Trillium Asset Management LLC Invests $12.99 Million in Deere & Company $DE

Trillium Asset Management LLC purchased a new position in shares of Deere & Company (NYSE:DE) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 20,484 shares of the industrial products company’s stock, valued at approximately $12,994,000.

Several other large investors have also bought and sold shares of the business. Mowery & Schoenfeld Wealth Management LLC acquired a new stake in Deere & Company during the 2nd quarter worth $27,000. Timmons Wealth Management LLC acquired a new position in shares of Deere & Company in the 4th quarter valued at $29,000. McIlrath & Eck LLC acquired a new position in shares of Deere & Company in the 4th quarter valued at $30,000. Portus Wealth Advisors LLC bought a new position in shares of Deere & Company in the 1st quarter worth $32,000. Finally, Wealth Watch Advisors INC bought a new position in shares of Deere & Company in the 3rd quarter worth $32,000. 68.58% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on DE. DA Davidson reaffirmed a “buy” rating and set a $685.00 price objective on shares of Deere & Company in a research note on Friday, July 17th. Raymond James Financial reduced their target price on Deere & Company from $765.00 to $700.00 and set an “outperform” rating on the stock in a report on Friday, May 22nd. Royal Bank Of Canada restated an “outperform” rating and set a $752.00 target price on shares of Deere & Company in a research report on Monday, June 1st. Citigroup upped their price target on Deere & Company from $575.00 to $610.00 and gave the company a “neutral” rating in a research note on Tuesday, July 14th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Deere & Company in a research report on Tuesday. Fourteen research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $641.98.

Key Stories Impacting Deere & Company

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

• Positive Sentiment: Deere reported fiscal Q3 net income of $1.379 billion, or $5.10 per share, up from $4.75 per share a year earlier. Revenue rose approximately 6% to $12.61 billion, exceeding analyst expectations for both earnings and sales. Deere Reports Third Quarter Net Income of $1.379 Billion
• Positive Sentiment: Management raised fiscal 2026 net-income guidance to $4.75 billion-$5.00 billion, from a prior range of $4.50 billion-$5.00 billion, and expects $5 billion-$5.5 billion in equipment-operations cash flow. Deere Raises FY2026 Net Income Outlook
• Positive Sentiment: The Construction & Forestry and Small Agriculture & Turf divisions provided the main upside, with demand tied to energy infrastructure and data-center construction supporting Deere’s nonfarm businesses. The company also indicated that fiscal 2026 could mark the bottom of the current agricultural equipment cycle. Deere Stock Soars After Construction Unit Drives Earnings Beat
• Neutral Sentiment: Management cited improving early order trends, used-equipment inventories and resilient parts demand, which may support a gradual recovery; however, the broader farm-equipment rebound is expected to be more pronounced in 2027. Deere Narrows Profit Outlook as Farm Recovery Seen in 2027
• Negative Sentiment: Production agriculture remains pressured by weak farm conditions, while tariffs and regional sales weakness could weigh on margins and demand. The stock’s strong earnings reaction also leaves valuation and expectations elevated, increasing sensitivity to any signs that the agricultural recovery is delayed.

Deere & Company Trading Up 7.5%

DE opened at $624.38 on Friday. The stock has a market capitalization of $168.55 billion, a P/E ratio of 35.38, a P/E/G ratio of 2.46 and a beta of 0.90. The firm’s fifty day simple moving average is $605.47 and its 200 day simple moving average is $590.34. Deere & Company has a 12 month low of $433.00 and a 12 month high of $674.19. The company has a current ratio of 2.18, a quick ratio of 1.95 and a debt-to-equity ratio of 1.54.

Deere & Company (NYSE:DE) last posted its quarterly earnings data on Thursday, August 20th. The industrial products company reported $5.10 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.69 by $0.41. The business had revenue of $12.61 billion during the quarter, compared to the consensus estimate of $10.81 billion. Deere & Company had a return on equity of 18.25% and a net margin of 10.09%.Deere & Company’s quarterly revenue was up 6.2% on a year-over-year basis. During the same period last year, the company earned $4.75 earnings per share. As a group, research analysts anticipate that Deere & Company will post 18.21 EPS for the current fiscal year.

Deere & Company Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, August 10th. Stockholders of record on Tuesday, June 30th were issued a $1.62 dividend. The ex-dividend date was Tuesday, June 30th. This represents a $6.48 dividend on an annualized basis and a dividend yield of 1.0%. Deere & Company’s dividend payout ratio (DPR) is 36.71%.

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.