Deere & Company $DE is ABN Amro Investment Solutions’ 7th Largest Position

ABN Amro Investment Solutions cut its holdings in Deere & Company (NYSE:DE) by 5.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 215,021 shares of the industrial products company’s stock after selling 13,175 shares during the quarter. Deere & Company accounts for 2.0% of ABN Amro Investment Solutions’ portfolio, making the stock its 7th biggest holding. ABN Amro Investment Solutions owned 0.08% of Deere & Company worth $98,321,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of DE. Norges Bank purchased a new stake in shares of Deere & Company during the 2nd quarter worth $1,578,243,000. Marshall Wace LLP increased its holdings in shares of Deere & Company by 573.9% in the 2nd 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 in the last quarter. Laurel Wealth Advisors LLC lifted its stake in shares of Deere & Company by 50,691.9% in the second 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 period. Vanguard Group Inc. boosted its holdings in Deere & Company by 1.4% during the second quarter. Vanguard Group Inc. now owns 22,372,671 shares of the industrial products company’s stock worth $11,376,279,000 after buying an additional 309,081 shares in the last quarter. Finally, Loomis Sayles & Co. L P boosted its holdings in Deere & Company by 26.8% during the second quarter. Loomis Sayles & Co. L P now owns 1,386,321 shares of the industrial products company’s stock worth $704,930,000 after buying an additional 292,932 shares in the last quarter. Institutional investors and hedge funds own 68.58% of the company’s stock.

Insider Activity

In other Deere & Company news, insider Cory J. Reed sold 12,000 shares of the firm’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 transaction, the insider owned 20,792 shares of the company’s stock, valued at approximately $10,603,920. This trade represents a 36.59% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO John C. May II sold 41,472 shares of the company’s 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 sale, the chief executive officer directly owned 117,970 shares of the company’s stock, valued at approximately $59,160,775.30. This represents a 26.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 64,578 shares of company stock worth $32,471,682. 0.29% of the stock is owned by corporate insiders.

Key Stories 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

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the stock. Oppenheimer increased their target price on shares of Deere & Company from $512.00 to $531.00 and gave the company an “outperform” rating in a report on Friday, November 28th. Daiwa Securities Group dropped their price objective on Deere & Company from $530.00 to $520.00 and set an “outperform” rating for the company in a research note on Tuesday, December 2nd. Morgan Stanley reaffirmed an “overweight” rating and set a $560.00 price objective on shares of Deere & Company in a report on Tuesday, December 9th. DA Davidson reissued a “buy” rating and issued a $580.00 target price on shares of Deere & Company in a report on Monday, December 1st. Finally, Jefferies Financial Group raised their price target on Deere & Company from $440.00 to $475.00 and gave the company a “hold” rating in a research report on Tuesday, December 9th. Fifteen investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $524.20.

Deere & Company Stock Performance

Shares of NYSE DE opened at $602.54 on Friday. Deere & Company has a 12-month low of $404.42 and a 12-month high of $626.25. The company has a market cap of $163.33 billion, a PE ratio of 32.55, a P/E/G ratio of 2.40 and a beta of 1.02. The stock has a 50 day simple moving average of $507.56 and a 200-day simple moving average of $487.27. 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 net margin of 11.00% and a return on equity of 20.54%. The business had revenue of $12.39 billion for the quarter, compared to the consensus estimate of $9.77 billion. During the same period in the previous year, the firm earned $4.55 EPS. The firm’s revenue was up 14.1% on a year-over-year basis. On average, equities research analysts forecast that Deere & Company will post 19.32 EPS for the current year.

Deere & Company Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, February 9th. Investors of record on Wednesday, December 31st were given a $1.62 dividend. This represents a $6.48 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date was Wednesday, December 31st. Deere & Company’s dividend payout ratio is currently 35.01%.

Deere & Company 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.