Tractor Supply Company

Informe acción NasdaqGS:TSCO

Capitalización de mercado: US$15.8b

Tractor Supply Dividendos y recompras

Dividendo controles de criterios 4/6

Tractor Supply es una empresa que paga dividendos con una rentabilidad actual de 3.19% que está bien cubierta por los beneficios.

Información clave

3.2%

Rentabilidad por dividendo

2.4%

Rendimiento de la recompra

Rendimiento total para el accionista5.6%
Rendimiento futuro de los dividendos3.8%
Crecimiento de los dividendos18.7%
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pago45%

Últimas actualizaciones de dividendos y recompras

Recent updates

Actualización de narrativa Jun 22

TSCO: Petcare Acquisition And Buybacks Will Support Future Share Returns

Analysts have trimmed their price target on Tractor Supply to about $45 from roughly $46, reflecting slightly lower fair value and P/E assumptions while keeping revenue growth and profit margin expectations broadly unchanged. What’s in the News for Tractor Supply Tractor Supply acquired VIP Petcare from PetIQ, adding the largest mobile veterinary services provider in the U.S., with clinics in about 2,700 retail locations and 1,700 Tractor Supply stores across 39 states, serving over one million pets annually.
Actualización de narrativa Jun 05

TSCO: Petcare Expansion And Credit Facility Will Support Future Returns

Analysts have trimmed their price target on Tractor Supply slightly to reflect a modestly lower fair value estimate of about $46.41, incorporating small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Tractor Supply agreed to acquire VIP Petcare, a mobile veterinary services provider operating clinics in about 2,700 retail locations, including around 1,700 Tractor Supply stores across 39 states, serving more than 1 million pets annually, according to recent coverage.
Nueva narrativa May 26

Fresh Pet Offerings And Final Mile Expansion Will Support Long Term Rural Retail Demand

Catalysts About Tractor Supply Tractor Supply operates rural lifestyle stores that sell needs-based products for pet and animal care, agriculture, home, and seasonal outdoor activities. What are the underlying business or industry changes driving this perspective?
Seeking Alpha May 21

Tractor Supply Is Still Thriving Despite Pet Headwinds

Summary Tractor Supply Company is rated a 'Buy' after a 36% YTD decline, with shares now trading 21% below intrinsic value. Pet segment weakness, driven by declining dog ownership and Tractor Supply product mix, is a headwind but not a long-term structural risk. TSCO's 75% non-pet sales, expanding store footprint, exclusive brands, and robust loyalty program underpin resilient growth and margin strength. Shareholder returns remain strong via a 3.08% dividend yield and consistent buybacks. Read the full article on Seeking Alpha
Actualización de narrativa May 17

TSCO: Steady Guidance And Ongoing Buybacks Will Support Future Returns

Analysts have nudged their fair value estimate for Tractor Supply slightly lower to about $47.00, reflecting a modestly reduced future P/E assumption while keeping revenue growth and profit margin expectations broadly similar. What's in the News Tractor Supply reaffirmed its earnings guidance for fiscal 2026, with net sales growth expected in a 4% to 6% range, comparable store sales in a 1% to 3% range, an operating margin rate of 9.3% to 9.6%, net income of US$1.11b to US$1.17b, and earnings per diluted share of US$2.13 to US$2.23 (company guidance).
Nueva narrativa May 11

Remodel Costs And Digital Margin Pressures Will Reshape Rural Retail Performance Over Time

Catalysts About Tractor Supply Tractor Supply operates rural lifestyle stores that sell farm, ranch, pet, seasonal and home improvement products, supported by growing digital and delivery capabilities. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa May 01

TSCO: Dividend And Buyback Commitment Will Support Future Share Returns

Analysts have trimmed their price target on Tractor Supply to reflect a fair value of $47.52, down from $56.37, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Tractor Supply reaffirmed earnings guidance for fiscal 2026, with net sales growth targeted at 4% to 6%, comparable store sales at 1% to 3%, an operating margin rate of 9.3% to 9.6%, net income of US$1.11b to US$1.17b, and earnings per diluted share of US$2.13 to US$2.23 (Company guidance).
Artículo de análisis Apr 23

Tractor Supply Company Just Missed EPS By 9.0%: Here's What Analysts Think Will Happen Next

It's been a mediocre week for Tractor Supply Company ( NASDAQ:TSCO ) shareholders, with the stock dropping 13% to...
Actualización de narrativa Apr 17

TSCO: Dividend Growth And Buybacks Will Support Future Share Price

Analysts have trimmed their price target on Tractor Supply by about $1.22 to reflect slightly adjusted fair value, a marginally higher discount rate, and modest tweaks to revenue growth, profit margin, and future P/E assumptions. What's in the News The board approves an increase in the annual dividend to $0.96 per share for 2026, up $0.04 year over year.
Actualización de narrativa Apr 02

TSCO: Store Expansion And Rising Capital Returns Will Support Future Share Price

Analysts have kept their price target for Tractor Supply steady at about $58. This reflects largely unchanged assumptions around long term revenue growth, profit margins, and future P/E, with only minor tweaks to discount rate inputs.
Actualización de narrativa Mar 19

TSCO: Store Expansion And Capital Returns Will Support Future Share Price Upside

Analysts have modestly adjusted their price target for Tractor Supply to reflect small changes in discount rate, revenue growth, profit margin and future P/E assumptions. This has resulted in a slightly updated fair value estimate that remains around $58 per share.
Actualización de narrativa Mar 04

TSCO: Store Expansion And Capital Returns Will Drive Future Shareholder Upside

Analysts have modestly revised their price target on Tractor Supply, citing small adjustments to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions. Together, these changes translate into a slightly different implied valuation from the prior $57.59 fair value estimate.
Actualización de narrativa Feb 18

TSCO: Store Expansion And Capital Returns Will Support Steady Long-Term Outlook

Analysts have modestly adjusted their price target on Tractor Supply to reflect a slightly lower discount rate, a stable fair value estimate of about $57.59, and small tweaks to assumed profit margin and future P/E. This signals an updated view of the stock's risk and earnings profile without a major shift in valuation.
Actualización de narrativa Feb 04

TSCO: Store Expansion And Guidance Will Offset Legal And Margin Pressures

Analysts have trimmed their Tractor Supply price target by about $4 per share, as they now apply slightly lower assumptions for revenue growth, profit margins and future P/E multiples. What's in the News Repurchased 2,200,000 shares from September 28, 2025 to December 27, 2025, representing 0.42% of shares for $117.5m.
Actualización de narrativa Jan 21

TSCO: New Store Expansion And Outdoor Offerings Will Support Future Upside

Analysts reduced their implied fair value estimate for Tractor Supply from about US$63.15 to US$61.22. They cited slightly softer revenue growth assumptions, a modestly higher discount rate, a small change in forecast profit margins, and a lower future P/E multiple in their updated models.
Artículo de análisis Jan 06

Is Tractor Supply Company (NASDAQ:TSCO) Worth US$49.8 Based On Its Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tractor Supply fair value estimate is US$37.75 Current share...
Actualización de narrativa Jan 06

TSCO: Expanded Outdoor Offerings And Ongoing Buybacks Will Support Future Upside

Analysts have made a small trim to their Tractor Supply fair value estimate to $63.15 from $63.44, reflecting slightly adjusted assumptions around the discount rate, long term profit margin and future P/E while keeping revenue growth expectations effectively unchanged. What's in the News Cree LED filed a patent infringement lawsuit in the U.S. District Court for the Northern District of Illinois against Promier Products and Tractor Supply related to certain portable lighting products, citing multiple U.S. patents covering portable lighting designs and performance (Lawsuits & Legal Issues).
Actualización de narrativa Dec 20

TSCO: Expanded Outdoor Product Lineup Will Drive Future Earnings Upside

Narrative Update on Tractor Supply Analyst Price Target Analysts have nudged their fair value estimate for Tractor Supply slightly lower from approximately $63.74 to $63.44 per share, reflecting a modestly higher discount rate that more than offsets unchanged expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Cree LED filed a patent infringement lawsuit against Tractor Supply and Promier Products in the U.S. District Court for the Northern District of Illinois, alleging unauthorized use of multiple Cree LED portable lighting patents in certain products sold by Tractor Supply (Key Developments).
Actualización de narrativa Dec 06

TSCO: Expanded Outdoor Offerings Will Drive Future Earnings Upside

Narrative Update on Tractor Supply Analysts have raised their fair value estimate for Tractor Supply modestly, from approximately 63.52 dollars to 63.74 dollars per share. They cite slightly higher expected profit margins and a marginally richer future earnings multiple, which more than offset a small trim to projected revenue growth and a higher discount rate.
Actualización de narrativa Nov 22

TSCO: Expanding Outdoor Offerings And Rising Margins Will Drive Future Upside

Analysts have maintained their price target for Tractor Supply at $63.52, with only marginal adjustments to key assumptions such as discount rate, revenue growth, and future profit margin. This reflects continued confidence in the company's outlook.
Actualización de narrativa Nov 07

TSCO: Improved Profit Margins And Expanding Product Lines Will Drive Upside

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.
Artículo de análisis Oct 28

Tractor Supply Company (NASDAQ:TSCO) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates

Last week saw the newest third-quarter earnings release from Tractor Supply Company ( NASDAQ:TSCO ), an important...
Actualización de narrativa Oct 24

Share Repurchases And New Partnerships Will Drive Resilience And Earnings Momentum

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.
Artículo de análisis Sep 29

Is Tractor Supply (NASDAQ:TSCO) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Jan 31

Tractor Supply: Dividends From The Countryside

Summary Tractor Supply Company is a unique holding in my portfolio, maintaining resilience and growth amidst retail sector shifts. Tractor Supply caters to high-income rural lifestyle enthusiasts, ensuring frequent store visits and stable revenue. The company is expanding, adding 80–90 stores annually, enhancing digital sales, and remodeling existing stores for higher margins. In this article, we will go over the main points of the latest earnings release while understanding the 2025 trajectory TSCO wants to follow. Read the full article on Seeking Alpha
Seeking Alpha Jan 16

Reversing My View On Tractor Supply: I'm Buying (Rating Upgrade)

Summary I was wrong about Tractor Supply; it's a compelling investment with a strong risk premium, despite some concerns about buybacks and rising debt. Financial results show slowing growth and deteriorating capital structure, but the dividend is well-covered and has grown impressively over the past 14 years. Valuation is key; the stock offers a 74% margin of safety over Treasury Notes, making it a rare, attractive risk-adjusted return. I'm buying a small position now and may increase it after a deeper review of the dividend sustainability when the 10-K is published. Read the full article on Seeking Alpha
Seeking Alpha Dec 07

Rural Riches - Why Tractor Supply Is A Dividend Stock Worth Owning

Summary Tractor Supply Company has outperformed Home Depot and the S&P 500 since 2019 due to its unique "Life Out Here" strategy. TSCO focuses on rural lifestyle products, catering to recreational farmers and outdoor enthusiasts, differentiating itself from Home Depot's home improvement and professional contractor market. TSCO has achieved nearly 20% average annual EPS growth over the past two decades, with robust performance even during economic downturns. TSCO's ongoing business model improvements and strategic initiatives, including a 5-1 stock split, position it for continued success and investor excitement. Read the full article on Seeking Alpha
Seeking Alpha Nov 17

Tractor Supply Company: Cautious Heading Into Q4

Summary I maintain a HOLD rating on TSCO due to its current overvaluation and items outside the company's control. TSCO's Q3 2024 earnings were largely in line with expectations, but the stock is trading at a 20% premium to historical multiples. The shift from retail to services spending and unseasonably warm weather pose risks to TSCO's near-term performance. Potential tailwinds include increased free cash flow after Project Fusion and expanded TAM with the Allivet acquisition, but these are longer-term benefits. Read the full article on Seeking Alpha

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: Los dividendos por acción de TSCO se han mantenido estables en los últimos 10 años.

Dividendo creciente: El pago de dividendos de TSCO ha aumentado en los últimos 10 años.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Tractor Supply vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de TSCO con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (TSCO)3.2%
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.2%
Media de la industria (Specialty Retail)2.1%
Analista de previsiones (TSCO) (hasta 3 años)3.8%

Dividendo destacado: El dividendo de TSCO(3.19%) es más alto que el 25% inferior de los pagadores de dividendos del mercado US (1.38%).

Alto dividendo: El (3.19%) del dividendo de TSCO es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado US (4.2%).


Pago de beneficios a los accionistas

Cobertura de los beneficios: Con su razonablemente bajo ratio de pago (45.5%), los pagos de dividendos de TSCO están bien cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: Con su elevado ratio de pago en efectivo (91%), los pagos de dividendos de TSCO no están bien cubiertos por los flujos de caja.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/25 15:27
Precio de las acciones al final del día2026/06/24 00:00
Beneficios2026/03/28
Ingresos anuales2025/12/27

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Tractor Supply Company está cubierta por 49 analistas. 27 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Deborah CiervoArgus Research Company
Peter BenedictBaird
Helen PanBarclays