Mufg Securities Americas Inc. Has $3.11 Million Stake in Deere & Company $DE

Mufg Securities Americas Inc. boosted its holdings in shares of Deere & Company (NYSE:DE) by 21.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,792 shares of the industrial products company’s stock after buying an additional 1,198 shares during the period. Mufg Securities Americas Inc.’s holdings in Deere & Company were worth $3,106,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Norges Bank acquired a new stake in shares of Deere & Company during the 2nd quarter valued at about $1,578,243,000. Marshall Wace LLP raised its position in 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 purchasing an additional 717,808 shares in the last quarter. Laurel Wealth Advisors LLC lifted its stake in Deere & Company by 50,691.9% during the second quarter. Laurel Wealth Advisors LLC now owns 332,179 shares of the industrial products company’s stock worth $168,910,000 after purchasing an additional 331,525 shares during the period. Vanguard Group Inc. boosted its holdings in Deere & Company by 1.4% during the second quarter. Vanguard Group Inc. now owns 22,372,671 shares of the industrial products company’s stock valued at $11,376,279,000 after purchasing an additional 309,081 shares in the last quarter. Finally, Loomis Sayles & Co. L P raised its holdings in shares of Deere & Company by 26.8% in 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 buying an additional 292,932 shares in the last quarter. Institutional investors own 68.58% of the company’s stock.

Insider Activity

In other Deere & Company news, insider Cory J. Reed sold 12,000 shares of the company’s stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $510.00, for a total transaction of $6,120,000.00. Following the transaction, the insider directly owned 20,792 shares in the company, valued at approximately $10,603,920. This represents a 36.59% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO John C. May II sold 41,472 shares of Deere & Company stock in a transaction that occurred on Thursday, January 8th. The stock was sold at an average price of $501.49, for a total transaction of $20,797,793.28. Following the sale, the chief executive officer owned 117,970 shares of the company’s stock, valued at approximately $59,160,775.30. This represents a 26.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.29% of the company’s stock.

Deere & Company Price Performance

DE opened at $646.61 on Tuesday. Deere & Company has a one year low of $404.42 and a one year high of $674.19. The company has a debt-to-equity ratio of 1.59, a current ratio of 2.21 and a quick ratio of 1.96. The company’s 50 day simple moving average is $525.73 and its 200-day simple moving average is $492.00. The stock has a market capitalization of $175.28 billion, a P/E ratio of 36.45, a price-to-earnings-growth ratio of 2.64 and a beta of 1.02.

Deere & Company (NYSE:DE) last posted its quarterly earnings data on Thursday, February 19th. The industrial products company reported $2.42 earnings per share for the quarter, topping the consensus estimate of $1.90 by $0.52. The firm had revenue of $9.61 billion during the quarter, compared to analysts’ expectations of $7.50 billion. Deere & Company had a net margin of 10.29% and a return on equity of 18.93%. Deere & Company’s revenue was up 17.5% on a year-over-year basis. During the same quarter in the previous year, the company posted $3.19 EPS. Sell-side analysts anticipate that Deere & Company will post 19.32 earnings per share for the current fiscal year.

Deere & Company Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, February 9th. Shareholders of record on Wednesday, December 31st were issued a dividend of $1.62 per share. This represents a $6.48 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend was Wednesday, December 31st. Deere & Company’s payout ratio is currently 36.53%.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the company. Bank of America upped their price target on Deere & Company from $502.00 to $672.00 and gave the company a “neutral” rating in a research report on Friday. Wolfe Research upped their target price on shares of Deere & Company from $520.00 to $550.00 and gave the stock an “outperform” rating in a report on Friday, January 2nd. Robert W. Baird lifted their price target on shares of Deere & Company from $467.00 to $675.00 and gave the company a “neutral” rating in a report on Friday. Morgan Stanley boosted their price target on shares of Deere & Company from $560.00 to $730.00 and gave the company an “overweight” rating in a research report on Monday. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Deere & Company in a report on Monday, December 29th. Fifteen equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Deere & Company currently has a consensus rating of “Moderate Buy” and a consensus target price of $637.70.

Trending Headlines about Deere & Company

Here are the key news stories impacting Deere & Company this week:

• Positive Sentiment: Morgan Stanley raised its price target to $730 and kept an Overweight rating, signaling strong analyst conviction that Deere’s through‑cycle earnings justify a higher valuation. Morgan Stanley raises PT
• Positive Sentiment: Multiple outlets report several firms raising Deere price targets (examples posted to AmericanBankingNews), with targets ranging into the $700s — a clear sign some analysts are re‑rating the stock after strong Q1 results. Price target raises
• Positive Sentiment: Bayer and John Deere expanded FieldView <> Operations Center integration to streamline prescription-to-execution workflows for U.S. farmers, a product tie-up that can improve customer retention and service stickiness. Bayer and John Deere integration
• Neutral Sentiment: Analysis pieces note Deere’s narrative is shifting after the Q1 beat and guidance raise — implied fair value estimates have climbed, but the market is divided on how much of that is already priced in. This explains the wide range of analyst views. Narrative shift analysis
• Neutral Sentiment: Elevated retail and institutional attention (Zacks note on heavy searches) increases short‑term volatility risk as investors digest conflicting signals. Zacks attention piece
• Negative Sentiment: Jefferies downgraded DE to Underperform / Sell, arguing the stock already prices a full farm-cycle recovery while U.S. farmer incomes remain under pressure — a key valuation and demand-risk argument that is weighing on the stock today. Jefferies downgrade
• Negative Sentiment: Other outlets (TipRanks summary) echoed the downgrade theme, keeping valuation concerns front and center for traders focused on cyclicality and farmer income trends. TipRanks note

Deere & 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.