UBS Remains Bullish on Deere (DE) Despite Weakness in Farm Equipment Cycle: Here’s Why
The broader agricultural equipment industry is witnessing a cyclical slowdown as softness in equipment demand is impacting the manufacturers.
Deere & Co (DE)
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Sector: Farm Machinery & Equipment
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bill & Melinda Gates Foundation Trust Michael Larson | 3,557,378 | $2,256,551,587 | 6.56% | |
| 2. | Fisher Asset Management Ken Fisher | 3,179,375 | $2,016,773,212 | +5% | 0.6% |
| 3. | Markel Gayner Asset Management Tom Gayner | 877,900 | $556,878,306 | 4.24% | |
| 4. | Stockbridge Partners Sharlyn C. Heslam | 567,456 | $359,954,364 | +1% | 7.57% |
| 5. | First Eagle Investment Management Jean-Marie Eveillard | 536,879 | $340,558,456 | +1% | 0.56% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $371.05 | 675 | $250,458.75 | 950 | 2023-06-06 | Filing | |
| $359.61 | 275 | $98,892.81 | 275 | 2021-06-02 | Filing | |
| $85.00 | 1,000 | $85,000.00 | 6,122 | 2014-08-22 | Filing | |
| $75.65 | 750 | $56,737.50 | 10,634 | 2012-08-17 | Filing | |
| $45.40 | 1,000 | $45,400.00 | 5,525 | 2009-08-28 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $656.64 | 3 | $1,969.92 | 27,192 | 2026-08-31 | Filing | |
| $655.91 | 199 | $130,526.09 | 27,195 | 2026-08-31 | Filing | |
| $654.22 | 391 | $255,800.02 | 27,394 | 2026-08-31 | Filing | |
| $652.75 | 363 | $236,948.25 | 27,785 | 2026-08-31 | Filing | |
| $651.43 | 975 | $635,144.25 | 28,148 | 2026-08-31 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,544,770 | $11,763,504,074 | 0.17% | |
| 2. | 16,575,154 | $10,514,117,437 | 0.22% | |
| 3. | 11,501,949 | $7,295,498,317 | 0.86% | |
| 4. | 10,867,942 | $6,911,256,599 | 0.21% | |
| 5. | 9,211,993 | $5,772,512,958 | 0.32% |
News See All
Baird Upgrades Deere (DE) to Outperform on Hopes of Recovery
Deere & Company (NYSE:DE) seems to have attracted renewed attention from analysts after an impressive rise in its stock so far this year. As of August 31, the stock gained more than 35%.
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Deere (DE): Baird Sees Upside as Agricultural Recovery Approaches
On August 31, Baird upgraded Deere & Company (NYSE:DE) to Outperform from Neutral and raised its price target to $800 from $640, implying meaningful upside from the share price cited in the report.
Jim Cramer Was Left Frustrated By Deere & Company (NYSE:DE)'s Share Price Rise
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Deere & Company (DE): Farm Equipment Giant Finds Growth In Unlikely Corners
On August 20, Deere & Company (NYSE:DE) held its third quarter fiscal 2026 earnings call, and the headline number told a story its largest division couldn't.
Deere & Company (DE)'s Strong Quarter Raises the Stakes for an Agricultural Recovery
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Deere Stock (DE) Jumps 8% as Earnings Get a Boost from AI
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Polymarket Odds: Will BABA, WMT, DE Beat Earnings Tomorrow?
On Thursday, August 20, Alibaba ($BABA), Walmart ($WMT), and Deere & Company ($DE) will report their earnings. All three companies will publish the...
The Week That Was, The Week Ahead: Macro and Markets, August 16
U.S. stocks ended another positive week near record highs, although Friday’s weak retail sales report took some of the shine off the rally. The S&P...
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