Deere & Company

NYSE:DE 株式レポート

時価総額:US$158.4b

Deere 配当と自社株買い

配当金 基準チェック /46

Deereは配当を支払う会社で、現在の利回りは1.11%ですが、利益によって十分にカバーされています。次の支払い日は 10th August, 2026で、権利落ち日は30th June, 2026 。

主要情報

1.1%

配当利回り

0.5%

バイバック利回り

総株主利回り1.6%
将来の配当利回り1.2%
配当成長11.3%
次回配当支払日10 Aug 26
配当落ち日30 Jun 26
一株当たり配当金n/a
配当性向37%

最近の配当と自社株買いの更新

Recent updates

ナラティブ更新 Jul 01

DE: Tariff Relief And AI Efficiency Gains Will Support Future Upside

Analysts have trimmed their fair value estimate for Deere to $759 from $793 as they factor in more moderate revenue growth assumptions, even as Street research highlights potential tariff relief and a mixed pattern of price target revisions across the sector. Analyst Commentary Street research on Deere is mixed, but there is a clear camp of bullish analysts highlighting tariff relief, execution on recent quarters, and the potential for a more constructive backdrop in North American agriculture and construction equipment over the next several years.
分析記事 Jun 19

Deere (DE) Stock Could Be 8.5% Undervalued After Q1 Earnings Beat

Deere (DE) is back in focus after a Q1 earnings report that topped analyst revenue expectations by 2.5%, with strong contributions from Small Agriculture and Construction & Forestry helping lift the stock. See our latest analysis for Deere. Beyond the Q1 beat, Deere’s recent momentum has been building, with a 30-day share price return of 5.59% and year-to-date share price return of 26.23%, alongside a 5-year total shareholder return of 79.47%. If Deere’s move has you thinking about what else...
ナラティブ更新 Jun 17

DE: Tariff Relief And Construction Strength Will Support Post Cycle Recovery Potential

Deere's analyst price target is revised modestly higher to $644.21 as analysts factor in updated agriculture fundamentals, tariff adjustments, and refined expectations for North America retail volumes and pricing. Analyst Commentary Recent research on Deere stock highlights a mix of optimism and caution as analysts reassess price targets, earnings drivers, and the impact of tariff changes on the company’s outlook.
Seeking Alpha Jun 16

Deere: Better Floor, But The Buy Case Still Needs Proof

Summary Deere & Company remains rated Hold, as valuation leaves little margin of safety amid weak large ag demand. DE's diversified portfolio, especially Small Ag & Turf and Construction & Forestry, has raised the earnings floor and reduced cyclicality. The Production & Precision Ag segment remains the critical weak spot, with no near-term recovery in sight and significant EBIT margin compression. At 27x forward P/E, DE is priced for a recovery not yet evident, risking downside if expectations are missed. Read the full article on Seeking Alpha
ナラティブ更新 Jun 03

DE: Tariff Relief And Construction Strength Will Balance Large Ag Uncertainty

Analysts now see fair value for Deere at about $643, down from roughly $665. This reflects a mix of slightly higher discount rate assumptions, stronger projected revenue growth and margins, and a lower future P/E, alongside recent shifts in price targets and tariff related earnings commentary.
ナラティブ更新 May 09

DE: Construction Strength And Expected Large Ag Recovery Will Support Future Earnings

Narrative Update: Deere The analyst price target on Deere has been adjusted to reflect a more balanced risk and reward profile. Recent research highlights mixed views on valuation, with several firms raising targets by $25 to above $200, while others have flagged the stock as a bearish pick or issued downgrades even as they raised targets.
ナラティブ更新 Apr 21

DE: Construction Momentum And Pending Large Ag Recovery Will Support Future Earnings

The analyst fair value estimate for Deere has increased by about $1 to $665, reflecting modest adjustments to growth, profit and P/E assumptions as analysts weigh recent price target increases against mixed views on valuation and the timing of an agriculture recovery. Analyst Commentary Recent research on Deere is divided, with many firms lifting price targets and talking up execution, while others focus on valuation risk and the timing of an agriculture recovery.
ナラティブ更新 Apr 05

DE: Construction Strength And Anticipated Large Ag Upswing Will Support Future Earnings

Analysts have made a small upward adjustment to the Deere price target, adding roughly $0.50. This reflects slightly higher modeled revenue growth and future P/E expectations, partially offset by a modestly higher discount rate and a stable profit margin outlook.
ナラティブ更新 Mar 22

DE: Construction Momentum And Large Ag Recovery Will Support Future Earnings Momentum

Analysts have made a small downward reset to the model driven price target for Deere, trimming it by about $2 to $663.51. A slightly higher discount rate offsets broadly supportive views around stronger Q1 results, healthier Large Ag orders, and improving trends in construction and small ag and turf.
ナラティブ更新 Mar 08

DE: Construction Strength And Large Ag Recovery Will Support Future Earnings Momentum

We are nudging our fair value estimate for Deere up from $630 to about $666 per share, reflecting analysts' higher price targets following a strong Q1 beat, healthier Large Ag order trends, and better support from Construction and Small Ag/Turf, even as views differ on how much of the next cycle is already priced in. Analyst Commentary Street research after Deere's Q1 report reflects a mix of enthusiasm about execution and caution around how much optimism is already embedded in the share price.
新しいナラティブ Mar 07

Construction Tailwinds And Equipment Pricing Power Will Eventually Fade For This Machinery Giant

Catalysts About Deere Deere & Company designs, manufactures and finances agricultural, construction and forestry equipment for customers globally. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 Feb 22

DE: Q1 Beat And Construction Strength Will Support Earnings Recovery As Cycle Bottoms

Analysts have raised their implied fair value estimate for Deere from about $527 to about $630, citing stronger than expected Q1 results, an improved margin outlook, and higher long-term earnings power. This view is reflected in a slightly lower discount rate, steadier revenue expectations, and a similar future P/E multiple.
新しいナラティブ Feb 21

Long Term Construction Upswing And Aging Farm Fleets Will Support A Stronger Outlook

Catalysts About Deere Deere manufactures equipment and technology for agriculture, construction, forestry and related financial services. What are the underlying business or industry changes driving this perspective?
分析記事 Jan 07

Shareholders Should Be Pleased With Deere & Company's (NYSE:DE) Price

Deere & Company's ( NYSE:DE ) price-to-earnings (or "P/E") ratio of 26.1x might make it look like a sell right now...
ナラティブ更新 Dec 23

DE: Precision Ag Subscriptions Will Support Earnings Recovery As Downturn Nears Trough

Analysts have nudged our fair value estimate for Deere modestly higher by about $1.50 per share to roughly $527, reflecting increased confidence that Precision Ag subscription growth and a maturing earnings downturn will support steadier profitability despite a still mixed cyclical backdrop. Analyst Commentary Recent Street commentary on Deere underscores a constructive long term outlook supported by Precision Ag adoption and technology driven differentiation, tempered by caution around near term cyclical headwinds and used equipment dynamics.
ナラティブ更新 Dec 09

DE: Precision Ag Subscriptions Will Drive Future Earnings Recovery Despite Cyclical Headwinds

Analysts have modestly raised their price target on Deere to approximately $540 from about $535, reflecting increased confidence in the long term earnings power from its expanding Precision Ag subscription base and data enabled ecosystem, even as they acknowledge a near term cyclical downturn and a mixed demand backdrop. Analyst Commentary Recent Street research on Deere reflects a generally constructive stance on the shares, with analysts emphasizing the company’s growing Precision Ag subscription base, data driven offerings, and potential earnings recovery as key drivers of long term value, even as they flag near term cyclical and inventory related risks.
分析記事 Dec 07

Deere (NYSE:DE) Is Paying Out A Dividend Of $1.62

The board of Deere & Company ( NYSE:DE ) has announced that it will pay a dividend on the 9th of February, with...
ナラティブ更新 Nov 25

DE: Technology-Driven Offerings Will Aid Earnings Recovery Amid Steel Tariff Headwinds

Deere's analyst price target was modestly increased to $525.78 from $525.40, reflecting analysts' expectations for ongoing growth in Precision Ag adoption, technology-driven profitability, and constructive long-term fundamentals. This outlook remains despite mixed cyclical indicators and tariff headwinds.
ナラティブ更新 Nov 08

DE: Technology Ecosystem Will Drive Earnings Recovery After Tariff Headwinds

Deere’s analyst price target increased slightly by $0.45 to $525.40. Analysts cite improving revenue growth, embedded technology advantages, and expectations for an earnings recovery in 2027 that are starting to be reflected in forecasts.
ナラティブ更新 Oct 24

Precision Farming Advances Will Drive Cycle Recovery Despite Headwinds

Deere's analyst price target was revised slightly lower to approximately $524.95. This modest decrease reflects analysts' cautious outlook on near-term agriculture fundamentals, tariff impacts, and expectations for a longer earnings recovery cycle, balanced by ongoing innovation and the company's strong market position.
ナラティブ更新 Oct 10

Precision Agriculture And Automation Will Boost Global Reach

Deere's analyst price target has been modestly reduced to approximately $525 from $533. Analysts cite updated tariff headwinds, along with softening revenue growth and profit margin projections, in their revised outlooks.
ナラティブ更新 Sep 04

Precision Agriculture And Automation Will Boost Global Reach

Analysts cite increased steel and aluminum tariffs as a margin headwind and lingering weak global ag demand, but also highlight Deere’s strong Q3 Small Ag performance, lower dealer inventories, and an expected cyclical earnings upturn in FY26, resulting in no change to the consensus price target at $534.61. Analyst Commentary Bearish analysts lowered price targets to reflect updated Section 232 tariffs, which significantly increase the cost of steel and aluminum content in imported products, posing a headwind to margins and earnings.
Seeking Alpha Mar 21

Deere: What Turnaround? (Technical Analysis)

Summary Deere's technicals are currently mixed, with the chart and moving averages favouring an upside breakout while the indicators show that the top is likely in for the stock. Most recent earnings show weak financials, with revenue and EPS growth hitting three-year lows. Guidance shows that net income declines may moderate modestly in 2025. The valuation has gotten ahead of itself, as expansion in the P/S and P/E ratios are unjustified by the fundamentals of the business. Therefore, I initiate DE stock at a sell rating on technical uncertainty and fundamental unattractiveness. Read the full article on Seeking Alpha
Seeking Alpha Feb 18

Is Deere Still Cheap?

Summary Deere's Q1 earnings served to reaffirm the investment thesis despite the "worrying" headline numbers. There are certain things to be optimistic about regarding the future of the company. I discuss these in the article. I believe Deere's stock remains attractive despite hovering at all-time highs. I explain why my base case scenario yields a 16% 6-year IRR. Read the full article on Seeking Alpha
Seeking Alpha Feb 11

Deere's Q1 Earnings: Why Investors Want 'Bad News'

Summary Deere & Company's stock is currently expensive with a high forward P/E of 24, but investor optimism is driven by an expected gradual recovery through 2025. Deere's earnings report is crucial, especially regarding inventory management and production hours, as competitors face significant declines and market downturns. Despite a weak 2025 outlook, Deere's strong market position and technology in precision agriculture and autonomous solutions offer long-term potential. Read the full article on Seeking Alpha
Seeking Alpha Feb 05

As Cyclical Pressures And Strategic Shifts Emerge, I'm Bearish On Deere & Company

Summary Deere & Company faces near-term challenges due to declining commodity prices, tightening financial conditions, and reduced demand, prompting a sell rating. The latest earnings report shows a significant drop in net income, reflecting broader market and economic uncertainties impacting farm equipment investments. Current valuations appear overly optimistic, with DCF calculations indicating shares are approaching fair value, posing downside risk amid potential economic downturns. Despite Deere's focus on precision agriculture and automation, its high P/E ratio compared to peers suggests vulnerability if market conditions worsen. Read the full article on Seeking Alpha
Seeking Alpha Jan 28

Deere: Strong Buy At The Ag Cycle Nadir

Summary Deere is a strong buy with a conservative upside target of $600, driven by structural profitability improvements and a turn in the agricultural cycle. Historically, the best buying opportunities for DE shares occur when corn and soybean prices are low, as the agricultural cycle inevitably turns higher. DE's investment in new technologies and rapid response to industry downturns have improved profit margins, justifying higher valuations through the next agricultural cycle. Despite current weak fundamentals, improving supply/demand balance for key crops and a rising Farm Capital Investment Index suggest the worst may be over for DE's core markets. Read the full article on Seeking Alpha
Seeking Alpha Dec 30

Deere: Another Challenging Year Ahead (Rating Downgrade)

Summary Deere's share price continues to disappoint in relative terms to the broader equity market. After yet another year of underperformance, the outlook for 2025 appears bleak. Deere's share price remains elevated once we consider margins, demand outlook, commodity prices and last but not least - the dividend. Read the full article on Seeking Alpha

決済の安定と成長

配当データの取得

安定した配当: DEの1株当たり配当金は過去10年間安定しています。

増加する配当: DEの配当金は過去10年間にわたって増加しています。


配当利回り対市場

Deere 配当利回り対市場
DE 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (DE)1.1%
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Machinery)1.2%
アナリスト予想 (DE) (最長3年)1.2%

注目すべき配当: DEの配当金 ( 1.11% ) はUS市場の配当金支払者の下位 25% ( 1.35% ) と比べると目立ったものではありません。

高配当: DEの配当金 ( 1.11% ) はUS市場の配当金支払者の上位 25% ( 4.18% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: DEの 配当性向 ( 36.6% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: DEの 現金配当性向 ( 46.4% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/13 21:29
終値2026/07/13 00:00
収益2026/05/03
年間収益2025/11/02

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Deere & Company 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。47

アナリスト機関
John EadeArgus Research Company
Mircea DobreBaird
Andrew KaplowitzBarclays