Texas Instruments Incorporated $TXN Stake Reduced by Bridges Investment Management Inc.

Bridges Investment Management Inc. trimmed its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 8.3% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 30,267 shares of the semiconductor company’s stock after selling 2,751 shares during the quarter. Bridges Investment Management Inc.’s holdings in Texas Instruments were worth $6,284,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently made changes to their positions in TXN. Kestra Private Wealth Services LLC lifted its stake in Texas Instruments by 10.9% during the first quarter. Kestra Private Wealth Services LLC now owns 63,786 shares of the semiconductor company’s stock valued at $11,462,000 after purchasing an additional 6,267 shares during the last quarter. Independent Advisor Alliance increased its holdings in shares of Texas Instruments by 4.8% in the first quarter. Independent Advisor Alliance now owns 26,684 shares of the semiconductor company’s stock valued at $4,795,000 after buying an additional 1,232 shares in the last quarter. Baron Silver Stevens Financial Advisors LLC acquired a new stake in shares of Texas Instruments during the 2nd quarter valued at $326,000. Farther Finance Advisors LLC boosted its stake in shares of Texas Instruments by 34.4% during the 2nd quarter. Farther Finance Advisors LLC now owns 16,363 shares of the semiconductor company’s stock worth $3,397,000 after acquiring an additional 4,191 shares in the last quarter. Finally, Generate Investment Management Ltd boosted its stake in shares of Texas Instruments by 40.0% during the 2nd quarter. Generate Investment Management Ltd now owns 87,796 shares of the semiconductor company’s stock worth $18,228,000 after acquiring an additional 25,105 shares in the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on TXN. Arete started coverage on Texas Instruments in a report on Thursday, June 26th. They set a “neutral” rating and a $203.80 target price for the company. Wolfe Research raised shares of Texas Instruments from a “peer perform” rating to an “outperform” rating and set a $230.00 price objective for the company in a research note on Monday, July 28th. TD Cowen dropped their target price on shares of Texas Instruments from $245.00 to $230.00 and set a “buy” rating on the stock in a research report on Wednesday, July 23rd. Seaport Res Ptn upgraded shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a report on Monday, July 21st. Finally, The Goldman Sachs Group started coverage on shares of Texas Instruments in a research note on Thursday, July 10th. They issued a “buy” rating and a $255.00 price objective for the company. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, thirteen have issued a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat, Texas Instruments has a consensus rating of “Hold” and an average price target of $213.03.

Texas Instruments Stock Performance

Shares of TXN opened at $175.27 on Thursday. The company’s 50 day moving average price is $187.67 and its 200 day moving average price is $185.60. Texas Instruments Incorporated has a 52 week low of $139.95 and a 52 week high of $221.69. The company has a market capitalization of $159.34 billion, a PE ratio of 32.10, a PEG ratio of 2.94 and a beta of 1.01. The company has a debt-to-equity ratio of 0.86, a quick ratio of 3.88 and a current ratio of 5.81.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Tuesday, July 22nd. The semiconductor company reported $1.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.09. Texas Instruments had a net margin of 30.23% and a return on equity of 30.10%. The company had revenue of $4.45 billion during the quarter, compared to the consensus estimate of $4.31 billion. During the same quarter in the prior year, the firm earned $1.17 EPS. The company’s revenue was up 16.4% compared to the same quarter last year. Texas Instruments has set its Q3 2025 guidance at 1.360-1.600 EPS. Research analysts expect that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, November 12th. Shareholders of record on Friday, October 31st will be paid a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a yield of 3.2%. This is an increase from Texas Instruments’s previous quarterly dividend of $1.36. The ex-dividend date is Friday, October 31st. Texas Instruments’s dividend payout ratio is presently 104.03%.

Insiders Place Their Bets

In other news, VP Ahmad Bahai sold 1,500 shares of the firm’s stock in a transaction dated Monday, August 25th. The stock was sold at an average price of $205.35, for a total transaction of $308,025.00. Following the completion of the sale, the vice president directly owned 38,883 shares of the company’s stock, valued at $7,984,624.05. This trade represents a 3.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 0.57% of the stock is currently owned by insiders.

About Texas Instruments

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.