Company Street Expectations Map

TSCO ยท NASDAQ

Wall Street analysts project that TSCO stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 54.73, with estimates ranging from a low of 36.00 to a high of 63.00.

Lowest Target
36.00
23.54%
Consensus Target
54.73
87.82%
Highest Target
63.00
116.20%

The consensus 1-year price target stands at 54.73, with estimates ranging from a low of 36.00 to a high of 63.00.

Analyst Consensus Analysis

Upside Potential

+87.8%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

49.3% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Tractor Supply Company Forward Estimates of Revenue

TSCO ยท NASDAQ
Latest Revenue
15.52B
FY 2025
Avg Estimate
16.21B
FY 2026
Estimate Range
16.09B - 16.29B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.4%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage21 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Tractor Supply Company Forward Estimates of Net Income

TSCO ยท NASDAQ
Latest Net Income
1.10B
FY 2025
Avg Estimate
1.12B
FY 2026
Estimate Range
1.11B - 1.17B
Analyst Spread

Forward Growth Analysis

Projected Growth+1.9%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage21 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Tractor Supply Company Forward Estimates of EPS

TSCO ยท NASDAQ
Latest EPS
2.07
FY 2025
Avg Estimate
$2.13
FY 2026
Estimate Range
$2.08 - $2.19
Analyst Spread

Forward Growth Analysis

Projected Growth+2.9%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage19 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Tractor Supply Company Forward Estimates of EBIT

TSCO ยท NASDAQ
Latest EBIT
1.47B
FY 2025
Avg Estimate
1.62B
FY 2026
Estimate Range
1.60B - 1.62B
Analyst Spread

Forward Growth Analysis

Projected Growth+10.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage21 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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Tractor Supply Company Forward Estimates of EBITDA

TSCO ยท NASDAQ
Latest EBITDA
1.96B
FY 2025
Avg Estimate
2.12B
FY 2026
Estimate Range
2.10B - 2.13B
Analyst Spread

Forward Growth Analysis

Projected Growth+7.9%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage21 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Tractor Supply Company Forward Estimates of SG&A Expense

TSCO ยท NASDAQ
Latest SG&A Expense
3.69B
FY 2025
Avg Estimate
3.75B
FY 2026
Estimate Range
3.72B - 3.76B
Analyst Spread

Forward Growth Analysis

Projected Growth+1.4%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage21 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Tractor Supply Company Insider Positioning

TSCO ยท NASDAQ

During the last 12 months, insiders have sold $23.97M worth of TSCO shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

215.9K

11.60M

Net Activity

-11.6M

-$11.60M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

209.3K

12.37M

Net Activity

-12.4M

-$12.37M

Top Buyers

No buying activity

Top Sellers

1
EJS

Estep Jonathan S

Officer: Evp Chief Merchandise Officer

152.2K sharesโ€ข3 transactions

$8.24M

2
BKD

Barton Kurt D

Officer: Evp Chief Financial Officer

93.8K sharesโ€ข3 transactions

$5.96M

3
LIHA

Lawton Iii Harry A

Director, Officer: President & Ceo

84.7K sharesโ€ข1 transactions

$4.50M

4
MRD

Mills Robert D

Officer: Evp Chief Technology Officer

63.0K sharesโ€ข1 transactions

$3.41M

5
WMJ

Weikel Mark J

Director

8.0K sharesโ€ข1 transactions

$479K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $23.97M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.