Deere & Company $DE Shares Acquired by Brown Lisle Cummings Inc.

Key Points

• Brown Lisle Cummings raised its stake in Deere by 43.6% in Q4 to 6,588 shares, worth $3.07M, and institutional investors now own 68.58% of the stock.
• Strong quarterly results and analyst upgrades: Deere reported Q EPS of $2.42 (vs. $1.90 expected) and revenue of $9.61B (+17.5% YoY), prompting several price-target increases and a MarketBeat consensus target of $655.45 (Truist at $793).
• Corporate actions and risks: Deere announced a $1.62 quarterly dividend (annual $6.48, yield 1.1%, ex-dividend Mar 31) while facing a $99M "right-to-repair" settlement and an insider sale of 12,000 shares.

Brown Lisle Cummings Inc. lifted its stake in shares of Deere & Company (NYSE:DE - Free Report) by 43.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 6,588 shares of the industrial products company's stock after purchasing an additional 2,000 shares during the quarter. Brown Lisle Cummings Inc.'s holdings in Deere & Company were worth $3,067,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Strategic Advocates LLC acquired a new position in shares of Deere & Company during the 3rd quarter worth $25,000. Activest Wealth Management grew its stake in shares of Deere & Company by 69.2% during the 3rd quarter. Activest Wealth Management now owns 66 shares of the industrial products company's stock worth $30,000 after purchasing an additional 27 shares during the period. Wealth Watch Advisors INC acquired a new position in shares of Deere & Company during the 3rd quarter worth $32,000. United Community Bank grew its stake in shares of Deere & Company by 67.3% during the 3rd quarter. United Community Bank now owns 92 shares of the industrial products company's stock worth $42,000 after purchasing an additional 37 shares during the period. Finally, GoalVest Advisory LLC grew its stake in shares of Deere & Company by 56.7% during the 4th quarter. GoalVest Advisory LLC now owns 94 shares of the industrial products company's stock worth $44,000 after purchasing an additional 34 shares during the period. 68.58% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms have recently weighed in on DE. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Deere & Company in a research note on Monday, December 29th. Bank of America increased their price objective on shares of Deere & Company from $502.00 to $672.00 and gave the company a "neutral" rating in a research note on Friday, February 20th. Truist Financial increased their price objective on shares of Deere & Company from $612.00 to $793.00 and gave the company a "buy" rating in a research note on Friday, February 20th. Robert W. Baird lowered their price objective on shares of Deere & Company from $675.00 to $580.00 and set a "neutral" rating on the stock in a research note on Thursday, April 2nd. Finally, BMO Capital Markets increased their price objective 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. Sixteen investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $655.45.

Deere & Company Price Performance

Shares of NYSE DE opened at $603.94 on Friday. The stock has a market cap of $163.13 billion, a price-to-earnings ratio of 34.04, a PEG ratio of 2.11 and a beta of 0.98. Deere & Company has a 52 week low of $433.00 and a 52 week high of $674.19. The company's 50-day moving average price is $591.99 and its 200 day moving average price is $517.34. The company has a current ratio of 2.21, a quick ratio of 1.96 and a debt-to-equity ratio of 1.59.

Deere & Company (NYSE:DE - Get Free Report) last issued its quarterly earnings data on Thursday, February 19th. The industrial products company reported $2.42 EPS for the quarter, beating analysts' consensus estimates of $1.90 by $0.52. The firm had revenue of $9.61 billion for the quarter, compared to analysts' expectations of $7.50 billion. Deere & Company had a net margin of 10.29% and a return on equity of 18.93%. The firm's revenue was up 17.5% on a year-over-year basis. During the same period in the prior year, the company earned $3.19 EPS. As a group, research analysts forecast that Deere & Company will post 19.32 earnings per share for the current fiscal year.

Deere & Company Announces Dividend

The company also recently announced 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 dividend payout ratio is 36.53%.

More Deere & Company News

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

• Positive Sentiment: Barclays kept an Overweight rating and raised its price target to $640, signaling more upside from current levels as the firm updates machinery-sector expectations. Barclays Maintains an Overweight Rating on Deere & Company (DE)
• Positive Sentiment: An analyst raised Deere’s FY2026 EPS forecast, reflecting stronger forward earnings visibility which supports longer-term valuation. FY2026 EPS Forecast for Deere & Company Lifted by Analyst
• Positive Sentiment: Operational tailwinds: coverage highlights ~50% order growth tied to data‑center construction demand and signs that the ag cycle is stabilizing — a diversification of end markets that can sustain equipment sales. The Green Machine Finds a Second Gear as AI Data Centers Drive 50% Order Growth
• Neutral Sentiment: Broader coverage pieces note Deere has outperformed the market recently; that momentum supports investor interest but also raises the risk of profit-taking. Deere (DE) Exceeds Market Returns: Some Facts to Consider
• Neutral Sentiment: Jefferies moved its rating to “Hold,” reflecting mixed near-term expectations even as Deere’s fundamentals remain solid. Deere & Company Raised to "Hold" at Jefferies Financial Group
• Negative Sentiment: Legal/PR hit: Deere agreed to a $99M class-action settlement over “right-to-repair” claims and will make repair software more widely available. The payment and reputational fallout likely pressured sentiment despite the settlement limiting future liability. Deere agrees to pay $99M in ‘right to repair’ settlement
• Negative Sentiment: JPMorgan lifted its price target modestly to $550 but kept a Neutral rating — the new target implies limited upside from recent levels, which can prompt profit-taking by investors who bought the run-up. JPMorgan Adjusts Price Target on Deere to $550

Insider Transactions at Deere & Company

In other Deere & Company news, insider Cory J. Reed sold 12,000 shares of the company's stock in a transaction dated 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 transaction, the insider directly owned 20,792 shares in the company, valued at approximately $10,603,920. This represents a 36.59% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.29% of the company's stock.

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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