Deere Ownership Changes: CEO Sells, Institutions Buy

Ed Don | January 15, 2026 | 0

Snack-Sized Version:

Nordea Investment Management significantly increased its stake in Deere. The firm grew its holdings by 71.4% in the third quarter. However, CEO John C. May II recently sold over $20 million in stock. This sale reduced his personal holdings by 26%. As a result, investors are weighing these conflicting signals from institutions and insiders. Wall Street analysts also maintain a ‘Moderate Buy’ consensus rating. This suggests they see potential upside despite the insider sale. Overall, the ownership changes create a mixed picture for the stock’s direction.

At a Glance
Headline	Institutional Buying Meets Insider Selling
Key fact	Nordea Investment Management grew its stake by 71.4% in Q3.
Why it matters	CEO John C. May II sold over $20M in stock, reducing his holdings by 26%.
Watch next	Analysts maintain a ‘Moderate Buy’ rating with a $524.20 average price target.

Source: Company news; SEC filings.

Read the Full Meal:

Deere & Company is seeing conflicting signals from key market participants. First, Nordea Investment Management grew its position in the company by 71.4%. This represents a significant institutional vote of confidence. On the other hand, CEO John C. May II sold a large block of shares. He sold over $20 million worth of stock on January 8th. Consequently, this transaction reduced his personal stake by 26%. Wall Street is watching these moves closely. Analysts currently have a ‘Moderate Buy’ rating on the stock. Therefore, they still see value in the company despite the insider selling activity.

Institutional Investor Boosts Stake as CEO Sells Shares

Institutional Stake: Nordea Investment Management increased its position by 71.4% during the third quarter.
Insider Sale: CEO John C. May II sold 41,472 shares for approximately $20.8 million on January 8th.
Analyst Consensus: Wall Street holds a ‘Moderate Buy’ consensus rating with an average price target of $524.20.
Insider Signal: The CEO’s sale reduced his personal holdings in the company by over 26%.

Why this can matter for NYSE:DE holders

Conflicting Signals: Investors see a bullish signal from a large institution but a bearish signal from the CEO.
Valuation Context: The average analyst price target suggests potential upside from current trading levels.
Ownership Trends: Monitoring institutional buying and insider selling provides insight into market sentiment.

For more details, see DE SEC filings.

What to watch next

SEC Filings: Watch for additional Form 4 filings to track further insider trading activity.
Institutional Holdings: Monitor upcoming 13F filings to see if other large funds are buying or selling.
Analyst Updates: Look for any changes to analyst price targets following these ownership shifts.

Mini FAQ

What did Nordea Investment Management do?
Nordea Investment Management grew its holdings in Deere by 71.4% in the third quarter. Consequently, it now owns 531,807 shares worth about $242.8 million.

Did any Deere insiders sell stock?
Yes, CEO John C. May II sold 41,472 shares on January 8th. The total transaction was worth approximately $20.8 million, and it reduced his stake by 26%.

What is the analyst consensus on Deere stock?
Analysts have a consensus ‘Moderate Buy’ rating on Deere. In addition, the average price target is $524.20, based on 26 recent analyst reports.