Update shared on 07 Nov 2025
Fair value Increased 0.35%Narrative Update on Tractor Supply: Analyst Price Target Revision
Analysts have slightly raised their price target for Tractor Supply, increasing the estimated fair value from $63.30 to $63.52. This change is attributed to marginal improvements in profit margin and future price-to-earnings expectations.
What's in the News
- Tractor Supply expanded its exclusive Field & Stream product lineup and is now offering a full range of hunting equipment, premium dog products, apparel, and accessories both in stores and online. (Key Developments)
- The company launched the Field & Stream Pet Collection, which includes outdoor-ready beds, toys, travel kennels, and a protein-rich food and treat line designed for active dogs. (Key Developments)
- Tractor Supply introduced an exclusive women's apparel collection in collaboration with Molly Yeh. The collection features durable, colorful, farm-inspired styles available nationwide and online. (Key Developments)
- The company raised its earnings guidance for fiscal year 2025, forecasting net sales growth of 4.6% to 5.6%, and net income between $1.09 billion and $1.14 billion. (Key Developments)
- Tractor Supply repurchased 1.3 million shares from June to September 2025, bringing total buybacks since 2007 to over 70.7 million shares. (Key Developments)
Valuation Changes
- The consensus analyst price target has risen slightly, moving from $63.30 to $63.52.
- The discount rate increased modestly from 8.59% to 8.65%.
- Revenue growth expectations fell marginally, adjusting from 7.23% to 7.22%.
- The net profit margin improved slightly, up from 7.62% to 7.63%.
- The future P/E ratio increased slightly, from 28.91x to 29.02x.
Disclaimer
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