CORDA Investment Management LLC. Sells 1,914 Shares of Deere & Company $DE

Key Points

• CORDA Investment Management LLC trimmed its stake in Deere & Company by 2.0%, selling 1,914 shares and leaving 93,984 shares worth $43.756 million (3.2% of CORDA's portfolio), making DE its 11th-largest holding.
• Deere beat quarterly estimates — reported $2.42 EPS vs. $1.90 expected and $9.61 billion revenue (up 17.5% YoY); the company pays a $1.62 quarterly dividend ($6.48 annualized, 1.1% yield) and has a consensus analyst rating of "Moderate Buy" with a $655.45 target.

CORDA Investment Management LLC. cut its holdings in Deere & Company (NYSE:DE - Free Report) by 2.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 93,984 shares of the industrial products company's stock after selling 1,914 shares during the period. Deere & Company accounts for 3.2% of CORDA Investment Management LLC.'s portfolio, making the stock its 11th largest holding. CORDA Investment Management LLC.'s holdings in Deere & Company were worth $43,756,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in DE. Brighton Jones LLC increased its stake in shares of Deere & Company by 39.1% in the fourth quarter. Brighton Jones LLC now owns 4,548 shares of the industrial products company's stock worth $1,927,000 after purchasing an additional 1,278 shares in the last quarter. Schnieders Capital Management LLC. increased its stake in shares of Deere & Company by 7.8% in the second quarter. Schnieders Capital Management LLC. now owns 2,076 shares of the industrial products company's stock worth $1,056,000 after purchasing an additional 150 shares in the last quarter. Jump Financial LLC purchased a new stake in shares of Deere & Company in the second quarter worth $2,153,000. NewEdge Advisors LLC increased its stake in shares of Deere & Company by 6.0% in the second quarter. NewEdge Advisors LLC now owns 18,758 shares of the industrial products company's stock worth $9,538,000 after purchasing an additional 1,067 shares in the last quarter. Finally, Main Street Financial Solutions LLC increased its stake in shares of Deere & Company by 6.7% in the second quarter. Main Street Financial Solutions LLC now owns 1,551 shares of the industrial products company's stock worth $789,000 after purchasing an additional 97 shares in the last quarter. 68.58% of the stock is currently owned by institutional investors.

Deere & Company Stock Performance

DE opened at $580.67 on Friday. The stock has a market capitalization of $156.84 billion, a price-to-earnings ratio of 32.73, a PEG ratio of 2.06 and a beta of 0.96. The company has a fifty day moving average of $586.28 and a 200 day moving average of $532.75. Deere & Company has a fifty-two week low of $433.00 and a fifty-two week high of $674.19. 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 (NYSE:DE - Get Free Report) last released its quarterly earnings data on Thursday, February 19th. The industrial products company reported $2.42 EPS for the quarter, beating the consensus estimate of $1.90 by $0.52. Deere & Company had a net margin of 10.29% and a return on equity of 18.93%. The business had revenue of $9.61 billion during the quarter, compared to analyst estimates of $7.50 billion. During the same quarter last year, the business earned $3.19 earnings per share. Deere & Company's quarterly revenue was up 17.5% compared to the same quarter last year. As a group, sell-side analysts forecast that Deere & Company will post 18.01 earnings per share for the current fiscal year.

Deere & Company Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Tuesday, March 31st will be given a dividend of $1.62 per share. The ex-dividend date is Tuesday, March 31st. This represents a $6.48 annualized dividend and a yield of 1.1%. Deere & Company's dividend payout ratio (DPR) is 36.53%.

Key Headlines Impacting Deere & Company

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

• Positive Sentiment: Analysts and industry commentary expect Deere to benefit from favorable ag/industry tailwinds, which could produce a Q2 earnings beat and support revenue/earnings momentum. Deere: Q2 Earnings Beat Could Be On The Way With Industry Tailwinds
• Positive Sentiment: Appointment of Brent Norwood as CFO signals management emphasis on valuation and disciplined capital allocation; investors often view experienced finance chiefs as a positive for capital deployment and M&A execution. New Deere CFO Appointment Puts Focus On Valuation And Capital Allocation
• Positive Sentiment: Supply-chain/partner news: BTD Manufacturing was recognized as a John Deere partner-level supplier — a small operational positive that supports parts/sourcing resilience. BTD Manufacturing recognized as John Deere Partner-level Supplier
• Neutral Sentiment: Longer-term market backdrop: a report projects forestry-equipment market growth through 2030, which supports Deere’s forestry segment opportunity but is a longer-horizon tailwind. Forestry Equipment Industry Report 2026
• Neutral Sentiment: Company schedule: Deere confirmed its Q2 2026 earnings call for May 21 — investors will likely wait for that print and management commentary before committing. Deere to Announce Second Quarter 2026 Financial Results
• Negative Sentiment: Dividend scrutiny: coverage questions whether Deere’s unchanged $1.62 quarterly payout is sustainable as the ag cycle bottoms — this raises income-investor concerns and can weigh on the stock. Deere Keeps Paying Out, but Is That Dividend Safe?
• Negative Sentiment: Near-term price action: market commentary notes Deere has dipped more than the broader market today, signaling short-term profit-taking or rotation away from recent strength. Deere (DE) Dips More Than Broader Market: What You Should Know

Wall Street Analysts Forecast Growth

DE has been the subject of a number of analyst reports. Truist Financial increased their price objective on shares of Deere & Company from $612.00 to $793.00 and gave the stock a "buy" rating in a research note on Friday, February 20th. Royal Bank Of Canada increased their price objective 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. Citigroup reduced their price objective on shares of Deere & Company from $675.00 to $625.00 and set a "neutral" rating for the company in a research note on Monday, March 9th. Morgan Stanley increased their price objective on shares of Deere & Company from $560.00 to $730.00 and gave the stock an "overweight" rating in a research note on Monday, February 23rd. Finally, Argus increased their price objective on shares of Deere & Company from $540.00 to $700.00 and gave the stock a "buy" rating in a research note on Tuesday, March 3rd. Sixteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, Deere & Company presently has a consensus rating of "Moderate Buy" and a consensus target price of $655.45.

Deere & Company 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.

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