Deere & Company $DE Shares Sold by Baillie Gifford & Co.

Key Points

• Institutional and insider selling: Baillie Gifford trimmed its Deere stake by 3.3% in Q4 to 524,786 shares (≈$244.3M), and insider Cory J. Reed sold 12,000 shares for about $6.12M, cutting his ownership by 36.6%.
• Strong earnings and bullish analyst revisions: Deere beat Q4 estimates (EPS $2.42 vs $1.90; revenue $9.61B vs $7.50B) and multiple firms raised price targets (e.g., UBS $775, Wells Fargo $750), leaving a consensus "Moderate Buy" with an average target of ~$655.45.
• Legal and shareholder actions: The company agreed to a $99M right‑to‑repair settlement and also declared a $1.62 quarterly dividend (annualized $6.48, 1.1% yield; ex‑dividend Mar 31, payable May 8).

Baillie Gifford & Co. trimmed its position in shares of Deere & Company (NYSE:DE - Free Report) by 3.3% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 524,786 shares of the industrial products company's stock after selling 17,897 shares during the quarter. Baillie Gifford & Co. owned approximately 0.19% of Deere & Company worth $244,325,000 as of its most recent filing with the SEC.

Other large investors have also recently made changes to their positions in the company. Strategic Advocates LLC purchased a new stake in Deere & Company in the 3rd quarter valued at $25,000. Activest Wealth Management grew its holdings 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 Deere & Company during the 3rd quarter worth about $32,000. United Community Bank lifted its stake in 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 acquiring an additional 37 shares in the last quarter. Finally, GoalVest Advisory LLC lifted its stake in 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 acquiring an additional 34 shares in the last quarter. 68.58% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Deere & Company

In other news, insider Cory J. Reed sold 12,000 shares of the business's stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $510.00, for a total value of $6,120,000.00. Following the completion of the transaction, the insider directly owned 20,792 shares of the company's stock, valued at $10,603,920. The trade was a 36.59% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. 0.29% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of research firms have issued reports on DE. UBS Group increased their price target on Deere & Company from $535.00 to $775.00 and gave the company a "buy" rating in a research report on Friday, February 20th. Wells Fargo & Company raised their price target on Deere & Company from $543.00 to $750.00 and gave the stock an "overweight" rating in a research note on Friday, February 20th. Jefferies Financial Group upgraded 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, April 8th. Oppenheimer reiterated an "outperform" rating and issued a $715.00 target price on shares of Deere & Company in a research note on Friday, February 20th. Finally, Barclays raised their price target on Deere & Company from $530.00 to $640.00 and gave the company an "overweight" rating in a report on Tuesday, March 31st. Sixteen research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $655.45.

Key Headlines Impacting Deere & Company

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

Deere & Company Stock Performance

Shares of DE stock opened at $603.94 on Monday. The stock has a fifty day moving average price of $591.99 and a 200 day moving average price of $517.68. The stock has a market cap of $163.13 billion, a PE ratio of 34.04, a P/E/G ratio of 2.11 and a beta of 0.98. Deere & Company has a 1 year low of $433.00 and a 1 year 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 issued its quarterly earnings data on Thursday, February 19th. The industrial products company reported $2.42 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.90 by $0.52. The firm had revenue of $9.61 billion during the quarter, compared to analysts' expectations of $7.50 billion. Deere & Company had a return on equity of 18.93% and a net margin of 10.29%.Deere & Company's revenue was up 17.5% on a year-over-year basis. During the same period in the previous year, the firm posted $3.19 earnings per share. 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. Stockholders 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 dividend yield of 1.1%. The ex-dividend date of this dividend is Tuesday, March 31st. Deere & Company's payout ratio is 36.53%.

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.

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