Piper Sandler raises Tractor Supply stock price target to $66 on improved rural trends

Published 16/07/2025, 13:02
Piper Sandler raises Tractor Supply stock price target to $66 on improved rural trends

Investing.com - Piper Sandler raised its price target on Tractor Supply Company (NASDAQ:TSCO) to $66.00 from $60.00 on Wednesday, while maintaining an Overweight rating on the stock. The new target represents the highest among analysts, who have set targets ranging from $44 to $66. InvestingPro data shows the company maintains strong financial health with a "GOOD" overall rating, supported by 15 consecutive years of dividend increases.

The research firm cited results from its Q2 Farm & Ranch retailer survey, which showed a median comparable sales increase of 2.5%, a significant improvement from the Q1 median of 0.5%. The mean comparable sales figure was lower at 0.7% due to an outlier in the data.

Weather conditions appeared to have disrupted sales early in the second quarter, but ultimately created a prolonged growing season that helped June comparable sales, with continued strength observed in July. Ground moisture conditions are substantially better year-over-year across much of the country.

Piper Sandler maintained its Q2 comparable sales estimate for Tractor Supply at 0.5%, which aligns with broader market expectations. The firm anticipates Tractor Supply will report improved trends for the third quarter to date, including ongoing strength in poultry sales.

The Rural Mainstreet Index showed notable improvement for June, which could signal a better economic backdrop for the Farm & Ranch sector in the second half of 2025 if the index maintains current levels, according to the research note.

In other recent news, Tractor Supply Company has been the focus of several analyst reports and shareholder activities. Guggenheim Securities adjusted their price target for the company to $55, down from $60, while maintaining a Buy rating, following first-quarter results that fell short of expectations by approximately $64 million due to a delayed spring selling season. Meanwhile, Loop Capital reduced their price target to $48 from $54, retaining a Hold rating after the company missed earnings expectations for two consecutive quarters and revised its 2025 guidance downward. UBS maintained a Neutral rating with a $54 price target, noting that anticipated improvements might already be reflected in the stock price, with a "lackluster" second quarter expected. DA Davidson reiterated a Buy rating and a $65 price target, citing a strong outlook for Tractor Supply, although specific performance metrics were not detailed.

In other developments, Tractor Supply’s shareholders approved key proposals at the Annual Meeting, including the election of all nominated directors and the ratification of Ernst & Young LLP as the independent auditor for fiscal 2025. Shareholders also voted in favor of an amendment to the company’s Restated Certificate of Incorporation, which includes provisions for officer exculpation. The strong shareholder support for these proposals reflects confidence in the company’s leadership and strategic direction. As Tractor Supply continues to expand its store base and digital capabilities, investors remain attentive to its ability to navigate economic challenges and drive growth.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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