National Pension Service Trims Stake in Texas Instruments Incorporated $TXN

National Pension Service reduced its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 6.1% during the second quarter, Holdings Channel.com reports. The firm owned 1,899,437 shares of the semiconductor company’s stock after selling 123,879 shares during the quarter. National Pension Service’s holdings in Texas Instruments were worth $394,361,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently bought and sold shares of TXN. Dagco Inc. bought a new position in shares of Texas Instruments in the first quarter worth about $32,000. CBIZ Investment Advisory Services LLC grew its stake in shares of Texas Instruments by 67.6% during the 1st quarter. CBIZ Investment Advisory Services LLC now owns 186 shares of the semiconductor company’s stock valued at $33,000 after acquiring an additional 75 shares during the period. LGT Financial Advisors LLC grew its stake in shares of Texas Instruments by 328.9% during the 2nd quarter. LGT Financial Advisors LLC now owns 193 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 148 shares during the period. Mid American Wealth Advisory Group Inc. purchased a new stake in Texas Instruments in the 2nd quarter worth approximately $40,000. Finally, N.E.W. Advisory Services LLC bought a new stake in Texas Instruments during the 1st quarter worth approximately $42,000. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on TXN shares. Robert W. Baird set a $195.00 price target on shares of Texas Instruments and gave the company an “outperform” rating in a report on Wednesday, October 22nd. Citigroup decreased their price objective on shares of Texas Instruments from $260.00 to $235.00 and set a “buy” rating on the stock in a research report on Thursday, October 16th. DZ Bank restated a “sell” rating and set a $158.00 target price on shares of Texas Instruments in a research note on Wednesday, July 23rd. Cantor Fitzgerald dropped their target price on shares of Texas Instruments from $200.00 to $170.00 and set a “neutral” rating for the company in a report on Wednesday, October 22nd. Finally, Morgan Stanley set a $175.00 price target on Texas Instruments in a report on Wednesday, October 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have assigned a Hold rating and six have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $191.67.

Texas Instruments Trading Down 0.5%

Shares of Texas Instruments stock opened at $159.73 on Wednesday. The firm has a market cap of $145.13 billion, a price-to-earnings ratio of 29.20, a PEG ratio of 3.05 and a beta of 1.02. The business has a 50-day moving average price of $175.95 and a 200-day moving average price of $187.50. 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 Incorporated has a twelve month low of $139.95 and a twelve month high of $221.69.

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

Texas Instruments Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, November 12th. Stockholders of record on Friday, October 31st will be issued a dividend of $1.42 per share. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.36. The ex-dividend date of this dividend is Friday, October 31st. This represents a $5.68 annualized dividend and a dividend yield of 3.6%. Texas Instruments’s payout ratio is currently 103.84%.

Insider Activity at Texas Instruments

In related news, VP Ahmad Bahai sold 1,500 shares of the firm’s stock in a transaction on Monday, August 25th. The shares were sold at an average price of $205.35, for a total value of $308,025.00. Following the completion of the transaction, the vice president directly owned 38,883 shares of the company’s stock, valued at approximately $7,984,624.05. This trade represents a 3.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.57% of the company’s stock.

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.