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Tractor Supply Company

TSCO · NASDAQ

Market closed$30.51$-0.500000 (-1.61%)After hours $30.70 · +0.62%

Key statistics

Previous close$31.01
Open$31.35
Day high$31.91
Day low$30.34
52-week high$63.99
52-week low$28.36
Market cap16.00B
Volume9.64M
Average volume12.99M
P/E ratio14.96
Forward P/E—
EPS2.04
Dividend yield+3.08%

Market context

Why it moved

Tractor Supply shares fell as Raymond James cut its price target and multiple analysts maintained cautious outlooks following the company's recent earnings miss, with broader market weakness from a deepening chip selloff adding further pressure on equities.

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What is happening

Recent company-specific developments and publisher coverage.

July 18, 2026Tractor Supply shares declined ahead of next week's Q2 earnings report, weighed down by a wave of analyst price target cuts — including BofA lowering its target to $33 from $44, Wolfe Research cutting to $34 from $48, and Raymond James trimming to $40 from $48 — amid concerns over soft comparable store sales and cautious consumer spending. Separately, a Zacks downgrade to Strong Sell and a notable institutional stake reduction by Illinois Municipal Retirement Fund added to selling pressure, even as Morningstar lists TSCO among its top 10 undervalued long-term value stocks and a new Instacart same-day delivery partnership offers a potential near-term catalyst.

-1.6124

July 17, 2026Tractor Supply shares rose nearly 3% ahead of its Q2 2026 earnings report scheduled for July 23, recovering some ground after a steep year-to-date decline amid a wave of analyst price target cuts. Jefferies trimmed its target to $42 from $51 while maintaining Buy, Citigroup cut to $37 from $46 keeping Buy, and Stephens lowered to $32 from $43 at Equalweight — yet the stock found buyers with Q2 consensus expectations at $0.85 EPS on $4.63B in revenue. A new Instacart same-day delivery partnership across 2,400+ stores offers a modest near-term catalyst, though the stock remains down roughly 44% over the past year and trades well below its $42.92 average analyst consensus target.

2.7842

July 16, 2026Tractor Supply closed modestly lower as a fresh wave of analyst price target cuts weighed on sentiment, with Wells Fargo slashing its target to $35 from $47 (while keeping an Overweight rating) and TD Cowen trimming to $34 from $38, and Telsey Advisory cutting to $40 from $52. The stock remains under pressure since its Q1 earnings miss in April — reporting $0.31 EPS vs. $0.35 expected — and is down roughly 33% since that report, trading near its 52-week low of $28.36 amid a mixed analyst consensus of Hold and an average price target of ~$42.92.

-1.2439

July 15, 2026Tractor Supply closed modestly higher despite a wave of analyst price target cuts on July 14, as the company's new nationwide same-day delivery partnership with Instacart provided an offsetting positive catalyst. UBS, Barclays, Telsey Advisory, and Gordon Haskett all lowered their price targets — with UBS cutting to $33 and Barclays to $35 — reflecting continued concern over weak Q1 results that missed both EPS and revenue estimates and left shares down over 32% since reporting. The Instacart deal, enabling delivery from more than 2,400 stores in as fast as an hour, signals Tractor Supply's push to expand its digital and convenience capabilities for rural customers.

1.0251

July 14, 2026Tractor Supply closed modestly lower as broader market weakness — driven by renewed U.S.-Iran tensions sending oil prices surging — weighed on consumer cyclical stocks, with the XLY sector ETF also declining. Adding to the cautious tone, Barclays cut its price target to $35 from $44 while maintaining an Equalweight rating, the latest in a string of analyst downgrades following Mizuho's downgrade from strong-buy to hold last week. With shares trading near 52-week lows and well below the consensus analyst target of $44.62, investor focus remains on whether weakening comparable-store sales and softness in the companion animal segment will pressure the company's FY2026 guidance.

-0.6244

July 10, 2026Tractor Supply closed modestly higher, bouncing off near-52-week-low territory, even as Mizuho dealt a fresh blow by downgrading the stock to Neutral from Outperform and slashing its price target to $32 from $50, citing persistent weak trends. The downgrade adds to a mounting wall of analyst caution — Truist, Piper Sandler, and DA Davidson have all recently cut targets — as investors brace for Q2 results due July 23, with comp sales recovery and the flagged softness in the companion animal segment squarely in focus.

1.8256

July 9, 2026Tractor Supply shares fell nearly 3%, closing near their 52-week low, pressured by a broad market risk-off selloff triggered by President Trump declaring the U.S.-Iran ceasefire 'over,' which sent oil prices surging over 5% and weighed heavily on consumer cyclical stocks. The macro headwinds compounded existing company-specific concerns: a Q1 earnings miss (EPS of $0.31 vs. $0.35 estimate), flat comparable store sales growth, and multiple analyst price target cuts ahead of Q2 results due July 23. Despite the stock trading more than 50% below its 52-week high and a consensus price target implying over 40% upside, near-term sentiment remains cautious as investors await signs of a sales recovery.

-2.7933

July 8, 2026Tractor Supply Company shares edged up modestly, recovering slightly after an earlier intraday decline, as investors remain cautious ahead of its Q2 earnings report due July 23. The stock continues to trade well below analyst consensus targets, with Evercore ISI cutting its price target to $40 from $45 on July 7, adding to a string of post-Q1 downgrades following a Q1 EPS miss ($0.31 vs. $0.35 est.) and weaker companion animal category trends. Despite near-term headwinds from tariffs and soft comp sales, some analysts view the stock as deep value — trading at a ~14.9x P/E with a 3.15% dividend yield and consensus forecasting over 40% upside to the $45.50 average price target.

0.6949

MarketBeat · July 17, 2026Raymond James Financial Issues Pessimistic Forecast for Tractor Supply (NASDAQ:TSCO) Stock PriceInstacart · July 14, 2026Instacart and Tractor Supply Partner to Deliver Pet Supplies, Farm Essentials, and Everything in Between for Life OutsideSimply Wall Street · July 14, 2026Should Tractor Supply’s Instacart Same-Day Delivery Push Require Action From TSCO Investors?Quiver Quantitative · May 26, 2026Tractor Supply (TSCO) slides 5.8% as investors digest softer recent fundamentals and a wave of cautious analyst resets
Mt Newswire · July 17, 2026Raymond James Adjusts Price Target on Tractor Supply to $40 From $48, Maintains Outperform Rating
Mt Newswire · July 17, 2026BofA Adjusts Price Target on Tractor Supply to $33 From $44
Benzinga · July 17, 2026Raymond James Maintains Outperform on Tractor Supply, Lowers Price Target to $40
Mt Newswire · July 16, 2026Stephens Adjusts Price Target on Tractor Supply to $32 From $43, Maintains Equalweight Rating
Mt Newswire · July 16, 2026Jefferies Adjusts Price Target on Tractor Supply to $42 From $51, Maintains Buy Rating
Mt Newswire · July 16, 2026Citigroup Adjusts Price Target on Tractor Supply to $37 From $46, Maintains Buy Rating
Mt Newswire · July 15, 2026Wells Fargo Adjusts Price Target on Tractor Supply to $35 From $47, Maintains Overweight Rating
Mt Newswire · July 15, 2026TD Cowen Adjusts Price Target on Tractor Supply to $34 From $38, Maintains Hold Rating

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