CCLA Investment Management Sells 2,879 Shares of Deere & Company $DE

CCLA Investment Management trimmed its holdings in Deere & Company (NYSE:DE) by 1.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 205,327 shares of the industrial products company’s stock after selling 2,879 shares during the quarter. CCLA Investment Management’s holdings in Deere & Company were worth $95,600,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Strategic Advocates LLC bought a new stake in shares of Deere & Company in the 3rd quarter valued at about $25,000. Activest Wealth Management lifted its stake in shares of Deere & Company by 69.2% in the 3rd quarter. Activest Wealth Management now owns 66 shares of the industrial products company’s stock valued at $30,000 after acquiring an additional 27 shares during the last quarter. Wealth Watch Advisors INC bought a new stake in shares of Deere & Company in the 3rd quarter valued at about $32,000. United Community Bank lifted its stake in shares of Deere & Company by 67.3% in the 3rd quarter. United Community Bank now owns 92 shares of the industrial products company’s stock valued at $42,000 after acquiring an additional 37 shares during the last quarter. Finally, GoalVest Advisory LLC lifted its stake in shares of Deere & Company by 56.7% in the 4th 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 last quarter. 68.58% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the stock. Wells Fargo & Company upped their price target on shares of Deere & Company from $543.00 to $750.00 and gave the company an “overweight” rating in a report on Friday, February 20th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Deere & Company in a report on Monday, December 29th. Barclays upped their price target on shares of Deere & Company from $530.00 to $640.00 and gave the company an “overweight” rating in a report on Tuesday, March 31st. UBS Group upped 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. Finally, Raymond James Financial reaffirmed an “outperform” rating and set a $765.00 price target on shares of Deere & Company in a research report on Monday, February 23rd. Sixteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, Deere & Company presently has an average rating of “Moderate Buy” and an average price target of $650.95.

Deere & Company Stock Up 5.8%

Shares of Deere & Company stock opened at $609.20 on Thursday. 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 moving average of $588.68 and a 200 day moving average of $515.38. The firm has a market cap of $164.55 billion, a price-to-earnings ratio of 34.34, a PEG ratio of 2.01 and a beta of 0.98. Deere & Company has a 1 year low of $404.42 and a 1 year high of $674.19.

Deere & Company (NYSE:DE) last issued its quarterly earnings results 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 company had revenue of $9.61 billion during the quarter, compared to analyst estimates of $7.50 billion. Deere & Company had a net margin of 10.29% and a return on equity of 18.93%. Deere & Company’s quarterly revenue was up 17.5% compared to the same quarter last year. During the same period last year, the business earned $3.19 EPS. As a group, sell-side analysts anticipate that Deere & Company will post 19.32 earnings per share for the current fiscal year.

Deere & Company Announces Dividend

The company 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 dividend of $1.62 per share. 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 (DPR) is currently 36.53%.

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

Insiders Place Their Bets

In other Deere & Company news, insider Cory J. Reed sold 12,000 shares of Deere & Company 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 sale, the insider owned 20,792 shares of the company’s stock, valued at approximately $10,603,920. This trade 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. Corporate insiders own 0.29% of the company’s stock.

Deere & 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.