Sarasin & Partners LLP Sells 13,638 Shares of Deere & Company $DE

Sarasin & Partners LLP cut its holdings in Deere & Company (NYSE:DE) by 3.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 388,218 shares of the industrial products company’s stock after selling 13,638 shares during the period. Deere & Company accounts for 1.8% of Sarasin & Partners LLP’s holdings, making the stock its 25th biggest holding. Sarasin & Partners LLP’s holdings in Deere & Company were worth $180,712,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its holdings in shares of Deere & Company by 1.4% in the second quarter. Vanguard Group Inc. now owns 22,372,671 shares of the industrial products company’s stock worth $11,376,279,000 after buying an additional 309,081 shares in the last quarter. State Street Corp grew its stake in Deere & Company by 0.6% during the second quarter. State Street Corp now owns 10,386,268 shares of the industrial products company’s stock valued at $5,297,913,000 after acquiring an additional 64,262 shares in the last quarter. Geode Capital Management LLC increased its holdings in Deere & Company by 2.1% in the 2nd quarter. Geode Capital Management LLC now owns 5,541,778 shares of the industrial products company’s stock valued at $2,810,807,000 after acquiring an additional 111,627 shares during the last quarter. Norges Bank purchased a new stake in Deere & Company in the 2nd quarter worth $1,578,243,000. Finally, Fisher Asset Management LLC lifted its stake in Deere & Company by 10.1% in the 2nd quarter. Fisher Asset Management LLC now owns 2,580,228 shares of the industrial products company’s stock worth $1,312,020,000 after purchasing an additional 236,406 shares in the last quarter. 68.58% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Deere & Company

In related news, CEO John C. May II sold 11,106 shares of Deere & Company stock in a transaction dated Tuesday, November 25th. The shares were sold at an average price of $500.08, for a total transaction of $5,553,888.48. Following the completion of the transaction, the chief executive officer directly owned 112,453 shares of the company’s stock, valued at approximately $56,235,496.24. The trade was a 8.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.29% of the company’s stock.

More Deere & Company News

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

• Neutral Sentiment: JPMorgan lowered its price target on DE to $460 from $480 and kept a “neutral” rating — a modest reduction to the implied upside and a sign of more cautious near‑term expectations. MarketScreener
• Negative Sentiment: Zacks Research cut a string of quarterly and annual EPS estimates for DE and maintained a “Hold” rating. Key revisions include Q1 2026: 2.83 → 1.99, Q2 2026: 5.97 → 5.55, Q3 2026: 5.26 → 4.75, Q4 2026: 4.78 → 4.45, FY2026: 18.83 → 16.74, Q2 2027: 7.24 → 6.19, Q3 2027: 6.44 → 5.68, and FY2027: 24.20 → 21.55. These downward revisions reduce near‑term earnings visibility and raise the odds of additional guidance cuts from the company. Q1 EPS Estimates for Deere & Company Cut by Zacks Research

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on the company. Wolfe Research cut their price objective on Deere & Company from $550.00 to $520.00 and set an “outperform” rating for the company in a research report on Friday, October 3rd. JPMorgan Chase & Co. reduced their price objective on Deere & Company from $480.00 to $460.00 and set a “neutral” rating on the stock in a research note on Friday. Wells Fargo & Company started coverage on Deere & Company in a report on Thursday, November 13th. They set an “overweight” rating and a $543.00 price objective on the stock. Morgan Stanley reissued an “overweight” rating and issued a $560.00 target price on shares of Deere & Company in a report on Tuesday, December 9th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Deere & Company in a research report on Monday, December 15th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat, Deere & Company has an average rating of “Moderate Buy” and an average target price of $522.70.

Deere & Company Price Performance

Shares of Deere & Company stock opened at $470.62 on Friday. The stock has a market cap of $127.22 billion, a price-to-earnings ratio of 25.43, a price-to-earnings-growth ratio of 1.77 and a beta of 1.00. The company has a debt-to-equity ratio of 1.68, a quick ratio of 2.01 and a current ratio of 2.22. The stock has a 50 day moving average price of $471.38 and a 200-day moving average price of $486.58. Deere & Company has a one year low of $403.01 and a one year high of $533.78.

Deere & Company (NYSE:DE) last released its quarterly earnings results on Wednesday, November 26th. The industrial products company reported $3.93 earnings per share for the quarter, missing the consensus estimate of $3.96 by ($0.03). The company had revenue of $12.39 billion for the quarter, compared to analysts’ expectations of $9.77 billion. Deere & Company had a net margin of 11.00% and a return on equity of 20.54%. The business’s quarterly revenue was up 14.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $4.55 EPS. Equities analysts expect that Deere & Company will post 19.32 EPS for the current year.

Deere & Company Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, February 9th. Stockholders of record on Wednesday, December 31st will be issued a $1.62 dividend. This represents a $6.48 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Wednesday, December 31st. Deere & Company’s dividend payout ratio (DPR) is 35.01%.

About Deere & Company

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.