Greenleaf Trust Cuts Position in Deere & Company $DE

Key Points

• Greenleaf Trust cut its position by 33.9% in Deere & Company in Q4, selling 2,925 shares and leaving it with 5,713 shares valued at about $2.66 million.
• Deere beat quarterly estimates, reporting EPS of $2.42 versus $1.90 and revenue of $9.61 billion (up 17.5% year‑over‑year), supporting analyst upgrades and a consensus price target around $651.
• Deere settled right‑to‑repair litigation for $99 million and agreed to a 10‑year repair commitment, removing a legal overhang but potentially pressuring aftermarket/service margins over time.

Greenleaf Trust decreased its position in Deere & Company (NYSE:DE - Free Report) by 33.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,713 shares of the industrial products company's stock after selling 2,925 shares during the quarter. Greenleaf Trust's holdings in Deere & Company were worth $2,660,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DE. Strategic Advocates LLC purchased a new stake in Deere & Company in the third quarter valued at approximately $25,000. Activest Wealth Management raised its position in Deere & Company by 69.2% in the third quarter. Activest Wealth Management now owns 66 shares of the industrial products company's stock valued at $30,000 after purchasing an additional 27 shares during the period. Wealth Watch Advisors INC purchased a new stake in Deere & Company in the third quarter valued at approximately $32,000. United Community Bank raised its position in Deere & Company by 67.3% in the third quarter. United Community Bank now owns 92 shares of the industrial products company's stock valued at $42,000 after purchasing an additional 37 shares during the period. Finally, GoalVest Advisory LLC raised its position in Deere & Company by 56.7% in the fourth quarter. GoalVest Advisory LLC now owns 94 shares of the industrial products company's stock valued at $44,000 after purchasing an additional 34 shares during the period. Hedge funds and other institutional investors own 68.58% of the company's stock.

Deere & Company Stock Performance

Shares of DE stock opened at $609.20 on Thursday. 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 has a 12 month low of $404.42 and a 12 month high of $674.19. The company has a market cap of $164.55 billion, a P/E ratio of 34.34, a PEG ratio of 2.01 and a beta of 0.98. The firm has a fifty day moving average price of $588.68 and a 200 day moving average price of $515.38.

Deere & Company (NYSE:DE - Get Free Report) last released its quarterly earnings data on Thursday, February 19th. The industrial products company reported $2.42 earnings per share (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 company had revenue of $9.61 billion during the quarter, compared to the consensus estimate of $7.50 billion. During the same quarter in the prior year, the firm posted $3.19 earnings per share. Deere & Company's revenue for the quarter was up 17.5% on a year-over-year basis. Sell-side analysts predict that Deere & Company will post 19.32 earnings per share for the current fiscal year.

Deere & Company Dividend Announcement

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

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 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 completion of the transaction, the insider owned 20,792 shares in the company, valued at $10,603,920. This represents a 36.59% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.29% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on DE. Citigroup cut their price objective on Deere & Company from $675.00 to $625.00 and set a "neutral" rating on the stock in a research report on Monday, March 9th. Bank of America upped their price objective on Deere & Company from $502.00 to $672.00 and gave the stock a "neutral" rating in a research report on Friday, February 20th. Wolfe Research boosted their target price on shares of Deere & Company from $550.00 to $660.00 and gave the stock an "outperform" rating in a research note on Tuesday, March 31st. Jefferies Financial Group upgraded shares of Deere & Company from an "underperform" rating to a "hold" rating and set a $550.00 target price for the company in a research note on Wednesday. Finally, Wall Street Zen upgraded shares of Deere & Company from a "sell" rating to a "hold" rating in a research note on Saturday, February 7th. Sixteen analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $650.95.

Deere & Company News Roundup

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

• Positive Sentiment: Deere agreed to a $99 million settlement that resolves multidistrict "right to repair" litigation, includes a 10‑year commitment to provide farmers and independent repairers with diagnostic tools and resources, and was announced as having no finding of wrongdoing — removing a major legal overhang. Deere & Company Reaches Settlement in Repair Services Antitrust Litigation
• Positive Sentiment: Jefferies upgraded DE from Underperform to Hold, saying the recent ~15% pullback has improved the stock's risk/reward and sees limited downside — a notable vote of confidence from an influential sell‑side voice. Jefferies sees limited downside for Deere after 15% pullback, upgrades to Hold
• Positive Sentiment: Analysts and brokers have been revising views upward: Erste Group nudged FY2026/FY2027 EPS estimates higher, and other analysts posted upgrades today — supporting a more constructive earnings outlook. MarketBeat report on analyst estimate changes
• Neutral Sentiment: Valuation and peer comparisons (AGCO vs DE) are receiving attention: several pieces examine whether Deere is still a better-value or core industry holding versus peers, which keeps the focus on relative valuation rather than a single catalyst. AGCO vs. DE: Which Stock Is the Better Value Option?
• Neutral Sentiment: Coverage asking "Is it too late to buy DE?" and other valuation pieces keep mixed investor views prominent — healthy stock performance YTD but questions on whether gains are priced in. Is It Too Late To Consider Deere (DE) After Strong Multi Year Share Price Gains?
• Negative Sentiment: Although the settlement removes litigation risk, the $99M fund and the 10‑year repair commitments could reshape Deere's aftermarket economics and service margins long term; some coverage flags continuing regulatory scrutiny (FTC matters noted in industry coverage). These structural implications could pressure high‑margin service revenue in future years. John Deere settles right-to-repair lawsuit for $99 million

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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