Aberdeen Group plc Reduces Stock Position in Deere & Company $DE

Aberdeen Group plc cut its position in shares of Deere & Company (NYSE:DE) by 1.2% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 271,773 shares of the industrial products company’s stock after selling 3,220 shares during the period. Aberdeen Group plc owned about 0.10% of Deere & Company worth $126,508,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in the business. Mid American Wealth Advisory Group Inc. purchased a new position in shares of Deere & Company in the second quarter worth $25,000. Howard Hughes Medical Institute acquired a new stake in Deere & Company during the second quarter worth about $27,000. Activest Wealth Management boosted its stake in Deere & Company by 69.2% during the third quarter. Activest Wealth Management now owns 66 shares of the industrial products company’s stock worth $30,000 after buying an additional 27 shares during the period. Center for Financial Planning Inc. increased its stake in Deere & Company by 406.7% during the second quarter. Center for Financial Planning Inc. now owns 76 shares of the industrial products company’s stock worth $39,000 after purchasing an additional 61 shares during the period. Finally, Soundwatch Capital LLC acquired a new stake in Deere & Company in the 2nd quarter valued at about $41,000. 68.58% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Deere & Company

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

Insider Activity

In other news, 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 completion of the transaction, the chief executive officer directly owned 117,970 shares in the company, valued at approximately $59,160,775.30. The trade was a 26.01% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Cory J. Reed sold 12,000 shares of Deere & Company stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $510.00, for a total value of $6,120,000.00. Following the sale, the insider directly owned 20,792 shares of the company’s stock, valued at approximately $10,603,920. The trade was a 36.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 64,578 shares of company stock valued at $32,471,682 over the last ninety days. 0.29% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on DE. Wall Street Zen raised Deere & Company from a “sell” rating to a “hold” rating in a report on Saturday, February 7th. Zacks Research raised Deere & Company from a “strong sell” rating to a “hold” rating in a research report on Wednesday, December 3rd. BMO Capital Markets reaffirmed a “market perform” rating and set a $460.00 price target on shares of Deere & Company in a research report on Tuesday, December 9th. Wolfe Research increased their target price on Deere & Company from $520.00 to $550.00 and gave the stock an “outperform” rating in a research report on Friday, January 2nd. Finally, Jefferies Financial Group raised their target price on Deere & Company from $440.00 to $475.00 and gave the company a “hold” rating in a research note on Tuesday, December 9th. Fifteen investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat, Deere & Company has an average rating of “Moderate Buy” and an average target price of $524.20.

Deere & Company Stock Up 0.7%

Shares of NYSE:DE opened at $602.54 on Friday. The company’s fifty day moving average is $507.56 and its 200-day moving average is $487.27. The company has a debt-to-equity ratio of 1.68, a quick ratio of 2.01 and a current ratio of 2.22. Deere & Company has a 52 week low of $404.42 and a 52 week high of $626.25. The company has a market capitalization of $163.33 billion, a PE ratio of 32.55, a P/E/G ratio of 2.40 and a beta of 1.02.

Deere & Company (NYSE:DE) last issued 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 for 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 firm’s quarterly revenue was up 14.1% on a year-over-year basis. During the same quarter last year, the company earned $4.55 EPS. Equities research analysts predict that Deere & Company will post 19.32 earnings per share for the current fiscal year.

Deere & Company Dividend Announcement

The firm also recently announced 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. The ex-dividend date was Wednesday, December 31st. This represents a $6.48 annualized dividend and a yield of 1.1%. Deere & Company’s payout ratio is currently 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.