Deere & Company $DE Shares Sold by Colonial Trust Advisors

Colonial Trust Advisors lowered its stake in Deere & Company (NYSE:DE) by 5.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,932 shares of the industrial products company’s stock after selling 1,153 shares during the period. Colonial Trust Advisors’ holdings in Deere & Company were worth $8,657,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also made changes to their positions in the company. Howard Hughes Medical Institute purchased a new position in Deere & Company in the second quarter worth approximately $27,000. Activest Wealth Management lifted its holdings in Deere & Company by 69.2% during the 3rd quarter. Activest Wealth Management now owns 66 shares of the industrial products company’s stock worth $30,000 after buying an additional 27 shares during the last quarter. Center for Financial Planning Inc. increased its stake in Deere & Company by 406.7% in the second quarter. Center for Financial Planning Inc. now owns 76 shares of the industrial products company’s stock valued at $39,000 after purchasing an additional 61 shares during the last quarter. Soundwatch Capital LLC purchased a new position in shares of Deere & Company in the 2nd quarter valued at $41,000. Finally, United Community Bank increased its position in Deere & Company by 67.3% during the third quarter. United Community Bank now owns 92 shares of the industrial products company’s stock worth $42,000 after buying an additional 37 shares during the period. 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: Morgan Stanley raised its price target to $730 (from $560) and kept an Overweight rating, citing reasons Deere can continue to outperform near- and long-term despite agricultural headwinds. Read More.
• Positive Sentiment: Multiple firms have lifted targets into the $700s (some up to $793), signaling street sentiment that Deere’s Q1 beat and guidance reset justify higher through-cycle value. Read More.
• Positive Sentiment: Analysts and commentary note a narrative shift after Deere’s strong Q1 — earnings and raised guidance have pushed some fair-value estimates materially higher, supporting a bullish case on earnings power. Read More.
• Positive Sentiment: Operational partnership: Bayer and John Deere expanded FieldView/Operations Center integration to simplify prescription-to-execution workflows for U.S. farmers, which can strengthen product stickiness and software/service revenue over time. Read More.
• Neutral Sentiment: Retail/investor attention is elevated (Zacks notes heavy search interest), which can increase short-term volatility but doesn’t itself change fundamentals. Read More.
• Negative Sentiment: Jefferies downgraded DE to Underperform / Sell, arguing current valuation already prices a full farm-cycle recovery while U.S. farmer incomes remain under pressure — a near-term catalyst for downside. Read More.
• Negative Sentiment: Manufacturing Dive reports Deere, CNH and AGCO expect lower North American sales in 2026 and plan to underproduce to realign with weaker demand — a demand-cycle headwind that could weigh on deliveries and margins. Read More.
• Negative Sentiment: TipRanks/other outlets highlighted sell/negative takes emphasizing “overextended valuation” during an agricultural downcycle — adding to short-term selling pressure. Read More.

Deere & Company Price Performance

Shares of NYSE DE opened at $644.88 on Wednesday. The stock has a market cap of $174.81 billion, a price-to-earnings ratio of 36.35, a PEG ratio of 2.36 and a beta of 1.02. Deere & Company has a 52 week low of $404.42 and a 52 week high of $674.19. The company’s 50-day moving average price is $528.91 and its 200 day moving average price is $492.95. The company has a current ratio of 2.21, a quick ratio of 1.96 and a debt-to-equity ratio of 1.59.

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, topping analysts’ consensus estimates of $1.90 by $0.52. Deere & Company had a net margin of 10.29% and a return on equity of 18.93%. The company had revenue of $9.61 billion during the quarter, compared to analysts’ expectations of $7.50 billion. During the same quarter in the previous year, the business posted $3.19 earnings per share. The firm’s quarterly revenue was up 17.5% compared to the same quarter last year. As a group, research analysts forecast that Deere & Company will post 19.32 earnings per share for the current fiscal year.

Deere & Company Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, February 9th. Investors of record on Wednesday, December 31st were paid a $1.62 dividend. The ex-dividend date of this dividend was Wednesday, December 31st. This represents a $6.48 dividend on an annualized basis and a yield of 1.0%. Deere & Company’s dividend payout ratio is presently 36.53%.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on DE shares. Morgan Stanley increased their price target on Deere & Company from $560.00 to $730.00 and gave the stock an “overweight” rating in a report on Monday. BMO Capital Markets raised their target price on shares of Deere & Company from $460.00 to $500.00 and gave the stock a “market perform” rating in a research note on Friday, February 20th. UBS Group boosted their price target on shares of Deere & Company from $535.00 to $775.00 and gave the stock a “buy” rating in a research note on Friday. Jefferies Financial Group downgraded shares of Deere & Company from a “hold” rating to an “underperform” rating and raised their price objective for the company from $475.00 to $550.00 in a research report on Monday. Finally, Oppenheimer reiterated an “outperform” rating and set a $715.00 target price on shares of Deere & Company in a research report on Friday. Fifteen research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $637.70.

Insider Buying and Selling

In other Deere & Company news, insider Cory J. Reed sold 12,000 shares of the stock in a transaction on 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 sale, the insider owned 20,792 shares in the company, valued at approximately $10,603,920. This represents a 36.59% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO John C. May II sold 41,472 shares of the business’s stock in a transaction on 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 completion of the transaction, the chief executive officer directly owned 117,970 shares of the company’s stock, valued at approximately $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. 0.29% of the stock is currently owned by corporate insiders.

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.