Ep Wealth Advisors Adds $52K in Deere & Company ($DE)
Ep Wealth Advisors added 83 shares of Deere & Company, raising its stake by 1.02% to 8,219 shares.
Key Points
- Ep Wealth Advisors increased its position in Deere & Company by 1.02%, adding 83 shares to hold a total of 8,219 shares, valued at $5 million.
- Deere & Company trades on the NYSE with a market cap of $161.6 billion and a P/E ratio of 33.9. The stock's 52-week range is $433.00 to $674.19.
- Insider transactions included sales by Snr VP Kellye Walker, and analysts from RBC Capital and DA Davidson maintained buy ratings with targets of $752 and $685, respectively.
Important disclosure: Podchat is not a registered investment adviser, broker-dealer, or financial planner. This article is for informational and educational purposes only and is not a recommendation to buy, sell, or hold any security. Content may be generated by automated systems using public filings, market data, and third-party sources, and may contain errors or omissions. Investing involves risk, including possible loss of principal. Past performance, insider activity, analyst ratings, price targets, sentiment scores, and hypothetical or backtested results are not guarantees of future performance. Please do your own research and consult a qualified professional before making investment decisions.
Ep Wealth Advisors has increased its stake in Deere & Company (NYSE:DE) by 1.02%, according to its latest Form 13F filing with the SEC. The firm added 83 shares during the quarter, raising its total holdings to 8,219 shares, valued at about $5 million as of the filing date.
Ep Wealth Advisors 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 Ep Wealth Advisors' Deere & Company Position
Ep Wealth Advisors boosted its holdings in Deere & Company by 1.02%, adding 83 shares to its portfolio. This brings its total to 8,219 shares, with the investment valued at approximately $5 million. The move reflects the firm's continued interest in Deere, a leading industrial machinery company.
Other Institutional Activity in Deere & Company
Other major institutional investors also made moves regarding Deere & Company. BlackRock, Inc. reduced its holdings by 593,426 shares, ending with 18,315,823 shares valued at about $10.3 billion, a 3.1% decrease. Vanguard Capital Management LLC opened a new position with 16,525,075 shares, worth roughly $9.3 billion. Capital World Investors increased its stake by 2,680,890 shares, a 27.9% rise, totaling 12,272,894 shares valued at $6.9 billion. State Street Corp added 125,432 shares, a 1.2% increase, bringing its holdings to 10,611,381 shares valued at $5.99 billion.
Deere & Company Stock Down 0.5%
As of Thursday, shares of Deere & Company traded near $608.43. The company boasts a market cap of $161.6 billion and a P/E ratio of 33.9. Deere's stock has a 52-week low of $433.00 and a high of $674.19, with a 50-day moving average of $574.17 and a 200-day moving average of $527.36. The current ratio stands at 2.21, and the quick ratio is 1.97, while the debt-to-equity ratio is notably high at 376.02.
$DE stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Deere & Company reported revenue of approximately $47.3 billion, though it experienced a revenue decline of 11.1%. The company maintains a net margin of 10.1% and a return on equity of 18.3%. The next earnings report is anticipated on August 20, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
-
Forward outlook
2 target raises vs 2 cuts.
-
EPS & revenue
EPS beat estimates by 11.5%. Revenue beat estimates by 12.5%.
-
Profit surprise
EBITDA beat by 27 percent. Operating income beat by 47 percent.
-
Pre-earnings setup
Expectations were about average.
-
Analyst signal
2 target raises, 2 target cuts.
-
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, translating to a yield of 1.1%. The dividend payout ratio is 36.71%, providing a steady income stream for investors.
Insider Buying and Selling at Deere & Company
Recent insider activity at Deere & Company included a sale by Senior Vice President and CLO Kellye Walker, who sold 568 shares at an average price of $577.26 on May 1, 2026. Additionally, several insiders, including Alan Cletus Heuberger and Gregory Page, each acquired 293 shares on March 4, 2026, without a specified transaction price.
Analysts Set New Price Targets
Analysts have maintained their ratings for Deere & Company. On June 4, 2026, JP Morgan maintained a 'hold' rating with a price target of $590. RBC Capital upheld a 'buy' rating with a target of $752 on May 26, while DA Davidson also kept a 'buy' rating, setting a target of $685 on May 22. The consensus among 23 analysts suggests a 'buy' recommendation, with a mean target price of $644.21.
About Deere & Company
Deere & Company, headquartered in Moline, Illinois, is a global leader in the manufacturing and distribution of agricultural, construction, and forestry machinery. The company operates through various segments, including Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services. Led by CEO John C. May II, Deere employs over 73,000 people worldwide and continues to innovate in machinery and equipment solutions.
Bottom Line
Ep Wealth Advisors' decision to increase its stake in Deere & Company reflects confidence in the company's prospects. Investors track these 13F filings to gauge institutional sentiment, though they are backward-looking and may not represent current positions. With robust analyst support and a stable dividend, Deere remains a key player in its industry.
Get Deere & Company alerts
New 13F filings, insider trades, and analyst moves on $DE, sent to your inbox. Free, and you can unsubscribe anytime.
This instant news alert was generated by automated narrative technology and financial data from Podchat and public regulatory filings. It is for informational purposes only and is not financial advice.