Curated Wealth Partners 13F: Cuts Deere (DE) Stake by $182M
The investment firm trimmed its holdings in the heavy machinery maker down to just 626 shares.
Reviewed by automated data checks against the source filing. How we make and check alerts
Curated Wealth Partners sold 270,522 shares from its stake in Deere & Company ($DE), a 99.77% decrease, according to a 13F filing with the SEC dated October 15, 2026. It reported 626 shares worth $420,392 at the end of the quarter.
Since the filing, $DE is down 1.4% to date (from the $650.67 close on Oct 15, 2026).
Find the original: Curated Wealth Partners 13F filings on SEC EDGAR
DE
Deere & Company
Key Points
- Curated Wealth Partners slashed its position in Deere & Company by 99.8%, cutting 270,522 shares to leave a remaining stake of 626 shares valued at about $420,392 in a filing on October 15, 2026.
- Deere & Company recently traded around $639.79 per share, putting its market capitalization near $175.44 billion with a trailing P/E ratio of 36.2.
- Several Wall Street firms updated their outlooks ahead of the filing, including Baird upgrading its rating to Outperform with an $800 price target on August 31, 2026.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Deere & Company alert may contain errors. Disclosures
Curated Wealth Partners made a major change to its portfolio by heavily trimming its investment in Deere & Company DE. According to a Form 13F filing with the SEC on October 15, 2026, the firm cut its stake by 99.8%, selling off 270,522 shares during the period. Institutional 13F filings look backward at holdings from the end of a prior quarter and may not reflect the investor's current position today.
Inside Curated Wealth Partners's Deere Trade
Before the adjustment, Curated Wealth Partners held 271,148 shares of the farm equipment manufacturer. The steep reduction of 270,522 shares left the firm with a tiny remaining position of just 626 shares. The reported value of the remaining holding stood at about $420,392.
Other Institutional Activity in Deere
Other large institutional investors adjusted their positions in Deere & Company around the same reporting cycle. Blackrock Inc. grew its holdings by 228,948 shares, ending with 18,544,770 shares worth about $11,903,145,800. Vanguard Capital Management LLC grew its holdings by 49,577 shares, ending with 16,575,154 shares worth about $10,638,928,103. Capital World Investors reduced its holdings by 770,724 shares, ending with 11,501,949 shares worth about $7,382,640,816. State Street Corporation grew its holdings by 256,790 shares, ending with 10,867,942 shares worth about $6,975,697,092. JPMORGAN CHASE & CO reduced its holdings by 278,059 shares, ending with 9,211,993 shares worth about $5,912,809,692.
Deere & Company Stock Down 1.6%
Deere shares recently traded around $639.79. That price sits below the 50-day moving average of $655.99 but remains above the 200-day moving average of $596.01. The stock trades about 11.3% below its 52-week high of $721.22 and about 43.6% above its 52-week low of $445.55.
Recent Earnings
Deere reported trailing-twelve-month revenue of $47.93 billion alongside trailing earnings of $17.99 per share. The company posted a net profit margin of 10.2% and a return on equity of 18.2%. Year-over-year revenue growth reached 4.9%. The company's next earnings report is scheduled for November 25, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
2 target raises vs 2 cuts.
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EPS & revenue
EPS beat estimates by 11.5%. Revenue beat estimates by 12.5%.
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Profit surprise
EBITDA beat by 27 percent. Operating income beat by 47 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
2 target raises, 2 target cuts.
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Earnings quality
Gross margin down 1.1 points. Operating margin down 0.5 points. Positive free cash flow.
Earnings Call Summary
Deere reported 13.4 billion dollars in revenue, up 5 percent year over year, beating consensus by 1.5 billion dollars. Equipment margins reached 16.9 percent, helped by a 272 million dollar tariff refund. Construction and Forestry surged 29 percent with an order book up more than 60 percent, while Large Ag remains weak with a 14 percent sales decline. Management said tariff exposure stays around 900 million dollars net for the year, and they are managing through by cutting costs and finding new sourcing, not raising prices to customers.
Guidance Deere maintained its full year net income guidance between $4.5 billion and $5 billion. The company raised Construction and Forestry sales outlook to up about 20 percent, but kept Large Ag flat around the bottom of the cycle. They expect the back half of the year to be stronger than the first half, with better price and cost comparisons.
Slightly positive report. The quarter was acceptable, but the forward setup is not strong.
Dividend
Deere currently pays an annual dividend yielding 1.0%, supported by a dividend payout ratio of 36.0%.
Insider Buying and Selling at Deere & Company
Company insiders executed several stock sales prior to the filing date. On January 14, 2026, officer Cory J. Reed sold 12,000 shares at a price of $510.00 for a total value of $6,120,000. Later, on August 21, 2026, officer Ryan David Campbell sold 23,260 shares valued at $15,146,375. Campbell made two additional sales in August, offloading 7,839 shares worth $5,124,872 on August 24 and 4,860 shares worth $3,164,766 on August 31.
Analysts Set New Price Targets
Wall Street analysts have kept a generally positive outlook on the equipment maker. On August 24, 2026, Truist Securities maintained its Buy rating with an $804 price target. Raymond James maintained an Outperform rating and raised its target to $730 on August 31, 2026. On the same day, Baird upgraded the stock to Outperform with an $800 price target. Evercore ISI Group followed with an upgrade to Outperform on September 3, 2026, setting a target of $813. JP Morgan maintained a Neutral rating with a $625 price target on October 8, 2026. Overall, the stock carries a consensus Buy rating with a mean price target of $694.01 across 23 analyst opinions.
About Deere
Headquartered in Moline, Illinois, Deere & Company manufactures and distributes heavy equipment worldwide. The company operates across four main divisions serving agricultural, construction, forestry, and financial sectors. Institutional adjustments like the one reported by Curated Wealth Partners highlight shifts in how large asset managers allocate capital across industrial manufacturing stocks.
Bottom Line
Curated Wealth Partners holds a much smaller footprint in Deere following its latest 13F filing. Investors will look toward the company's upcoming earnings release on November 25, 2026, to gauge ongoing demand across its agricultural and construction segments. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: Curated Wealth Partners's 13F filing on $DE (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Curated Wealth Partners 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts