Deere & Co (DE)

• Market cap: $129B
• 1 day: 1.49%
• 5 days: 0.46%
• 1 month: -3.06%
• 3 months: -9.31%
• 6 months: -1.05%
• Year to date: 13.86%
• 1 year: 18.71%
• 5 years: 114.5%
• 10 years: 498.59%
• Sector: Industrials
• Industry: Farm & Heavy Construction Machinery

About: Deere is the world's leading manufacturer of agricultural equipment and a major producer of construction machinery. The company is divided into four reporting segments: production & precision agriculture (PPA), small agriculture & turf (SAT), construction & forestry (CF), and financial services (FS), its captive finance subsidiary. The core PPA business is the largest contributor to sales and profits by far. Geographically, Deere sales are 60% US/Canada, 17% Europe, 14% Latin America, and 9% rest of world. Deere goes to market through a robust dealer network that includes over 2,000 dealer locations in North America with reach into over 100 countries. John Deere financial provides retail financing for machinery to its customers and wholesale financing for dealers.

Employees: 75,800

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

119% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 95

25% more call options, than puts

Call options by funds: $1.53B | Put options by funds: $1.22B

11% more capital invested

Capital invested by funds: $91.7B [Q1] → $102B (+$9.89B) [Q2]

3% more funds holding

Funds holding: 2,314 [Q1] → 2,389 (+75) [Q2]

1.96% more ownership

Funds ownership: 71.97% [Q1] → 73.93% (+1.96%) [Q2]

6% more repeat investments, than reductions

Existing positions increased: 906 | Existing positions reduced: 853

4% less funds holding in top 10

Funds holding in top 10: 50 [Q1] → 48 (-2) [Q2]

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $488
• Avg. target: $540
• High target: $602

6 analyst ratings

• positive: 4 67%
• neutral: 2 33%
• negative: 0 0%

Oppenheimer Noah Kaye	$512	Outperform Maintained	18 Sep 2025
JP Morgan Tami Zakaria	$495	Neutral Maintained	2 Sep 2025
DA Davidson Michael Shlisky	$580	Buy Maintained	18 Aug 2025
Baird Mircea Dobre	$488	Neutral Maintained	15 Aug 2025
Truist Securities Jamie Cook	$602	Buy Maintained	15 Aug 2025