OFI Invest Asset Management Raises Position in Deere & Company $DE

OFI Invest Asset Management raised its holdings in shares of Deere & Company (NYSE:DE) by 1,136.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 73,454 shares of the industrial products company’s stock after acquiring an additional 67,512 shares during the quarter. OFI Invest Asset Management’s holdings in Deere & Company were worth $34,198,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also modified their holdings of DE. Brighton Jones LLC boosted its stake in shares of Deere & Company by 39.1% during the 4th quarter. Brighton Jones LLC now owns 4,548 shares of the industrial products company’s stock worth $1,927,000 after acquiring an additional 1,278 shares during the last quarter. Schnieders Capital Management LLC. boosted its stake in shares of Deere & Company by 7.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,076 shares of the industrial products company’s stock worth $1,056,000 after acquiring an additional 150 shares during the last quarter. Jump Financial LLC purchased a new position in shares of Deere & Company during the 2nd quarter worth $2,153,000. SVB Wealth LLC purchased a new position in shares of Deere & Company during the 2nd quarter worth $1,282,000. Finally, Certuity LLC boosted its stake in shares of Deere & Company by 6.0% during the 2nd quarter. Certuity LLC now owns 862 shares of the industrial products company’s stock worth $438,000 after acquiring an additional 49 shares during the last quarter. Hedge funds and other institutional investors own 68.58% of the company’s stock.

Deere & Company Stock Up 5.8%

DE opened at $609.20 on Thursday. 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 firm’s fifty day moving average is $588.68 and its 200 day moving average is $515.38. The stock has a market cap of $164.55 billion, a price-to-earnings ratio of 34.34, a price-to-earnings-growth ratio of 2.01 and a beta of 0.98.

Deere & Company (NYSE:DE) last released its earnings results on Thursday, February 19th. The industrial products company reported $2.42 earnings per share for the quarter, beating analysts’ consensus estimates of $1.90 by $0.52. Deere & Company had a net margin of 10.29% and a return on equity of 18.93%. The company had revenue of $9.61 billion for the quarter, compared to analysts’ expectations of $7.50 billion. During the same quarter in the previous year, the company earned $3.19 EPS. Deere & Company’s revenue for the quarter was up 17.5% on a year-over-year basis. On average, sell-side analysts forecast that Deere & Company will post 19.32 earnings per share for the current fiscal year.

Deere & Company Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Shareholders 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 yield of 1.1%. The ex-dividend date is Tuesday, March 31st. Deere & Company’s payout ratio is currently 36.53%.

Analyst Upgrades and Downgrades

DE has been the topic of several analyst reports. Royal Bank Of Canada lifted their price target on shares of Deere & Company from $541.00 to $736.00 and gave the stock an “outperform” rating in a research note on Friday, February 20th. Oppenheimer restated an “outperform” rating and set a $715.00 target price on shares of Deere & Company in a research note on Friday, February 20th. Jefferies Financial Group upgraded shares of Deere & Company from an “underperform” rating to a “hold” rating and set a $550.00 target price on the stock in a research note on Wednesday. BMO Capital Markets lifted their target price on shares of Deere & Company from $460.00 to $500.00 and gave the company a “market perform” rating in a research note on Friday, February 20th. Finally, DA Davidson lifted their target price 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. Sixteen equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat, Deere & Company currently has an average rating of “Moderate Buy” and an average price target of $650.95.

Key Headlines Impacting 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

Insider Transactions at Deere & Company

In other Deere & Company news, insider Cory J. Reed sold 12,000 shares of Deere & Company stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $510.00, for a total value of $6,120,000.00. Following the sale, 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 position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Corporate insiders own 0.29% of the company’s stock.

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.