1,300 Shares in Deere & Company $DE Bought by Payden & Rygel

Payden & Rygel acquired a new position in shares of Deere & Company (NYSE:DE) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,300 shares of the industrial products company’s stock, valued at approximately $594,000.

A number of other large investors have also recently bought and sold shares of the company. Norges Bank bought a new stake in shares of Deere & Company during the 2nd quarter worth approximately $1,578,243,000. Marshall Wace LLP increased its stake in Deere & Company by 573.9% in the second quarter. Marshall Wace LLP now owns 842,882 shares of the industrial products company’s stock valued at $428,597,000 after acquiring an additional 717,808 shares during the last quarter. Laurel Wealth Advisors LLC raised its position in Deere & Company by 50,691.9% during the second quarter. Laurel Wealth Advisors LLC now owns 332,179 shares of the industrial products company’s stock valued at $168,910,000 after purchasing an additional 331,525 shares in the last quarter. Vanguard Group Inc. raised its position in Deere & Company by 1.4% during the second quarter. Vanguard Group Inc. now owns 22,372,671 shares of the industrial products company’s stock valued at $11,376,279,000 after purchasing an additional 309,081 shares in the last quarter. Finally, Loomis Sayles & Co. L P lifted its stake in Deere & Company by 26.8% during the second quarter. Loomis Sayles & Co. L P now owns 1,386,321 shares of the industrial products company’s stock worth $704,930,000 after purchasing an additional 292,932 shares during the last quarter. 68.58% of the stock is currently owned by institutional investors and hedge funds.

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

Several brokerages recently issued reports on DE. Oppenheimer reaffirmed an “outperform” rating and set a $715.00 price target on shares of Deere & Company in a report on Friday. Robert W. Baird boosted 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. JPMorgan Chase & Co. lowered their price target on shares of Deere & Company from $480.00 to $460.00 and set a “neutral” rating for the company in a report on Friday, December 19th. Sanford C. Bernstein raised their price objective on Deere & Company from $521.00 to $615.00 and gave the company a “market perform” rating in a report on Friday. 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. 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 stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $607.20.

Deere & Company Stock Performance

DE stock opened at $662.74 on Monday. The firm 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. The company has a current ratio of 2.21, a quick ratio of 1.96 and a debt-to-equity ratio of 1.59. The stock has a 50-day moving average price of $522.56 and a 200-day moving average price of $491.02. Deere & Company has a 1-year low of $404.42 and a 1-year high of $674.19.

Deere & Company (NYSE:DE) last issued its earnings results on Thursday, February 19th. The industrial products company reported $2.42 earnings per share (EPS) for the quarter, topping the consensus estimate 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 analyst estimates of $7.50 billion. During the same period in the prior year, the firm earned $3.19 earnings per share. Deere & Company’s revenue was up 17.5% on a year-over-year basis. As a group, equities research analysts expect that Deere & Company will post 19.32 earnings per share for the current year.

Deere & Company Announces Dividend

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

Insiders Place Their Bets

In other Deere & Company news, insider Cory J. Reed sold 12,000 shares of Deere & Company stock in a transaction dated 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 sale, the insider owned 20,792 shares of the company’s stock, valued at approximately $10,603,920. The trade was a 36.59% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO John C. May II sold 41,472 shares of the company’s stock in a transaction 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 in the company, valued at $59,160,775.30. This represents a 26.01% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 64,578 shares of company stock worth $32,471,682 over the last quarter. Company 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.