Mufg Securities Americas Inc. Buys 1,198 Shares of Deere & Company $DE

Mufg Securities Americas Inc. raised its stake in Deere & Company (NYSE:DE) by 21.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 6,792 shares of the industrial products company’s stock after buying an additional 1,198 shares during the quarter. Mufg Securities Americas Inc.’s holdings in Deere & Company were worth $3,106,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. raised its position in shares of Deere & Company by 1.4% in the 2nd quarter. Vanguard Group Inc. now owns 22,372,671 shares of the industrial products company’s stock valued at $11,376,279,000 after acquiring an additional 309,081 shares during the period. State Street Corp increased its stake in Deere & Company by 0.6% in the second quarter. State Street Corp now owns 10,386,268 shares of the industrial products company’s stock valued at $5,297,913,000 after purchasing an additional 64,262 shares in the last quarter. Geode Capital Management LLC raised its holdings in Deere & Company by 2.1% in the second quarter. Geode Capital Management LLC now owns 5,541,778 shares of the industrial products company’s stock worth $2,810,807,000 after purchasing an additional 111,627 shares during the period. Norges Bank bought a new position in shares of Deere & Company during the second quarter worth $1,578,243,000. Finally, Fisher Asset Management LLC boosted its position in shares of Deere & Company by 10.1% during the second quarter. Fisher Asset Management LLC now owns 2,580,228 shares of the industrial products company’s stock worth $1,312,020,000 after purchasing an additional 236,406 shares in the last quarter. 68.58% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Deere & Company

In related news, insider Cory J. Reed sold 12,000 shares of the business’s 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 transaction, 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 ownership of the stock. The sale 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 company’s 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 sale, the chief executive officer directly owned 117,970 shares in the company, valued at $59,160,775.30. This trade represents a 26.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.29% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

DE has been the topic of several research analyst reports. 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. Zacks Research upgraded Deere & Company from a “strong sell” rating to a “hold” rating in a research report on Wednesday, December 3rd. Robert W. Baird raised their target price on shares of Deere & Company from $467.00 to $675.00 and gave the stock a “neutral” rating in a report on Friday. Citigroup upped their price target on shares of Deere & Company from $515.00 to $675.00 and gave the company a “neutral” rating in a report on Monday. Finally, Wolfe Research raised their price objective 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. Fifteen investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $637.70.

Key Deere & Company News

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

• Positive Sentiment: Morgan Stanley raised its price target to $730 and kept an Overweight rating, signaling strong analyst conviction that Deere’s through‑cycle earnings justify a higher valuation. Morgan Stanley raises PT
• Positive Sentiment: Multiple outlets report several firms raising Deere price targets (examples posted to AmericanBankingNews), with targets ranging into the $700s — a clear sign some analysts are re‑rating the stock after strong Q1 results. Price target raises
• Positive Sentiment: Bayer and John Deere expanded FieldView <> Operations Center integration to streamline prescription-to-execution workflows for U.S. farmers, a product tie-up that can improve customer retention and service stickiness. Bayer and John Deere integration
• Neutral Sentiment: Analysis pieces note Deere’s narrative is shifting after the Q1 beat and guidance raise — implied fair value estimates have climbed, but the market is divided on how much of that is already priced in. This explains the wide range of analyst views. Narrative shift analysis
• Neutral Sentiment: Elevated retail and institutional attention (Zacks note on heavy searches) increases short‑term volatility risk as investors digest conflicting signals. Zacks attention piece
• Negative Sentiment: Jefferies downgraded DE to Underperform / Sell, arguing the stock already prices a full farm-cycle recovery while U.S. farmer incomes remain under pressure — a key valuation and demand-risk argument that is weighing on the stock today. Jefferies downgrade
• Negative Sentiment: Other outlets (TipRanks summary) echoed the downgrade theme, keeping valuation concerns front and center for traders focused on cyclicality and farmer income trends. TipRanks note

Deere & Company Stock Performance

Shares of DE opened at $646.61 on Tuesday. The stock has a market capitalization of $175.28 billion, a price-to-earnings ratio of 36.45, a PEG ratio of 2.64 and a beta of 1.02. Deere & Company has a 12 month low of $404.42 and a 12 month high of $674.19. The firm has a fifty day simple moving average of $525.73 and a 200 day simple moving average of $492.00. The company has a current ratio of 2.21, a quick ratio of 1.96 and a debt-to-equity ratio of 1.59.

Deere & Company (NYSE:DE) last issued its quarterly earnings results on Thursday, February 19th. The industrial products company reported $2.42 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $9.61 billion for the quarter, compared to analyst estimates of $7.50 billion. During the same period in the previous year, the business earned $3.19 EPS. The company’s revenue was up 17.5% compared to the same quarter last year. Research analysts forecast that Deere & Company will post 19.32 EPS for the current fiscal year.

Deere & Company Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, February 9th. Investors 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 is presently 36.53%.

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.