GSA Capital Partners LLP lifted its position in Deere & Company (NYSE:DE – Free Report) by 55.6% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 2,112 shares of the industrial products company’s stock after acquiring an additional 755 shares during the period. GSA Capital Partners LLP’s holdings in Deere & Company were worth $966,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. The Manufacturers Life Insurance Company lifted its stake in Deere & Company by 30.6% in the second quarter. The Manufacturers Life Insurance Company now owns 364,103 shares of the industrial products company’s stock worth $185,143,000 after purchasing an additional 85,351 shares during the last quarter. Csenge Advisory Group raised its holdings in shares of Deere & Company by 84.9% in the third quarter. Csenge Advisory Group now owns 7,440 shares of the industrial products company’s stock worth $3,402,000 after buying an additional 3,416 shares during the period. MASTERINVEST Kapitalanlage GmbH purchased a new stake in shares of Deere & Company in the second quarter worth approximately $3,615,000. Mesirow Financial Investment Management Inc. lifted its stake in shares of Deere & Company by 1.0% during the 2nd quarter. Mesirow Financial Investment Management Inc. now owns 4,678 shares of the industrial products company’s stock worth $2,379,000 after acquiring an additional 45 shares during the last quarter. Finally, WINTON GROUP Ltd purchased a new position in Deere & Company during the 2nd quarter valued at $4,550,000. 68.58% of the stock is owned by institutional investors.
Deere & Company Stock Performance
Shares of NYSE:DE opened at $662.74 on Friday. The firm has a 50 day moving average of $522.56 and a 200 day moving average of $491.27. The company has a quick ratio of 2.01, a current ratio of 2.21 and a debt-to-equity ratio of 1.59. The company has a market capitalization of $179.65 billion, a price-to-earnings ratio of 37.36, a price-to-earnings-growth ratio of 2.64 and a beta of 1.02. Deere & Company has a 52 week low of $404.42 and a 52 week high of $674.19.
Deere & Company Dividend Announcement
The company 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. The ex-dividend date was Wednesday, December 31st. This represents a $6.48 dividend on an annualized basis and a yield of 1.0%. Deere & Company’s payout ratio is currently 36.53%.
Wall Street Analysts Forecast Growth
A number of research firms have weighed in on DE. Wolfe Research increased their target price on Deere & Company from $520.00 to $550.00 and gave the stock an “outperform” rating in a research note on Friday, January 2nd. JPMorgan Chase & Co. reduced their price target on shares of Deere & Company from $480.00 to $460.00 and set a “neutral” rating on the stock in a research note on Friday, December 19th. BMO Capital Markets boosted their price objective on shares of Deere & Company from $460.00 to $500.00 and gave the company a “market perform” rating in a research report on Friday. Robert W. Baird upped their target price on shares of Deere & Company from $467.00 to $675.00 and gave the stock a “neutral” rating in a research note on Friday. Finally, Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of Deere & Company in a report on Monday, December 1st. Fifteen investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Deere & Company has a consensus rating of “Moderate Buy” and an average target price of $607.20.
Check Out Our Latest Analysis on Deere & Company
Trending Headlines about Deere & Company
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)
Insider Activity
In other news, insider Cory J. Reed sold 12,000 shares of Deere & Company stock in a transaction that occurred on 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 $10,603,920. The trade was a 36.59% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO John C. May II sold 41,472 shares of Deere & Company stock in a transaction 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 transaction, the chief executive officer directly owned 117,970 shares in the company, valued at $59,160,775.30. This represents a 26.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 64,578 shares of company stock valued at $32,471,682. Insiders own 0.29% of the company’s stock.
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.
Recommended Stories
- Five stocks we like better than Deere & Company
- The gold chart Wall Street is terrified of…
- Buy this Gold Stock Before May 2026
- What a Former CIA Agent Knows About the Coming Collapse
- This $15 Stock Could Go Down as the #1 Stock of 2026
- New gold price target
Want to see what other hedge funds are holding DE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Deere & Company (NYSE:DE – Free Report).
Receive News & Ratings for Deere & Company Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Deere & Company and related companies with MarketBeat.com's FREE daily email newsletter.
