Recent briefings covering Deere & Co. through 2026-09-19 recorded no material new disclosures beyond previously filed financial data. The 2026-09-11 brief similarly noted an absence of material briefing disclosures, with analysis grounded in filed financial statements and institutional ownership filings. No corporate events, regulatory actions, or significant operational announcements were cited in either briefing period [Brief - 2026-09-19] [Brief - 2026-09-11].
Deere & Co.'s trailing twelve-month revenue stood at approximately $47.98 billion, with net income of $4.87 billion, representing a net margin of 10.16%. Revenue grew 4.91% year-over-year, while EPS increased 7.37% over the same period. The gross margin was recorded at 15.83% and the operating margin at 18.84%. The company held $8.93 billion in cash against total debt of $49.56 billion. The trailing P/E ratio was 38.38, with a market capitalisation of approximately $186.70 billion as of the reporting date [SEC 10-Q - DE - 2026-08-02].
Insider activity over the past 30 days comprised 10 transactions with a net selling direction, totalling approximately -$3.16 million in net value [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 new holdings, representing the primary trigger for this report [SEC 13F - Citadel - Q3 2026] [SEC 13F - ARKInvest - Q3 2026] [SEC 13F - Millennium - Q3 2026] [SEC 13F - AQR - Q3 2026] [SEC 13F - Bridgewater - Q3 2026].
The prevailing macroeconomic rate environment showed the 10-year US Treasury yield at 5.18% and the 2-year yield at 4.87%, producing a normal yield curve configuration. This rate backdrop is relevant context for Deere's substantial debt load of approximately $49.56 billion, as financing costs across its equipment and financial services segments are influenced by prevailing interest rate conditions [FRED DGS10] [FRED DGS2].