V Square Quantitative Management LLC Makes New $2.50 Million Investment in Deere & Company $DE

V Square Quantitative Management LLC acquired a new stake in shares of Deere & Company (NYSE:DE) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 5,367 shares of the industrial products company’s stock, valued at approximately $2,499,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Van ECK Associates Corp lifted its position in Deere & Company by 278.0% during the third quarter. Van ECK Associates Corp now owns 487,697 shares of the industrial products company’s stock valued at $223,005,000 after purchasing an additional 358,687 shares during the last quarter. Invesco Ltd. lifted its holdings in shares of Deere & Company by 21.7% in the 3rd quarter. Invesco Ltd. now owns 1,815,007 shares of the industrial products company’s stock valued at $829,930,000 after acquiring an additional 323,512 shares during the last quarter. Capital World Investors grew its position in Deere & Company by 5.5% in the third quarter. Capital World Investors now owns 6,233,740 shares of the industrial products company’s stock worth $2,850,687,000 after acquiring an additional 322,582 shares in the last quarter. Two Sigma Investments LP bought a new stake in Deere & Company during the 3rd quarter valued at about $143,519,000. Finally, Nordea Investment Management AB lifted its holdings in Deere & Company by 71.4% during the 3rd quarter. Nordea Investment Management AB now owns 531,807 shares of the industrial products company’s stock valued at $242,834,000 after buying an additional 221,456 shares in the last quarter. 68.58% of the stock is currently owned by institutional investors.

Insider Activity at Deere & Company

In other news, insider Cory J. Reed sold 12,000 shares of the firm’s stock in a transaction 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 completion of the sale, the insider owned 20,792 shares of the company’s stock, valued at $10,603,920. This trade represents a 36.59% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 0.29% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on DE shares. Wells Fargo & Company upped their target price on shares of Deere & Company from $543.00 to $750.00 and gave the stock an “overweight” rating in a research note on Friday, February 20th. Royal Bank Of Canada increased their price objective on Deere & Company from $541.00 to $736.00 and gave the stock an “outperform” rating in a research note on Friday, February 20th. Morgan Stanley lifted their target price on Deere & Company from $560.00 to $730.00 and gave the company an “overweight” rating in a research report on Monday, February 23rd. DA Davidson increased their price target on Deere & Company from $580.00 to $775.00 and gave the stock a “buy” rating in a research report on Friday, February 20th. Finally, Wall Street Zen raised shares of Deere & Company from a “sell” rating to a “hold” rating in a research note on Saturday, February 7th. Sixteen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $650.95.

Deere & Company Stock Up 5.8%

Shares of NYSE DE opened at $609.20 on Thursday. Deere & Company has a 12-month low of $404.42 and a 12-month high of $674.19. The stock’s fifty day simple moving average is $588.68 and its two-hundred day simple moving average is $515.38. The stock has a market capitalization of $164.55 billion, a PE ratio of 34.34, a price-to-earnings-growth ratio of 2.01 and a beta of 0.98. 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 released its quarterly earnings results on Thursday, February 19th. The industrial products company reported $2.42 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 business had revenue of $9.61 billion during the quarter, compared to analyst estimates of $7.50 billion. During the same period in the prior year, the firm posted $3.19 earnings per share. The company’s quarterly revenue was up 17.5% on a year-over-year basis. As a group, analysts expect that Deere & Company will post 19.32 EPS for the current fiscal year.

Deere & Company Dividend Announcement

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

Trending Headlines about Deere & Company

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

• Positive Sentiment: Wall Street sentiment improved after Jefferies upgraded DE to “Hold” from “Underperform,” saying the recent pullback makes risk/reward more balanced; that upgrade helped spark buying interest. Deere Upgraded to Hold at Jefferies With $550 Target
• Positive Sentiment: New demand drivers: coverage highlights strong order growth in Deere’s construction segment tied to AI/data-center builds (reported ~50% order growth), partially offsetting an agricultural-cycle trough and supporting revenue diversification. The Green Machine Finds a Second Gear as AI Data Centers Drive 50% Order Growth
• Positive Sentiment: Analyst/estimate momentum: broker consensus remains constructive (average “Moderate Buy”), and Erste Group nudged FY2026–FY2027 EPS estimates modestly higher — supporting the view that earnings power may rebound as cycles recover.
• Neutral Sentiment: Relative-valuation headlines compare DE with peers like AGCO, prompting investors to reassess whether Deere’s premium multiple is justified given cyclical headwinds and diversification into construction. AGCO vs. DE: Which Stock Is the Better Value Option?
• Neutral Sentiment: Several outlets are re‑valuing Deere after recent news (analyst moves and the repair settlement), producing mixed takes on upside from current levels — useful for investors weighing entry points.
• Negative Sentiment: Deere agreed to a $99 million settlement to resolve a multi‑year “right to repair” class action; while the amount is manageable for a $165B market‑cap company, it is an explicit cash cost and underscores ongoing regulatory and public-relations scrutiny. Deere & Co agrees to pay $99 million to settle ‘right to repair’ lawsuit
• Negative Sentiment: Some commentary frames the settlement as evidence of broader aftermarket tensions (potential margin pressure and policy risk) and flags that FTC scrutiny or further actions could follow. John Deere’s $99 Million Settlement Reveals a Much Bigger Problem

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.