Addenda Capital Inc. Has $6.68 Million Position in Deere & Company $DE

Addenda Capital Inc. reduced its holdings in shares of Deere & Company (NYSE:DE) by 9.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 14,300 shares of the industrial products company’s stock after selling 1,561 shares during the period. Addenda Capital Inc.’s holdings in Deere & Company were worth $6,681,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Strategic Advocates LLC acquired a new stake in Deere & Company during the 3rd quarter worth about $25,000. Activest Wealth Management boosted its position in shares of 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 purchasing an additional 27 shares in the last quarter. Wealth Watch Advisors INC bought a new position in shares of Deere & Company during the 3rd quarter worth about $32,000. United Community Bank boosted its position in shares of Deere & Company by 67.3% during the 3rd quarter. United Community Bank now owns 92 shares of the industrial products company’s stock worth $42,000 after purchasing an additional 37 shares in the last quarter. Finally, GoalVest Advisory LLC boosted its position in shares of Deere & Company by 56.7% during the 4th quarter. GoalVest Advisory LLC now owns 94 shares of the industrial products company’s stock worth $44,000 after purchasing an additional 34 shares in the last quarter. 68.58% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related 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 value 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.29% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on DE shares. Wells Fargo & Company increased their price objective on shares of Deere & Company from $543.00 to $750.00 and gave the stock an “overweight” rating in a research report on Friday, February 20th. JPMorgan Chase & Co. cut their price objective on shares of Deere & Company from $480.00 to $460.00 and set a “neutral” rating on the stock in a research report on Friday, December 19th. Royal Bank Of Canada increased their price objective on shares of Deere & Company from $541.00 to $736.00 and gave the stock an “outperform” rating in a research report on Friday, February 20th. Raymond James Financial reissued an “outperform” rating and set a $765.00 price objective on shares of Deere & Company in a research report on Monday, February 23rd. Finally, Truist Financial increased their price objective on shares of Deere & Company from $612.00 to $793.00 and gave the stock a “buy” rating in a research report on Friday, February 20th. Sixteen equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $650.95.

Deere & Company Price Performance

Shares of NYSE DE opened at $609.20 on Thursday. Deere & Company has a fifty-two week low of $404.42 and a fifty-two week high of $674.19. The stock has a market cap of $164.55 billion, a price-to-earnings 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 quick ratio of 1.96 and a current ratio of 2.21. The firm’s 50-day simple moving average is $588.68 and its 200 day simple moving average is $515.38.

Deere & Company (NYSE:DE) last announced its quarterly earnings results on Thursday, February 19th. The industrial products company reported $2.42 earnings per share 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 for the quarter, compared to analysts’ expectations of $7.50 billion. During the same quarter last year, the firm earned $3.19 EPS. The firm’s revenue for the quarter was up 17.5% compared to the same quarter last year. As a group, research analysts anticipate that Deere & Company will post 19.32 earnings per share for the current fiscal year.

Deere & Company Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Tuesday, March 31st will be given a $1.62 dividend. 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 dividend payout ratio (DPR) is presently 36.53%.

Deere & Company News Summary

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 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.