Erste Group Bank Comments on Deere & Company FY2026 Earnings

Deere & Company (NYSE:DE) – Research analysts at Erste Group Bank upped their FY2026 EPS estimates for shares of Deere & Company in a report issued on Thursday, April 2nd. Erste Group Bank analyst S. Lingnau now forecasts that the industrial products company will post earnings of $17.69 per share for the year, up from their previous estimate of $17.67. The consensus estimate for Deere & Company’s current full-year earnings is $19.32 per share. Erste Group Bank also issued estimates for Deere & Company’s FY2027 earnings at $23.23 EPS.

DE has been the topic of a number of other reports. UBS Group raised their price target on shares of Deere & Company from $535.00 to $775.00 and gave the company a “buy” rating in a research note on Friday, February 20th. Wall Street Zen raised shares of Deere & Company from a “sell” rating to a “hold” rating in a research note on Saturday, February 7th. Morgan Stanley boosted their price target on Deere & Company from $560.00 to $730.00 and gave the stock an “overweight” rating in a research report on Monday, February 23rd. Robert W. Baird dropped their price target on Deere & Company from $675.00 to $580.00 and set a “neutral” rating for the company in a research report on Thursday, April 2nd. Finally, Wells Fargo & Company boosted their price target on Deere & Company from $543.00 to $750.00 and gave the stock an “overweight” rating in a research report on Friday, February 20th. Sixteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $650.95.

Deere & Company Trading Up 5.8%

Shares of Deere & Company stock opened at $609.20 on Wednesday. The firm has a market capitalization of $164.55 billion, a PE ratio of 34.34, a P/E/G ratio of 2.01 and a beta of 0.98. Deere & Company has a twelve month low of $404.42 and a twelve month high of $674.19. The firm’s 50-day moving average price is $588.68 and its 200 day moving average price is $515.38. 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 issued its quarterly earnings results on Thursday, February 19th. The industrial products company reported $2.42 EPS for the quarter, topping the consensus estimate of $1.90 by $0.52. The company had revenue of $9.61 billion during the quarter, compared to analyst estimates of $7.50 billion. Deere & Company had a net margin of 10.29% and a return on equity of 18.93%. The firm’s revenue was up 17.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.19 EPS.

Deere & Company Dividend Announcement

The business also recently announced 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 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Tuesday, March 31st. Deere & Company’s dividend payout ratio (DPR) is 36.53%.

Insider Transactions at Deere & Company

In other Deere & Company news, insider Cory J. Reed sold 12,000 shares of the business’s stock in a transaction that occurred on 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 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 Securities & Exchange Commission, which is available through this link. 0.29% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Brighton Jones LLC increased its stake in shares of Deere & Company by 39.1% during the fourth quarter. Brighton Jones LLC now owns 4,548 shares of the industrial products company’s stock worth $1,927,000 after buying an additional 1,278 shares during the period. Schnieders Capital Management LLC. increased its stake in shares of Deere & Company by 7.8% during the second quarter. Schnieders Capital Management LLC. now owns 2,076 shares of the industrial products company’s stock worth $1,056,000 after buying an additional 150 shares during the period. Jump Financial LLC purchased a new stake in shares of Deere & Company during the second quarter worth approximately $2,153,000. Natixis lifted its position in shares of Deere & Company by 80.7% during the 2nd quarter. Natixis now owns 26,103 shares of the industrial products company’s stock worth $13,273,000 after purchasing an additional 11,661 shares during the last quarter. Finally, L2 Asset Management LLC lifted its position in shares of Deere & Company by 4.6% during the 2nd quarter. L2 Asset Management LLC now owns 1,127 shares of the industrial products company’s stock worth $573,000 after purchasing an additional 50 shares during the last quarter. 68.58% of the stock is currently owned by hedge funds and other institutional investors.

Deere & Company News Roundup

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

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.