Natixis Advisors LLC Reduces Position in Deere & Company $DE

Natixis Advisors LLC lowered its position in Deere & Company (NYSE:DE) by 1.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 342,813 shares of the industrial products company’s stock after selling 4,326 shares during the period. Natixis Advisors LLC’s holdings in Deere & Company were worth $156,754,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Brighton Jones LLC lifted its stake in shares of Deere & Company by 39.1% in the 4th quarter. Brighton Jones LLC now owns 4,548 shares of the industrial products company’s stock valued at $1,927,000 after purchasing an additional 1,278 shares during the period. Schnieders Capital Management LLC. lifted its holdings in 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 valued at $1,056,000 after purchasing an additional 150 shares in the last quarter. Savant Capital LLC boosted its holdings in Deere & Company by 2.8% in the 2nd quarter. Savant Capital LLC now owns 14,856 shares of the industrial products company’s stock worth $7,554,000 after buying an additional 405 shares during the last quarter. Vestmark Advisory Solutions Inc. boosted its stake in shares of Deere & Company by 98.4% in the second quarter. Vestmark Advisory Solutions Inc. now owns 9,855 shares of the industrial products company’s stock worth $5,011,000 after acquiring an additional 4,889 shares during the last quarter. Finally, Harvest Portfolios Group Inc. grew its holdings in shares of Deere & Company by 5.7% during the second quarter. Harvest Portfolios Group Inc. now owns 3,910 shares of the industrial products company’s stock worth $1,988,000 after buying an additional 210 shares in the last quarter. 68.58% of the stock is owned by institutional investors and hedge funds.

Deere & Company News Roundup

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

• Positive Sentiment: Acquisition of Tenna — Deere completed the purchase of construction-technology firm Tenna to scale mixed‑fleet telematics and services for its Construction & Forestry segment, signaling incremental recurring‑revenue and product expansion potential. Will Deere’s Tenna Buyout Aid Its Construction & Forestry Segment?
• Positive Sentiment: Analyst support — Wells Fargo reiterated a Buy rating for DE, and Argus also flagged upside potential, giving institutional conviction that can underpin the stock amid short‑term noise. Wells Fargo Sticks to Its Buy Rating for Deere (DE) Argus Analyst Says DE Stock Price Expected to Rise
• Neutral Sentiment: Trending/attention — Zacks notes DE is a trending stock, increasing retail attention; that can amplify moves but isn’t a directional catalyst by itself. Deere & Company (DE) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Marketing/customer engagement — Deere’s “Building America” excavator contest at CONEXPO boosts brand and dealer engagement; helpful for long‑term demand but not an immediate earnings driver. John Deere Launches Building America Excavator Contest at Conexpo
• Neutral Sentiment: Options activity — Unusual options flow suggests speculative positioning that can increase intraday volatility but doesn’t change fundamentals. Looking At Deere’s Recent Unusual Options Activity
• Negative Sentiment: Valuation/rotation concerns — After a strong multi‑period run, analysts and articles ask whether much of the upside is already priced in; DE’s premium valuation (P/E elevated vs history) makes it sensitive to any slowdown in farm income or capital‑goods demand. Is It Too Late To Consider Deere (DE) After Its Strong Share Price Run?
• Negative Sentiment: Macro & sector risks — Zacks highlights risks (falling farm income, tariff pressure, premium multiple) that could sap upside, and weekly market notes point to geopolitical and economic headwinds that are pressuring cyclical stocks like Deere. DE Gains 33% in a Year: What’s the Right Strategy for Investors Now? MarketBeat Week in Review – 03/02 – 03/06

Insider Transactions at Deere & Company

In other news, CEO John C. May II sold 41,472 shares of the company’s stock in a transaction that occurred 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 sale, the chief executive officer 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Cory J. Reed sold 12,000 shares of Deere & Company stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $510.00, for a total transaction of $6,120,000.00. Following the completion of the transaction, the insider owned 20,792 shares in the company, valued at approximately $10,603,920. This trade represents a 36.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.29% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on DE shares. Raymond James Financial reaffirmed an “outperform” rating and issued a $765.00 price target on shares of Deere & Company in a report on Monday, February 23rd. Jefferies Financial Group lowered Deere & Company from a “hold” rating to an “underperform” rating and increased their price objective for the stock from $475.00 to $550.00 in a research report on Monday, February 23rd. Robert W. Baird upped their price target on Deere & Company from $467.00 to $675.00 and gave the stock a “neutral” rating in a research note on Friday, February 20th. UBS Group increased their price objective on Deere & Company from $535.00 to $775.00 and gave the company a “buy” rating in a research note on Friday, February 20th. Finally, Wells Fargo & Company boosted their price objective 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 investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $647.20.

Deere & Company Stock Performance

Shares of DE stock opened at $589.22 on Friday. The firm has a market cap of $159.15 billion, a price-to-earnings ratio of 33.21, a PEG ratio of 2.07 and a beta of 0.96. Deere & Company has a 1 year low of $404.42 and a 1 year high of $674.19. The stock’s 50-day moving average is $551.94 and its two-hundred day moving average is $499.57. 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 (NYSE:DE) last issued its quarterly earnings data on Thursday, February 19th. The industrial products company reported $2.42 earnings per share for the quarter, beating analysts’ consensus estimates of $1.90 by $0.52. The company had revenue of $9.61 billion during the quarter, compared to analysts’ expectations of $7.50 billion. Deere & Company had a return on equity of 18.93% and a net margin of 10.29%.The firm’s revenue for the quarter was up 17.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $3.19 earnings per share. Analysts predict that Deere & Company will post 19.32 earnings per share for the current year.

Deere & Company Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Tuesday, March 31st will be paid a dividend of $1.62 per share. The ex-dividend date is Tuesday, March 31st. This represents a $6.48 annualized dividend and a dividend yield of 1.1%. Deere & Company’s dividend payout ratio is 36.53%.

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.