Lansforsakringar Fondforvaltning AB publ Grows Position in Deere & Company $DE

Lansforsakringar Fondforvaltning AB publ grew its holdings in shares of Deere & Company (NYSE:DE) by 2.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 81,761 shares of the industrial products company’s stock after acquiring an additional 2,320 shares during the quarter. Lansforsakringar Fondforvaltning AB publ’s holdings in Deere & Company were worth $37,386,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Howard Hughes Medical Institute purchased a new stake in Deere & Company during the second quarter valued at about $27,000. Activest Wealth Management grew its holdings 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 valued at $30,000 after purchasing an additional 27 shares during the last quarter. Center for Financial Planning Inc. raised its position in Deere & Company by 406.7% in the 2nd quarter. Center for Financial Planning Inc. now owns 76 shares of the industrial products company’s stock worth $39,000 after purchasing an additional 61 shares during the period. Soundwatch Capital LLC bought a new stake in Deere & Company in the second quarter worth $41,000. Finally, United Community Bank boosted 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 valued at $42,000 after buying an additional 37 shares during the period. 68.58% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Deere & Company

In related news, insider Cory J. Reed sold 12,000 shares of the company’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 transaction, the insider directly owned 20,792 shares of the company’s stock, valued at approximately $10,603,920. This represents a 36.59% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 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 owned 117,970 shares of the company’s stock, valued at $59,160,775.30. This represents a 26.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 64,578 shares of company stock valued at $32,471,682 over the last 90 days. Corporate insiders own 0.29% of the company’s stock.

Key Deere & Company News

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

• Positive Sentiment: Q1 beat and raised FY guidance — Deere reported Q1 revenue of $9.61B and EPS of $2.42 (above estimates) and raised fiscal‑2026 net‑income guidance to $4.5B–$5.0B, which traders interpreted as confirmation that order trends and construction demand are improving. Deere Lifts Full-Year Profit Forecast as Construction, Sales Rebound (Reuters)
• Positive Sentiment: Large analyst price‑target upgrades — several firms jumped their targets after the beat-and-raise (notable moves: Truist to $793, DA Davidson to $775, Wells Fargo to $750, RBC to $736, BofA to $672), supporting further upside expectations. Wall Street Goes Wild For Deere: The Real Reason Analysts Are Hiking Price Forecasts (Benzinga)
• Positive Sentiment: Construction recovery, product strategy and M&A — management says 2026 may be the bottom of the farm cycle and highlighted strength in construction and small‑ag; Deere completed the Tenna acquisition and is pushing AI/connected‑equipment initiatives, which boost long‑term growth narrative. John Deere Completes Acquisition of Tenna (ForConstructionPros)
• Neutral Sentiment: Some analysts remain cautious despite higher targets — a few shops raised targets but kept market‑perform/neutral ratings (e.g., Sanford Bernstein, BMO), signaling mixed conviction beneath the bullish headlines. Bernstein Adjusts Price Target on Deere to $615 from $521; Maintains Market Perform (MarketScreener)
• Negative Sentiment: Profit and margin headwinds remain — net income fell year‑over‑year (to ~$656M) as tariffs and an unfavorable sales mix pressured margins; that keeps some earnings risk if tariffs or costs persist. Deere Profit Sinks as Tariffs Weigh on Margins (WSJ)

Deere & Company Stock Performance

Shares of DE stock opened at $662.74 on Friday. The company has a current ratio of 2.21, a quick ratio of 2.01 and a debt-to-equity ratio of 1.59. The company’s fifty day moving average price is $522.56 and its 200-day moving average price is $491.15. The stock has a market cap of $179.65 billion, a PE ratio of 37.36, a price-to-earnings-growth ratio of 2.64 and a beta of 1.02. Deere & Company has a 12 month low of $404.42 and a 12 month high of $674.19.

Deere & Company (NYSE:DE) last announced its quarterly earnings data on Thursday, February 19th. The industrial products company reported $2.42 earnings per share 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 business had revenue of $9.61 billion for the quarter, compared to analysts’ expectations of $7.50 billion. During the same quarter in the prior year, the company earned $3.19 earnings per share. The business’s revenue was up 17.5% compared to the same quarter last year. On average, equities analysts expect that Deere & Company will post 19.32 EPS for the current fiscal year.

Deere & Company Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on DE shares. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Deere & Company in a research note on Monday, December 29th. Truist Financial increased their target price on shares of Deere & Company from $612.00 to $793.00 and gave the stock a “buy” rating in a report on Friday. Royal Bank Of Canada increased their price objective on Deere & Company from $541.00 to $736.00 and gave the stock an “outperform” rating in a report on Friday. Wolfe Research lifted their price objective on Deere & Company from $520.00 to $550.00 and gave the stock an “outperform” rating in a research report on Friday, January 2nd. Finally, Zacks Research upgraded Deere & Company from a “strong sell” rating to a “hold” rating in a report on Wednesday, December 3rd. Fifteen 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 a consensus rating of “Moderate Buy” and an average target price of $607.20.

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.