TSCO
Tractor Supply Company · Consumer Discretionary · Specialty Retail
Last
$45.00
+$0.25 (+0.56%) 4:00 PM ET
After hours $44.99 −$0.01 (−0.02%) 8:45 PM ET
Prev close $44.75
Open $44.96
Day high $45.39
Day low $44.67
Volume 7,803,350
Avg vol 5,852,248
Mkt cap
$23.48B
P/E ratio
21.74
FY Revenue
$15.52B
EPS
2.07
Gross Margin
36.42%
Sector
Consumer Discretionary
AI report sections
TSCO
Tractor Supply Company
TSCO exhibits a constructive technical backdrop with price above key moving averages and multiple bullish breakout signals, while medium-term returns over three to six months remain negative. Fundamentally, the company shows steady revenue and earnings growth, healthy margins, and solid cash generation, offset by elevated valuation multiples and relatively low liquidity ratios. Short interest and intraday short volume are notably high, which may reflect a more cautious stance from some market participants despite generally positive recent news sentiment.
AI summarized at 9:45 PM ET, 2026-01-23
AI summary scores
INTRADAY: 68 SWING: 64 LONG: 62
Volume vs average
Intraday (cumulative)
+67% (Above avg)
Vol/Avg: 1.67×
RSI
40.93 (Neutral)
Neutral (40–60)
MACD momentum
Intraday
+0.00 (Strong)
MACD: 0.03 Signal: 0.03
Short-Term
+0.24 (Strong)
MACD: -1.14 Signal: -1.38
Long-Term
+0.07 (Strong)
MACD: -2.17 Signal: -2.23
Intraday trend score 53.18

Latest news

TSCO 12 articles Positive: 8 Neutral: 4 Negative: 0
Positive The Motley Fool • James Brumley
1 No-Brainer Dividend Stock to Buy if the Market Falls Again

Tractor Supply (TSCO) is recommended as an attractive dividend stock for market downturns. The company operates 2,395 home and garden supply stores with $15.5B in annual revenue. With a 2.07% dividend yield and 17 consecutive years of dividend increases, TSCO offers both income and capital appreciation potential. The stock has fallen 28% from its August peak, presenting an entry point amid growing consumer interest in home gardening.

TSCO KO O dividend stock home gardening market correction dividend yield capital appreciation
Sentiment note

The article highlights TSCO as a 'no-brainer' dividend stock with strong fundamentals: 17 consecutive years of dividend increases, growing home gardening trend with 47.6% of Americans increasing gardening activity, solid revenue growth (4.3% YoY), and an attractive valuation after a 28% pullback from peak prices. The company offers both reliable income and near-term recovery potential.

Positive Investing.com • Chris Markoch
3 Discounted Stocks With Strong Rebound Potential

Three stocks trading near 52-week lows offer potential rebound opportunities for value investors. Tractor Supply (TSCO) missed earnings but maintains strong fundamentals with essential product mix and dividend growth. Lennar (LEN) faces housing market weakness but trades at a significant discount with strong balance sheet. Home Depot (HD) shows signs of bottoming despite discretionary spending weakness, supported by aging housing stock and consistent dividend increases.

TSCO LEN LEN.B HD discounted stocks value investing 52-week lows rebound potential
Sentiment note

Stock down 10% due to Q4 earnings miss, but management expects normalization in 2026. Strong fundamentals with essential product mix (pet food, livestock supplies), 16-year dividend growth streak, and analyst consensus price target 30% above current price. Chart shows oversold territory with potential for recovery.

Positive The Motley Fool • Daniel Sparks
Why This Top Dividend Growth Stock Is Oversold and Is a No-Brainer Buy Right Now

Tractor Supply (TSCO) has fallen over 20% following disappointing Q4 earnings, but the article argues the stock is oversold. The company's business model is heavily weighted toward non-discretionary consumable products (livestock feed, pet supplies, agriculture) which comprise over 50% of revenue, providing resilience during economic slowdowns. With management guiding for 4-6% sales growth and a conservative 44% dividend payout ratio, the stock presents an attractive opportunity for income investors despite near-term retail headwinds.

TSCO dividend growth rural retailer consumable products discretionary spending comparable-store sales capital expenditures direct sales initiative
Sentiment note

Despite Q4 earnings miss and 20% stock decline, the article identifies structural business strengths including heavy weighting toward non-discretionary C.U.E. products (51% of revenue), conservative dividend payout ratio (44%), recent dividend increase (4.3%), expansion plans (100 new stores), and growing direct sales initiatives. The author views the current valuation of 21x earnings as attractive given these fundamentals and argues risks are largely priced in.

Neutral The Motley Fool • Bryan White
Why Tractor Supply's 40 Million Loyalty Members Keep Coming Back

Tractor Supply maintains competitive advantages through its 2,400-store physical footprint, 40 million loyalty members, and focus on consumable products (C.U.E.) that drive recurring demand. While the stock has declined 25% since summer due to consumer spending slowdown on discretionary items, the company's essential product mix and in-store fulfillment model (80% of digital orders picked up in-store) provide stability. Management expects ~2% same-store sales growth as the business navigates cyclical headwinds from deferred big-ticket purchases.

TSCO AMZN WMT loyalty program rural retail brick-and-mortar advantage consumable products e-commerce fulfillment
Sentiment note

Stock has declined significantly (25% since summer) due to discretionary sales weakness and consumer spending slowdown. However, the company maintains structural competitive advantages through its physical footprint, loyalty program, and recurring C.U.E. product demand. The article frames current challenges as cyclical rather than structural, suggesting a temporary adjustment rather than fundamental business deterioration.

Positive The Motley Fool • Parkev Tatevosian, Cfa
Is The Tractor Supply Company an Undervalued Dividend Stock to Buy?

Tractor Supply Company (TSCO) is presented as a well-positioned dividend stock capable of navigating macroeconomic challenges. The article explores whether the company represents an undervalued investment opportunity for dividend-focused investors seeking passive income.

TSCO dividend stocks passive income undervalued stocks macroeconomic headwinds Tractor Supply Company
Sentiment note

The article's title frames TSCO as an 'undervalued dividend stock to buy' and the content describes the company as 'well positioned to navigate macroeconomic headwinds,' suggesting favorable investment potential. The Motley Fool also holds positions in and recommends the stock.

Positive The Motley Fool • Daniel Sparks
2 Top Dividend Stocks to Buy for Uncertain Times

Coca-Cola and Tractor Supply are recommended as reliable dividend stocks for uncertain times. Coca-Cola delivered 5% organic revenue growth and 23% EPS growth in 2025, maintaining its Dividend King status with over six decades of dividend increases. Tractor Supply raised its dividend for the 17th consecutive year with a conservative 45% payout ratio, positioning both companies to weather macroeconomic challenges while providing steady income streams.

KO TSCO dividend stocks uncertain times Coca-Cola Tractor Supply dividend growth cash flow
Sentiment note

Solid fiscal 2025 performance with 4.3% net sales growth, 17 consecutive years of dividend increases, and conservative 45% payout ratio providing flexibility for future growth. Guidance for 4-6% top-line expansion and 5.8% EPS growth in 2026 demonstrates resilience in a niche market insulated from broader retail volatility.

Neutral The Motley Fool • Will Healy
The Fed Has Stopped Cutting Rates. Why Investors Should Stay the Course With Realty Income Stock.

Despite the Fed halting interest rate cuts and recent stock pullbacks, Realty Income remains a solid investment for dividend-focused investors. The REIT owns over 15,500 net-leased properties with blue-chip tenants, maintains a 99% occupancy rate, and continues expanding with favorable loan terms. With FFO-based valuation metrics showing it's reasonably priced and a 5.1% dividend yield well above market averages, investors should hold their positions and view further price declines as buying opportunities.

O DG WYNN TSCO REIT dividend yield interest rates net-leased properties
Sentiment note

Mentioned as both a blue-chip tenant of Realty Income and as a stock with options recommendations. However, the article provides no substantive analysis of Tractor Supply's fundamentals or investment merits.

Neutral The Motley Fool • Geoffrey Seiler
1 Growth Stock Down Nearly 50% to Buy Right Now

Chewy stock has declined nearly 50% from its 52-week high and is down 20% in 2026, but the article argues it represents an attractive buying opportunity. Trading at a forward P/E of 16.5x, the e-commerce pet supplies company demonstrates solid fundamentals with 8%+ quarterly revenue growth, expanding margins (gross margin at 29.8%, EBITDA margin at 5.8%), and strong recurring revenue from its autoship feature which accounts for 84% of sales. The company is on track to achieve its 10% EBITDA margin goal.

CHWY WMT COST TSCO e-commerce pet supplies valuation margin expansion
Sentiment note

Mentioned as a peer in the defensive retail category with premium valuations. Serves as a valuation comparison point but receives no specific commentary or analysis.

Positive The Motley Fool • Daniel Sparks
Under $50, Is Tractor Supply Stock a Buy?

Tractor Supply stock has pulled back to under $50 following disappointing Q4 2025 results with weak comparable store sales growth of 0.3%. However, the company's heavy reliance on non-discretionary consumable, usable, and edible (C.U.E.) products provides a defensive revenue stream. With management guiding for 4-6% sales growth in 2026, plans to open 100 new stores, and an ambitious 'Life Out Here 2030' strategy targeting 3,200 locations, the analyst views the recent pullback as a buying opportunity for patient investors, despite near-term discretionary spending weakness.

TSCO rural retail consumer spending discretionary demand store expansion dividend yield valuation macroeconomic weakness
Sentiment note

Despite near-term sales pressure and disappointing Q4 results, the company's defensive business model centered on non-discretionary C.U.E. products, aggressive expansion plans (100 new stores in 2026, 3,200 target locations), multiple growth initiatives (retail media network, pet prescription business), solid 1.9% dividend yield, and reasonable 24x earnings valuation at current price levels make it an attractive buying opportunity for patient investors.

Positive The Motley Fool • Daniel Sparks
2 Top Dividend Stocks to Buy in February

The article recommends Meta Platforms and Tractor Supply as top dividend stocks to buy in February 2026. Meta offers low dividend yield (0.32%) but has a very low 9% payout ratio with strong growth potential and a healthy balance sheet. Tractor Supply provides a more substantial 1.7% dividend yield with a conservative 45% payout ratio and ambitious long-term growth targets of 6-8% sales growth and 8-11% earnings-per-share growth.

META TSCO dividend stocks Meta Platforms Tractor Supply dividend yield payout ratio long-term growth
Sentiment note

Offers more substantial 1.7% dividend yield with conservative 45% payout ratio, ambitious long-term targets of 6-8% annualized sales growth and 8-11% EPS growth, and attractive valuation at 26 P/E ratio despite slower near-term growth of 4-6% in fiscal 2026.

Positive The Motley Fool • Daniel Sparks
Tractor Supply's Earnings Report Next Week Could Disappoint. But Are Shares a Buy Anyway?

Tractor Supply's Q4 earnings report on Jan. 29 may disappoint due to unusually warm winter weather reducing demand for cold-weather items. However, management remains optimistic about 2026 growth prospects, with expectations for accelerating comparable store sales driven by transaction count growth and plans to open ~100 new stores. Investors should focus on management's 2026 guidance rather than weather-impacted Q4 results.

TSCO Tractor Supply Q4 earnings winter weather comparable store sales 2026 guidance retail growth store expansion
Sentiment note

Despite potential Q4 disappointment due to mild winter weather, management's upbeat outlook for 2026 with expected acceleration in comparable store sales, transaction growth, improved cash flow, and expansion of ~100 new stores supports a positive long-term investment thesis. The company's fair valuation (P/E of 26) and resilient business model are also favorable factors.

Neutral The Motley Fool • Will Healy
The Smartest Dividend Stocks to Buy With $5,000 Right Now

The article recommends two dividend stocks for investors with $5,000: Realty Income (O), a REIT offering a 5.6% dividend yield with monthly payouts and strong cash flow coverage, and AT&T (T), which provides a 4.6% yield with sustainable dividends backed by $17 billion in trailing free cash flow. Both stocks offer income generation with potential upside from growth initiatives and favorable valuations.

O T TBB TPA dividend stocks dividend yield REIT income investing
Sentiment note

Mentioned as a tenant leasing properties from Realty Income; no direct analysis or recommendation provided in the article.

News and sentiment labels describe article tone and are provided for research purposes only. They are not trading recommendations or forecasts.
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