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Deere Shares Fall as Federal Inquiry Adds to Demand Concerns

Investivoq PriceTracker

Deere & Company (DE) is down 3.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is continued pressure from a new federal inquiry into agricultural equipment market practices, which has put Deere back in focus on repair access and competition issues. The pullback also appears to be landing against a backdrop of soft large-equipment demand, which can make investors more sensitive to added regulatory risk.

Details:

  • The Federal Trade Commission and U.S. Department of Agriculture opened a joint public inquiry on October 7 into agricultural equipment manufacturing and distribution practices, including possible anticompetitive conduct.
  • The inquiry highlighted Deere’s recent right-to-repair settlement and invited comments from farmers, repair providers, dealers, and current or former industry employees through December 7, 2026.
  • Deere’s latest quarterly materials showed the company still expects fiscal 2026 net income of $4.75 billion to $5.0 billion, but management also flagged weaker expected demand for large agricultural equipment in the U.S. and Canada versus 2025.
  • There does not appear to be a major new company-specific release today, so this could be because investors are extending the selloff tied to regulatory scrutiny and already-cautious farm machinery demand assumptions.

    • Sources:

    Federal Trade Commission, Deere & Company, U.S. Securities and Exchange Commission

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $DE Insider Trading Activity

    DE Insider Trades

    $DE insiders have traded $DE stock on the open market 21 times in the past 6 months. Of those trades, 0 have been purchases and 21 have been sales.

    Here’s a breakdown of recent trading of $DE stock by insiders over the last 6 months:

    • RYAN D CAMPBELL (Pres WWC&F and Pwr Systems) has made 0 purchases and 21 sales selling 35,959 shares for an estimated $23,436,012.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $DE Hedge Fund Activity

    We have seen 1,189 institutional investors add shares of $DE stock to their portfolio, and 1,007 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • JPMORGAN CHASE & CO added 9,211,993 shares (+inf%) to their portfolio in Q2 2026, for an estimated $5,843,443,519
    • CAPITAL INTERNATIONAL INVESTORS added 4,706,513 shares (+276.3%) to their portfolio in Q2 2026, for an estimated $2,985,482,391
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,638,704 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,039,479,108
    • WELLINGTON MANAGEMENT GROUP LLP added 1,412,694 shares (+84.3%) to their portfolio in Q2 2026, for an estimated $896,114,185
    • FMR LLC added 958,880 shares (+14.7%) to their portfolio in Q2 2026, for an estimated $608,246,350
    • CAPITAL WORLD INVESTORS removed 770,945 shares (-6.3%) from their portfolio in Q2 2026, for an estimated $489,033,541
    • DIAMANT ASSET MANAGEMENT, INC. removed 609,683 shares (-99.8%) from their portfolio in Q2 2026, for an estimated $386,740,217

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $DE Congressional Stock Trading

    Members of Congress have traded $DE stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

    Here’s a breakdown of recent trading of $DE stock by members of Congress over the last 6 months:

    • REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 07/10.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $DE Price Targets

    Multiple analysts have issued price targets for $DE recently. We have seen 5 analysts offer price targets for $DE in the last 6 months, with a median target of $685.0.

    Here are some recent targets:

    • Jamie Cook from Truist Securities set a target price of $812.0 on 07/02/2026
    • Tami Zakaria from JP Morgan set a target price of $590.0 on 06/04/2026
    • Sabahat Khan from RBC Capital set a target price of $752.0 on 06/01/2026
    • Ross Gilardi from B of A Securities set a target price of $607.5 on 05/22/2026
    • Michael Shlisky from DA Davidson set a target price of $685.0 on 05/22/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.