No material briefing disclosures were cited in the data provided for the current reporting period ending 2026-09-11. The prior period report dated 2026-08-15 noted the same absence of material briefing disclosures, with analysis grounded in filed financial data, institutional ownership filings, and prevailing macro indicators [Brief - 2026-08-15].
Deere & Co.'s trailing twelve-month financials as of 2026-08-02 recorded revenue of $47.98 billion, representing year-over-year growth of 4.91%. Net income on a TTM basis stood at $4.87 billion, with a net margin of 10.16% and an operating margin of 18.84%. Gross margin was recorded at 15.83%. Earnings per share grew 7.37% year-over-year. The company held $8.93 billion in cash against total debt of $49.56 billion. The trailing P/E ratio stood at 37.68, with a market capitalisation of approximately $183.3 billion [SEC 10-Q - DE - 2026-08-02].
Insider activity over the past 30 days comprised 34 transactions with a net selling direction, totalling a net disposal value of approximately $23.44 million [SEC Form 4 - DE - 2026-09]. On the institutional side, five notable managers opened new positions in DE during the most recent 13F reporting period: Citadel, ARK Invest, Millennium, AQR Capital, and Bridgewater each initiated holdings where none were previously reported [SEC 13F - Citadel - Q2 2026; SEC 13F - ARK Invest - Q2 2026; SEC 13F - Millennium - Q2 2026; SEC 13F - AQR Capital - Q2 2026; SEC 13F - Bridgewater - Q2 2026].
The prevailing macro environment as of the generation date shows the 10-year US Treasury yield at 4.83% and the 2-year yield at 4.39%, producing a normal yield curve spread of 44 basis points [FRED DGS10; FRED DGS2]. This report was triggered by a new SEC filing, recent insider activity reflecting net selling across 34 transactions, and material institutional position changes across five prominent fund managers each opening new DE positions.