Silvant Capital Management LLC Makes New $3.79 Million Investment in Deere & Company $DE

Silvant Capital Management LLC purchased a new position in Deere & Company (NYSE:DE) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 5,972 shares of the industrial products company’s stock, valued at approximately $3,788,000.

Other large investors also recently modified their holdings of the company. BlackRock Inc. acquired a new stake in Deere & Company in the second quarter worth about $11,763,504,000. Norges Bank bought a new position in Deere & Company in the 4th quarter valued at about $1,715,633,000. Capital World Investors increased its stake in Deere & Company by 53.9% during the 4th quarter. Capital World Investors now owns 9,592,004 shares of the industrial products company’s stock valued at $4,465,906,000 after buying an additional 3,358,264 shares during the period. Bank of New York Mellon Corp acquired a new position in Deere & Company during the 2nd quarter valued at about $1,259,279,000. Finally, Northwestern Mutual Wealth Management Co. lifted its stake in shares of Deere & Company by 1,725.8% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,003,715 shares of the industrial products company’s stock worth $932,870,000 after acquiring an additional 1,893,972 shares during the period. 68.58% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

DE has been the topic of a number of research analyst reports. JPMorgan Chase & Co. lowered their price objective on shares of Deere & Company from $590.00 to $570.00 and set a “neutral” rating on the stock in a research note on Friday, August 14th. Citigroup increased their price target on Deere & Company from $575.00 to $610.00 and gave the company a “neutral” rating in a research note on Tuesday, July 14th. DA Davidson reiterated a “buy” rating and set a $685.00 price target on shares of Deere & Company in a research report on Friday, July 17th. Weiss Ratings reissued a “hold (c+)” rating on shares of Deere & Company in a research note on Tuesday. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $752.00 price objective on shares of Deere & Company in a report on Monday, June 1st. Fourteen analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, Deere & Company currently has a consensus rating of “Moderate Buy” and an average price target of $641.98.

Deere & Company Stock Up 7.5%

DE stock opened at $624.38 on Friday. Deere & Company has a 12 month low of $433.00 and a 12 month high of $674.19. The firm has a market cap of $168.55 billion, a PE ratio of 35.38, a P/E/G ratio of 2.46 and a beta of 0.90. The firm has a 50 day simple moving average of $605.47 and a 200 day simple moving average of $590.34. The company has a debt-to-equity ratio of 1.54, a current ratio of 2.18 and a quick ratio of 1.95.

Deere & Company (NYSE:DE) last posted its quarterly earnings results on Thursday, August 20th. The industrial products company reported $5.10 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.69 by $0.41. The firm had revenue of $12.61 billion for the quarter, compared to analyst estimates of $10.81 billion. Deere & Company had a net margin of 10.09% and a return on equity of 18.25%. The firm’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $4.75 earnings per share. Equities research analysts forecast that Deere & Company will post 18.21 earnings per share for the current fiscal year.

Deere & Company Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, August 10th. Stockholders of record on Tuesday, June 30th were paid a dividend of $1.62 per share. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $6.48 annualized dividend and a dividend yield of 1.0%. Deere & Company’s dividend payout ratio (DPR) is currently 36.71%.

Key Stories Impacting Deere & Company

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

• Positive Sentiment: Deere reported fiscal Q3 net income of $1.379 billion, or $5.10 per share, up from $4.75 per share a year earlier. Revenue rose approximately 6% to $12.61 billion, exceeding analyst expectations for both earnings and sales. Deere Reports Third Quarter Net Income of $1.379 Billion
• Positive Sentiment: Management raised fiscal 2026 net-income guidance to $4.75 billion-$5.00 billion, from a prior range of $4.50 billion-$5.00 billion, and expects $5 billion-$5.5 billion in equipment-operations cash flow. Deere Raises FY2026 Net Income Outlook
• Positive Sentiment: The Construction & Forestry and Small Agriculture & Turf divisions provided the main upside, with demand tied to energy infrastructure and data-center construction supporting Deere’s nonfarm businesses. The company also indicated that fiscal 2026 could mark the bottom of the current agricultural equipment cycle. Deere Stock Soars After Construction Unit Drives Earnings Beat
• Neutral Sentiment: Management cited improving early order trends, used-equipment inventories and resilient parts demand, which may support a gradual recovery; however, the broader farm-equipment rebound is expected to be more pronounced in 2027. Deere Narrows Profit Outlook as Farm Recovery Seen in 2027
• Negative Sentiment: Production agriculture remains pressured by weak farm conditions, while tariffs and regional sales weakness could weigh on margins and demand. The stock’s strong earnings reaction also leaves valuation and expectations elevated, increasing sensitivity to any signs that the agricultural recovery is delayed.

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.