Deere & Co. (DE) beat expectations in Q3 FY2026 on revenue of $12.6B versus the $10.8B estimate (+7.0% YoY) and EPS of $5.10. The next Deere & Co. (DE) earnings date is Nov 25, 2026. Below is the full Deere & Co. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Deere & Co. (DE) Earnings Analysis — key stats
Next earnings date
Nov 25, 2026
Latest reported quarter
Q3 FY2026
Earnings verdict
Beat
EPS beat rate
8 of last 8 (quarters above estimate)
Avg next-day move
±7.3% (over the last 8 reports)
Post-earnings direction
Up 5 / Down 3 (of the last 8 reports)
Implied move (next report)
±21.0% (options-derived · into Nov 25, 2026)
Institutional ownership
75.6% (13F as of 2026-06-30)
Top 10 holders
36.4% (of shares outstanding)
Insider activity
6 buys / 2 sells (recent Form 4 filings)
Revenue
$12.6B (vs $10.8B est · +16.6% surprise · +7.0% YoY)
EPS
$5.10 (vs $4.69 est · +8.7% surprise · +7.4% YoY)
Share price
$648.64 (+0.2%)
Market cap
$175.1B
Deere & Co. (DE) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$12.6B vs $10.8B est
$5.10 vs $4.69 est
+8.7%
+11.5%
Beat
Q2 FY2026
$11.8B vs $11.6B est
$6.55 vs $5.70 est
+14.9%
-5.6%
Mixed
Q1 FY2026
$8.0B vs $7.6B est
$2.42 vs $2.02 est
+19.8%
+11.7%
Beat
Q4 FY2025
$12.1B vs $9.8B est
$3.93 vs $3.84 est
+2.3%
-6.8%
Beat
Q3 FY2025
$11.8B vs $10.4B est
$4.75 vs $4.57 est
+3.9%
-4.8%
Beat
Q2 FY2025
$12.5B vs $10.8B est
$6.64 vs $5.56 est
+19.4%
+6.8%
Beat
Q1 FY2025
$8.3B vs $7.7B est
$3.19 vs $3.11 est
+2.6%
+0.8%
Beat
Q4 FY2024
$10.8B vs $9.2B est
$4.55 vs $3.89 est
+17.0%
+10.3%
Beat
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
6.9%
18.5M
$11.8B
+1.3%
Vanguard Capital Management LLC
6.1%
16.6M
$10.5B
+0.3%
Capital World Investors
4.3%
11.5M
$7.3B
-6.3%
State Street Corp
4.0%
10.9M
$6.9B
+2.4%
Jpmorgan Chase & CO
3.4%
9.2M
$5.8B
-2.9%
Price T Rowe Associates INC /Md/
2.8%
7.5M
$4.8B
-4.3%
Fmr LLC
2.8%
7.5M
$4.8B
+14.7%
Capital International Investors
2.4%
6.4M
$4.1B
+276.3%
Geode Capital Management, LLC
2.1%
5.7M
$3.6B
+0.5%
Morgan Stanley
1.6%
4.4M
$2.8B
+2.8%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Norwood Terry Brent
officer: Sr VP & CFO
2026-08-17
Sell
19
$11568
Norwood Terry Brent
officer: Sr VP & CFO
2026-05-01
Other
0
—
Norwood Terry Brent
officer: Sr VP & CFO
2024-12-13
Other
585
$220551
Norwood Terry Brent
officer: Sr VP & CFO
2025-12-11
Other
587
$262994
Norwood Terry Brent
officer: Sr VP & CFO
2026-12-10
Other
629
$294938
WALKER KELLYE L.
officer: Snr VP & CLO GLSRA
2026-05-01
Sell
568
$327884
Talton Sheila
director
2026-03-04
Buy
293
—
Erwin Tami A.
director
2026-03-04
Buy
293
—
What you'll find
Next Deere & Co. (DE) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Deere & Co. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Deere & Co. (DE)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Deere & Co.'s next earnings date?
Deere & Co.'s (DE) next scheduled earnings date is Nov 25, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Deere & Co. (DE) beat or miss earnings?
In Q3 FY2026, Deere & Co. (DE) posted beat results — revenue of $12.6B versus the $10.8B estimate (+16.6% surprise) and EPS of $5.10 versus $4.69 expected (+8.7% surprise). Magnisto decodes every Deere & Co. (DE) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Deere & Co. beat earnings estimates?
Over its last 8 reported quarters, Deere & Co. (DE) beat Wall Street EPS estimates 8 times, most recently a beat result in Q3 FY2026. Magnisto tracks every Deere & Co. (DE) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Deere & Co. stock move after earnings?
Over its last 8 quarterly reports, Deere & Co. (DE) moved an average of ±7.3% the day after earnings — ranging from -6.8% (Q4 FY2025) to +11.7% (Q1 FY2026). The stock rose after 5 of those 8 reports and fell after 3. Heading into its next report on Nov 25, 2026, options-implied volatility is pricing in a move of roughly ±21.0% (derived). Magnisto tracks the realized post-earnings move for every Deere & Co. (DE) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Deere & Co.?
Institutions hold about 75.6% of Deere & Co.'s (DE) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (6.9%), Vanguard Capital Management LLC (6.1%), Capital World Investors (4.3%). Magnisto lists Deere & Co.'s (DE) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Deere & Co. (DE)?
In the most recent Form 4 filings Magnisto tracks, Deere & Co. (DE) insiders recorded 6 purchases and 2 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Deere & Co. (DE) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Deere & Co. (DE), anchored to the current $648.64 share price, so you can weigh the bull, base and bear cases for Deere & Co. side by side.
Is Deere & Co. (DE) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Deere & Co. fits your own thesis and risk profile. This is research, not investment advice.