Mitsubishi UFJ Asset Management Co. Ltd. Increases Holdings in Deere & Company $DE

Mitsubishi UFJ Asset Management Co. Ltd. increased its position in shares of Deere & Company (NYSE:DE) by 4.5% in the third quarter, HoldingsChannel reports. The firm owned 509,838 shares of the industrial products company’s stock after acquiring an additional 21,980 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Deere & Company were worth $233,129,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently bought and sold shares of DE. The Manufacturers Life Insurance Company lifted its holdings in shares of Deere & Company by 30.6% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 364,103 shares of the industrial products company’s stock valued at $185,143,000 after buying an additional 85,351 shares during the period. Csenge Advisory Group grew its holdings in Deere & Company by 84.9% during the third quarter. Csenge Advisory Group now owns 7,440 shares of the industrial products company’s stock worth $3,402,000 after acquiring an additional 3,416 shares during the period. Mesirow Financial Investment Management Inc. raised its position in Deere & Company by 1.0% during the second quarter. Mesirow Financial Investment Management Inc. now owns 4,678 shares of the industrial products company’s stock valued at $2,379,000 after acquiring an additional 45 shares in the last quarter. MASTERINVEST Kapitalanlage GmbH purchased a new position in Deere & Company during the second quarter valued at approximately $3,615,000. Finally, WINTON GROUP Ltd acquired a new position in Deere & Company in the second quarter valued at approximately $4,550,000. Institutional investors and hedge funds own 68.58% of the company’s stock.

Deere & Company News Summary

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

• Positive Sentiment: Board declared a quarterly dividend of $1.62 per share (record Mar 31, payable May 8), supporting income-focused investor demand and signaling confidence in cash flow. Article Title
• Positive Sentiment: Analysts and strategists are highlighting Deere as an AI/industrial beneficiary as companies rotate into “old economy” names that are adopting AI-driven productivity and subscription models — a narrative that can support multiple expansion and revenue durability. Article Title
• Positive Sentiment: High-profile endorsements and media coverage (e.g., Jim Cramer) praise Deere’s precision-ag and digital offerings, which can boost retail/flow-driven buying and reinforce the company’s growth story. Article Title
• Positive Sentiment: Partnerships in ag data and digital agronomy (mentioned in coverage of Bayer’s crop science moves) reinforce Deere’s role in farm software/hardware ecosystems — a long-term monetization opportunity. Article Title
• Neutral Sentiment: Shareholders rejected an anti‑DEI proposal — governance outcome that reduces potential reputational/governance noise but is unlikely to move fundamentals materially in the short term. Article Title
• Neutral Sentiment: New industry reports profile Deere’s digital transformation strategy — useful for the long-term narrative but incremental to near-term earnings. Article Title
• Negative Sentiment: Relative to Caterpillar, recent coverage highlights diverging earnings trajectories — Deere positioned as a recovery play while CAT posted a record quarter. That comparison can pressure DE shares if investors prefer the stronger near-term growth story in peers. Article Title

Deere & Company Price Performance

Deere & Company stock opened at $619.32 on Friday. The stock has a market capitalization of $167.88 billion, a P/E ratio of 34.91, a P/E/G ratio of 2.23 and a beta of 1.02. The company’s fifty day moving average price is $534.67 and its 200 day moving average price is $494.74. The company has a debt-to-equity ratio of 1.59, a quick ratio of 1.96 and a current ratio of 2.21. Deere & Company has a 1 year low of $404.42 and a 1 year high of $674.19.

Deere & Company (NYSE:DE) last posted 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 company had revenue of $9.61 billion during the quarter, compared to analysts’ expectations of $7.50 billion. During the same period in the prior year, the business posted $3.19 earnings per share. The firm’s revenue for the quarter was up 17.5% on a year-over-year basis. As a group, equities research analysts anticipate that Deere & Company will post 19.32 earnings per share for the current fiscal year.

Deere & Company Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Tuesday, March 31st will be issued a $1.62 dividend. This represents a $6.48 annualized dividend and a yield of 1.0%. The ex-dividend date is Tuesday, March 31st. Deere & Company’s payout ratio is presently 36.53%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on DE shares. Raymond James Financial reaffirmed an “outperform” rating and set a $765.00 price objective on shares of Deere & Company in a research note on Monday. Wolfe Research increased their price target on shares of Deere & Company from $520.00 to $550.00 and gave the stock an “outperform” rating in a report on Friday, January 2nd. Evercore restated a “positive” rating on shares of Deere & Company in a research report on Friday, November 28th. Robert W. Baird lifted their price objective on shares of Deere & Company from $467.00 to $675.00 and gave the company a “neutral” rating in a report on Friday, February 20th. Finally, Oppenheimer reissued an “outperform” rating and set a $715.00 target price on shares of Deere & Company in a research note on Friday, February 20th. Fifteen research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $637.70.

Insider Activity 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 transaction of $6,120,000.00. Following the completion of the sale, the insider directly owned 20,792 shares in the company, valued at approximately $10,603,920. The trade was a 36.59% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO John C. May II sold 41,472 shares of the stock in a transaction that occurred on Thursday, January 8th. The shares were sold at an average price of $501.49, for a total value of $20,797,793.28. Following the transaction, the chief executive officer directly owned 117,970 shares of the company’s stock, valued at $59,160,775.30. The trade was a 26.01% decrease in their position. The SEC filing for this sale provides additional information. 0.29% of the stock is currently owned by insiders.

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.