Exchange Traded Concepts LLC lowered its stake in Deere & Company (NYSE:DE – Free Report) by 39.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 36,669 shares of the industrial products company’s stock after selling 24,062 shares during the quarter. Exchange Traded Concepts LLC’s holdings in Deere & Company were worth $17,072,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also bought and sold shares of the company. Marshall Wace LLP boosted its position in Deere & Company by 573.9% during the second quarter. Marshall Wace LLP now owns 842,882 shares of the industrial products company’s stock valued at $428,597,000 after purchasing an additional 717,808 shares during the last quarter. Van ECK Associates Corp increased its position in shares of Deere & Company by 278.0% during the 3rd quarter. Van ECK Associates Corp now owns 487,697 shares of the industrial products company’s stock worth $223,005,000 after purchasing an additional 358,687 shares during the last quarter. Invesco Ltd. raised its stake in shares of Deere & Company by 21.7% during the 3rd quarter. Invesco Ltd. now owns 1,815,007 shares of the industrial products company’s stock worth $829,930,000 after purchasing an additional 323,512 shares in the last quarter. Capital World Investors raised its stake in shares of Deere & Company by 5.5% during the 3rd quarter. Capital World Investors now owns 6,233,740 shares of the industrial products company’s stock worth $2,850,687,000 after purchasing an additional 322,582 shares in the last quarter. Finally, Two Sigma Investments LP acquired a new stake in shares of Deere & Company in the 3rd quarter valued at approximately $143,519,000. Institutional investors own 68.58% of the company’s stock.
Key Deere & Company News
Here are the key news stories impacting Deere & Company this week:
- Positive Sentiment: Erste Group raised its FY2026 and FY2027 EPS estimates for Deere, signaling stronger-than-expected profit outlook that can support valuation and analyst confidence. Erste Group Raises Estimates (MarketBeat)
- Positive Sentiment: John Deere announced a strategic manufacturing partnership with Tarter USA to produce American-made Flex Wing Rotary Cutters under the Frontier brand — a product/production tie-up that can strengthen aftermarket sales and U.S. supply resilience. John Deere and Tarter USA Announce Strategic Partnership
- Positive Sentiment: Jim Cramer included Deere among his top robotics and physical-AI stock picks, a visibility boost that can attract momentum buying from retail and thematic investors. Jim Cramer’s Hottest Robotics and Physical AI Stock Picks
- Positive Sentiment: Technical commentary revisiting Deere flagged bullish setups and buying opportunities after recent price action and earnings responses — a short-term positive for traders. Revisiting Former Stock Picks (Barron’s)
- Neutral Sentiment: Analysts and write-ups note farm income headwinds per USDA data could pressure ag equipment demand, but Deere’s rising construction exposure and management’s higher FY26 guidance may offset some ag weakness — a mixed fundamental picture to watch. Will USDA’s Farm Income Decline Reflect on Deere’s Margin in FY26? (Zacks)
- Neutral Sentiment: Coverage such as Seeking Alpha describes Deere as outperforming broader markets but “fairly valued,” implying limited upside unless earnings forecasts accelerate. Deere & Company: Outrunning Broader Markets (Seeking Alpha)
- Neutral Sentiment: Note: an article about Decisive Dividend Corporation (CVE:DE) appearing in feeds refers to a different ticker (CVE:DE) and is not related to Deere & Company (NYSE:DE). Investors should not confuse the two. Decisive Dividend Corporation Ex-Dividend (Yahoo)
- Negative Sentiment: Barron’s published a cautionary piece arguing Deere and other industrials are expensive and recommending alternatives, a headline that can trigger profit-taking or weigh on valuation sentiment. Avoid Deere and Other Expensive Industrial Stocks (Barron’s)
Wall Street Analysts Forecast Growth
View Our Latest Stock Report on DE
Deere & Company Trading Down 2.5%
Shares of NYSE:DE opened at $566.78 on Friday. Deere & Company has a 12-month low of $404.42 and a 12-month high of $674.19. The business has a 50 day moving average of $579.69 and a 200-day moving average of $509.59. The company has a quick ratio of 1.96, a current ratio of 2.21 and a debt-to-equity ratio of 1.59. The stock has a market cap of $153.09 billion, a PE ratio of 31.95, a P/E/G ratio of 1.98 and a beta of 0.96.
Deere & Company (NYSE:DE – Get Free Report) last announced its earnings results on Thursday, February 19th. The industrial products company reported $2.42 earnings per share for the quarter, topping analysts’ consensus estimates of $1.90 by $0.52. The company had revenue of $9.61 billion for the quarter, compared to analyst estimates of $7.50 billion. Deere & Company had a return on equity of 18.93% and a net margin of 10.29%.The firm’s quarterly revenue was up 17.5% compared to the same quarter last year. During the same quarter last year, the company earned $3.19 earnings per share. As a group, equities research analysts forecast that Deere & Company will post 19.32 earnings per share for the current year.
Deere & Company Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Tuesday, March 31st will be paid a dividend of $1.62 per share. This represents a $6.48 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Tuesday, March 31st. Deere & Company’s dividend payout ratio (DPR) is 36.53%.
Insiders Place Their Bets
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 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO John C. May II sold 41,472 shares of the stock in a transaction dated 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 sale, the chief executive officer owned 117,970 shares in the company, valued at $59,160,775.30. The trade was a 26.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.29% of the stock is currently owned by company insiders.
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.
Further Reading
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