Deere & Company (NYSE:DE) Stock Price Expected to Rise, Sanford C. Bernstein Analyst Says

Posted by Defense World Staff on Feb 22nd, 2026

Deere & Company (NYSE:DE – Get Free Report) had its target price upped by Sanford C. Bernstein from $521.00 to $615.00 in a report issued on Friday,MarketScreener reports. The firm presently has a “market perform” rating on the industrial products company’s stock. Sanford C. Bernstein’s price target would suggest a potential downside of 7.20% from the company’s current price.

Other research analysts have also recently issued research reports about the company. Royal Bank Of Canada lifted their target price on Deere & Company from $541.00 to $736.00 and gave the company an “outperform” rating in a research report on Friday. JPMorgan Chase & Co. reduced their price target on shares of Deere & Company from $480.00 to $460.00 and set a “neutral” rating on the stock in a research note on Friday, December 19th. Wall Street Zen upgraded shares of Deere & Company from a “sell” rating to a “hold” rating in a research report on Saturday, February 7th. Robert W. Baird raised their target price on shares of Deere & Company from $467.00 to $675.00 and gave the company a “neutral” rating in a research report on Friday. Finally, Oppenheimer reaffirmed an “outperform” rating and set a $715.00 target price on shares of Deere & Company in a research note on Friday. Fifteen equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $607.20.

View Our Latest Stock Analysis on Deere & Company

Deere & Company Trading Up 0.1%

DE opened at $662.74 on Friday. The company has a quick ratio of 2.01, a current ratio of 2.21 and a debt-to-equity ratio of 1.59. The stock has a market capitalization of $179.65 billion, a price-to-earnings ratio of 37.36, a P/E/G ratio of 2.64 and a beta of 1.02. The company has a 50-day simple moving average of $522.56 and a 200 day simple moving average of $491.15. Deere & Company has a twelve month low of $404.42 and a twelve month high of $674.19.

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

Insider Buying and Selling at Deere & Company

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 stock was sold at an average price of $510.00, for a total value of $6,120,000.00. Following the sale, the insider owned 20,792 shares in the company, valued at approximately $10,603,920. The trade was a 36.59% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO John C. May II sold 41,472 shares of the firm’s stock in a transaction dated Thursday, January 8th. The stock was sold at an average price of $501.49, for a total value of $20,797,793.28. Following the transaction, 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 64,578 shares of company stock valued at $32,471,682 in the last ninety days. Insiders own 0.29% of the company’s stock.

Hedge Funds Weigh In On Deere & Company

A number of hedge funds and other institutional investors have recently made changes to their positions in DE. The Manufacturers Life Insurance Company boosted its position in Deere & Company by 30.6% during the second quarter. The Manufacturers Life Insurance Company now owns 364,103 shares of the industrial products company’s stock valued at $185,143,000 after acquiring an additional 85,351 shares during the last quarter. Csenge Advisory Group lifted its stake in shares of Deere & Company by 84.9% in the 3rd quarter. Csenge Advisory Group now owns 7,440 shares of the industrial products company’s stock valued at $3,402,000 after purchasing an additional 3,416 shares during the period. MASTERINVEST Kapitalanlage GmbH bought a new stake in shares of Deere & Company during the 2nd quarter valued at about $3,615,000. Mesirow Financial Investment Management Inc. grew its stake in Deere & Company by 1.0% during the second quarter. Mesirow Financial Investment Management Inc. now owns 4,678 shares of the industrial products company’s stock worth $2,379,000 after purchasing an additional 45 shares during the period. Finally, WINTON GROUP Ltd acquired a new stake in Deere & Company during the second quarter worth approximately $4,550,000. 68.58% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Deere & Company

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

Positive Sentiment: Q1 beat and raised FY guidance — Deere reported Q1 revenue of $9.61B and EPS of $2.42 (above estimates) and raised fiscal‑2026 net‑income guidance to $4.5B–$5.0B, which traders interpreted as confirmation that order trends and construction demand are improving. Deere Lifts Full-Year Profit Forecast as Construction, Sales Rebound (Reuters)
Positive Sentiment: Large analyst price‑target upgrades — several firms jumped their targets after the beat-and-raise (notable moves: Truist to $793, DA Davidson to $775, Wells Fargo to $750, RBC to $736, BofA to $672), supporting further upside expectations. Wall Street Goes Wild For Deere: The Real Reason Analysts Are Hiking Price Forecasts (Benzinga)
Positive Sentiment: Construction recovery, product strategy and M&A — management says 2026 may be the bottom of the farm cycle and highlighted strength in construction and small‑ag; Deere completed the Tenna acquisition and is pushing AI/connected‑equipment initiatives, which boost long‑term growth narrative. John Deere Completes Acquisition of Tenna (ForConstructionPros)
Neutral Sentiment: Some analysts remain cautious despite higher targets — a few shops raised targets but kept market‑perform/neutral ratings (e.g., Sanford Bernstein, BMO), signaling mixed conviction beneath the bullish headlines. Bernstein Adjusts Price Target on Deere to $615 from $521; Maintains Market Perform (MarketScreener)
Negative Sentiment: Profit and margin headwinds remain — net income fell year‑over‑year (to ~$656M) as tariffs and an unfavorable sales mix pressured margins; that keeps some earnings risk if tariffs or costs persist. Deere Profit Sinks as Tariffs Weigh on Margins (WSJ)

Deere & Company Company Profile

(Get Free Report)

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.