DE at a glance
Deere & Company (DE, SEC CIK 315189) filed its latest 10-K annual report on December 18, 2025, a 10-Q quarterly report on August 27, 2026, an 8-K current report on August 20, 2026 and Form 4 insider filings as recently as September 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended November 2, 2025 (FY2025), Deere & Company (DE) reported revenue of $45.7 billion (down 11.7% from FY2024) and net income of $5.0 billion. Diluted EPS was $18.50.
- As of June 30, 2026, 69 institutional investment managers tracked by SignalX reported holding Deere & Company (DE) shares worth $63.5 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by CAMPBELL RYAN D on August 31, 2026 of 975 shares at $651.43 per share.
- In the last 90 days, DE insiders reported 0 open-market purchases ($0) and 21 open-market sales ($23.4M) on Form 4, a net sale of $23.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $45.7B
- −11.7% vs prior year
- Insiders · 90 days
- 0 buys · 21 sells
- Net −$23.4M
- 13F holders
- 69 funds
- $63.5B · +4 vs prior quarter
- Latest 8-K
- Aug 20, 2026
- Item 2.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Nov 2, 2025
Risk Factors
- Regulatory risk: exposure to U.S. interest rate volatility with $150 million fair value impact from 10% rate change at Nov 2, 2025
- Geopolitical risk: 10% U.S. dollar strengthening could reduce 2026 net cash inflows by ~$100 million due to global foreign currency exposures
- Operational risk: net sales decline from $55.6B in 2023 to $38.9B in 2025 highlights vulnerability to sales volume fluctuations
- Competitive risk: technology disruption risk from precision agriculture tech solutions offered by competitors in equipment manufacturing segment
- Financial risk: elevated long-term borrowings increased to $43.5B in 2025 from $32.7B in 2020 indicating rising leverage levels
Business Overview
- Core business: global producer of agricultural, turf, construction, and forestry equipment plus financial services financing related equipment and inputs
- New emphasis on automation, autonomy, digitalization, lifecycle solutions, and Solutions as a Service (SaaS) in refined Leap Ambitions for 2030 growth
- Strategic shift: refined multi-year financial/operational goals prioritizing differentiated tech-enabled equipment and services despite continued low SaaS revenue contribution
- Quantitative highlight: net sales declined 12-17% across equipment segments; 30% volume drop in large ag sales U.S./Canada; financial services net income up 28% to $890M due to special items and lower expenses
- Noteworthy 2025 issues: $600M tariff impact on product costs; ongoing FTC antitrust lawsuit over independent repair access; legal and economic uncertainties including geopolitical conflicts and global trade tensions
AI summary of the DE 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Aug 2, 2026
Management Discussion & Analysis
- Revenue $12,608M, up 5% YoY from $12,018M
- Operating margin: SAT 18.4% vs 16.0%; CF 12.1% vs 7.7%; PPA 13.2% vs 13.6%
- Best segment CF: sales $3,618M, up 18%; worst PPA: sales $3,998M, down 6%
- Cash $10,278M vs $9,987M; operating cash flow $3,250M vs $3,464M
- Outlook: 2026 net sales increase; large agriculture subdued, tariffs incurred $502M through nine months
Risk Factors
- No material risk-factor changes disclosed; 10-Q incorporates the most recent Form 10-K risks
- Additional unidentified risks and uncertainties could materially affect business, financial condition, or operating results
- Forward-looking statement assumptions remain subject to undisclosed risks and uncertainties
- Share-repurchase liquidity commitment: $7.2 billion remaining under the $18.0 billion December 2022 plan
AI summary of the DE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Deere reported fiscal Q3 2026 operating results on August 20, 2026
- Detailed financial results and management commentary available in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- 3Q 2026 net sales rose 5% to $12,608 million, while net income increased 7% to $1,379 million
- Diluted EPS increased 7% to $5.10 from $4.75, supporting stronger quarterly shareholder returns
Item 7.01: Regulation FD Disclosure
- Fiscal Q3 2026 investor presentation furnished as Exhibit 99.2
- Presentation supports Deere’s investor earnings call and provides quarterly business review
Item 8.01: Other Events
- $300M senior unsecured notes issued at 4.850%, maturing July 15, 2031
- Deere & Company fully and unconditionally guarantees the debt, ranking equally with other senior unsecured obligations
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Dmitri Stockton will leave Deere’s Board after nearly 12 years at the 2027 annual meeting
- Departure is unrelated to disagreements with Deere’s operations, policies, or practices
AI summaries of DE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DE
Don't miss the next DE filing
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- Fund moves. Which tracked funds opened, added or cut DE, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| CAMPBELL RYAN D | Sell | Aug 31, 2026 | 975 | $651.43 |
| CAMPBELL RYAN D | Sell | Aug 31, 2026 | 199 | $655.91 |
| CAMPBELL RYAN D | M | Aug 31, 2026 | 1,049 | $438.44 |
| CAMPBELL RYAN D | Sell | Aug 31, 2026 | 2,929 | $650.18 |
| CAMPBELL RYAN D | Sell | Aug 31, 2026 | 363 | $652.75 |
| CAMPBELL RYAN D | Sell | Aug 31, 2026 | 391 | $654.22 |
| CAMPBELL RYAN D | M | Aug 31, 2026 | 1,079 | $254.83 |
| CAMPBELL RYAN D | M | Aug 31, 2026 | 1,775 | $343.94 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $51.7B | $45.7B |
| Operating Income | $13.0B | $9.0B | - |
| Net Income | $10.2B | $7.1B | $5.0B |
| Op. Margin | - | 17.5% | - |
| Net Margin | - | 13.7% | 11.0% |
| Balance Sheet | |||
| Total Assets | $104.1B | $107.3B | $106.0B |
| Equity | - | $22.8B | $25.9B |
| ROE | - | 31.1% | 19.4% |
| Per Share | |||
| EPS | $34.63 | $25.62 | $18.50 |
| Cash Flow | |||
| Operating CF | - | $9.2B | $7.5B |
| CapEx | $1.5B | $1.6B | $1.4B |
Source: XBRL data in Deere & Company (DE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 69 | $63.52B |
| Q1 2026 | 65 | $56.09B |
| Q4 2025 | 60 | $47.83B |
| Q3 2025 | 65 | $53.65B |
| Q2 2025 | 65 | $53.79B |
| Q1 2025 | 60 | $36.42B |
| Q4 2024 | 56 | $23.97B |
| Q3 2024 | 52 | $11.83B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 492 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 2, 2026 | - | - | - |
| 10-Q | Aug 27, 2026 | Aug 2, 2026 | Analysis | |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 8-K | Aug 20, 2026 | - | Analysis | - |
| 4 | Aug 18, 2026 | - | - | - |
| 8-K | Jul 15, 2026 | - | Analysis | - |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 10-Q | May 28, 2026 | May 3, 2026 | Analysis | |
| 4 | May 4, 2026 | - | - | - |
| 8-K | May 1, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Mar 16, 2026 | - | Analysis | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 5, 2026 | - | - | - |
| 8-K | Feb 27, 2026 | - | Analysis | - |
| 10-Q | Feb 26, 2026 | Feb 1, 2026 | Analysis | |
| 8-K | Feb 19, 2026 | - | - |
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DE SEC filings: frequently asked questions
Are DE insiders buying or selling?
In the last 90 days, Deere & Company (DE) officers, directors and 10% owners reported no open-market purchases and 21 open-market sales worth $23.4 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold DE stock?
As of June 30, 2026, the largest Deere & Company (DE) holders among the 13F filers tracked by SignalX were BlackRock ($11.8 billion), Vanguard Capital Management LLC ($10.5 billion), State Street Corp ($6.9 billion), JPMorgan Chase & Co ($5.8 billion), T. Rowe Price Group ($4.8 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DE's revenue in fiscal year 2025?
For the fiscal year ended November 2, 2025 (FY2025), Deere & Company (DE) reported revenue of $45.7 billion (down 11.7% from FY2024) and net income of $5.0 billion. Diluted EPS was $18.50. The figures come from the XBRL data in the 10-K.
What are the main risks in DE's latest 10-K?
In the 10-K filed December 18, 2025, Deere & Company (DE) flagged: Regulatory risk: exposure to U.S. interest rate volatility with $150 million fair value impact from 10% rate change at Nov 2, 2025. Geopolitical risk: 10% U.S. dollar strengthening could reduce 2026 net cash inflows by ~$100 million due to global foreign currency exposures. (AI summary of the Risk Factors section.)
What did DE report in its latest 8-K?
Deere & Company (DE) filed an 8-K on August 20, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Deere reported fiscal Q3 2026 operating results on August 20, 2026.
What are the latest DE SEC filings?
Deere & Company (DE) filed its latest 10-K annual report on December 18, 2025, a 10-Q quarterly report on August 27, 2026, an 8-K current report on August 20, 2026 and a Form 4 insider filing on September 2, 2026.
What is DE's SEC CIK number?
Deere & Company (DE)'s SEC Central Index Key (CIK) is 315189. EDGAR lists every DE filing under that number.
Ask anything about DE
The research agent reads DE's filings, financials, insider trades and 13F holders, then answers with sources.