The most recent briefing covering Deere & Co. through 2026-09-11 noted no material new disclosures beyond previously filed financial data. The prior period report, dated 2026-08-15, similarly recorded no material briefing disclosures, with analysis grounded in filed financial statements, institutional ownership filings, and publicly available macro data. No earnings calls, regulatory actions, or material corporate announcements were cited in the briefing data available for the current reporting period [Brief - 2026-09-11].
As of 2026-08-02, Deere & Co. reported trailing twelve-month revenue of approximately $47.98 billion, reflecting year-over-year growth of 4.91%. Net income on a TTM basis stood at $4.87 billion, representing a net margin of 10.16%. Gross margin was recorded at 15.83% and operating margin at 18.84%. EPS grew 7.37% year-over-year. The company held $8.93 billion in cash against total debt of $49.56 billion. Market capitalisation was approximately $184.95 billion, with a price-to-earnings ratio of 38.02 [SEC 10-Q - DE - 2026-08-02].
Insider activity over the past 30 days comprised 33 transactions with a net direction of selling, totalling approximately $23.44 million in net value disposed [SEC Form 4 - DE - 2026-09]. On the institutional side, five notable new positions were opened during the most recent reporting period: Citadel, ARK Invest, Millennium Management, AQR Capital, and Bridgewater Associates each initiated new holdings in DE. These simultaneous entries across multiple large institutional managers constitute the primary trigger for this report [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 broader macro environment shows the 10-year US Treasury yield at 4.94% and the 2-year yield at 4.67%, producing a normal yield curve spread of approximately 27 basis points [FRED DGS10; FRED DGS2]. This rate configuration represents the prevailing cost-of-capital backdrop against which Deere's debt load of $49.56 billion and its financing operations are currently situated.