CCLA Investment Management Trims Stock Holdings in Deere & Company $DE

CCLA Investment Management decreased its holdings in Deere & Company (NYSE:DE – Free Report) by 1.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 205,327 shares of the industrial products company’s stock after selling 2,879 shares during the period. CCLA Investment Management owned 0.08% of Deere & Company worth $95,600,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of the business. Strategic Advocates LLC bought a new position in shares of Deere & Company in the third quarter worth $25,000. Activest Wealth Management boosted its holdings in shares of Deere & Company by 69.2% in the third quarter. Activest Wealth Management now owns 66 shares of the industrial products company’s stock worth $30,000 after acquiring an additional 27 shares during the period. Wealth Watch Advisors INC bought a new position in shares of Deere & Company in the third quarter worth $32,000. United Community Bank boosted its holdings in shares of Deere & Company by 67.3% in the third quarter. United Community Bank now owns 92 shares of the industrial products company’s stock worth $42,000 after acquiring an additional 37 shares during the period. Finally, GoalVest Advisory LLC boosted its position in shares of 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 acquiring an additional 34 shares during the period. Hedge funds and other institutional investors own 68.58% of the company’s stock.

Analyst Upgrades and Downgrades

DE has been the subject of a number of analyst reports. Morgan Stanley raised their price objective on shares of Deere & Company from $560.00 to $730.00 and gave the company an “overweight” rating in a research report on Monday, February 23rd. JPMorgan Chase & Co. cut their price objective on shares of Deere & Company from $480.00 to $460.00 and set a “neutral” rating for the company in a research report on Friday, December 19th. Truist Financial raised their price objective on shares of Deere & Company from $612.00 to $793.00 and gave the company a “buy” rating in a research report on Friday, February 20th. Royal Bank Of Canada raised their price objective on shares of Deere & Company from $541.00 to $736.00 and gave the company an “outperform” rating in a research report on Friday, February 20th. Finally, Barclays lifted their price objective on Deere & Company from $530.00 to $640.00 and gave the company an “overweight” rating in a research note on Tuesday, March 31st. Sixteen research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Deere & Company currently has an average rating of “Moderate Buy” and a consensus target price of $650.95.

View Our Latest Stock Analysis on Deere & Company

Deere & Company Trading Up 5.8%

Shares of Deere & Company stock opened at $609.20 on Thursday. Deere & Company has a 1 year low of $404.42 and a 1 year high of $674.19. The firm has a market cap of $164.55 billion, a PE ratio of 34.34, a PEG ratio of 2.01 and a beta of 0.98. The company has a debt-to-equity ratio of 1.59, a current ratio of 2.21 and a quick ratio of 1.96. The company has a 50 day simple moving average of $588.68 and a two-hundred day simple moving average of $515.38.

Deere & Company (NYSE:DE – Get Free Report) last announced its earnings results 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 business had revenue of $9.61 billion during the quarter, compared to analyst estimates of $7.50 billion. During the same period in the previous year, the business posted $3.19 earnings per share. Deere & Company’s revenue for the quarter was up 17.5% on a year-over-year basis. Analysts expect that Deere & Company will post 19.32 earnings per share for the current fiscal year.

Deere & Company Dividend Announcement

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

Insider Transactions at Deere & Company

In other Deere & Company news, insider Cory J. Reed sold 12,000 shares of Deere & Company stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $510.00, for a total transaction of $6,120,000.00. Following the completion of the sale, the insider 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 sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.29% of the stock is currently owned by company insiders.

Trending Headlines about Deere & Company

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