Tractor Supply stock price target raised to $57 from $51 at Citi

Published 18/07/2025, 10:48
Tractor Supply stock price target raised to $57 from $51 at Citi

Investing.com - Citi has raised its price target on Tractor Supply Company (NASDAQ:TSCO) to $57.00 from $51.00 while maintaining a Neutral rating ahead of the company’s second-quarter earnings report. The company, currently trading at a P/E ratio of 28.1x and commanding a market cap of $30.1 billion, has demonstrated strong financial health according to InvestingPro analysis.

The retailer is scheduled to release its Q2 earnings on July 24 before the market opens, with Citi noting this has been "one of the more debated intra-quarter periods" for the company due to fluctuating high-frequency data trends and positive demand commentary from early June. InvestingPro data shows the company has maintained impressive dividend payments for 16 consecutive years, with a current yield of 1.62% and revenue growth of 2.07% over the last twelve months.

Citi believes Tractor Supply’s seasonal business experienced volatility based on weather trends, while the core business remained generally consistent throughout the quarter.

The firm identified pricing as a key factor for the second half of the year, specifically highlighting tariff pass-through costs across the product assortment and increasing commodity inflation as important considerations.

Citi maintained its Neutral rating despite the price target increase, citing "balanced risk/reward" and noting that given the stock’s strong move higher from June lows, there are higher expectations for Q2 same-store sales to reach at least 0.5-1.0% and for second-half same-store sales to return to the company’s algorithm of 3-5%.

In other recent news, Tractor Supply Company has been in the spotlight with various developments. Piper Sandler raised its price target for the company to $66, citing improved rural trends and a positive outlook on sales, particularly in the poultry segment. DA Davidson also maintained a Buy rating with a $65 price target, reflecting a strong outlook for the rural lifestyle retailer. Meanwhile, UBS has kept its Neutral rating and $54 price target, noting that the anticipated improvements might already be reflected in the stock’s current price.

In corporate governance news, Tractor Supply shareholders approved key proposals at their Annual Meeting, including the election of directors and the ratification of Ernst & Young LLP as the independent auditor for fiscal 2025. Additionally, shareholders voted in favor of an amendment to the company’s Restated Certificate of Incorporation, aligning with governance practices and regulatory standards. Guggenheim Securities adjusted its price target for Tractor Supply to $55 from $60, following a first-quarter revenue shortfall attributed to a delayed spring selling season. Despite this, Guggenheim maintains a Buy rating, suggesting confidence in the company’s long-term fundamentals. These recent developments highlight Tractor Supply’s ongoing strategic initiatives and investor sentiment.

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

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.