TSCOConsumer Cyclical · Specialty RetailThe 30 Wall Street analysts covering Tractor Supply Co. hold a median 12-month price target of $38 — +3.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 32 of 100 as at 3 Nov 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores Tractor Supply Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (84): The share price has been relatively steady.
Momentum (21): The shares have been drifting down relative to others.
Size (10): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on TSCO, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +3.9% from it.
Of the 20 most recent actions, 12 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 Oct 2026 | Baird | Maintains | Outperform | $38 → $40 |
| 23 Oct 2026 | BNP Paribas | Maintains | Outperform | $34 → $38 |
| 23 Oct 2026 | JP Morgan | Maintains | Neutral | $35 → $38 |
| 23 Oct 2026 | Piper Sandler | Maintains | Neutral | $33 → $35 |
| 23 Oct 2026 | TD Cowen | Maintains | Hold | $34 → $36 |
| 23 Oct 2026 | Telsey Advisory Group | Maintains | Outperform | $38 → $40 |
| 23 Oct 2026 | Truist Securities | Maintains | Hold | $33 → $34 |
| 23 Oct 2026 | Wells Fargo | Maintains | Overweight | $36 → $38 |
| 19 Oct 2026 | Piper Sandler | Maintains | Neutral | $31 → $33 |
| 19 Oct 2026 | Truist Securities | Maintains | Hold | $32 → $33 |
| 19 Oct 2026 | Wells Fargo | Maintains | Overweight | $35 → $36 |
| 13 Oct 2026 | Citigroup | Maintains | Buy | — |
| 13 Oct 2026 | Citigroup | Maintains | Buy | $37 → $38 |
| 28 July 2026 | Argus Research | Maintains | Buy | $50 → $40 |
| 28 July 2026 | Argus Research | Maintains | Buy | — |
| 25 July 2026 | Telsey Advisory Group | Maintains | Outperform | — |
| 24 July 2026 | Goldman Sachs | Maintains | Buy | — |
| 24 July 2026 | Goldman Sachs | Maintains | Buy | $43 → $38 |
| 24 July 2026 | Guggenheim | Maintains | Buy | — |
| 24 July 2026 | Guggenheim | Maintains | Buy | $50 → $40 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
TSCO appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Tractor Supply Co. returned −29.5% against +12.9% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 39% of US stocks
Cheaper than 65% of US stocks
Cheaper than 13% of US stocks
Cheaper than 28% of US stocks
Higher than 40% of US stocks
Higher than 25% of US stocks
Higher than 45% of US stocks
Higher than 60% of US stocks
Higher than 62% of US stocks
Higher than 90% of US stocks
Higher than 86% of US stocks
Higher than 85% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Tractor Supply Co. has a market value of $18.3B and an enterprise value of $24.8B.
Revenue in the twelve months to 30 June 2026: $15.8B. The latest quarter grew 5.1% year on year.
Net income over the same four quarters: $1.0B, a 6.4% net margin.
Diluted earnings per share, trailing twelve months: $1.92.
Free cash flow in the twelve months to 30 June 2026: $307.0M, after $978.8M of capital spending.
Tractor Supply Co. spent $460.7M on share buybacks and $495.3M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 18.9×; forward P/E: 17.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.74%, paying out 49% of earnings.
Tractor Supply Co. employs 54,000 people — $292K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Tractor Supply Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Tractor Supply announced its third annual Hometown Heroes Days, a two-week celebration recognizing military service members, veterans and first responders. National Hometown Heroes Day is scheduled for Saturday, Nov. 7.
Why it matters — The event highlights Tractor Supply’s community engagement with customers, Team Members and local organizations.
The article describes Tractor Supply’s pet business recovery, supported by the Freshpet rollout, greater focus on cat products, and veterinary and pharmacy services. It also cites 16% digital sales growth, increased traction in in-house delivery, and cost-saving initiatives.
Why it matters — These developments may matter to TSCO watchers tracking sales momentum and operational initiatives.
Tractor Supply reported better-than-expected third-quarter results, and its stock rose, though the results beat only cautious expectations. Existing-store performance was subdued, while higher fuel prices and other macroeconomic pressures clouded the outlook.
Why it matters — TSCO watchers may note that headline results were stronger than expected, but subdued existing-store performance and ongoing cost pressures remain concerns.
Tractor Supply reinvested 40% of $100 million in tariff refunds into prices. Management also targeted $75 million in annual cost cuts over two years.
Why it matters — These details show how the company allocated tariff refunds and its stated cost-reduction target, which are relevant to tracking TSCO’s operations.
Tractor Supply reported Q3 revenue and EPS above expectations, with sales growth driven by new stores and management initiatives. Margins remained under pressure from lower gross margins and higher SG&A, while management reiterated its goal of restoring operating margins above 9%.
Why it matters — TSCO watchers will be tracking whether pricing, digital engagement and expense controls can improve profitability as the company pursues margin recovery.
The 30 Wall Street analysts covering Tractor Supply Co. have a median 12-month price target of $38, with estimates ranging from $31 to $43. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 30 analysts covering Tractor Supply Co., 15 rate it a Buy, 15 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Tractor Supply Co. 32 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, Tractor Supply Co. ranks 32 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (84 of 100).
No one can know that. What the data says: the median 12-month target from 30 analysts implies +3.9% from the last close, and Ticker Nerd's factor model ranks Tractor Supply Co. 32 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Tractor Supply Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TSCO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $31 to $43 over the next 12 months.
Tractor Supply Co. returned -29.5% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Tractor Supply Company is a rural lifestyle retailer that serves recreational farmers, ranchers, homeowners, gardeners, pet owners, and outdoor enthusiasts. The company offers a broad assortment of merchandise through its Tractor Supply and Petsense by Tractor Supply stores, as well as digital channels, including products for livestock, equine, agriculture, companion animals, seasonal living, truck and tool needs, hardware, clothing, and home and garden care.
The most recent item we track (Business Wire, 3 Nov 2026): "One Day, Nearly 2,500 Communities: Tractor Supply Celebrates Hometown Heroes Nationwide". Tractor Supply announced its third annual Hometown Heroes Days, a two-week celebration recognizing military service members, veterans and first responders. National Hometown Heroes Day is scheduled for Saturday, Nov. 7.
Tractor Supply Company is a rural lifestyle retailer that serves recreational farmers, ranchers, homeowners, gardeners, pet owners, and outdoor enthusiasts. The company offers a broad assortment of merchandise through its Tractor Supply and Petsense by Tractor Supply stores, as well as digital channels, including products for livestock, equine, agriculture, companion animals, seasonal living, truck and tool needs, hardware, clothing, and home and garden care. Its business is focused on communities in rural areas and small towns, where it provides practical supplies and everyday essentials tied to farm, ranch, and country living. Tractor Supply Company also supports customers through mobile and online shopping, extending its reach across its core markets while remaining centered on the needs of Life Out Here.
CEO Mr. Harry A. Lawton III · 54,000 employees · United States · https://www.tractorsupply.com
