Americana Partners LLC Buys 2,022 Shares of Texas Instruments Incorporated $TXN

Americana Partners LLC lifted its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 6.8% in the 3rd quarter, Holdings Channel.com reports. The firm owned 31,914 shares of the semiconductor company’s stock after purchasing an additional 2,022 shares during the period. Americana Partners LLC’s holdings in Texas Instruments were worth $8,939,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. BlackRock Inc. purchased a new stake in Texas Instruments in the second quarter valued at $24,607,313,000. Bank of New York Mellon Corp purchased a new stake in Texas Instruments during the second quarter worth about $4,488,666,000. Bank of America Corp DE acquired a new stake in Texas Instruments during the 2nd quarter worth approximately $3,700,842,000. Van ECK Associates Corp boosted its holdings in Texas Instruments by 1.5% in the second quarter. Van ECK Associates Corp now owns 12,149,167 shares of the semiconductor company’s stock valued at $3,621,302,000 after purchasing an additional 177,511 shares during the period. Finally, Primecap Management Co. CA acquired a new position in Texas Instruments during the 2nd quarter worth $2,538,063,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

More Texas Instruments News

Here are the key news stories impacting Texas Instruments this week:

• Positive Sentiment: Strong quarterly performance supports the investment case. Texas Instruments reported approximately $6.06 billion in revenue, up 27.7% year over year, while EPS of $2.62 exceeded the $2.40 consensus estimate. The company also guided for fourth-quarter revenue of $5.80 billion to $6.30 billion and EPS of $2.45 to $2.79. Texas Instruments Reports Revenue Growth
• Positive Sentiment: Dividend growth and ETF buying provide support. TXN raised its quarterly dividend to $1.52 from $1.42, equivalent to $6.08 annually and a yield of roughly 1.9%. Reports also indicated that ETFs bought about $37 million of shares on October 26, while 41 ETFs added TXN on October 27. Texas Instruments Dividend Comparison
• Neutral Sentiment: Analyst views are constructive but cautious. DZ Bank raised TXN to “Hold,” with a $300 price target. The broader analyst consensus remains “Moderate Buy,” although several firms maintain neutral, underweight or sell ratings and valuation targets vary widely. DZ Bank Raises Texas Instruments to Hold
• Negative Sentiment: Valuation is making investors question further upside. Articles from Trefis and Yahoo Finance focus on whether TXN’s elevated earnings multiple can be justified by future free cash flow, particularly as the company continues investing heavily in manufacturing capacity. Should You Buy Texas Instruments Stock Now or Wait?
• Negative Sentiment: Multiple directors sold shares. Directors Janet Clark, Robert Sanchez and Pamela Patsley sold a combined 14,903 shares near $302 per share, reducing their individual holdings by approximately 12% to 28%. Although these transactions may reflect personal financial decisions, they add a cautionary signal while TXN trades near its highs. Texas Instruments Insider Selling

Texas Instruments Stock Down 3.9%

Shares of NASDAQ TXN opened at $300.84 on Friday. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $334.03. The firm’s 50 day moving average price is $275.66 and its 200 day moving average price is $258.76. The firm has a market cap of $274.90 billion, a P/E ratio of 40.59, a price-to-earnings-growth ratio of 1.55 and a beta of 1.35. The company has a debt-to-equity ratio of 0.67, a quick ratio of 4.05 and a current ratio of 5.59.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.40 by $0.22. Texas Instruments had a net margin of 34.25% and a return on equity of 40.51%. The business had revenue of $6.05 billion for the quarter, compared to analysts’ expectations of $5.94 billion. During the same period last year, the company earned $1.48 earnings per share. The company’s quarterly revenue was up 27.7% on a year-over-year basis. As a group, sell-side analysts anticipate that Texas Instruments Incorporated will post 8.89 earnings per share for the current year.

Texas Instruments Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 10th. Shareholders of record on Friday, October 30th will be paid a dividend of $1.52 per share. This is an increase from Texas Instruments’s previous quarterly dividend of $1.42. This represents a $6.08 annualized dividend and a yield of 2.0%. The ex-dividend date is Friday, October 30th. Texas Instruments’s payout ratio is presently 73.67%.

Analyst Ratings Changes

TXN has been the topic of a number of research analyst reports. TD Cowen cut their price objective on shares of Texas Instruments from $340.00 to $330.00 and set a “buy” rating on the stock in a report on Monday, October 19th. Benchmark upped their price target on shares of Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a research report on Thursday, July 23rd. Mizuho decreased their price target on shares of Texas Instruments from $305.00 to $290.00 and set a “neutral” rating for the company in a research note on Thursday, October 22nd. Citigroup reiterated a “buy” rating on shares of Texas Instruments in a research note on Thursday, October 22nd. Finally, Wells Fargo & Company lowered their price target on Texas Instruments from $310.00 to $300.00 and set an “equal weight” rating on the stock in a report on Tuesday, October 20th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $315.37.

Insider Buying and Selling

In related news, Director Pamela H. Patsley sold 4,532 shares of the firm’s stock in a transaction dated Tuesday, October 27th. The stock was sold at an average price of $301.56, for a total transaction of $1,366,669.92. Following the sale, the director directly owned 34,487 shares in the company, valued at approximately $10,399,899.72. This trade represents a 11.61% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Ronald Kirk sold 6,065 shares of Texas Instruments stock in a transaction that occurred on Thursday, October 29th. The shares were sold at an average price of $310.39, for a total transaction of $1,882,515.35. Following the sale, the director owned 15,462 shares in the company, valued at $4,799,250.18. This represents a 28.17% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 27,968 shares of company stock valued at $8,236,892. 0.60% of the stock is owned by corporate insiders.

About Texas Instruments

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.