Market Cap
$183.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 3, 2026 | Evercore ISI Group | UPGRADE | Outperform | 59% |
| Aug 31, 2026 | Raymond James | MAINTAIN | Outperform | 54% |
| Aug 31, 2026 | Baird | UPGRADE | Outperform | 54% |
| Aug 24, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 24, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Aug 24, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 24, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Aug 21, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 21, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 21, 2026 | UBS | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 15 | 12 | 0 | 0 | 65% | |
| Aug 1, 2026 | 6 | 15 | 13 | 0 | 0 | 62% | |
| Jul 1, 2026 | 6 | 15 | 13 | 0 | 0 | 62% | |
| Jun 1, 2026 | 6 | 15 | 13 | 0 | 0 | 62% | |
| May 1, 2026 | 6 | 15 | 13 | 0 | 0 | 62% | |
| Apr 1, 2026 | 6 | 15 | 12 | 0 | 1 | 62% | |
| Mar 1, 2026 | 6 | 15 | 12 | 0 | 1 | 62% | |
| Feb 1, 2026 | 6 | 15 | 13 | 0 | 0 | 62% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.07 | $3.93–$4.47 | 3.6% | -1.5% | 2↑ 15↓ | $10.4B | 17 |
| Next Q | $3.30 | $2.63–$3.81 | 36.4% | -0.5% | 3↑ 6↓ | $8.5B | 13 |
| Current FY | $18.13 | $17.98–$18.54 | -2.0% | -0.0% | 10↑ 7↓ | $41.1B | 21 |
| Next FY | $22.83 | $19.93–$26.50 | 25.9% | +1.7% | 8↑ 9↓ | $44.7B | 22 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.072 | — |
| 7d ago | $4.072 | — |
| 30d ago | $4.136 | -0.064 |
| 60d ago | $4.496 | -0.423 |
| 90d ago | $4.489 | -0.417 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 18,544,770 | $11.8B | 12.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 16,575,154 | $10.5B | 10.9% | — |
| Capital World Investors | 11,501,949 | $7.3B | 7.6% | — |
| STATE STREET CORP | 10,867,942 | $6.9B | 7.2% | — |
| JPMORGAN CHASE & CO | 9,211,993 | $5.8B | 6.0% | — |
| FMR LLC | 7,488,674 | $4.8B | 4.9% | — |
| Capital International Investors | 6,410,022 | $4.1B | 4.2% | DOUBLED +276.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,713,643 | $3.6B | 3.7% | — |
| MORGAN STANLEY | 4,369,891 | $2.8B | 2.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,820,147 | $2.4B | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital International Investors | DOUBLED | 1,703,509 | 6,410,022 | +276.3% | $4.1B |
| NORGES BANK | NEW | — | 3,406,402 | — | $2.2B |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 1,675,934 | 3,088,628 | +84.3% | $2.0B |
| Bank of New York Mellon Corp | ADD | 1,517,174 | 1,985,211 | +30.8% | $1.3B |
| SCHRODER INVESTMENT MANAGEMENT GROUP | DOUBLED | 373,108 | 891,273 | +138.9% | $557.1M |
| AMERICAN CENTURY COMPANIES INC | ADD | 333,501 | 587,994 | +76.3% | $373.0M |
| HARRIS ASSOCIATES L P | TRIM | 518,490 | 313,034 | -39.6% | $198.6M |
| CITIGROUP INC | ADD | 197,634 | 308,683 | +56.2% | $195.8M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | ADD | 131,988 | 232,497 | +76.2% | $147.5M |
| Impax Asset Management Group plc | DOUBLED | 18,532 | 230,130 | +1141.8% | $146.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | CAMPBELL RYAN D | Pres WWC&F and Pwr Systems | EXERCISE | 1,079 | $254.83 | $275.0K |
| Aug 31, 2026 | CAMPBELL RYAN D | Pres WWC&F and Pwr Systems | EXERCISE | 1,775 | $343.94 | $610.5K |
| Aug 31, 2026 | CAMPBELL RYAN D | Pres WWC&F and Pwr Systems | EXERCISE | 1,049 | $438.44 | $459.9K |
| Aug 31, 2026 | CAMPBELL RYAN D | Pres WWC&F and Pwr Systems | EXERCISE | 957 | $377.01 | $360.8K |
| Aug 31, 2026 | CAMPBELL RYAN D | Pres WWC&F and Pwr Systems | SELL | 2,929 | $650.18 | $1.9M |
| Aug 31, 2026 | CAMPBELL RYAN D | Pres WWC&F and Pwr Systems | SELL | 975 | $651.43 | $635.1K |
| Aug 31, 2026 | CAMPBELL RYAN D | Pres WWC&F and Pwr Systems | SELL | 363 | $652.75 | $236.9K |
| Aug 31, 2026 | CAMPBELL RYAN D | Pres WWC&F and Pwr Systems | SELL | 391 | $654.22 | $255.8K |
| Aug 31, 2026 | CAMPBELL RYAN D | Pres WWC&F and Pwr Systems | SELL | 199 | $655.91 | $130.5K |
| Aug 31, 2026 | CAMPBELL RYAN D | Pres WWC&F and Pwr Systems | SELL | 3 | $656.64 | $2.0K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 10, 2026 | Dan Newhouse | R | HOUSE | SELL | $1,001 - $15,000 | DEERE & COMPANY | Jul 20, 2026(11d) |
| Dec 29, 2025 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | DEERE & COMPANY | Jan 16, 2026(19d) |
| Oct 21, 2025 | Julie Johnson | D | HOUSE | BUY | $1,001 - $15,000 | DEERE & COMPANY | Aug 6, 2026(290d) |
| Oct 21, 2025 | Julie Johnson | D | HOUSE | SELL | $1,001 - $15,000 | DEERE & COMPANY | Aug 6, 2026(290d) |