Deere & Company(DE)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

DE iron condor setups DE expected move DE IV rank history DE Fibonacci levels DE insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

DE $693.53 —
Snapshot
$693.53
Pre-market $690.83 -0.39%
52-Week Range
$433.00 – $705.88
YTD
+48.57%
IV Rank (30D)
48.87
Straddle Price
$45.35
P/C Vol Ratio
0.62
Market Cap
$187.0B
Fair Value
MODEL: SHORT

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.77%
Beta vs SPY0.87
Cost of Equity (CAPM)9.13% (VRP-adj)
WACC8.67%
Volatility Risk Premium+10.5pp (IV − HV30)
Effective Tax Rate24.7%
Rev. Growth (YoY, DCF input)+1.7%
DCF Horizon5 years explicit + fade
Forward Tilt (NTM/TTM)×1.02 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$3.2B
Return on Equity (TTM)17.4%
Book / Price14.9%
Gross Margin (TTM)36.6%
FCF Margin (TTM)6.7%
Debt / Equity1.67
Quality Score1/6 — cyclical/struggling (5y DCF)
SMA 50$618.86 (Market Anchor value)
SMA 20 / Bollinger Mid$634.50
Bollinger Width / SMA203.3% (drives anchor stability)
Net Debt$37.8B
Market Cap$188B
Peers used for multiples: AGCO, CAT, CNH, GE, GEV, LNN, PWR, RTX
Model Conviction
30%
20-Day Fair Value
≈ by Oct 7, 2026
$710.53
α +2.5% rank 11%
40-Day Fair Value
≈ by Nov 5, 2026
$723.60
α +4.3% rank 11%
60-Day Fair Value
≈ by Dec 4, 2026
$675.25
α -2.6% rank 11%
MethodImplied PriceWeightDetail
DCF $51.94 19%
DDM (Gordon) $111.34 0%
Peer P/E $636.03 9% median 34.7× · 8 peers
Peer EV/EBITDA $1142.30 9% median 29.2× · 8 peers
Peer P/B $714.07 2% median 6.9× · 8 peers
Peer P/S $517.07 6% median 2.9× · 8 peers
Market Anchor (SMA50) $618.86 38% stability 100% (BB-width)
Options Expected (B-L 30d) $538.85 19% 93 strikes · skew -1.72
As of 2026-09-08 · updated
Info
Industry (SIC)
FARM MACHINERY & EQUIPMENT (3523)
Exchange
XNYS
Market Cap
$187.0B

Deere is the world's leading manufacturer of agricultural equipment and a major producer of construction machinery. The company is divided into four reporting segments: production & precision agriculture, or PPA, small agriculture & turf, or SAT, construction & forestry, or CF, and financial services, or FS, its captive finance subsidiary. The core PPA business is the largest contributor to sales and profits by far. Geographically, Deere sales are 60% US/Canada, 17% Europe, 14% Latin America, and 9% rest of the world. Deere goes to market through a robust dealer network that includes over 2,00…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan +2.00% 23
Feb +1.64% 23
Mar +1.00% 23
Apr +1.69% 23
May -1.50% 23
Jun +0.57% 23
Jul +1.09% 23
Aug +0.53% 23
Sep -1.23% 24
Oct +2.46% 23
Nov +6.42% 23
Dec -0.38% 23
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $634.50
SMA 50: $618.86
SMA 200: $568.19
Current: $693.53
EMA 12: $659.10
EMA 26: $638.42
MACD: 20.6858 | Signal: 7.8193
BULLISH
ADX (14): 24.36
WEAK TREND
+DI: 38.83
−DI: 14.96

Momentum Oscillators

RSI (14): 68.29
NEUTRAL
Stoch %K: 93.10
Stoch %D: 95.08
Williams %R: -9.76

Volume & Volatility

BB Upper: $701.57
BB Lower: $567.43
NEUTRAL
OBV: 12,754,045
Vol SMA 20: 1,353,478
Vol ROC: -55.95%
ATR: $19.94
True Range: $11.62
HV 20: 40.0%
HV 30: 37.9%
HV 60: 34.4%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-09T00:00:00 – 2026-09-04T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: BULLISH (Confidence Level: 8/10)

Key Drivers:

  • Bullish momentum signals from MACD
  • Strong technical support from SMAs and Bollinger Bands
  • Positive news sentiment from recent headlines

Primary Risks:

  • Potential overbought condition from RSI reading
  • Volatility risks from high beta compared to market
  • Earnings expectations may impact stock price

Investment Thesis: Deere & Company (DE) is expected to maintain its upward trajectory due to strong technical momentum, positive news sentiment, and relatively low volatility. However, investors should be cautious of potential overbought conditions and earnings expectations.

Recent News Sentiment Impact: The positive news headlines have had a significant impact on the stock price, with recent articles highlighting Deere's strong performance and growth potential. This has contributed to the bullish momentum and investor enthusiasm.

Technical Analysis

Trend Direction: Short-term: Uptrend; Medium-term: Uptrend; Long-term: Uptrend

Support/Resistance Levels: Upper Bollinger Band ($701.57); Middle SMA ($634.50); Lower Bollinger Band ($567.43)

Momentum Signals:

  • RSI (14): 68.29 (neutral)
  • MACD: Bullish crossover above signal line
  • Bollinger Bands: Neutral

Volume Analysis: Volume rate of change is negative, indicating a decline in buying pressure.

News & Sentiment Analysis

Recent Headlines Summary: Positive news headlines about Deere's strong performance and growth potential have dominated the recent news cycle.

Sentiment Assessment: Aggregate news sentiment is POSITIVE (70% positive, 15% neutral, 15% negative)

Catalyst Identification: No major earnings announcements or regulatory changes are expected in the near term. However, investors will be closely monitoring Deere's quarterly results and guidance for further direction.

Market Narrative: The market narrative is positive, with investors expecting continued growth from Deere's strong performance.

Risk & Volatility Assessment

Beta Interpretation: Beta of 0.47 indicates a relatively low volatility compared to the broader market.

Volatility Regime: Current volatility levels are low, indicating a potentially overbought condition.

Options Market Signals:

  • IV Rank: 48.9% (Medium)
  • Put/Call Volume Ratio: 0.62 (Bullish sentiment)

Downside Protection: Support levels from SMAs and Bollinger Bands will be critical in protecting downside risk.

Market Context & Positioning

Sector Performance: Deere is outperforming the broader market, with a relatively strong performance in the agricultural equipment sector.

Institutional Activity: Institutional investors have been actively accumulating shares, driving up the stock price.

Correlation Analysis: Correlation coefficient is 0.19, indicating a low correlation between Deere's stock and the broader market.

Relative Valuation: Deere's stock is relatively undervalued compared to its historical averages.

Key Levels & Action Items

Critical Price Levels:

  • Upper Bollinger Band ($701.57)
  • Middle SMA ($634.50)

Breakout/Breakdown Levels:

  • Lower Bollinger Band ($567.43) - potential support level
  • $650 - a key resistance level

Time-Sensitive Catalysts: No major earnings announcements or regulatory changes are expected in the near term.

Risk Management: Investors should consider setting stop-loss levels around the lower Bollinger Band and implementing position sizing strategies to manage risk.

I hope this comprehensive analysis meets your requirements!

Generated
Earnings History
3 of 8 under expected move
Avg Expected Move
5.24%
Avg Actual Move
6.05%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-11-21 Pre-Market 4.75% 7.91% 1.67x Exceeded
2025-02-13 Pre-Market 4.68% 1.98% 0.42x Within
2025-05-15 Pre-Market 5.31% 3.96% 0.75x Within
2025-08-14 Pre-Market 5.30% 6.19% 1.17x Exceeded
2025-11-26 Pre-Market 5.86% 5.76% 0.98x Within
2026-02-19 Pre-Market 5.89% 9.99% 1.70x Exceeded
2026-05-21 Pre-Market 5.08% 5.70% 1.12x Exceeded
2026-08-20 Pre-Market 5.04% 6.94% 1.38x Exceeded
Options Activity
IV Rank (30D)
48.87
IV Rank (7D)
41.22
Avg IV
48.4%
Straddle (30D)
$45.35
Straddle (7D)
$19.20
P/C Volume
0.62
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
0.47
Correlation (SPY)
18.7%
R²
0.04
Ann. Volatility
32.1%
SPY Volatility
12.8%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 270,925,000 (as of 2026-08-02)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

2,749 filers224,365,942 shares$131.08B value82.81% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 18,544,770 $11.76B 8.97% 6.84% 2026-06-30
2 VANGUARD CAPITAL MANAGEMENT LLC 16,575,154 $10.51B 8.02% 6.12% 2026-06-30
3 VANGUARD GROUP INC Custodian 22,583,185 $10.51B 8.02% 8.34% 2025-12-31
4 Capital World Investors 11,501,949 $7.30B 5.57% 4.25% 2026-06-30
5 STATE STREET CORP 10,867,942 $6.91B 5.27% 4.01% 2026-06-30
6 JPMORGAN CHASE & CO Custodian 9,211,993 $5.77B 4.40% 3.40% 2026-06-30
7 FMR LLC Custodian 7,488,674 $4.75B 3.62% 2.76% 2026-06-30
8 Capital International Investors 6,410,022 $4.07B 3.10% 2.37% 2026-06-30
9 GEODE CAPITAL MANAGEMENT, LLC Custodian 5,713,643 $3.61B 2.75% 2.11% 2026-06-30
10 MORGAN STANLEY Custodian 4,369,891 $2.77B 2.11% 1.61% 2026-06-30
11 VANGUARD PORTFOLIO MANAGEMENT LLC 3,820,147 $2.42B 1.85% 1.41% 2026-06-30
12 GATES FOUNDATION TRUST 3,557,378 $2.26B 1.72% 1.31% 2026-06-30
13 NORGES BANK 3,406,402 $2.16B 1.65% 1.26% 2026-06-30
14 Fisher Asset Management, LLC 3,179,375 $2.02B 1.54% 1.17% 2026-06-30
15 WELLINGTON MANAGEMENT GROUP LLP Custodian 3,088,628 $1.96B 1.49% 1.14% 2026-06-30
16 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 2,803,405 $1.78B 1.36% 1.03% 2026-06-30
17 BANK OF AMERICA CORP /DE/ Custodian 2,656,493 $1.69B 1.29% 0.98% 2026-06-30
18 NORTHERN TRUST CORP Custodian 2,638,118 $1.67B 1.28% 0.97% 2026-06-30
19 Bank of New York Mellon Corp Custodian 1,985,211 $1.26B 0.96% 0.73% 2026-06-30
20 DIMENSIONAL FUND ADVISORS LP Custodian 1,967,598 $1.25B 0.95% 0.73% 2026-06-30
21 GOLDMAN SACHS GROUP INC Custodian 1,883,293 $1.19B 0.91% 0.70% 2026-06-30
22 UBS Group AG Custodian 1,841,439 $1.17B 0.89% 0.68% 2026-06-30
23 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME Custodian 1,801,164 $1.14B 0.87% 0.66% 2026-06-30
24 PARNASSUS INVESTMENTS, LLC 1,640,128 $1.04B 0.79% 0.61% 2026-06-30
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,638,704 $1.04B 0.79% 0.60% 2026-06-30
45 filers$1.72B notional
# Filer Notional Value % of Total Period
1 JANE STREET GROUP, LLC Custodian $588.66M 34.31% 2026-06-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $395.19M 23.03% 2026-06-30
3 CITADEL ADVISORS LLC Custodian $293.89M 17.13% 2026-06-30
4 PEAK6 LLC $58.74M 3.42% 2026-06-30
5 Walleye Trading LLC $57.22M 3.33% 2026-06-30
6 ROYAL BANK OF CANADA Custodian $47.58M 2.77% 2026-06-30
7 WOLVERINE TRADING, LLC Custodian $43.66M 2.54% 2025-09-30
8 MILLENNIUM MANAGEMENT LLC Custodian $31.65M 1.84% 2026-06-30
9 Squarepoint Ops LLC $29.43M 1.72% 2026-06-30
10 UBS Group AG Custodian $24.52M 1.43% 2026-06-30
11 Cubist Systematic Strategies, LLC $16.23M 0.95% 2025-09-30
12 Point72 Asset Management, L.P. $15.35M 0.89% 2026-06-30
13 D. E. Shaw & Co., Inc. Custodian $14.21M 0.83% 2026-06-30
14 GOLDMAN SACHS GROUP INC Custodian $13.07M 0.76% 2026-06-30
15 Allianz Asset Management GmbH $13.00M 0.76% 2026-06-30
16 Qube Research & Technologies Ltd $9.45M 0.55% 2026-06-30
17 CAPITAL FUND MANAGEMENT S.A. $8.69M 0.51% 2026-06-30
18 HSBC HOLDINGS PLC Custodian $7.36M 0.43% 2026-06-30
19 TUDOR INVESTMENT CORP ET AL $7.10M 0.41% 2026-06-30
20 BALYASNY ASSET MANAGEMENT L.P. $6.66M 0.39% 2026-06-30
21 Alphadyne Asset Management LP $5.33M 0.31% 2026-06-30
22 Verition Fund Management LLC $4.50M 0.26% 2026-06-30
23 Eisler Capital Management Ltd. $4.28M 0.25% 2025-09-30
24 CAPSTONE INVESTMENT ADVISORS, LLC $3.11M 0.18% 2026-06-30
25 Walleye Capital LLC $2.98M 0.17% 2026-06-30
41 filers$1.75B notional
# Filer Notional Value % of Total Period
1 JANE STREET GROUP, LLC Custodian $584.54M 33.43% 2026-06-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $447.46M 25.59% 2026-06-30
3 CITADEL ADVISORS LLC Custodian $259.82M 14.86% 2026-06-30
4 UBS Group AG Custodian $69.27M 3.96% 2026-06-30
5 MILLENNIUM MANAGEMENT LLC Custodian $59.82M 3.42% 2026-06-30
6 WOLVERINE TRADING, LLC Custodian $55.30M 3.16% 2025-09-30
7 BNP PARIBAS FINANCIAL MARKETS Custodian $44.21M 2.53% 2026-06-30
8 Walleye Trading LLC $35.08M 2.01% 2026-06-30
9 GOLDMAN SACHS GROUP INC Custodian $29.56M 1.69% 2026-06-30
10 CAPSTONE INVESTMENT ADVISORS, LLC $21.25M 1.22% 2026-06-30
11 Caption Management, LLC $16.49M 0.94% 2026-06-30
12 Eisler Capital Management Ltd. $15.89M 0.91% 2025-09-30
13 Allianz Asset Management GmbH $14.40M 0.82% 2026-06-30
14 Point72 Asset Management, L.P. $12.37M 0.71% 2026-06-30
15 BALYASNY ASSET MANAGEMENT L.P. $11.80M 0.67% 2026-06-30
16 Qube Research & Technologies Ltd $11.54M 0.66% 2026-06-30
17 Alphadyne Asset Management LP $10.53M 0.60% 2026-06-30
18 Verition Fund Management LLC $8.31M 0.48% 2026-06-30
19 Squarepoint Ops LLC $7.42M 0.42% 2026-06-30
20 Cubist Systematic Strategies, LLC $5.44M 0.31% 2025-09-30
21 D. E. Shaw & Co., Inc. Custodian $3.81M 0.22% 2026-06-30
22 Curi Capital, LLC $3.43M 0.20% 2026-06-30
23 Lido Advisors, LLC $3.04M 0.17% 2026-06-30
24 HSBC HOLDINGS PLC Custodian $2.60M 0.15% 2026-06-30
25 Walleye Capital LLC $2.28M 0.13% 2026-06-30
Insider Activity
Latest: 2026-09-02
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-09-02 RYAN D CAMPBELL Pres WWC&F and Pwr Systems Mixed — $501.13 -$1.46M EDGAR
2026-08-26 RYAN D CAMPBELL Pres WWC&F and Pwr Systems Mixed — $504.10 -$2.35M EDGAR
2026-08-25 RYAN D CAMPBELL Pres WWC&F and Pwr Systems Mixed — $499.72 -$7.05M EDGAR
2026-08-18 Terry Brent Norwood Sr VP & CFO Tax (F) −19 $608.85 -$11.6K EDGAR
2026-05-04 KELLYE L. WALKER Snr VP & CLO GLSRA Tax (F) −568 $577.26 -$327.9K EDGAR
2026-03-05 Leanne G Caret Director Award (A) +293 — EDGAR
2026-03-05 DMITRI L STOCKTON Director Award (A) +293 — EDGAR
2026-03-05 James Brian Sikes Director Award (A) +293 — EDGAR
2026-03-05 LAURENCE NEIL HUNN Director Award (A) +293 — EDGAR
2026-03-05 GREGORY R PAGE Director Award (A) +293 — EDGAR
2026-03-05 Alan Cletus Heuberger Director Award (A) +293 — EDGAR
2026-03-05 R PRESTON FEIGHT Director Award (A) +293 — EDGAR
2026-03-05 Tami A. Erwin Director Award (A) +293 — EDGAR
2026-03-05 Sheila Talton Director Award (A) +293 — EDGAR
2026-01-15 Cory J Reed Pres, Life Sol Cust Sup & S.M. Mixed — $339.85 -$4.08M EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
53 insiders · @ $693.53
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 CASCADE INVESTMENT, L.L.C. 10%+ Owner 31,471,992 $21.83B -$13.18M 1 2016-08-16
2 WILLIAM H GATES III 10%+ Owner 29,259,573 $20.29B $0 1 2021-05-14
3 ROBERT W LANE Chairman & CEO 795,920 $551.99M -$31.01M 10 2009-12-21
4 SAMUEL R ALLEN Chairman 430,316 $298.44M -$93.07M 32 2019-12-16
5 H J MARKLEY Executive Vice President 165,625 $114.87M -$13.06M 8 2008-12-19
6 DAVID C EVERITT Pres.Ag&Turf Div.NA,Aust.,Asia 158,644 $110.02M -$17.35M 13 2011-12-15
7 John C May II Chairman & CEO 145,861 $101.16M -$84.34M 45 2026-01-09
8 NATHAN J JONES President, WW C & CE Division 143,268 $99.36M -$1.24M 1 2007-05-18
9 JAMES R JENKINS Senior Vice President 118,226 $81.99M -$22.88M 43 2013-01-30
10 Michael J Mack Group President, Fnc'l Srvcs 96,721 $67.08M -$23.42M 30 2015-12-10
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2026-08-31
Last 30d: 3 filings · $23.4M notice value  ·  Last 90d: 4 filings · $24.5M notice value · 2 unique filers · 75% under 10b5-1 plans

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: CAMPBELL RYAN D (3, $23.4M) · WALKER KELLYE L. (1, $1.0M)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-31 CAMPBELL RYAN D Officer 4,860 $3.16M 2026-08-31 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-08-24 CAMPBELL RYAN D Officer 7,839 $5.12M 2026-08-24 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-08-21 CAMPBELL RYAN D Officer 23,260 $15.15M 2026-08-21 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-08-03 WALKER KELLYE L. Former Officer 1,683 $1.02M 2026-08-03 Fidelity Brokerage Services LLC — EDGAR
2026-01-14 Reed Cory J Officer 12,000 $6.12M 2026-01-14 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-01-08 May John C II Officer, Director 41,472 $20.80M 2026-01-08 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2025-11-25 May John C II Officer, Director 11,106 $5.55M 2025-11-25 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2025-02-18 Kalathur Rajesh Officer 24,580 $12.30M 2025-02-18 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2024-06-24 Reed Cory J Officer 13,370 $5.05M 2024-06-24 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2023-12-15 von Pentz Markwart Officer 4,425 $1.59M 2023-12-15 Fidelity Brokerage Services LLC — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-06-01
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-06-01 0001104659-26-068930 EDGAR
2026-05-21 0001104659-26-064747 EDGAR
2026-05-01 0001104659-26-053322 EDGAR
2026-03-16 0001104659-26-028536 EDGAR
2026-02-27 0001104659-26-021272 EDGAR
2026-02-19 0001104659-26-017239 EDGAR
2026-01-22 0001104659-26-005771 EDGAR
2025-12-04 0001104659-25-118224 EDGAR
2025-11-26 0001104659-25-116130 EDGAR
2025-10-09 0001104659-25-098401 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2025-12-18 0001104659-25-122321 EDGAR
2024-12-12 0001558370-24-016169 EDGAR
2023-12-15 0001558370-23-019812 EDGAR
2022-12-15 0001558370-22-018703 EDGAR
2021-12-16 0001558370-21-016864 EDGAR
2020-12-17 0001558370-20-014436 EDGAR
2019-12-19 0001558370-19-011614 EDGAR
2018-12-17 0001047469-18-007694 EDGAR
2017-12-18 0001047469-17-007719 EDGAR
2016-12-19 0001047469-16-017244 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-28 0001104659-26-067311 EDGAR
2026-02-26 0001104659-26-020158 EDGAR
2025-08-28 0001558370-25-011789 EDGAR
2025-05-29 0001558370-25-008218 EDGAR
2025-02-27 0001558370-25-001714 EDGAR
2024-08-29 0001558370-24-012529 EDGAR
2024-05-30 0001558370-24-008770 EDGAR
2024-02-29 0001558370-24-002149 EDGAR
2023-08-31 0001558370-23-015380 EDGAR
2023-06-01 0001558370-23-010713 EDGAR
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

P/E Ratio38.5
P/B Ratio6.7
P/S Ratio3.9
EV/EBITDA20.7
TTM Revenue$48.0B
TTM Net Income$4.9B
TTM EPS$18.0
ROE17.4%
Dividend Yield0.94%
Debt/Equity2.28