Dec 31, 2025 • MarketBeat
NEUTRAL
Oak Harvest Investment Services Has $488,000 Stock Position in Deere & Company $DE
Oak Harvest Investment Services significantly reduced its stake in Deere & Company, selling 95.2% of its holdings and owning 1,067 shares valued at $488,000. Other institutional investors showed varied activity, with some initiating new positions and others increasing holdings. Analyst ratings for Deere & Company are predominantly "Buy" or "Hold," with a consensus price target of $522.70, while an insider transaction saw CEO John C. May II sell over 11,000 shares.
Dec 31, 2025 • MarketBeat
NEUTRAL
Calamos Advisors LLC Sells 22,310 Shares of Deere & Company $DE
Calamos Advisors LLC recently reduced its stake in Deere & Company by 29.8% in Q3, selling 22,310 shares and now holding 52,598 shares valued at approximately $24.05 million. This comes as CEO John C. May II also sold 11,106 shares, reducing his ownership by 8.99%. Deere's latest quarterly earnings saw EPS of $3.93, missing estimates, but revenue reached $12.39 billion, exceeding expectations and representing a 14.1% year-over-year increase.
Dec 31, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
The Truth About Deere & Co: Why Everyone Is Suddenly Watching This ‘Boring’ Stock
Deere & Co (DE) has unexpectedly become a trending stock, moving beyond its traditional image to embrace advanced agricultural technology like automation, GPS, and AI. This article explores whether DE stock is a valuable long-term investment due to its transformation into an "ag-tech platform" or if its current popularity is overhyped. It also examines the company's competitive advantages in technology and branding, alongside the risks associated with market cycles and valuation.
Dec 31, 2025 • ts2.tech
NEUTRAL
Union Pacific stock slips as rivals press regulators to reject Norfolk Southern merger filing; UNP sets Q4 earnings date
Union Pacific shares declined after rival railroads urged the Surface Transportation Board to deem its merger application with Norfolk Southern incomplete. The STB is currently conducting a "completeness" review of the $85 billion deal, and a decision to reject the application would reset the review clock. Meanwhile, Union Pacific has announced it will report its fourth-quarter 2025 results on January 27, 2026.
Dec 31, 2025 • ts2.tech
SOMEWHAT-BEARISH
Deere stock slips ahead of ex-dividend day as Fed minutes hit year-end trade
Deere & Company (DE) stock experienced a slight dip ahead of its ex-dividend date, influenced by thin year-end trading and cautious investor sentiment following the release of Federal Reserve minutes. Investors are also considering rate expectations and Deere's upcoming February earnings call. The stock's performance reflects broader market trends and specific concerns related to farm income and financing conditions, which impact demand for big-ticket agricultural machinery.
Dec 30, 2025 • Simply Wall Street
NEUTRAL
BRP (TSE:DOO) Has Affirmed Its Dividend Of CA$0.215
BRP Inc. (TSE:DOO) has affirmed it will pay a dividend of CA$0.215 on January 14, boasting a dividend yield of 0.9%. The company's dividend is comfortably covered by both cash flow and earnings, with an estimated payout ratio of 11% for the next year. Despite a history of dividend cuts, BRP has shown earnings per share growth of 6.0% annually over the past five years, indicating potential for future dividend growth.