Deere & Company (DE)

Deere & Co.'s stock has shown strong performance, reaching an all-time high of $571.79 USD on February 5, 2026, with a 22.95% increase over the past year. Recent announcements include plans for new facilities in Indiana and North Carolina. Analyst ratings are mixed, with Oppenheimer giving an "Outperform" rating, Bank of America a "Neutral" rating, and BMO Capital a "Market Perform" rating. The company reported revenues of $12.39 billion for a recent quarter, exceeding estimates, but estimates tariff costs for the year to be nearly $600 million.

Deere & Co. is historically cyclical, with sales dependent on equipment demand from farmers and construction companies, correlated with farm income. The company implements "underproduction strategies" and cost management in response to market uncertainties. Demand is impacted by external factors like trade disputes and weather events. Deere monitors inventory and order cancellations to align output with demand, and its "Smart Industrial strategy" aims to deliver more consistent revenue.

Deere & Co. is a diversified industrial manufacturer producing equipment for agriculture, construction, forestry, and turf care markets. It operates through segments like Production and Precision Agriculture (PPA), Small Agriculture and Turf (SAT), Construction and Forestry (CF), and Financial Services (FS), offering a range of machinery and focusing on precision agriculture using robotics and advanced technologies.

Deere & Co. has a global operational presence, serving markets across North America, Latin America, Europe, East Asia, South Asia, Oceania, and the Middle East and Africa. It has international headquarters in Mannheim, Germany, Indaiatuba, Brazil, and its world headquarters in Moline, Illinois, U.S.

Deere & Co. maintains a strong brand reputation for reliability and efficiency in the agricultural industry. A 2024 survey indicated 67% brand loyalty among John Deere customers. The company was recognized on Ethisphere's "2023 World's Most Ethical Companies®" list. However, it has faced scrutiny related to "right to repair" policies, allegations of monopolistic behavior, layoffs, and changes in diversity and inclusion policies.

Deere & Co. has significant institutional ownership, with 3,239 institutional owners holding 225,042,199 shares. Top holders include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Institutional investors own 63% of shares, while retail investors and insiders own about 37%.