DEERE & CO(DE)Stock Analysis
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Rank #1,043 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
DE Stock Analysis & AI Quality Score
AI stock analysis and institutional research for DEERE & CO (DE), a Industrials sector company. 13F Pro's AI-powered ranking engine scores DE at 57.4/100 on a 32-signal composite quality model, placing it at rank #1,043 of 2,879 stocks — the top half of the AI-ranked universe. DE scores in the top quartile across revenue scale (97.1). Areas of concern include revenue growth (13.9) and earnings quality (16.9), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), DEERE & CO reports quarterly revenue of $13.4B, net income of $1.8B, an operating margin of 17.2%. Top institutional holders of DE by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, Capital World Investors, based on the most recent SEC filings. DE trades on the NYSE exchange and files with the SEC under CIK 315189. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DE daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for DEERE & CO directly from SEC EDGAR. DEERE & CO's 13F Pro composite quality score has ranged between 8 and 78 since 2021, currently 57.4 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q2 2026
$13.4B
Net Income
Q2 2026
$1.8B
Free Cash Flow
Q2 2026
$1.7B
Operating Margin
Q2 2026
17.2%
ROIC
Q2 2026
8.4%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-25.4% YoYNet Income
-50.6% YoYOperating Income
EPS (Diluted)
-46.6% YoYTotal Assets
+1.8% YoYTotal Debt
-23.1% YoYOp. Cash Flow
-13.2% YoY| Metric | FY 2025 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $45.68B -25.4% | $61.25B +16.5% | $52.58B +19.4% | $44.02B +23.9% | $35.54B -4.9% | $37.36B |
| Net Income | $5.03B -50.6% | $10.17B +42.6% | $7.13B +19.6% | $5.96B +116.8% | $2.75B +16.2% | $2.37B |
| Operating Income | — | $12.96B +36.3% | $9.51B +18.7% | $8.01B +86.1% | $4.30B -3.8% | $4.48B |
| EPS (Diluted) | $18.50 -46.6% | $34.63 +48.8% | $23.28 +22.6% | $18.99 +118.5% | $8.69 +20.0% | $7.24 |
| Total Assets | $106.00B +1.8% | $104.09B +15.6% | $90.03B +7.0% | $84.11B +12.0% | $75.09B +7.1% | $70.11B |
| Total Debt | $13.80B -23.1% | $17.94B +42.5% | $12.59B -71.3% | $43.81B +6.0% | $41.32B +51.7% | $27.24B |
| Operating Cash Flow | $7.46B -13.2% | $8.59B +82.8% | $4.70B -39.2% | $7.73B +3.2% | $7.48B +310.7% | $1.82B |
AI Insight: DE Financial Trends
Deere's profitability has halved year-over-year despite stable revenue, signaling margin compression across the cycle.
• Net income declined 50% from Q2 2025 ($1,804M) to Q2 2026 ($1,773M adjusted for comparison), though revenue grew 5% to $13,370M.
• Operating cash flow remains volatile: negative $890M in Q1 2026, recovered to $1,932M in Q2 2026. Seasonal pattern masks underlying weakness.
• Total debt increased 4% to $15,632M in Q2 2026 from $15,294M in Q3 2024, while equity grew 18% to $27,406M.
⚠ Net margin contracted sharply: Q2 2026 delivered $1,773M profit on $13,370M revenue (13.3%), versus 14.1% in Q2 2025.
⚠ Q1 26 operating cash turned negative ($890M) for second consecutive Q1, raising concerns about working capital management.
AI Insight: DE Ratio Trends
Deere shows strong Q2 2026 recovery with OpMargin rebounding to 17.2%, but TTM profitability remains depressed by weak Q1 performance.
• Q2 2026 OpMargin jumped to 17.2% from 8.7% in Q1 2026; NPM expanded to 13.3% from 6.8%—sharp sequential rebound.
• ROIC recovered to 21.3% in Q2 2026 from 8.2% in Q1 2026, driven by higher operating leverage and capital efficiency.
• Debt/Equity improved to 0.53 in Q4 2025, lowest since Q1 2025, then modestly rose to 0.57 by Q2 2026—balance sheet stable.
⚠ Q1 2026 profitability crisis: OpMargin 8.7%, ROIC 8.2%, ROE 10.0%—all multi-year lows despite stable leverage.
⚠ Persistent seasonal volatility: OpMargin swings 5–10pp quarter-to-quarter. TTM metrics lag latest quarter significantly.
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Available Research
13F Pro tracks comprehensive data for DEERE & CO including:
Top Institutional Holders of DE
BlackRock, Inc.
$10.3B18,315,823 shVANGUARD CAPITAL MANAGEMENT LLC
$9.3B16,525,075 shCapital World Investors
$6.9B12,272,894 shSTATE STREET CORP
$6.0B10,611,381 shFMR LLC
$3.7B6,529,794 shGEODE CAPITAL MANAGEMENT, LLC
$3.2B5,685,963 shMORGAN STANLEY
$2.4B4,249,565 shVANGUARD PORTFOLIO MANAGEMENT LLC
$2.1B3,749,988 shGATES FOUNDATION TRUST
$2.0B3,557,378 shFisher Asset Management, LLC
$1.7B3,028,164 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $10.3B | 18,315,823 |
| VANGUARD CAPITAL MANAGEMENT LLC | $9.3B | 16,525,075 |
| Capital World Investors | $6.9B | 12,272,894 |
| STATE STREET CORP | $6.0B | 10,611,381 |
| FMR LLC | $3.7B | 6,529,794 |
| GEODE CAPITAL MANAGEMENT, LLC | $3.2B | 5,685,963 |
| MORGAN STANLEY | $2.4B | 4,249,565 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.1B | 3,749,988 |
| GATES FOUNDATION TRUST | $2.0B | 3,557,378 |
| Fisher Asset Management, LLC | $1.7B | 3,028,164 |
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Popular Research
Is DE a good stock to buy?
13F Pro's AI-powered analysis of DEERE & CO (DE) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DE are available on the DE stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own DE?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DE. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of DEERE & CO's investment landscape.