Rothschild & Co Wealth Management UK Ltd lifted its stake in shares of Deere & Company (NYSE:DE – Free Report) by 1.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,196,643 shares of the industrial products company’s stock after purchasing an additional 17,785 shares during the quarter. Deere & Company accounts for about 8.8% of Rothschild & Co Wealth Management UK Ltd’s portfolio, making the stock its 5th largest position. Rothschild & Co Wealth Management UK Ltd owned about 0.44% of Deere & Company worth $547,177,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC boosted its holdings in shares of Deere & Company by 39.1% during the 4th quarter. Brighton Jones LLC now owns 4,548 shares of the industrial products company’s stock valued at $1,927,000 after acquiring an additional 1,278 shares in the last quarter. Chicago Partners Investment Group LLC raised its position in Deere & Company by 3.5% in the second quarter. Chicago Partners Investment Group LLC now owns 1,867 shares of the industrial products company’s stock valued at $962,000 after purchasing an additional 64 shares during the last quarter. Stephens Inc. AR boosted its stake in shares of Deere & Company by 4.4% during the second quarter. Stephens Inc. AR now owns 7,214 shares of the industrial products company’s stock valued at $3,668,000 after purchasing an additional 305 shares in the last quarter. Schnieders Capital Management LLC. grew its holdings in shares of Deere & Company by 7.8% during the second quarter. Schnieders Capital Management LLC. now owns 2,076 shares of the industrial products company’s stock worth $1,056,000 after purchasing an additional 150 shares during the last quarter. Finally, Cullen Frost Bankers Inc. increased its stake in shares of Deere & Company by 20.7% in the second quarter. Cullen Frost Bankers Inc. now owns 1,385 shares of the industrial products company’s stock valued at $704,000 after buying an additional 238 shares during the period. Institutional investors own 68.58% of the company’s stock.
Insider Activity
In other news, CEO John C. May II sold 41,472 shares of the firm’s stock in a transaction that occurred on Thursday, January 8th. The shares were sold at an average price of $501.49, for a total transaction of $20,797,793.28. Following the completion of the sale, the chief executive officer owned 117,970 shares of the company’s stock, valued at $59,160,775.30. This trade represents a 26.01% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, insider Cory J. Reed sold 12,000 shares of Deere & Company stock in a transaction on 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 completion of the sale, the insider owned 20,792 shares of the company’s stock, valued at $10,603,920. This represents a 36.59% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 64,578 shares of company stock worth $32,471,682. 0.29% of the stock is owned by corporate insiders.
Deere & Company Trading Down 1.4%
Deere & Company (NYSE:DE – Get Free Report) last released its earnings results on Thursday, February 19th. The industrial products company reported $2.42 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.90 by $0.52. Deere & Company had a net margin of 11.00% and a return on equity of 20.54%. The business had revenue of $9.61 billion for the quarter, compared to analyst estimates of $7.50 billion. On average, sell-side analysts predict that Deere & Company will post 19.32 EPS for the current year.
Deere & Company Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Monday, February 9th. Investors of record on Wednesday, December 31st were given a dividend of $1.62 per share. The ex-dividend date was Wednesday, December 31st. This represents a $6.48 annualized dividend and a dividend yield of 1.1%. Deere & Company’s dividend payout ratio is presently 35.01%.
Analysts Set New Price Targets
DE has been the topic of several recent research reports. BMO Capital Markets reiterated a “market perform” rating and set a $460.00 target price on shares of Deere & Company in a research report on Tuesday, December 9th. Truist Financial raised their price target on shares of Deere & Company from $609.00 to $612.00 and gave the company a “buy” rating in a research note on Friday, November 28th. Wolfe Research boosted their price objective on shares of Deere & Company from $520.00 to $550.00 and gave the stock an “outperform” rating in a research note on Friday, January 2nd. Evercore restated a “positive” rating on shares of Deere & Company in a report on Friday, November 28th. Finally, Zacks Research raised Deere & Company from a “strong sell” rating to a “hold” rating in a research report on Wednesday, December 3rd. Fifteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $524.20.
View Our Latest Analysis on DE
Key Deere & Company News
Here are the key news stories impacting Deere & Company this week:
- Positive Sentiment: Q1 earnings beat and stronger-than-expected revenue: DE reported $2.42 EPS vs. $1.90 consensus and revenue of $9.61B vs. $7.50B expected — a clear upside surprise that supports higher estimates. Company Press Release
- Positive Sentiment: Deere raised its full-year profit guidance (net income range to $4.5B–$5.0B), citing a recovery in construction and improving sales — this outlook upgrade helped lift investor sentiment. Deere lifts full-year profit forecast
- Positive Sentiment: First-quarter shipment timing and strengthening order books: Management highlighted shipments ahead of plan and diversification across customer segments/geographies as a resilience factor. PR Newswire Q1 release
- Positive Sentiment: Portfolio expansion via IP acquisition could widen product offering and support long-term growth in ag-tech and automation. Deere Gains IP to Expand its Portfolio
- Neutral Sentiment: Analyst activity and ratings are generally supportive (consensus “Moderate Buy” and some target/estimate increases), which helps sentiment but may already be priced in after a strong YTD run. Analyst consensus coverage
- Neutral Sentiment: Strategic pivot into AI and precision agriculture is highlighted in coverage as a positive long-term narrative, though near-term returns remain uncertain. AI pivot analysis
- Negative Sentiment: Tariff-related cost pressure and weaker tractor demand pressured margins and contributed to a year-over-year profit decline (Q1 net income $656M vs. $869M prior year), which is a meaningful near-term risk to profitability. Deere Profit Sinks as Tariffs Weigh on Margins
- Negative Sentiment: Analysts and previews flagged that weak farm spending and tariff headwinds could keep earnings volatile even if equipment demand recovers gradually. Earnings preview: tariff headwinds
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.
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