CCLA Investment Management Trims Stock Holdings in Deere & Company $DE

CCLA Investment Management decreased its holdings in Deere & Company (NYSE:DE) by 1.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 205,327 shares of the industrial products company’s stock after selling 2,879 shares during the period. CCLA Investment Management owned 0.08% of Deere & Company worth $95,600,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of the business. Strategic Advocates LLC bought a new position in shares of Deere & Company in the third quarter worth $25,000. Activest Wealth Management boosted its holdings in shares of Deere & Company by 69.2% in the third quarter. Activest Wealth Management now owns 66 shares of the industrial products company’s stock worth $30,000 after acquiring an additional 27 shares during the period. Wealth Watch Advisors INC bought a new position in shares of Deere & Company in the third quarter worth $32,000. United Community Bank boosted its holdings in shares of Deere & Company by 67.3% in the third quarter. United Community Bank now owns 92 shares of the industrial products company’s stock worth $42,000 after acquiring an additional 37 shares during the period. Finally, GoalVest Advisory LLC boosted its position in shares of Deere & Company by 56.7% in the fourth quarter. GoalVest Advisory LLC now owns 94 shares of the industrial products company’s stock valued at $44,000 after acquiring an additional 34 shares during the period. Hedge funds and other institutional investors own 68.58% of the company’s stock.

Analyst Upgrades and Downgrades

DE has been the subject of a number of analyst reports. Morgan Stanley raised their price objective on shares of Deere & Company from $560.00 to $730.00 and gave the company an “overweight” rating in a research report on Monday, February 23rd. JPMorgan Chase & Co. cut their price objective on shares of Deere & Company from $480.00 to $460.00 and set a “neutral” rating for the company in a research report on Friday, December 19th. Truist Financial raised their price objective on shares of Deere & Company from $612.00 to $793.00 and gave the company a “buy” rating in a research report on Friday, February 20th. Royal Bank Of Canada raised their price objective on shares of Deere & Company from $541.00 to $736.00 and gave the company an “outperform” rating in a research report on Friday, February 20th. Finally, Barclays lifted their price objective on Deere & Company from $530.00 to $640.00 and gave the company an “overweight” rating in a research note on Tuesday, March 31st. Sixteen research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Deere & Company currently has an average rating of “Moderate Buy” and a consensus target price of $650.95.

Deere & Company Trading Up 5.8%

Shares of Deere & Company stock opened at $609.20 on Thursday. Deere & Company has a 1 year low of $404.42 and a 1 year high of $674.19. The firm has a market cap of $164.55 billion, a PE ratio of 34.34, a PEG ratio of 2.01 and a beta of 0.98. The company has a debt-to-equity ratio of 1.59, a current ratio of 2.21 and a quick ratio of 1.96. The company has a 50 day simple moving average of $588.68 and a two-hundred day simple moving average of $515.38.

Deere & Company (NYSE:DE) last announced 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 10.29% and a return on equity of 18.93%. The business had revenue of $9.61 billion during the quarter, compared to analyst estimates of $7.50 billion. During the same period in the previous year, the business posted $3.19 earnings per share. Deere & Company’s revenue for the quarter was up 17.5% on a year-over-year basis. Analysts expect that Deere & Company will post 19.32 earnings per share for the current fiscal year.

Deere & Company Dividend Announcement

The company also recently declared 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. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $6.48 annualized dividend and a yield of 1.1%. Deere & Company’s payout ratio is 36.53%.

Insider Transactions at Deere & Company

In other Deere & Company news, insider Cory J. Reed sold 12,000 shares of Deere & Company stock in a transaction dated Wednesday, January 14th. The stock was 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. The trade was a 36.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.29% of the stock is currently owned by company insiders.

Trending Headlines about Deere & Company

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

• Positive Sentiment: Deere agreed to a $99 million settlement that resolves multidistrict “right to repair” litigation, includes a 10‑year commitment to provide farmers and independent repairers with diagnostic tools and resources, and was announced as having no finding of wrongdoing — removing a major legal overhang. Deere & Company Reaches Settlement in Repair Services Antitrust Litigation
• Positive Sentiment: Jefferies upgraded DE from Underperform to Hold, saying the recent ~15% pullback has improved the stock’s risk/reward and sees limited downside — a notable vote of confidence from an influential sell‑side voice. Jefferies sees limited downside for Deere after 15% pullback, upgrades to Hold
• Positive Sentiment: Analysts and brokers have been revising views upward: Erste Group nudged FY2026/FY2027 EPS estimates higher, and other analysts posted upgrades today — supporting a more constructive earnings outlook. MarketBeat report on analyst estimate changes
• Neutral Sentiment: Valuation and peer comparisons (AGCO vs DE) are receiving attention: several pieces examine whether Deere is still a better-value or core industry holding versus peers, which keeps the focus on relative valuation rather than a single catalyst. AGCO vs. DE: Which Stock Is the Better Value Option?
• Neutral Sentiment: Coverage asking “Is it too late to buy DE?” and other valuation pieces keep mixed investor views prominent — healthy stock performance YTD but questions on whether gains are priced in. Is It Too Late To Consider Deere (DE) After Strong Multi Year Share Price Gains?
• Negative Sentiment: Although the settlement removes litigation risk, the $99M fund and the 10‑year repair commitments could reshape Deere’s aftermarket economics and service margins long term; some coverage flags continuing regulatory scrutiny (FTC matters noted in industry coverage). These structural implications could pressure high‑margin service revenue in future years. John Deere settles right-to-repair lawsuit for $99 million

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.