Vanguard Group Inc. boosted its holdings in shares of Deere & Company (NYSE:DE – Free Report) by 0.1% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 22,384,853 shares of the industrial products company’s stock after acquiring an additional 12,182 shares during the quarter. Vanguard Group Inc. owned approximately 8.28% of Deere & Company worth $10,235,698,000 at the end of the most recent reporting period.
Other hedge funds also recently modified their holdings of the company. Norges Bank bought a new stake in Deere & Company in the second quarter worth $1,578,243,000. Marshall Wace LLP lifted its position in shares of Deere & Company by 573.9% in the second quarter. Marshall Wace LLP now owns 842,882 shares of the industrial products company’s stock worth $428,597,000 after buying an additional 717,808 shares during the last quarter. Laurel Wealth Advisors LLC boosted its stake in shares of Deere & Company by 50,691.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 332,179 shares of the industrial products company’s stock worth $168,910,000 after acquiring an additional 331,525 shares in the last quarter. Loomis Sayles & Co. L P boosted its stake in shares of Deere & Company by 26.8% during the 2nd quarter. Loomis Sayles & Co. L P now owns 1,386,321 shares of the industrial products company’s stock worth $704,930,000 after acquiring an additional 292,932 shares in the last quarter. Finally, Fisher Asset Management LLC increased its holdings in shares of Deere & Company by 10.1% during the 2nd quarter. Fisher Asset Management LLC now owns 2,580,228 shares of the industrial products company’s stock valued at $1,312,020,000 after acquiring an additional 236,406 shares during the last quarter. Institutional investors and hedge funds own 68.58% of the company’s stock.
Insider Activity at Deere & Company
In related news, CEO John C. May II sold 41,472 shares of the firm’s stock in a transaction on Thursday, January 8th. The stock was sold at an average price of $501.49, for a total value of $20,797,793.28. Following the completion of the transaction, the chief executive officer directly owned 117,970 shares of the company’s stock, valued at $59,160,775.30. This trade represents a 26.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Cory J. Reed sold 12,000 shares of Deere & Company stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $510.00, for a total transaction of $6,120,000.00. Following the sale, the insider owned 20,792 shares in the company, valued at $10,603,920. This represents a 36.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 64,578 shares of company stock valued at $32,471,682. Insiders own 0.29% of the company’s stock.
Deere & Company Price Performance
Deere & Company (NYSE:DE – Get Free Report) last posted its quarterly earnings results on Wednesday, November 26th. The industrial products company reported $3.93 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.96 by ($0.03). The company had revenue of $12.39 billion during the quarter, compared to analyst estimates of $9.77 billion. Deere & Company had a return on equity of 20.54% and a net margin of 11.00%.The business’s revenue for the quarter was up 14.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $4.55 earnings per share. Analysts anticipate that Deere & Company will post 19.32 earnings per share for the current year.
Deere & Company Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Monday, February 9th. Investors of record on Wednesday, December 31st were paid a dividend of $1.62 per share. This represents a $6.48 annualized dividend and a yield of 1.1%. The ex-dividend date was Wednesday, December 31st. Deere & Company’s payout ratio is currently 35.01%.
Analyst Ratings Changes
Several equities research analysts recently weighed in on the company. Wolfe Research boosted their target price on Deere & Company from $520.00 to $550.00 and gave the stock an “outperform” rating in a report on Friday, January 2nd. Evercore restated a “positive” rating on shares of Deere & Company in a research note on Friday, November 28th. BMO Capital Markets reiterated a “market perform” rating and issued a $460.00 target price on shares of Deere & Company in a research note on Tuesday, December 9th. Truist Financial lifted their target price on shares of Deere & Company from $609.00 to $612.00 and gave the stock a “buy” rating in a report on Friday, November 28th. Finally, Sanford C. Bernstein restated a “market perform” rating on shares of Deere & Company in a report on Tuesday, December 9th. Fifteen research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $524.20.
Check Out Our Latest Analysis on Deere & Company
More Deere & Company News
Here are the key news stories impacting Deere & Company this week:
- Positive Sentiment: Deere is being repositioned as an AI and automation leader in agriculture — coverage highlights autonomous tractors, precision ag software and margin expansion tied to services, which supports upside to multiples. John Deere (DE) Taps the AI Boom to Drive the Future of Farming
- Positive Sentiment: New 2026 Startup Collaborator cohort targets advanced sensing, analytics and automation — a tangible pipeline for product innovation and recurring‑revenue services that bolster medium‑term growth. John Deere Announces its 2026 Startup Collaborators
- Positive Sentiment: Analysts and previews expect Deere to beat Q1 estimates, making the Feb. 19 earnings report a near‑term catalyst; consensus focus will be on equipment demand, services revenue and margin trends. Deere (DE) Q1 Earnings on the Horizon: Analysts’ Insights on Key Performance Measures
- Neutral Sentiment: Technical and macro rotation into industrials has helped push DE to fresh highs; that momentum matters, but valuation (~32x forward EPS) means further upside depends on execution and cyclical pickup. This “Backdoor” AI Stock Is Betting Big on … Self-Driving Tractors?!
- Negative Sentiment: Near‑term risks remain: agriculture’s cyclical slump and earlier warnings about up to ~$1.2B in 2026 tariff headwinds could pressure equipment demand and margins if crop economics don’t improve. Management’s wide guidance ranges reflect that uncertainty. Exclusive: In the Eye of the Cycle, John Deere Charts a Path Through Ag’s Slump
Deere & Company Company Profile
Deere & Company, commonly known by its brand John Deere, is a global manufacturer of agricultural, construction and forestry machinery, as well as turf care equipment and power systems. Founded in 1837 by blacksmith John Deere—who developed a polished steel plow to improve tillage in tough prairie soils—the company is headquartered in Moline, Illinois, and has grown into one of the largest and most recognizable names in equipment manufacturing worldwide.
The company’s principal businesses include a broad portfolio of agricultural equipment such as tractors, combines, planters, sprayers, harvesters and tillage implements, complemented by precision agriculture technologies and telematics that support farm management, yield optimization and equipment connectivity.
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