Tractor Supply Company (TSCO) Stock Price & Analysis
Tractor Supply Company (TSCO) closed at USD 34.73 on Thursday, October 22, 2026, up 6.24% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 32.69; the Oct 22, 2026 session ranged USD 29.9–35.03 on volume of 32,431,722 shares. Market capitalization is $18.10B, with a 52-week range of USD 28.36–58.21 (NMS). Source: Nexqual, retrieved October 23, 2026 at 08:36 UTC.
Also available as compact Markdown for AI agents: nexqual.com/TSCO.md
Latest Earnings Results (TSCO)
Tractor Supply Company (TSCO) reported Q3 2026 results on Oct 22, 2026, 7:26:41 AM ET: GAAP EPS $0.43 vs. estimate $0.41 (beat), revenue $3.91B vs. estimate $3.82B (beat). Guidance: The Company is reaffirming its full-year 2026 financial outlook. Source: SEC 8-K filing. Nexqual published it 41 seconds after release. Read the SEC filing.
| Fiscal period | EPS (reported) | Revenue | Released | Source |
|---|---|---|---|---|
| Q3 2026 | $0.43 (GAAP diluted) | $3.91B | Oct 22, 2026, 7:26:41 AM ET · on Nexqual +41 seconds | SEC 8-K filing |
Reported actuals captured by Nexqual from SEC 8-K filings and company press releases; each figure confirmed by two independent extraction methods.
Key facts (TSCO)
- Last four reported quarters (through Jun 27, 2026): revenue $15.8B, net income $1.88B (11.9% margin), free cash flow $307M (SEC filings).
- Valuation: P/E 9.6x (avg 23.9x at the last 3 fiscal year-ends), EV/EBITDA 10.8x, net debt $1.92B.
- 1 of 80 tracked superinvestors hold TSCO (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Insider open-market purchases, last ~7 months: 3 Form 4 filings, $652K; 0 by opportunistic insiders, 1 by routine insiders.
- Analysts: Buy (mean 2.40 on a 1–5 scale) (30 analysts), mean target USD 36.7 (range 31–43).
- Total return with dividends: 1Y -36.9% vs S&P 500 +14.9%; 5Y -8.5% vs S&P 500 +80.3%.
- Next earnings: 2026-10-22, EPS estimate USD 0.4, revenue estimate $4.02B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (TSCO)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $12.7B | $14.2B | $14.6B | $14.9B | $15.5B | $15.8B |
| Gross profit | $4.48B | $4.97B | $5.23B | $5.40B | $5.65B | — |
| Operating income | $1.31B | $1.43B | $1.48B | $1.47B | $1.47B | $1.34B |
| Net income | $997M | $1.09B | $1.11B | $1.10B | $1.10B | $1.88B |
| EPS (diluted) | $1.72 | $1.94 | $2.02 | $2.04 | $2.06 | — |
| Free cash flow | $510M | $584M | $580M | $637M | $740M | $307M |
| Gross margin | 35.2% | 35.0% | 35.9% | 36.3% | 36.4% | — |
| Operating margin | 10.3% | 10.1% | 10.2% | 9.9% | 9.5% | 8.5% |
| Net margin | 7.8% | 7.7% | 7.6% | 7.4% | 7.1% | 11.9% |
| Revenue growth | +19.9% | +11.6% | +2.5% | +2.2% | +4.3% | — |
| Cash + short-term investments | $878M | $203M | $397M | $251M | $194M | — |
| Total debt | $986M | $1.16B | $1.73B | $1.83B | $1.76B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 27, 2026) (TSCO)
P/E 9.6x · P/S 1.1x · EV/EBITDA 10.8x · EV/Sales 1.3x · P/FCF 58.9x · P/B 6.9x · FCF yield 1.70% · Earnings yield 10.39% · Dividend yield (paid, TTM) 2.74% · Buyback yield (TTM) 2.46% · Net debt $1.92B · EV $20.0B
P/E at fiscal year-ends: Dec 2025 24.3x, Dec 2024 26.0x, Dec 2023 21.3x.
Superinvestors (SEC 13F-HR, Q2 2026) (TSCO)
1 of 80 tracked investors hold TSCO. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Jensen Investment Management | 0.07% | $2.8M | Reduced -8.1% |
Insider purchases (SEC Form 4, open-market, last ~7 months) (TSCO)
3 purchases, $652K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-08-04 | Morris Edna | Director | 1,560 | $51K | 32.44 | Too little history (no open-market trades in 2023–2025) |
| 2026-08-04 | Lawton Iii Harry A | President & CEO | 15,600 | $502K | 32.15 | Routine (sold in Feb each year 2023–2025; this trade is outside those months) |
| 2026-08-03 | Hawaux Andre J | Director | 3,150 | $100K | 31.83 | Too little history (no open-market trades in 2023–2025) |
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (TSCO)
Consensus Buy (mean 2.40 on a 1–5 scale), 30 analysts; mean target USD 36.7 (low 31, high 43).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-19 | Piper Sandler | Target raised | Neutral | $31 → $33 |
| 2026-10-19 | Wells Fargo | Target raised | Overweight | $35 → $36 |
| 2026-10-19 | Truist Securities | Target raised | Hold | $32 → $33 |
| 2026-10-13 | Citigroup | Target raised | Buy | $37 → $38 |
| 2026-07-28 | Argus Research | Target lowered | Buy | $50 → $40 |
| 2026-07-25 | Telsey Advisory Group | Target lowered | Outperform | $40 → $38 |
| 2026-07-24 | Mizuho | Target lowered | Neutral | $32 → $28 |
| 2026-07-24 | Goldman Sachs | Target lowered | Buy | $43 → $38 |
| 2026-07-24 | Piper Sandler | Target lowered | Neutral | $32 → $31 |
| 2026-07-24 | Guggenheim | Target lowered | Buy | $50 → $40 |
| 2026-07-20 | Baird | Target lowered | Outperform | $50 → $38 |
| 2026-07-17 | Raymond James | Target lowered | Outperform | $48 → $40 |
Total return (dividends reinvested) (TSCO)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -36.9% | -8.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -37.0% | -1.8% |
| Volatility (annualized) | 33.9% | 28.6% |
| Max drawdown | -47.4% (Oct 2025→Jun 2026) | -51.0% (Aug 2025→Jun 2026) |
TSCO suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Petsense | “We use our websites, TractorSupply.com, Petsense.com, and Allivet.com, and our mobile application as both a sales channel for our products and as a method of providing product, project, and other relevant information to our customers to drive in-store and online sales.” |
| Customer | Allivet | “We use our websites, TractorSupply.com, Petsense.com, and Allivet.com, and our mobile application as both a sales channel for our products and as a method of providing product, project, and other relevant information to our customers to drive in-store and online sales.” |
Quoted from the company's 10-K filed Feb 19, 2026.
TSCO company outlook (results filed Oct 22, 2026)
- “Tractor Supply is reaffirming its financial outlook for fiscal year 2026.”
Quoted word-for-word from the SEC 8-K results press release.
TSCO analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Dec 2026) | $0.40 | $0.41 | -2.3% | $4.02B | 13 |
| Next quarter (ends Mar 2027) | $0.33 | $0.33 | +0.0% | $3.72B | 7 |
| Current fiscal year (ends Dec 2026) | $1.86 | $1.89 | -1.3% | $16.02B | 10 |
| Next fiscal year (ends Dec 2027) | $2.03 | $2.08 | -2.1% | $16.65B | 14 |
TSCO options: expected move
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 30, 2026 | 7 | 37.0% | ±4.4% |
| Nov 6, 2026 | 14 | 42.7% | ±6.9% |
| Nov 13, 2026 | 21 | 41.2% | ±8.2% |
| Nov 20, 2026 | 28 | 37.5% | ±9.9% |
| Nov 27, 2026 | 35 | 35.0% | ±9.0% |
| Dec 4, 2026 | 42 | 47.5% | ±13.0% |
| Dec 18, 2026 | 56 | 38.9% | ±12.3% |
| Jan 15, 2027 | 84 | 41.4% | ±15.9% |
30-day implied volatility 38.7% vs 31.9% realized over the last 30 trading days. Put/call ratio (volume) 0.11. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 08:36 UTC)
| Price | USD 34.73 |
|---|---|
| Change | ▲ 6.24% (up) |
| Previous Close | USD 32.69 |
| Open | USD 30.81 |
| Day Range | USD 29.9 – 35.03 |
| 52-Week Range | USD 28.36 – 58.21 |
| Volume | 32,431,722 shares |
| Market Cap | $18.10B |
| Exchange | NMS |
Technical Analysis (TSCO)
Nexqual's technical model rates TSCO "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 08:36 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 59.2 (neutral) |
| vs SMA50 | Above (USD 33.58) |
| MACD | 0.14 (positive) |
Analyst Ratings (TSCO)
Wall Street analysts rate TSCO "Buy" based on 30 analysts, with a mean price target of USD 36.7 (range USD 31–43), per Nexqual as of October 23, 2026 at 08:36 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 30 |
| Mean Target | USD 36.7 |
| High Target | USD 43 |
| Low Target | USD 31 |
| Buy / Hold / Sell | 15 / 15 / 0 |
Earnings (TSCO)
| Next Earnings Date | 2026-10-22 |
|---|---|
| EPS Estimate | USD 0.4 |
| Revenue Estimate | $4.02B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-09-30 | USD 0.43 vs est 0.41 ▲ beat |
| 2026-06-30 | USD 0.69 vs est 0.82 ▼ miss |
| 2026-03-31 | USD 0.31 vs est 0.34 ▼ miss |
| 2025-12-31 | USD 0.43 vs est 0.46 ▼ miss |
Source: Nexqual, October 23, 2026 at 08:36 UTC.
Financials & Fundamentals (TSCO)
| Total Revenue | $15.75B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +2.30% |
| Gross Margin | +36.50% |
| Operating Margin | +12.07% |
| Profit Margin | +6.42% |
| ROE | +39.51% |
| Debt / Equity | 2.49 |
| Current Ratio | 1.33 |
| Total Cash | $231.59M |
| Total Debt | $6.54B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $306.98M (1.9% of revenue) |
Source: Nexqual, October 23, 2026 at 08:36 UTC.
Financial Health Score (TSCO)
Nexqual rates Tractor Supply Company's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 08:36 UTC.
| Growth | Mixed — Revenue +4.3% YoY (annual), slow |
|---|---|
| Profitability | Solid — Gross margin 36%, operating 12% (last 12 months) |
| Balance Sheet | Weak — $232M cash and investments vs $2.15B debt (Jun 2026, SEC) |
| Cash Flow | Mixed — FCF $307M (last 4 quarters to Jun 2026, SEC), slim 1.9% margin |
| Efficiency | Strong — ROE 40%, ROA 7.8% |
Ownership (TSCO)
| Insider Ownership | +0.35% |
|---|---|
| Institutional Ownership | +96.87% |
| Shares Outstanding | 521.04M |
| Float | 519.41M |
| Short % of Float | +9.48% |
Source: Nexqual, October 23, 2026 at 08:36 UTC.
Leadership (TSCO)
Tractor Supply Company is led by Harry A. Lawton, President, CEO & Director, per Nexqual as of October 23, 2026 at 08:36 UTC.
| President, CEO & Director | Harry A. Lawton |
|---|---|
| Executive VP, CFO & Treasurer | Kurt D. Barton |
| Senior Vice President of Investor Relations & Public Relations | Mary Winn Pilkington |
| Senior VP, Chief Marketing Officer & Pet Health | Neil Tenzer |
| Senior Vice President & President of Digital | Matthew L. Rubin |
Major Backers & Investors (TSCO)
Notable institutional backers of Tractor Supply Company include Invesco, Capital Group, Capital International Investors, according to Nexqual as of October 23, 2026 at 08:36 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Invesco | 6.59% |
| Capital Group | 5.72% |
| Capital International Investors | 4.93% |
| Price (T.Rowe) Associates Inc | 4.49% |
| WASHINGTON MUTUAL INVESTORS FUND | 4.34% |
| AMERICAN MUTUAL FUND | 3.72% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 11.62% |
| BlackRock | 9.05% |
| State Street | 4.48% |
| Geode Capital | 2.97% |
Source: Nexqual, October 23, 2026 at 08:36 UTC.
From Tractor Supply Company's Latest SEC 10-K Filing (filed 2026-02-19)
Key Strengths & Strategy (as disclosed to the SEC)
- Kersey also previously held a number of executive level roles with Walmart Inc. (previously Wal-Mart Stores, Inc.) from 2008 to 2017, including Senior Vice President of Global Human Resource Transformation and People Services, Senior Vice President and Chief Human Resources Officer for U.S.
- We believe this flow facilitates the prompt and efficient distribution of merchandise that allows us to be a dependable supplier to our customers for their "Out Here" lifestyle solutions by enhancing in-stock inventory positions, while minimizing freight expense and improving the inventory turn rate.
- Our approach is to make our products, expertise, and services accessible whenever and however customers choose to engage with Tractor Supply.
- We believe we have developed a proven method for selecting store sites and have significant additional opportunities for new Tractor Supply stores.
Partnerships
- With this investment, the Side Lot space is leveraged to offer a wider product offering in the lawn and garden categories and new categories within the garden center, and offer greater convenience through the expansion of our buy online and pickup in-store and ship to store capabilities for drive-thru pickup.
Legal & Regulatory Risks (Item 1A, quoted)
- Our business could be negatively impacted as a result of federal, state, local, or foreign laws and regulations.
- Failure to maintain an effective system of internal control over financial reporting could materially impact our business and results.
- Our future effective tax rates could be adversely affected by legislative tax reform, changes in statutory rates or changes in tax laws, or interpretations thereof.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
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|---|---|---|---|
| BBY | Best Buy Co., Inc. | USD 99.83 | ▲ 6.07% |
| DKS | Dick's Sporting Goods Inc | USD 148.78 | ▲ 4.8% |
| GME | GameStop Corporation | USD 25.39 | ▼ 3.42% |
| FIVE | Five Below, Inc. | USD 225.87 | ▲ 0.79% |
| CASY | Caseys General Stores, Inc. | USD 713.65 | ▲ 2.66% |
| ULTA | Ulta Beauty, Inc. | USD 635.01 | ▲ 4.62% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 08:36 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt