Rational Advisors Inc. Boosts Stake in Deere & Company $DE

Rational Advisors Inc. increased its stake in shares of Deere & Company (NYSE:DE) by 2,098.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 1,737 shares of the industrial products company’s stock after purchasing an additional 1,658 shares during the period. Rational Advisors Inc.’s holdings in Deere & Company were worth $809,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in DE. Cary Street Partners Financial LLC boosted its position in Deere & Company by 11.8% in the 4th quarter. Cary Street Partners Financial LLC now owns 10,312 shares of the industrial products company’s stock valued at $4,801,000 after buying an additional 1,086 shares during the period. Spectrum Financial Alliance Ltd LLC boosted its position in Deere & Company by 55.8% in the 4th quarter. Spectrum Financial Alliance Ltd LLC now owns 85,351 shares of the industrial products company’s stock valued at $39,737,000 after buying an additional 30,553 shares during the period. Compagnie Lombard Odier SCmA boosted its position in Deere & Company by 66.1% in the 3rd quarter. Compagnie Lombard Odier SCmA now owns 27,568 shares of the industrial products company’s stock valued at $12,606,000 after buying an additional 10,974 shares during the period. Public Sector Pension Investment Board boosted its position in Deere & Company by 14.6% in the 3rd quarter. Public Sector Pension Investment Board now owns 21,174 shares of the industrial products company’s stock valued at $9,682,000 after buying an additional 2,702 shares during the period. Finally, Ashton Thomas Private Wealth LLC boosted its position in Deere & Company by 263.8% in the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 17,308 shares of the industrial products company’s stock valued at $7,942,000 after buying an additional 12,551 shares during the period. Hedge funds and other institutional investors own 68.58% of the company’s stock.

Deere & Company News Summary

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

• Positive Sentiment: The biggest driver was the U.S. government’s decision to reduce tariffs on imported farm and construction equipment, which should lower costs and support demand for Deere’s machinery. US Lowers Tariffs to Boost Investment in Industrial Economy
• Positive Sentiment: Investors also appear to be refocusing on Deere’s strong fiscal Q2 results, including earnings of $6.55 per share versus expectations of $5.70, along with management’s unchanged full-year FY2026 profit outlook of $4.5 billion to $5.0 billion. Deere jumps as investors refocus on Q2 beat, steady FY26 outlook, and construction strength
• Positive Sentiment: Recent analyst sentiment remains constructive, with RBC Capital reiterating an outperform rating and lifting its price target to $752, implying additional upside from current levels. Deere & Company had its “outperform” rating reaffirmed by Royal Bank Of Canada
• Neutral Sentiment: Commentary also suggests Deere is benefiting from strength in construction equipment and a tariff refund related to IEEPA, but these appear secondary to the earnings and tariff headlines. Deere reaps benefits of IEEPA tariff refund and construction demand
• Neutral Sentiment: One article questioned whether DE is underperforming the industrials sector, but it did not introduce a clear new negative catalyst. Deere & Company Stock: Is DE Underperforming the Industrials Sector?

Deere & Company Price Performance

Shares of NYSE:DE opened at $578.97 on Wednesday. The company’s fifty day moving average price is $571.78 and its 200 day moving average price is $542.99. Deere & Company has a 12 month low of $433.00 and a 12 month high of $674.19. The company has a debt-to-equity ratio of 1.54, a current ratio of 2.18 and a quick ratio of 1.95. The firm has a market capitalization of $156.29 billion, a P/E ratio of 32.80, a P/E/G ratio of 2.01 and a beta of 0.92.

Deere & Company (NYSE:DE) last announced its quarterly earnings results on Thursday, May 21st. The industrial products company reported $6.55 EPS for the quarter, topping the consensus estimate of $5.70 by $0.85. Deere & Company had a net margin of 10.09% and a return on equity of 18.25%. The firm had revenue of $13.37 billion for the quarter, compared to analyst estimates of $11.55 billion. During the same period last year, the business earned $6.64 EPS. Deere & Company’s revenue for the quarter was up 5.4% compared to the same quarter last year. As a group, sell-side analysts predict that Deere & Company will post 18.08 earnings per share for the current fiscal year.

Deere & Company Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, August 10th. Investors of record on Tuesday, June 30th will be paid a dividend of $1.62 per share. This represents a $6.48 annualized dividend and a yield of 1.1%. The ex-dividend date is Tuesday, June 30th. Deere & Company’s dividend payout ratio (DPR) is currently 36.71%.

Wall Street Analyst Weigh In

DE has been the topic of a number of analyst reports. Argus raised their price objective on shares of Deere & Company from $540.00 to $700.00 and gave the company a “buy” rating in a report on Tuesday, March 3rd. Wolfe Research raised their price objective on shares of Deere & Company from $550.00 to $660.00 and gave the company an “outperform” rating in a report on Tuesday, March 31st. Wall Street Zen upgraded shares of Deere & Company from a “sell” rating to a “hold” rating in a report on Saturday, February 7th. Citigroup reduced their price objective on shares of Deere & Company from $625.00 to $595.00 and set a “neutral” rating on the stock in a report on Friday, May 22nd. Finally, Wells Fargo & Company raised their price objective on shares of Deere & Company from $543.00 to $750.00 and gave the company an “overweight” rating in a report on Friday, February 20th. Fifteen research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $638.08.

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.