Deere Shares Up 1.15% on 133rd-Ranked $700M Trading Volume as Institutional and Analyst Sentiment Split Amid Volatility

On September 4, 2025, Deere (DE) rose 1.15% with a trading volume of $0.70 billion, ranking 133rd in market activity. Institutional activity saw mixed developments, with firms like Trinity Legacy Partners LLC committing $4.16 million to DE shares, while others, including Hotchkis & Wiley Capital Management, reduced holdings. Analyst actions highlighted divergent views, as DA Davidson cut earnings estimates and JPMorgan lowered its price target to $495, whereas Oppenheimer upgraded the stock to “outperform.”

Recent investor sentiment reflected strategic shifts, with large investors such as 1832 Asset Management holding $79.63 million in DE and Credit Agricole acquiring 1,625 shares. Conversely, entities like Wellington Management Group sold 1.456 million shares, signaling cautious positioning. Analyst ratings also varied, with Melius Research elevating DE to “strong-buy” and Wall Street Zen adjusting to “hold,” underscoring uncertainty in the broader market outlook.

Operational updates included Deere’s Q2 earnings, which exceeded expectations at $4.75 per share despite a 9% revenue decline year-over-year. Analysts noted challenges from tariffs and market demand fluctuations, while robotics expansion and sector-specific upgrades were cited as potential growth drivers. Institutional ownership remains concentrated, with 68.58% held by large investors, reflecting ongoing strategic realignments in the agricultural and industrial equipment sector.

Backtest results indicated a 3.56% potential upside from JPMorgan’s revised $495 target, compared to a 52-week high of $533.78. The stock closed at $478.00, trading below its 50-day moving average of $504.33, suggesting short-term volatility amid mixed analyst sentiment and institutional activity.