RWA Wealth Partners LLC Boosts Stake in Deere & Company $DE

RWA Wealth Partners LLC grew its holdings in Deere & Company (NYSE:DE) by 110.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 16,610 shares of the industrial products company’s stock after purchasing an additional 8,709 shares during the period. RWA Wealth Partners LLC’s holdings in Deere & Company were worth $7,595,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. The Manufacturers Life Insurance Company grew its position in shares of Deere & Company by 30.6% during the second quarter. The Manufacturers Life Insurance Company now owns 364,103 shares of the industrial products company’s stock worth $185,143,000 after buying an additional 85,351 shares in the last quarter. Csenge Advisory Group lifted its stake in Deere & Company by 84.9% in the third quarter. Csenge Advisory Group now owns 7,440 shares of the industrial products company’s stock worth $3,402,000 after acquiring an additional 3,416 shares during the last quarter. Mesirow Financial Investment Management Inc. grew its holdings in Deere & Company by 1.0% during the 2nd quarter. Mesirow Financial Investment Management Inc. now owns 4,678 shares of the industrial products company’s stock worth $2,379,000 after acquiring an additional 45 shares in the last quarter. MASTERINVEST Kapitalanlage GmbH acquired a new position in Deere & Company during the 2nd quarter worth approximately $3,615,000. Finally, WINTON GROUP Ltd purchased a new stake in shares of Deere & Company in the 2nd quarter valued at approximately $4,550,000. 68.58% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Deere & Company

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

• Positive Sentiment: Morgan Stanley raised its price target on DE to $730 (from $560) and kept an Overweight rating, citing both near‑ and long‑term upside despite agricultural headwinds. Deere price target raised to $730 from $560 at Morgan Stanley
• Positive Sentiment: High‑profile bullish commentary: Jim Cramer highlighted Deere’s precision‑agriculture story and digital/AI capabilities — helping investor perception that Deere can capture software/recurring‑revenue upside. Deere (DE)’s Precision Agriculture is Quite a Story, Says Jim Cramer
• Positive Sentiment: Board declared a quarterly dividend of $1.62 per share (payable May 8, record March 31) — supports income profile and signals cash‑flow confidence. Deere & Company Announces Quarterly Dividend
• Positive Sentiment: Recent quarterly results beat expectations (EPS and revenue) and management signaled improvement/guidance consistent with a cyclical recovery in ag and construction — underpins analyst revisions and valuation premium. Market background on Deere results
• Positive Sentiment: Strategic partnerships and digital initiatives — including linkage with Bayer on agronomic data — reinforce Deere’s push into connected‑farm services that can expand recurring revenue and farmer stickiness. Bayer’s Roundup Deal And Digital Shift Reframe Crop Science Risk Profile
• Neutral Sentiment: New industry/company analysis reports (ResearchAndMarkets) highlight Deere’s digital transformation and innovation programs — useful for strategic context but not immediate share‑moving. Deere & Co Digital Transformation Strategy Analysis Report 2025
• Neutral Sentiment: Comparisons with Caterpillar show divergent quarter results: Caterpillar posted record results while Deere is positioned as a recovery play — this frames investor expectations but is mixed in implication. Caterpillar vs Deere: Heavy Machinery Legends Post Opposite Earnings Stories
• Negative Sentiment: Industry headwinds: Deere, CNH and AGCO warned of softer North American demand for 2026 and plan to underproduce to realign inventory — this can pressure near‑term revenues and margins. Deere, CNH and Agco brace for low North American sales in 2026 outlooks

Deere & Company Stock Down 3.1%

Deere & Company stock opened at $624.33 on Thursday. The company has a market capitalization of $169.24 billion, a P/E ratio of 35.19, a PEG ratio of 2.30 and a beta of 1.02. The company has a debt-to-equity ratio of 1.59, a quick ratio of 1.96 and a current ratio of 2.21. Deere & Company has a fifty-two week low of $404.42 and a fifty-two week high of $674.19. The stock has a 50-day simple moving average of $531.78 and a 200-day simple moving average of $493.87.

Deere & Company (NYSE:DE) last released its quarterly earnings results on Thursday, February 19th. The industrial products company reported $2.42 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.90 by $0.52. Deere & Company had a return on equity of 18.93% and a net margin of 10.29%.The firm had revenue of $9.61 billion for the quarter, compared to the consensus estimate of $7.50 billion. During the same quarter last year, the business posted $3.19 EPS. The firm’s quarterly revenue was up 17.5% compared to the same quarter last year. Equities research analysts expect that Deere & Company will post 19.32 earnings per share for the current year.

Deere & Company Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Tuesday, March 31st will be issued a $1.62 dividend. This represents a $6.48 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Tuesday, March 31st. Deere & Company’s payout ratio is presently 36.53%.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on DE shares. Jefferies Financial Group lowered Deere & Company from a “hold” rating to an “underperform” rating and increased their target price for the company from $475.00 to $550.00 in a report on Monday. BMO Capital Markets increased their price objective on Deere & Company from $460.00 to $500.00 and gave the company a “market perform” rating in a report on Friday, February 20th. Wall Street Zen raised Deere & Company from a “sell” rating to a “hold” rating in a research report on Saturday, February 7th. Robert W. Baird boosted their target price on Deere & Company from $467.00 to $675.00 and gave the stock a “neutral” rating in a research note on Friday, February 20th. Finally, DA Davidson increased their price target on shares of Deere & Company from $580.00 to $775.00 and gave the company a “buy” rating in a research note on Friday, February 20th. Fifteen research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $637.70.

Insiders Place Their Bets

In related news, CEO John C. May II sold 41,472 shares of the stock in a transaction 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 sale, the chief executive officer owned 117,970 shares in the company, valued at $59,160,775.30. This represents a 26.01% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, 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 transaction of $6,120,000.00. Following the transaction, the insider directly owned 20,792 shares in the company, valued at $10,603,920. The trade was a 36.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.29% of the company’s stock.

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.