Tema Etfs LLC Has $3.30 Million Stock Holdings in Deere & Company $DE

12 Jan 2026, 12:05 by Danessa Lincoln · The Markets Daily

Tema Etfs LLC boosted its position in Deere & Company (NYSE:DE – Free Report) by 179.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,214 shares of the industrial products company’s stock after buying an additional 4,634 shares during the period. Tema Etfs LLC’s holdings in Deere & Company were worth $3,299,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in DE. Mid American Wealth Advisory Group Inc. bought a new stake in shares of Deere & Company during the second quarter valued at approximately $25,000. Howard Hughes Medical Institute acquired a new stake in Deere & Company in the 2nd quarter valued at $27,000. Marshall & Sullivan Inc. WA bought a new stake in Deere & Company during the 2nd quarter valued at $38,000. Livelsberger Financial Advisory bought a new stake in Deere & Company during the 2nd quarter valued at $39,000. Finally, Center for Financial Planning Inc. raised its holdings in Deere & Company by 406.7% during the second quarter. Center for Financial Planning Inc. now owns 76 shares of the industrial products company’s stock worth $39,000 after buying an additional 61 shares during the last quarter. Institutional investors own 68.58% of the company’s stock.

Insiders Place Their Bets

In related news, CEO John C. May II sold 41,472 shares of the firm’s stock in a transaction dated Thursday, January 8th. The shares were sold at an average price of $501.49, for a total transaction of $20,797,793.28. Following the completion of the sale, the chief executive officer owned 117,970 shares in the company, valued at approximately $59,160,775.30. This trade represents a 26.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 0.29% of the company’s stock.

Key Stories Impacting Deere & Company

Here are the key news stories impacting Deere & Company this week:

Positive Sentiment: Deere expanded its relationship with Tenna, a fleet- and asset-tracking partner, and analysts raised price targets after the deal — this boosts Deere’s connected-equipment and services revenue outlook, a higher-margin growth area investors favor. Deere & Company (DE) Expands with Tenna Deal, Analysts Lift Price Targets
Positive Sentiment: Macro/sector catalysts gave Deere a lift recently — Barron’s notes a political/food-policy story (RFK Jr.’s new food pyramid) that helped drive demand for ag-related names, showing how headlines can produce short-term buying in cyclical farm-equipment stocks. Deere Stock Closed Above $500. RFK Jr.’s New Food Pyramid May Be Why.
Neutral Sentiment: Analyst/market roundup pieces summarize mixed sentiment: some see Deere’s earnings power and services growth as supportive, while others flag valuation after a strong one‑year rally — useful context but not an immediate catalyst by itself. What Does the Market Think About Deere & Co?
Neutral Sentiment: Market and price reports (e.g., Economic Times summary) recap recent trading and fundamentals; they reinforce that Deere’s revenue growth and services mix remain strengths but also highlight that the stock is no longer a deep-value cyclic and is trading closer to premium multiples. Deere (DE) share price
Negative Sentiment: Insider selling: CEO John C. May II sold 41,472 shares (~$20.8M) on Jan. 8, reducing his stake ~26% — a notable insider disposition that can be interpreted negatively by the market even if sales are for diversification or tax-liability reasons. SEC filing: Form 4 filing
Negative Sentiment: Reputational/strategic critique: a recent feature (Inc.) questions Deere’s long-term strategy and social implications of its technology/ecosystem approach — these debates can raise ESG or regulatory concerns for some investors, though they’re more likely to affect sentiment gradually than drive immediate fundamentals. Did John Deere Build the Future or a Cage?

Wall Street Analysts Forecast Growth

DE has been the subject of a number of analyst reports. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of Deere & Company in a report on Monday, December 1st. Morgan Stanley reiterated an “overweight” rating and set a $560.00 price target on shares of Deere & Company in a research note on Tuesday, December 9th. Sanford C. Bernstein reissued a “market perform” rating on shares of Deere & Company in a report on Tuesday, December 9th. DA Davidson restated a “buy” rating and issued a $580.00 target price on shares of Deere & Company in a report on Monday, December 1st. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Deere & Company in a research report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $524.20.

Check Out Our Latest Research Report on DE

Deere & Company Price Performance

Shares of NYSE DE opened at $487.80 on Monday. The company has a market capitalization of $131.93 billion, a PE ratio of 26.35, a PEG ratio of 1.87 and a beta of 1.00. The company has a quick ratio of 2.01, a current ratio of 2.22 and a debt-to-equity ratio of 1.68. The stock’s 50 day moving average price is $474.71 and its 200-day moving average price is $481.68. Deere & Company has a twelve month low of $403.01 and a twelve month high of $533.78.

Deere & Company (NYSE:DE – Get Free Report) last issued its quarterly earnings results on Wednesday, November 26th. The industrial products company reported $3.93 EPS for the quarter, missing analysts’ consensus estimates of $3.96 by ($0.03). The business had revenue of $12.39 billion for the quarter, compared to the consensus estimate of $9.77 billion. Deere & Company had a return on equity of 20.54% and a net margin of 11.00%.The business’s revenue was up 14.1% compared to the same quarter last year. During the same quarter last year, the business posted $4.55 earnings per share. On average, equities analysts anticipate that Deere & Company will post 19.32 EPS for the current year.

Deere & Company Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, February 9th. Investors of record on Wednesday, December 31st will be issued a $1.62 dividend. This represents a $6.48 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Wednesday, December 31st. Deere & Company’s payout ratio is 35.01%.

About Deere & Company

(Free Report)

Deere & Company, commonly known by its brand John Deere, is a global manufacturer of agricultural, construction and forestry machinery, as well as turf care equipment and power systems. Founded in 1837 by blacksmith John Deere—who developed a polished steel plow to improve tillage in tough prairie soils—the company is headquartered in Moline, Illinois, and has grown into one of the largest and most recognizable names in equipment manufacturing worldwide.

The company’s principal businesses include a broad portfolio of agricultural equipment such as tractors, combines, planters, sprayers, harvesters and tillage implements, complemented by precision agriculture technologies and telematics that support farm management, yield optimization and equipment connectivity.