Tractor Supply (TSCO) to Release Quarterly Earnings on Thursday

Tractor Supply (NASDAQ:TSCO) will likely be issuing its Q2 2025 quarterly earnings data before the market opens on Thursday, July 24th. Analysts expect Tractor Supply to post earnings of $0.80 per share and revenue of $4.40 billion for the quarter. Tractor Supply has set its Q2 2025 guidance at 0.790-0.810 EPS and its FY 2025 guidance at 2.000-2.180 EPS.

Tractor Supply (NASDAQ:TSCO) last released its quarterly earnings data on Thursday, April 24th. The specialty retailer reported $0.34 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.37 by ($0.03). The business had revenue of $3.47 billion during the quarter, compared to analyst estimates of $3.55 billion. Tractor Supply had a net margin of 7.24% and a return on equity of 47.56%. The business’s quarterly revenue was up 2.1% on a year-over-year basis. During the same period in the previous year, the business earned $1.83 earnings per share. On average, analysts expect Tractor Supply to post $2 EPS for the current fiscal year and $2 EPS for the next fiscal year.

Tractor Supply Stock Performance

NASDAQ:TSCO opened at $56.04 on Thursday. The stock has a market cap of $29.71 billion, a P/E ratio of 27.83, a PEG ratio of 3.03 and a beta of 0.75. The stock has a 50 day simple moving average of $52.39 and a 200 day simple moving average of $53.13. The company has a current ratio of 1.41, a quick ratio of 0.17 and a debt-to-equity ratio of 0.94. Tractor Supply has a 1-year low of $46.85 and a 1-year high of $61.53.

Tractor Supply Cuts Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 10th. Shareholders of record on Wednesday, May 28th were issued a $0.23 dividend. The ex-dividend date was Wednesday, May 28th. This represents a $0.92 annualized dividend and a yield of 1.64%. Tractor Supply’s dividend payout ratio is presently 45.77%.

Insider Activity

In related news, EVP Jonathan S. Estep sold 56,630 shares of the business’s stock in a transaction that occurred on Monday, June 23rd. The shares were sold at an average price of $53.00, for a total value of $3,001,390.00. Following the completion of the transaction, the executive vice president directly owned 74,605 shares in the company, valued at $3,954,065. The trade was a 43.15% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Matthew L. Rubin sold 2,810 shares of the business’s stock in a transaction that occurred on Wednesday, May 14th. The stock was sold at an average price of $51.76, for a total transaction of $145,445.60. Following the completion of the transaction, the senior vice president owned 29,722 shares of the company’s stock, valued at approximately $1,538,410.72. The trade was a 8.64% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 104,445 shares of company stock worth $5,669,742. Insiders own 0.65% of the company’s stock.

Institutional Investors Weigh In On Tractor Supply

A number of hedge funds have recently added to or reduced their stakes in the stock. Intech Investment Management LLC boosted its holdings in shares of Tractor Supply by 26.9% during the 1st quarter. Intech Investment Management LLC now owns 26,162 shares of the specialty retailer’s stock valued at $1,442,000 after purchasing an additional 5,542 shares during the last quarter. Woodline Partners LP raised its position in Tractor Supply by 40.7% in the 1st quarter. Woodline Partners LP now owns 45,132 shares of the specialty retailer’s stock worth $2,487,000 after purchasing an additional 13,051 shares during the period. Finally, Bison Wealth LLC raised its position in Tractor Supply by 356.1% in the 4th quarter. Bison Wealth LLC now owns 6,426 shares of the specialty retailer’s stock worth $341,000 after purchasing an additional 5,017 shares during the period. 98.72% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts have weighed in on TSCO shares. Citigroup dropped their price objective on Tractor Supply from $59.00 to $51.00 and set a “neutral” rating for the company in a report on Friday, April 25th. Guggenheim reduced their price objective on Tractor Supply from $60.00 to $55.00 and set a “buy” rating on the stock in a research report on Friday, April 25th. Stephens assumed coverage on Tractor Supply in a research report on Wednesday, April 9th. They set an “equal weight” rating and a $56.00 price objective on the stock. Robert W. Baird cut their target price on Tractor Supply from $63.00 to $56.00 and set an “outperform” rating on the stock in a report on Friday, April 25th. Finally, Piper Sandler lifted their target price on Tractor Supply from $60.00 to $66.00 and gave the stock an “overweight” rating in a report on Wednesday. Two research analysts have rated the stock with a sell rating, seven have assigned a hold rating, eleven have issued a buy rating and one has issued a strong buy rating to the company’s stock. Based on data from MarketBeat, Tractor Supply has a consensus rating of “Moderate Buy” and a consensus target price of $57.95.

About Tractor Supply

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.