Tractor Supply slips as investors continue to weigh Q1 results and a wave of price-target cuts

Tractor Supply Company (TSCO) is down 3.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to continued post-earnings pressure after Tractor Supply’s Q1 update, as investors focused on a softer profitability profile and muted comparable-sales momentum despite reaffirmed full-year guidance. The slide also fits with lingering negative sentiment as several firms trimmed price targets in the days following the report.

Details:

Tractor Supply posted first-quarter results for the period ended March 28, 2026, and reaffirmed its fiscal 2026 outlook (including comparable store sales growth of 1% to 3% and diluted EPS guidance of $2.13 to $2.23).

In the quarter, the company reported modest comparable-store sales growth, which can be read as a sign that demand is normalizing after prior-year strength.

After the earnings release, multiple analysts issued price-target cuts, which can pressure the stock as consensus expectations reset.

With the stock already trending lower since the earnings date, incremental selling may be driven by technical/positioning factors as investors reduce exposure to weaker retail momentum names (speculation).

Sources:

Tractor Supply Company Investor Relations, TradingView, MarketBeat

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$TSCO Insider Trading Activity

$TSCO insiders have traded $TSCO stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.

Here’s a breakdown of recent trading of $TSCO stock by insiders over the last 6 months:

ROBERT D MILLS (EVP Chief Technology Officer) sold 62,950 shares for an estimated $3,406,854
JONATHAN S ESTEP (EVP Chief Merchandise Officer) sold 59,745 shares for an estimated $3,228,022
COLIN YANKEE (EVP Chief Supply Chain Officer) has made 0 purchases and 3 sales selling 11,170 shares for an estimated $618,262.
KURT D BARTON (EVP Chief Financial Officer) has made 0 purchases and 2 sales selling 3,813 shares for an estimated $205,428.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

$TSCO Hedge Fund Activity

We have seen 504 institutional investors add shares of $TSCO stock to their portfolio, and 626 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 14,393,885 shares (-75.1%) from their portfolio in Q4 2025, for an estimated $719,838,188
BLACKROCK, INC. removed 4,304,040 shares (-8.5%) from their portfolio in Q4 2025, for an estimated $215,245,040
WELLINGTON MANAGEMENT GROUP LLP removed 3,279,797 shares (-12.6%) from their portfolio in Q4 2025, for an estimated $164,022,647
INVESCO LTD. added 2,706,819 shares (+18.4%) to their portfolio in Q4 2025, for an estimated $135,368,018
D. E. SHAW & CO., INC. removed 2,432,823 shares (-84.1%) from their portfolio in Q4 2025, for an estimated $121,665,478
MACQUARIE GROUP LTD removed 2,385,785 shares (-96.4%) from their portfolio in Q4 2025, for an estimated $119,313,107
AMERICAN CENTURY COMPANIES INC added 2,384,939 shares (+78.1%) to their portfolio in Q4 2025, for an estimated $119,270,799

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$TSCO Congressional Stock Trading

Members of Congress have traded $TSCO stock 10 times in the past 6 months. Of those trades, 7 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $TSCO stock by members of Congress over the last 6 months:

REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 7 times. They made 7 purchases worth up to $105,000 on 03/31, 03/16, 03/04, 02/10, 12/12, 12/02, 10/31 and 0 sales.
REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 03/23.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.

$TSCO Analyst Ratings

Wall Street analysts have issued reports on $TSCO in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Argus Research issued a "Buy" rating on 02/02/2026
Piper Sandler issued a "Overweight" rating on 01/30/2026
Mizuho issued a "Outperform" rating on 01/30/2026
Jefferies issued a "Buy" rating on 01/30/2026
Telsey Advisory Group issued a "Outperform" rating on 01/23/2026
Evercore ISI Group issued a "Outperform" rating on 11/05/2025

To track analyst ratings and price targets for $TSCO, check out Quiver Quantitative's $TSCO forecast page.

$TSCO Price Targets

Multiple analysts have issued price targets for $TSCO recently. We have seen 19 analysts offer price targets for $TSCO in the last 6 months, with a median target of $50.0.

Here are some recent targets:

Max Rakhlenko from TD Cowen set a target price of $38.0 on 04/27/2026
Steven Zaccone from Citigroup set a target price of $46.0 on 04/23/2026
Oliver Wintermantel from Evercore ISI Group set a target price of $50.0 on 04/23/2026
Steven Forbes from Guggenheim set a target price of $60.0 on 04/23/2026
Simeon Gutman from Morgan Stanley set a target price of $45.0 on 04/22/2026
Justin Kleber from Baird set a target price of $50.0 on 04/22/2026
Peter Keith from Piper Sandler set a target price of $51.0 on 04/22/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.