Assetmark Inc. Decreases Stake in Deere & Company $DE

Assetmark Inc. cut its stake in Deere & Company (NYSE:DE) by 2.7% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 32,150 shares of the industrial products company’s stock after selling 899 shares during the period. Assetmark Inc.’s holdings in Deere & Company were worth $14,701,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of the stock. Norges Bank purchased a new stake in shares of Deere & Company during the second quarter valued at $1,578,243,000. Marshall Wace LLP lifted its position in Deere & Company by 573.9% during the 2nd quarter. Marshall Wace LLP now owns 842,882 shares of the industrial products company’s stock worth $428,597,000 after acquiring an additional 717,808 shares during the period. Laurel Wealth Advisors LLC grew its stake in 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 valued at $168,910,000 after purchasing an additional 331,525 shares during the last quarter. Vanguard Group Inc. grew its stake in Deere & Company by 1.4% during the 2nd 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 during the last quarter. Finally, Loomis Sayles & Co. L P increased its holdings in shares of Deere & Company by 26.8% in the second quarter. Loomis Sayles & Co. L P now owns 1,386,321 shares of the industrial products company’s stock valued at $704,930,000 after purchasing an additional 292,932 shares during the period. Institutional investors and hedge funds own 68.58% of the company’s stock.

Deere & Company News Roundup

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 Stock Up 0.7%

Shares of DE opened at $602.54 on Monday. The firm has a market cap of $163.33 billion, a P/E ratio of 32.55, a PEG ratio of 2.40 and a beta of 1.02. Deere & Company has a 12 month low of $404.42 and a 12 month high of $626.25. The stock’s 50 day moving average is $507.56 and its two-hundred day moving average is $487.12. The company has a current ratio of 2.22, a quick ratio of 2.01 and a debt-to-equity ratio of 1.68.

Deere & Company (NYSE:DE) last announced its 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). Deere & Company had a return on equity of 20.54% and a net margin of 11.00%.The business had revenue of $12.39 billion for the quarter, compared to analyst estimates of $9.77 billion. During the same period in the previous year, the company earned $4.55 earnings per share. The company’s quarterly revenue was up 14.1% compared to the same quarter last year. Analysts predict that Deere & Company will post 19.32 earnings per share for the current fiscal year.

Deere & Company Dividend Announcement

The business 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 1.1%. The ex-dividend date of this dividend was Wednesday, December 31st. Deere & Company’s dividend payout ratio (DPR) is presently 35.01%.

Analysts Set New Price Targets

A number of equities research analysts recently commented on DE shares. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Deere & Company in a report on Monday, December 29th. UBS Group restated a “buy” rating on shares of Deere & Company in a research note on Tuesday, November 25th. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of Deere & Company in a research note on Monday, December 1st. Sanford C. Bernstein reissued a “market perform” rating on shares of Deere & Company in a report on Tuesday, December 9th. Finally, Truist Financial increased their price target on Deere & Company from $609.00 to $612.00 and gave the stock a “buy” rating in a research report on Friday, November 28th. Fifteen equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $524.20.

Insider Activity

In related 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 completion of the transaction, the insider owned 20,792 shares in the company, valued at $10,603,920. This represents a 36.59% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO John C. May II sold 41,472 shares of the firm’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 117,970 shares in the company, valued at $59,160,775.30. This represents a 26.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 64,578 shares of company stock worth $32,471,682. Company insiders own 0.29% of the company’s stock.

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.