Deere & Company $DE Shares Bought by Lion Street Advisors LLC

Lion Street Advisors LLC raised its stake in Deere & Company (NYSE:DE) by 113.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,532 shares of the industrial products company’s stock after purchasing an additional 814 shares during the quarter. Lion Street Advisors LLC’s holdings in Deere & Company were worth $701,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of DE. Howard Hughes Medical Institute acquired a new position in Deere & Company in the 2nd quarter valued at $27,000. Activest Wealth Management lifted its stake in shares of Deere & Company by 69.2% in the 3rd quarter. Activest Wealth Management now owns 66 shares of the industrial products company’s stock worth $30,000 after acquiring an additional 27 shares during the period. Center for Financial Planning Inc. boosted its holdings in shares of Deere & Company by 406.7% in the second quarter. Center for Financial Planning Inc. now owns 76 shares of the industrial products company’s stock valued at $39,000 after acquiring an additional 61 shares in the last quarter. Soundwatch Capital LLC acquired a new position in shares of Deere & Company during the second quarter worth about $41,000. Finally, United Community Bank raised its holdings in Deere & Company by 67.3% during the third 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. Hedge funds and other institutional investors own 68.58% of the company’s stock.

Deere & Company Stock Performance

Shares of DE stock opened at $662.74 on Friday. The stock has a fifty day moving average price of $522.56 and a 200 day moving average price of $491.27. The stock has a market cap of $179.65 billion, a PE ratio of 37.36, a P/E/G ratio of 2.64 and a beta of 1.02. Deere & Company has a 1 year low of $404.42 and a 1 year high of $674.19. The company has a debt-to-equity ratio of 1.59, a quick ratio of 2.01 and a current ratio of 2.21.

Deere & Company (NYSE:DE) last posted its 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 return on equity of 18.93% and a net margin of 10.29%.The company had revenue of $9.61 billion for the quarter, compared to analyst estimates of $7.50 billion. During the same quarter in the prior year, the company earned $3.19 earnings per share. Deere & Company’s revenue was up 17.5% compared to the same quarter last year. Sell-side analysts forecast that Deere & Company will post 19.32 earnings per share for the current fiscal year.

Deere & Company Dividend Announcement

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

Insider Transactions at Deere & Company

In other news, CEO John C. May II sold 41,472 shares of the firm’s stock in a transaction that occurred on Thursday, January 8th. The shares were 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 of the company’s stock, valued at $59,160,775.30. This trade represents a 26.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Cory J. Reed sold 12,000 shares of Deere & Company 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 owned 20,792 shares of the company’s stock, valued at $10,603,920. This represents a 36.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 64,578 shares of company stock valued at $32,471,682. 0.29% of the stock is currently owned by company insiders.

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)

Analysts Set New Price Targets

DE has been the topic of a number of analyst reports. Daiwa Securities Group lowered their price objective on Deere & Company from $530.00 to $520.00 and set an “outperform” rating on the stock in a report on Tuesday, December 2nd. Royal Bank Of Canada lifted their price target on Deere & Company from $541.00 to $736.00 and gave the company an “outperform” rating in a research note on Friday. Bank of America upped their price objective on Deere & Company from $502.00 to $672.00 and gave the stock a “neutral” rating in a report on Friday. JPMorgan Chase & Co. reduced their target price on Deere & Company from $480.00 to $460.00 and set a “neutral” rating for the company in a report on Friday, December 19th. Finally, Oppenheimer restated an “outperform” rating and set a $715.00 target price on shares of Deere & Company in a research report on Friday. Fifteen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $607.20.

Deere & 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.