Aviva Adds $4M in Deere & Company ($DE)
Aviva has boosted its holdings in Deere & Company by nearly 3%, reflecting confidence in the industrial giant.
Key Points
- Aviva increased its stake in Deere & Company by 2.96%, adding 6,455 shares for a total of 224,896 shares valued at $134 million.
- Deere & Company, trading at $595.9 on Wednesday, has a market cap of $161.6 billion and a P/E ratio of 33.86.
- Insiders at Deere & Company, including senior executives, recently bought shares, while analysts maintained a buy consensus with a target price of $644.
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Aviva has boosted its stake in Deere & Company (NYSE: DE), adding 6,455 shares to bring its total holdings to 224,896 shares. This represents a 2.96% increase in its position, with the shares valued at approximately $134 million according to the latest Form 13F filing with the SEC, reflecting holdings as of the end of the last reporting period.
Aviva vs. the S&P 500
Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.
What Changed in Aviva's Deere & Company Position
Aviva's decision to increase its holdings in Deere & Company resulted in a total of 224,896 shares, up from 218,441 shares previously. The increase of 6,455 shares indicates a 2.96% boost in their position, suggesting continued confidence in the company's prospects.
Other Institutional Activity in Deere & Company
Other major institutional investors have also made significant moves regarding Deere & Company. BlackRock, Inc. reduced its holdings by 593,426 shares, ending with 18,315,823 shares worth about $10.3 billion, marking a 3.1% decrease. Meanwhile, Vanguard Capital Management LLC opened a new position with 16,525,075 shares valued at approximately $9.3 billion. Capital World Investors increased its holdings by 2,680,890 shares to a total of 12,272,894 shares, a 27.9% increase. State Street Corp added 125,432 shares for a total of 10,611,381 shares, reflecting a 1.2% increase. Conversely, JPMorgan Chase & Co trimmed its position by 121,704 shares, holding 9,490,443 shares, a 1.3% decrease.
Deere & Company Stock Down 5.5%
Shares of Deere & Company traded near $595.9 on Wednesday. The company has a market cap of $161.6 billion and a P/E ratio of 33.86. Deere's stock has ranged from a 52-week low of $433.00 to a high of $674.19. The 50-day moving average stands at $574.17, while the 200-day moving average is $527.36. Deere maintains a current ratio of 2.21 and a quick ratio of 1.97, with a debt-to-equity ratio of 376.02.
$DE stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Deere & Company reported revenue of $47.3 billion, though it experienced a revenue decline of 11.1%. The company's net margin is 10.1% with a return on equity of 18.35%. Deere's earnings per share stand at $17.68. The next earnings report is expected on August 20, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
2 target raises vs 2 cuts.
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EPS & revenue
EPS beat estimates by 11.5%. Revenue beat estimates by 12.5%.
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Profit surprise
EBITDA beat by 27 percent. Operating income beat by 47 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
2 target raises, 2 target cuts.
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Earnings quality
Gross margin down 1.1 points. Operating margin down 0.5 points. Positive free cash flow.
Earnings Call Summary
Deere reported 13.4 billion dollars in revenue, up 5 percent year over year, beating consensus by 1.5 billion dollars. Equipment margins reached 16.9 percent, helped by a 272 million dollar tariff refund. Construction and Forestry surged 29 percent with an order book up more than 60 percent, while Large Ag remains weak with a 14 percent sales decline. Management said tariff exposure stays around 900 million dollars net for the year, and they are managing through by cutting costs and finding new sourcing, not raising prices to customers.
Guidance Deere maintained its full year net income guidance between $4.5 billion and $5 billion. The company raised Construction and Forestry sales outlook to up about 20 percent, but kept Large Ag flat around the bottom of the cycle. They expect the back half of the year to be stronger than the first half, with better price and cost comparisons.
Slightly positive report. The quarter was acceptable, but the forward setup is not strong.
Dividend
Deere & Company offers an annual dividend rate of $6.48, yielding 1.1%. The dividend payout ratio is 36.71%.
Insider Buying and Selling at Deere & Company
Several insiders have been active in the market recently. On May 1, 2026, Kellye Walker, Senior Vice President and Chief Legal Officer, sold 568 shares at an average price of $577.26. Earlier, on March 4, 2026, insiders including Alan Cletus Heuberger, Gregory Page, Laurence Neil Hunn, Leanne Caret, and Preston Feight each purchased 293 shares.
Analysts Set New Price Targets
Analysts have maintained their ratings on Deere & Company, with JP Morgan maintaining a hold rating and a price target of $590 on June 4, 2026. RBC Capital and DA Davidson maintained buy ratings with targets of $752 and $685, respectively. The consensus among 23 analysts is a buy recommendation, with a mean price target of $644.21.
About Deere & Company
Deere & Company, headquartered in Moline, Illinois, is a leading provider of agricultural, construction, and forestry machinery. The company operates through several segments, including Production and Precision Agriculture, Small Agriculture and Turf, and Construction and Forestry. Deere also offers financial services related to its equipment. Founded in 1837, it employs around 73,100 people and is led by CEO John C. May II.
Bottom Line
Investors closely follow institutional moves like Aviva's increase in Deere & Company shares as an indicator of confidence in the company's future. While these 13F filings are historical and may not reflect current positions, they offer insights into institutional sentiment. Deere's strong market position and analyst support make it a stock to watch.
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