Highview Capital Management LLC DE lessened its stake in Deere & Company (NYSE:DE – Free Report) by 33.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,260 shares of the industrial products company’s stock after selling 1,120 shares during the quarter. Highview Capital Management LLC DE’s holdings in Deere & Company were worth $1,052,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Legacy Advisors LLC increased its holdings in Deere & Company by 14.4% in the fourth quarter. Legacy Advisors LLC now owns 1,360 shares of the industrial products company’s stock valued at $633,000 after purchasing an additional 171 shares during the last quarter. Richards Merrill & Peterson Inc. bought a new stake in Deere & Company in the fourth quarter valued at about $108,000. Sterling Financial Planning Inc. grew its stake in Deere & Company by 4.9% in the fourth quarter. Sterling Financial Planning Inc. now owns 878 shares of the industrial products company’s stock valued at $409,000 after acquiring an additional 41 shares during the period. 55 North Private Wealth LLC acquired a new position in Deere & Company in the fourth quarter valued at about $209,000. Finally, Emissary Wealth LLC acquired a new position in Deere & Company in the fourth quarter valued at about $401,000. Institutional investors own 68.58% of the company’s stock.
Key Deere & Company News
Here are the key news stories impacting Deere & Company this week:
- Positive Sentiment: Sector tailwinds — analysts highlight elevated food inflation sustaining demand for agricultural equipment, which supports Deere’s long‑term aftermarket and new‑equipment sales prospects. 3 Agriculture Stocks to Buy as Food Inflation Stays Elevated in 2026
- Positive Sentiment: Supplier relationship signal — Worthington Steel was named a Partner‑level supplier by John Deere and received Deere’s Community Engagement Award, implying stable supplier ties and potential reliability in key inputs for Deere’s manufacturing. Worthington Steel Earns John Deere’s Highest Supplier Rating for 14th Consecutive Year; Receives Inaugural Community Engagement Award
- Neutral Sentiment: Broader industrial earnings context — recent previews from unrelated industrial firms (Packaging Corp., Otis) show mixed revenue/earnings dynamics across industrials; useful for sector comparables but not directly tied to Deere fundamentals. Packaging Corp Ready to Report Q1 Earnings: Here’s What to Expect
- Neutral Sentiment: Another industrial preview — Otis’ quarter may be mixed as service strength offsets new‑equipment weakness; context for investors watching service vs. equipment mix themes across industrial names. Otis Worldwide to Report Q1 Earnings: Here’s What You Need to Know
- Negative Sentiment: Legal settlement — multiple outlets report Deere agreed to pay about $99M in a lawsuit alleging monopolistic control over equipment repairs; while the payout limits immediate cash exposure, it revives scrutiny of Deere’s repair policies and could pressure aftermarket margins or force operational changes. John Deere must pay farmers $99M in lawsuit for monopolizing equipment repair
- Negative Sentiment: Ongoing reputational/operational risk — reporting shows farmers say repair costs remain a growing burden despite the settlement, suggesting continued public and political pressure that could translate into future litigation, regulation, or changes to Deere’s service model. Farmers say repair costs remain growing burden despite Deere settlement
- Negative Sentiment: In‑depth coverage — major outlets (WSJ) detail the settlement and farmers’ concerns, underlining that while the headline payment is finite, the story prolongs regulatory and PR scrutiny that can influence investor sentiment. Deere Settled for $99 Million Over Repair Costs. Farmers Are Still Worried.
Deere & Company Stock Up 0.8%
Deere & Company (NYSE:DE – Get Free Report) last posted its quarterly earnings data on Thursday, February 19th. The industrial products company reported $2.42 earnings per share 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 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 for the quarter was up 17.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.19 earnings per share. On average, sell-side analysts anticipate that Deere & Company will post 18 earnings per share for the current fiscal year.
Deere & Company Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Tuesday, March 31st will be given 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 dividend payout ratio is 36.53%.
Analysts Set New Price Targets
A number of research analysts have issued reports on DE shares. Sanford C. Bernstein boosted their target price on Deere & Company from $521.00 to $615.00 and gave the company a “market perform” rating in a research note on Friday, February 20th. Robert W. Baird decreased their target price on Deere & Company from $675.00 to $580.00 and set a “neutral” rating for the company in a research note on Thursday, April 2nd. Barclays boosted their target price on Deere & Company from $530.00 to $640.00 and gave the company an “overweight” rating in a research note on Tuesday, March 31st. Wall Street Zen raised Deere & Company from a “sell” rating to a “hold” rating in a research note on Saturday, February 7th. Finally, Morgan Stanley boosted their target price on Deere & Company from $560.00 to $730.00 and gave the company an “overweight” rating in a research note on Monday, February 23rd. Sixteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat, Deere & Company currently has a consensus rating of “Moderate Buy” and a consensus target price of $655.45.
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.
Further Reading
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