Tractor Supply（TSCO）株式概要
トラクター・サプライ・カンパニーは米国で田舎暮らしの小売業を営んでいる。 詳細
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Analyst Price Targets
Tractor Supply Company 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$31.74 |
| 52週高値 | US$63.99 |
| 52週安値 | US$31.40 |
| ベータ | 0.50 |
| 1ヶ月の変化 | -27.27% |
| 3ヶ月変化 | -42.92% |
| 1年変化 | -38.27% |
| 3年間の変化 | -34.37% |
| 5年間の変化 | -14.92% |
| IPOからの変化 | 11,061.32% |
最新ニュース
ナラティブ更新 • 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).Seeking Alpha • Apr 26
Tractor Supply: Unclear Future Ahead
Summary Short-term stock underperformance presents an attractive entry point for long-term dividend investors, given the historically high yield. Recent earnings and fundamentals remain supportive of the investment thesis, despite near-term weakness. Dividend stability is a key pillar, reinforcing the stock’s appeal for income-focused portfolios. Based on a conservative valuation approach using expectations for earnings and CAPM, TSCO is trading close to fair value after the sell-off. There may be continued stock underperformance in the short term, but investors should focus on future guidance from the company before panicking. Read the full article on Seeking Alpha分析記事 • 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...Recent updates
ナラティブ更新 • 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).Seeking Alpha • Apr 26
Tractor Supply: Unclear Future Ahead
Summary Short-term stock underperformance presents an attractive entry point for long-term dividend investors, given the historically high yield. Recent earnings and fundamentals remain supportive of the investment thesis, despite near-term weakness. Dividend stability is a key pillar, reinforcing the stock’s appeal for income-focused portfolios. Based on a conservative valuation approach using expectations for earnings and CAPM, TSCO is trading close to fair value after the sell-off. There may be continued stock underperformance in the short term, but investors should focus on future guidance from the company before panicking. Read the full article on Seeking Alpha分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...分析記事 • Jun 19
Tractor Supply's (NASDAQ:TSCO) Returns Have Hit A Wall
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • May 29
Is Tractor Supply (NASDAQ:TSCO) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking Alpha • Sep 15
Tractor Supply: Loyalty Program Improves Customer Engagement
Summary Tractor Supply's stock has surged over 270% since my 'Buy' rating in 2015, outperforming the S&P 500, with a new target price of $310. The acquisition of Orscheln Farm and Home enhances Tractor Supply's Midwest presence, strengthens supply chain, and eliminates a regional competitor. Despite weak consumer sentiment, Tractor Supply's Neighbor's Club loyalty program shows strong engagement, with 36 million members and growing store traffic. I estimate 8% total revenue growth, driven by same store sales and new store openings, with a one-year target price of $310 per share. Read the full article on Seeking AlphaSeeking Alpha • Aug 14
Tractor Supply: More Than A 'Discretionary Goods' Retailer
Summary Tractor Supply is a leading retailer in the rural lifestyle sector, catering to farmers and pet owners with non-discretionary goods. Q2 2024 earnings showed a slight increase in net sales, with a loyal customer base offsetting soft consumer spending. Tractor Supply's balance sheet is healthy, with a focus on generating free cash flow and returning capital to shareholders. In this article, I update my research on the company and share what I am doing with my position. Read the full article on Seeking Alpha株主還元
| TSCO | US Specialty Retail | US 市場 | |
|---|---|---|---|
| 7D | -9.6% | -1.6% | 2.1% |
| 1Y | -38.3% | 5.5% | 30.6% |
業界別リターン: TSCO過去 1 年間で5.5 % の収益を上げたUS Specialty Retail業界を下回りました。
リターン対市場: TSCOは、過去 1 年間で30.6 % のリターンを上げたUS市場を下回りました。
価格変動
| TSCO volatility | |
|---|---|
| TSCO Average Weekly Movement | 5.2% |
| Specialty Retail Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: TSCO 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TSCOの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1938 | 52,000 | Hal Lawton | www.tractorsupply.com |
トラクター・サプライ・カンパニーは、米国で農村生活用品小売業を営んでいる。同社は、家畜や馬の飼料や機器、鶏肉、フェンス、噴霧器や化学薬品などの様々な商品、犬や猫、その他の小動物用のフード、おやつ、機器、犬の健康用品などのコンパニオンアニマル商品、トラクターやライダー、芝生や庭、鳥の餌、動力機器、その他のレクリエーション商品からなる季節商品やレクリエーション商品、トラック、工具、動力機器、その他のレクリエーション商品を提供している；トラクターやライダー、芝生や庭、鳥の餌付け、電動機器、その他のレクリエーション製品からなる季節商品とレクリエーション商品、トラックアクセサリー、トレーラー、発電機、潤滑油、バッテリー、ハードウェアやツールなどのトラック、ツール、ハードウェア製品、衣類、ギフト、装飾品からなる衣類、履物、おもちゃ、スナック、装飾品。4health、Paws & Claws、American Farmworks、Producer's Pride、Bit & Bridle、Red Shed、Blue Mountain、Redstone、C.E. Schmidt、Retriever、Country Lane、Ridgecut、Countyline、Royal Wing、Country Tuff、Strive、Dumor、Traveller、Farm Table、Treeline、Groundwork、TSC Tractor Supply Co、Huskee、Untamed、JobSmart、Impeckableのブランド名で製品を提供している。同社はTractor Supply Company、Petsense by Tractor Supply、Orscheln Farm and Homeの名称で小売店を運営し、TractorSupply.comとPetsense.comの名称でウェブサイトを運営している。同社はレクリエーション用の農家や牧場主などに製品を販売している。トラクター・サプライ社は1938年に設立され、テネシー州ブレントウッドに本社を置いている。
Tractor Supply Company 基礎のまとめ
| TSCO 基礎統計学 | |
|---|---|
| 時価総額 | US$17.11b |
| 収益（TTM） | US$1.08b |
| 売上高(TTM) | US$15.65b |
15.4x
PER（株価収益率1.1x
P/SレシオTSCO は割高か？
公正価値と評価分析を参照収益と収入
| TSCO 損益計算書（TTM） | |
|---|---|
| 収益 | US$15.65b |
| 売上原価 | US$9.95b |
| 売上総利益 | US$5.70b |
| その他の費用 | US$4.62b |
| 収益 | US$1.08b |
直近の収益報告
Mar 28, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.06 |
| グロス・マージン | 36.43% |
| 純利益率 | 6.91% |
| 有利子負債／自己資本比率 | 84.6% |
TSCO の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
3.0%
現在の配当利回り45%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 22:24 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2026/03/28 |
| 年間収益 | 2025/12/27 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Tractor Supply Company 27 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。49
| アナリスト | 機関 |
|---|---|
| Deborah Ciervo | Argus Research Company |
| Peter Benedict | Baird |
| Helen Pan | Barclays |