Dec. 19, 2025 •
Montecito Bank & Trust has acquired a new position of 2,512 shares in Deere & Company valued at approximately $1,149,000 during Q3. Wall Street analysts maintain a "Moderate Buy" rating for DE with an average price target of $523.70. The company recently declared a quarterly dividend of $1.62, representing an annual dividend of $6.48 with a 1.4% yield.
Dec. 19, 2025 •
John Deere is anticipating a strong year for its Latin American operations in 2026, driven by growth in mining, infrastructure, government sales, and a recovering agricultural sector. The company's sales and marketing director for construction, Adilson Butzke, projects significant demand increases in these areas, with particular focus on Brazil and Mexico, highlighting investments in infrastructure and mining projects across the region. Despite potential challenges like low-cost imported equipment, John Deere plans continued investment in its industrial plants in Latin America.
Dec. 19, 2025 •
Addenda Capital Inc. increased its stake in Church & Dwight Co., Inc. by 29.6% in the third quarter, purchasing an additional 19,618 shares to hold a total of 85,841 shares valued at $7.52 million. This move is consistent with other institutional investors like Vanguard and State Street also raising their positions, bringing the total institutional ownership to 86.60%. Despite a consensus "Hold" rating from analysts with an average price target of $99.47, Church & Dwight beat Q3 earnings expectations and provided guidance for Q4 and FY2025.
Dec. 18, 2025 •
Tornado Infrastructure Equipment Ltd. (Tornado) has successfully completed its plan of arrangement with The Toro Company (Toro), under which a Toro affiliate acquired all of Tornado's Class "A" common shares for $1.92 per share. The shares are expected to be delisted from the TSX Venture Exchange on December 10, 2025, and Tornado has applied to cease being a reporting issuer in the applicable Canadian provinces. Shareholders with questions regarding the arrangement can contact TSX Trust Company.
Dec. 18, 2025 •
John Deere and Wirtgen Group will jointly showcase their offerings at ConExpo-Con/Agg 2026, occupying 80,000 sq. ft. across indoor and outdoor spaces. The exhibition will feature 24 market launches, including 18 world premieres from Deere and six from Wirtgen, focusing on innovative solutions, digital tools, and sustainable electric and hybrid-electric machines. Additionally, John Deere executives will deliver keynotes and participate in panel discussions on technology and autonomy in the construction industry.
Dec. 18, 2025 •
The Toro Company reported Q3 2025 earnings with revenue of $1.07 billion, beating analyst estimates, and adjusted EPS of $0.91, exceeding expectations. Despite these beats, the 2026 guidance for adjusted EPS at $4.43 midpoint fell below analyst estimates. The company highlighted strong performance in its Professional segment due to improved execution and cost savings from its AMP initiative.
Dec. 18, 2025 •
The Czech National Bank increased its stake in Deere & Company (NYSE:DE) by 3.7% in Q3, purchasing 2,271 additional shares, bringing their total holdings to 63,970 shares valued at approximately $29.25 million. This move comes as CEO John C. May II reduced his own position by selling 11,106 shares, and the company reported Q3 earnings that missed consensus estimates but beat revenue expectations. Deere also announced a quarterly dividend of $1.62 per share.
Dec. 18, 2025 •
The industrial trucks market, valued at USD 29.7 billion in 2025, is projected to reach USD 51.4 billion by 2035, growing at a CAGR of 5.6%. This growth is primarily driven by the expansion of e-commerce, increasing warehouse automation, and the adoption of Industry 4.0 technologies, which emphasize smart, connected, and autonomous material handling solutions. Key market trends include a shift towards electric and hydrogen-powered trucks, the growing use of AGVs and autonomous systems, and the integration of IoT and AI for enhanced fleet management and predictive maintenance.
Dec. 17, 2025 •
Jim Cramer advises buying Deere (DE) over Cummins (CMI) and Caterpillar (CAT), highlighting Deere's potential benefit from agricultural handouts and expected Chinese purchasing. Despite Cummins' data center exposure and backup power generation business, Cramer believes Deere is the more affordable option among the three. The article also suggests superior upside potential in certain AI stocks compared to CMI.
Dec. 17, 2025 •
Jim Cramer suggests investors consider Deere (DE) over Cummins (CMI) and Caterpillar (CAT), anticipating a "handout" for farmers and increased buying from China, despite current low crop prices. He believes Deere is currently the cheapest among the three. While acknowledging Cummins' data center exposure for backup generators, Cramer emphasizes Deere's potential upside due to external market factors.
Dec. 17, 2025 •
Jim Cramer recommends Deere (DE) over Cummins (CMI) for investment due to upcoming farmer "handouts" and anticipated buying from China, despite Cummins' exposure to data centers. He views Deere as currently cheaper among the three options considered by a club member (CMI, CAT, and DE). Cramer acknowledged Cummins' data center exposure as an underappreciated positive amidst headwinds in its core truck engine business.
Dec. 17, 2025 •
Oak Thistle LLC significantly increased its stake in Deere & Company, boosting its holdings by 118.4% to 6,925 shares, valued at $3.17 million. This makes Deere & Company the 29th biggest position in Oak Thistle's portfolio. Institutional investors collectively own 68.58% of Deere's stock, while analysts have a "Moderate Buy" consensus rating with an average price target of $523.70.
Dec. 17, 2025 •
Nilsine Partners LLC significantly reduced its stake in Deere & Company by selling 3,783 shares, decreasing its Q3 holdings by 63.7% to 2,152 shares valued at approximately $984,000. This divestment comes as other major institutions like Norges Bank, Marshall Wace LLP, and TD Asset Management Inc. substantially increased their positions in the agricultural and industrial equipment manufacturer. Deere & Company reported quarterly revenue of $12.39 billion, exceeding consensus estimates, but missed EPS estimates slightly at $3.93.
Dec. 17, 2025 •
Analysts have assigned H&R Block, Inc. (NYSE:HRB) a consensus "Hold" recommendation, with an average 1-year target price of $55.00 across five firms. The company recently exceeded earnings per share and revenue estimates for the last quarter but provided FY2026 EPS guidance slightly below analyst expectations. CEO Jeffrey J. Jones II also sold a significant portion of his shares, reducing his stake by 16.3%.
Dec. 16, 2025 •
Park National Corp OH increased its stake in Deere & Company by 3.0% to 89,175 shares, valued at $40.78 million, making it their 19th largest holding. Despite Deere missing quarterly EPS expectations, its revenue rose 14.1% year-over-year, and the company announced a quarterly dividend of $1.62. Analysts currently maintain a "Moderate Buy" rating with an average price target of $523.70, even though CEO John C. May II recently sold over 11,000 shares worth approximately $5.55 million.