DE Deere & Company

bearish · high conviction track record → $594.52 +4.06 (+0.7%)
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Mkt Cap $161B P/E 33.6 fwd 25.8 52wk $433.00 - $674.19 Earnings 2026-05-21 2h ago
Insider selling: $49,825,371 sold by 21 insiders (30d)
Est. revisions: -1.6% (1 up, 1 down in 30d)
Factor Model (net +0.0)

Factor Model

net +0.0 1.0 / 10
Est. Revisions
-0.1
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.0
Narrative Gap
+0.0

John Deere to pay $99M in repair lawsuit

Watch: Watch Deere's execution on repair accessibility improvements and farmer acceptance as near-term reputation and cost issues evolve.

John Deere agreed to pay $99 million to farmers settling claims of monopolizing repair services and overcharging. The settlement requires Deere to expand access to repair tools and create a fund for affected farmers. Critics remain skeptical, noting Deere's prior unfulfilled promises on repair access.

This settlement could pressure Deere's repair-based revenue and fuel regulatory scrutiny, adding to existing downside risks amid cyclical farm economic pressures.

Evidence

Fundamentals & Data ▾
Deere & Company Industrials · Farm & Heavy Construction Machinery
Mkt Cap
$161B
P/E
33.6 fwd 25.8
Beta
0.99
Div Yield
110.00%
52w Range
$433.00 - $674.19
Short Interest
4.5M 1.67%
Days to Cover
3.3 -10%
Technicals downtrend
from 52w Hi
-3.8%
1w return
-1.4%
Insiders
selling 0B / 3S
EPS Estimate
$5.74 -1.6% 30d 1up / 1dn
Est. Dispersion
17% 17 analysts
Analyst Target
$665 $500 - $793
Options P/C
2.78
Insider Cluster
strong sell 0B / 3S
Fund Convergence
strong D.E. Shaw, Citadel, Renaissance
Financials
Revenue
$9.3B +13% YoY
FCF
$-1.6B
Gross Margin
33%
Op Margin
14%
Momentum: decelerating
Top Holders
D.E. Shaw $1.1B
Citadel $375M
Renaissance $85M
Recent Filings & Data
insider trade 58
net selling · $49,825,371 sold
21 insiders · 58 transactions (30d)
Recent transactions
HEUBERGER ALAN CLETUS · award
PAGE GREGORY R · award
TALTON SHEILA G · award
SIKES JAMES BRIAN · award
STOCKTON DMITRI L · award
FEIGHT ROBERT PRESTON · award
CARET LEANNE G · award
ERWIN TAMI A · award
HUNN LAURENCE NEIL · award
REED CORY J. · sell · $6,120,000
REED CORY J. · exercise · $2,036,400
MAY JOHN C. II · sell · $20,797,649
MAY JOHN C. II · exercise · $10,568,310
WALKER KELLYE L · award
MAY JOHN C. II · award
KALATHUR RAJESH · award
REED CORY J. · award
CAMPBELL RYAN DAVID · award
PRYOR FELECIA J · award
JEPSEN JOSHUA A · award
ROSE JUSTIN RYAN · award
HINDMAN JAHMY J. · award
KOVAR DEANNA M · award
SIKES JAMES BRIAN · award
MAY JOHN C. II · sell · $5,553,888
MAY JOHN C. II · exercise · $2,830,142
HEUBERGER ALAN CLETUS · award
PAGE GREGORY R · award
TALTON SHEILA G · award
SMITH SHERRY M · award
STOCKTON DMITRI L · award
JOHANNS MICHAEL O · award
FEIGHT ROBERT PRESTON · award
CARET LEANNE G · award
ERWIN TAMI A · award
HUNN LAURENCE NEIL · award
MAY JOHN C. II · other
KALATHUR RAJESH · sell · $12,304,921
KALATHUR RAJESH · exercise · $2,471,519
MAY JOHN C. II · award
KALATHUR RAJESH · award
REED CORY J. · award
CAMPBELL RYAN DAVID · award
HINDMAN JAHMY J. · award
WALKER KELLYE L · award
MAY JOHN C. II · award
KALATHUR RAJESH · award
REED CORY J. · award
CAMPBELL RYAN DAVID · award
PRYOR FELECIA J · award
JEPSEN JOSHUA A · award
ROSE JUSTIN RYAN · award
HINDMAN JAHMY J. · award
KOVAR DEANNA M · award
FEIGHT ROBERT PRESTON · award
REED CORY J. · sell · $5,048,913
REED CORY J. · exercise · $1,980,632
WALKER KELLYE L · award
15 signals · latest 3h ago

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