Sarasin & Partners LLP Decreases Stake in Deere & Company $DE

Sarasin & Partners LLP reduced its holdings in shares of Deere & Company (NYSE:DE) by 3.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 388,218 shares of the industrial products company’s stock after selling 13,638 shares during the quarter. Deere & Company accounts for 1.8% of Sarasin & Partners LLP’s portfolio, making the stock its 25th biggest holding. Sarasin & Partners LLP owned about 0.14% of Deere & Company worth $180,712,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Mid American Wealth Advisory Group Inc. purchased a new position in Deere & Company in the 2nd quarter worth about $25,000. Activest Wealth Management boosted its holdings in shares of Deere & Company by 2,750.0% during the 1st quarter. Activest Wealth Management now owns 57 shares of the industrial products company’s stock valued at $27,000 after acquiring an additional 55 shares during the last quarter. Howard Hughes Medical Institute bought a new stake in shares of Deere & Company in the second quarter worth approximately $27,000. Marshall & Sullivan Inc. WA purchased a new position in shares of Deere & Company during the second quarter valued at approximately $38,000. Finally, Livelsberger Financial Advisory purchased a new position in shares of Deere & Company during the second quarter valued at approximately $39,000. 68.58% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on DE. JPMorgan Chase & Co. dropped their target price on shares of Deere & Company from $480.00 to $460.00 and set a “neutral” rating on the stock in a report on Friday. DA Davidson reaffirmed a “buy” rating and issued a $580.00 price objective on shares of Deere & Company in a report on Monday, December 1st. BMO Capital Markets reissued a “market perform” rating and issued a $460.00 target price on shares of Deere & Company in a report on Tuesday, December 9th. Sanford C. Bernstein reissued a “market perform” rating on shares of Deere & Company in a research report on Tuesday, December 9th. Finally, Truist Financial boosted their price target on Deere & Company from $609.00 to $612.00 and gave the company a “buy” rating in a research note on Friday, November 28th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat.com, Deere & Company currently has a consensus rating of “Moderate Buy” and an average price target of $522.70.

Deere & Company Price Performance

NYSE DE opened at $470.62 on Friday. The company has a market capitalization of $127.22 billion, a PE ratio of 25.43, a price-to-earnings-growth ratio of 1.77 and a beta of 1.00. The company has a debt-to-equity ratio of 1.68, a quick ratio of 2.01 and a current ratio of 2.22. The business’s fifty day moving average is $471.38 and its 200 day moving average is $486.58. Deere & Company has a fifty-two week low of $403.01 and a fifty-two week high of $533.78.

Deere & Company (NYSE:DE) last issued its quarterly earnings results on Wednesday, November 26th. The industrial products company reported $3.93 EPS for the quarter, missing analysts’ consensus estimates of $3.96 by ($0.03). Deere & Company had a return on equity of 20.54% and a net margin of 11.00%.The company had revenue of $12.39 billion during the quarter, compared to analysts’ expectations of $9.77 billion. During the same quarter in the previous year, the company earned $4.55 EPS. The business’s quarterly revenue was up 14.1% compared to the same quarter last year. Sell-side analysts predict that Deere & Company will post 19.32 earnings per share for the current year.

Deere & Company Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, February 9th. Shareholders of record on Wednesday, December 31st will be paid a dividend of $1.62 per share. The ex-dividend date is Wednesday, December 31st. This represents a $6.48 dividend on an annualized basis and a yield of 1.4%. Deere & Company’s dividend payout ratio (DPR) is presently 35.01%.

Key Deere & Company News

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

• Neutral Sentiment: JPMorgan lowered its price target on DE to $460 from $480 and kept a “neutral” rating — a modest reduction to the implied upside and a sign of more cautious near‑term expectations. MarketScreener
• Negative Sentiment: Zacks Research cut a string of quarterly and annual EPS estimates for DE and maintained a “Hold” rating. Key revisions include Q1 2026: 2.83 → 1.99, Q2 2026: 5.97 → 5.55, Q3 2026: 5.26 → 4.75, Q4 2026: 4.78 → 4.45, FY2026: 18.83 → 16.74, Q2 2027: 7.24 → 6.19, Q3 2027: 6.44 → 5.68, and FY2027: 24.20 → 21.55. These downward revisions reduce near‑term earnings visibility and raise the odds of additional guidance cuts from the company. Q1 EPS Estimates for Deere & Company Cut by Zacks Research

Insiders Place Their Bets

In other Deere & Company news, CEO John C. May II sold 11,106 shares of Deere & Company stock in a transaction that occurred on Tuesday, November 25th. The shares were sold at an average price of $500.08, for a total transaction of $5,553,888.48. Following the transaction, the chief executive officer owned 112,453 shares of the company’s stock, valued at $56,235,496.24. The trade was a 8.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.29% of the stock is owned by corporate insiders.

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.