Update shared on 24 Oct 2025
Fair value Increased 1.12%Analysts have slightly increased their price target for Tractor Supply to $63.30 from $62.59. This adjustment is based on minor improvements in projected profit margins and fair value estimates.
What's in the News
- The company completed repurchasing 1,300,000 shares between June and September 2025, totaling over 70 million shares bought back since the 2007 program began for $6.26 billion. (Company Filing)
- Tractor Supply provided earnings guidance for the fourth quarter of 2025, projecting comparable store sales to rise by 1% to 5%. (Company Guidance)
- The company raised its fiscal year 2025 outlook, now expecting net sales to increase by 4.6% to 5.6%, comparable store sales up by 1.4% to 2.4%, net income between $1.09 billion and $1.14 billion, and earnings per diluted share from $2.06 to $2.13. (Company Guidance)
- Tractor Supply launched an exclusive women's apparel collection with author and Food Network host Molly Yeh, available both in stores and online, with more styles to roll out in the fall. (Product Announcement)
- The company added SmartEquine's SmartPaks equine health supplements to its product lineup, becoming the exclusive national retailer for these offerings in stores and online. (Product Announcement)
Valuation Changes
- Fair Value: Increased slightly from $62.59 to $63.30, reflecting modest improvements in estimates.
- Discount Rate: Increased slightly from 8.58% to 8.59%.
- Revenue Growth: Declined marginally from 7.25% to 7.23%.
- Net Profit Margin: Rose slightly from 7.60% to 7.62%.
- Future P/E: Decreased from 29.16x to 28.91x.
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