Vanguard Group Inc. Increases Stock Position in Texas Instruments Incorporated $TXN

Vanguard Group Inc. boosted its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 1.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 95,447,320 shares of the semiconductor company’s stock after purchasing an additional 1,426,360 shares during the period. Vanguard Group Inc. owned approximately 0.10% of Texas Instruments worth $19,816,773,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Pinnacle Wealth Planning Services Inc. grew its stake in shares of Texas Instruments by 17.1% during the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,686 shares of the semiconductor company’s stock valued at $558,000 after acquiring an additional 393 shares in the last quarter. Dorsey & Whitney Trust CO LLC boosted its holdings in Texas Instruments by 1.4% in the second quarter. Dorsey & Whitney Trust CO LLC now owns 24,144 shares of the semiconductor company’s stock valued at $5,013,000 after purchasing an additional 339 shares during the last quarter. Nomura Asset Management Co. Ltd. grew its stake in Texas Instruments by 53.4% during the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 722,448 shares of the semiconductor company’s stock valued at $149,995,000 after purchasing an additional 251,348 shares in the last quarter. Semanteon Capital Management LP purchased a new stake in Texas Instruments during the 2nd quarter worth approximately $393,000. Finally, Generali Investments Management Co LLC raised its position in shares of Texas Instruments by 130.1% in the 2nd quarter. Generali Investments Management Co LLC now owns 7,854 shares of the semiconductor company’s stock valued at $1,628,000 after purchasing an additional 4,440 shares in the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on TXN. Bank of America lowered shares of Texas Instruments from a “neutral” rating to an “underperform” rating and dropped their price target for the stock from $208.00 to $190.00 in a research note on Monday, October 13th. Robert W. Baird set a $195.00 target price on shares of Texas Instruments and gave the stock an “outperform” rating in a research report on Wednesday, October 22nd. DZ Bank reaffirmed a “sell” rating and set a $158.00 price target on shares of Texas Instruments in a research report on Wednesday, July 23rd. Morgan Stanley set a $175.00 price objective on Texas Instruments in a report on Wednesday, October 22nd. Finally, UBS Group set a $245.00 target price on Texas Instruments and gave the stock a “buy” rating in a report on Wednesday, October 22nd. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have assigned a Hold rating and six have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $191.67.

Texas Instruments Stock Performance

Shares of TXN stock opened at $154.99 on Tuesday. The company has a market cap of $140.83 billion, a P/E ratio of 28.33, a PEG ratio of 3.05 and a beta of 1.02. The business has a 50 day moving average of $173.61 and a two-hundred day moving average of $187.49. Texas Instruments Incorporated has a 52 week low of $139.95 and a 52 week high of $221.69. The company has a quick ratio of 2.90, a current ratio of 4.45 and a debt-to-equity ratio of 0.81.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Tuesday, October 21st. The semiconductor company reported $1.48 earnings per share for the quarter, hitting analysts’ consensus estimates of $1.48. The business had revenue of $4.74 billion for the quarter, compared to analysts’ expectations of $4.65 billion. Texas Instruments had a return on equity of 30.41% and a net margin of 29.21%.The business’s quarterly revenue was up 14.2% on a year-over-year basis. During the same period in the prior year, the firm earned $1.44 EPS. Texas Instruments has set its Q4 2025 guidance at 1.130-1.390 EPS. As a group, analysts anticipate that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, November 12th. Shareholders of record on Friday, October 31st were paid a $1.42 dividend. The ex-dividend date was Friday, October 31st. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.36. This represents a $5.68 dividend on an annualized basis and a yield of 3.7%. Texas Instruments’s dividend payout ratio (DPR) is 103.84%.

Insider Buying and Selling at Texas Instruments

In related news, VP Christine Witzsche sold 1,000 shares of Texas Instruments stock in a transaction dated Thursday, November 13th. The shares were sold at an average price of $164.31, for a total value of $164,310.00. Following the sale, the vice president directly owned 20,821 shares in the company, valued at $3,421,098.51. This trade represents a 4.58% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Ahmad Bahai sold 1,500 shares of the business’s stock in a transaction dated Monday, August 25th. The shares were sold at an average price of $205.35, for a total transaction of $308,025.00. Following the transaction, the vice president directly owned 38,883 shares of the company’s stock, valued at $7,984,624.05. The trade was a 3.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.57% of the company’s stock.

Texas Instruments Company Profile

Texas Instruments Incorporated designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States and internationally. The company operates through Analog and Embedded Processing segments. The Analog segment offers power products to manage power requirements across various voltage levels, including battery-management solutions, DC/DC switching regulators, AC/DC and isolated controllers and converters, power switches, linear regulators, voltage references, and lighting products.