Texas Instruments Incorporated $TXN Position Cut by BDF Gestion

BDF Gestion lowered its position in Texas Instruments Incorporated (NASDAQ:TXN) by 11.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 20,724 shares of the semiconductor company’s stock after selling 2,628 shares during the quarter. Texas Instruments accounts for approximately 0.8% of BDF Gestion’s holdings, making the stock its 22nd biggest holding. BDF Gestion’s holdings in Texas Instruments were worth $5,805,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the business. Foguth Wealth Management LLC. boosted its holdings in shares of Texas Instruments by 1.4% during the third quarter. Foguth Wealth Management LLC. now owns 4,664 shares of the semiconductor company’s stock worth $1,289,000 after purchasing an additional 63 shares during the last quarter. Generali Investments Management Co LLC boosted its stake in Texas Instruments by 51.5% in the 3rd quarter. Generali Investments Management Co LLC now owns 1,404 shares of the semiconductor company’s stock worth $393,000 after buying an additional 477 shares during the last quarter. IFP Advisors Inc boosted its stake in Texas Instruments by 32.9% in the 3rd quarter. IFP Advisors Inc now owns 21,256 shares of the semiconductor company’s stock worth $5,954,000 after buying an additional 5,263 shares during the last quarter. Center For Asset Management LLC purchased a new stake in Texas Instruments in the 3rd quarter valued at about $217,000. Finally, Robertson Stephens Wealth Management LLC grew its holdings in Texas Instruments by 53.4% in the 3rd quarter. Robertson Stephens Wealth Management LLC now owns 3,229 shares of the semiconductor company’s stock valued at $904,000 after buying an additional 1,124 shares during the period. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Texas Instruments Stock Up 0.3%

Shares of NASDAQ:TXN traded up $0.79 during mid-day trading on Monday, hitting $277.27. 2,945,685 shares of the company traded hands, compared to its average volume of 7,527,482. The firm has a market cap of $253.22 billion, a P/E ratio of 42.10, a PEG ratio of 1.54 and a beta of 1.35. The company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $334.03. The firm’s 50 day simple moving average is $271.75 and its 200 day simple moving average is $277.05.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, topping analysts’ consensus estimates of $1.91 by $0.23. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%. The firm had revenue of $5.46 billion during the quarter, compared to analysts’ expectations of $5.26 billion. During the same quarter in the prior year, the business earned $1.41 EPS. Texas Instruments’s quarterly revenue was up 22.8% compared to the same quarter last year. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, equities analysts anticipate that Texas Instruments Incorporated will post 8.48 EPS for the current year.

Texas Instruments Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, November 10th. Investors of record on Friday, October 30th will be paid a dividend of $1.52 per share. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.42. The ex-dividend date of this dividend is Friday, October 30th. This represents a $6.08 annualized dividend and a yield of 2.2%. Texas Instruments’s payout ratio is presently 86.45%.

Insider Buying and Selling

In other Texas Instruments news, VP Tsedeniya Abraham sold 7,000 shares of the business’s stock in a transaction on Thursday, August 27th. The shares were sold at an average price of $264.63, for a total value of $1,852,410.00. Following the transaction, the vice president owned 23,181 shares in the company, valued at $6,134,388.03. The trade was a 23.19% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.60% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on TXN shares. Stifel Nicolaus increased their price objective on shares of Texas Instruments from $340.00 to $360.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Mizuho increased their target price on Texas Instruments from $300.00 to $305.00 and gave the stock a “neutral” rating in a research report on Thursday, July 23rd. TD Cowen reduced their price objective on Texas Instruments from $360.00 to $340.00 and set a “buy” rating on the stock in a research note on Thursday, July 23rd. Susquehanna increased their target price on shares of Texas Instruments from $300.00 to $340.00 and gave the stock a “positive” rating in a research report on Tuesday, July 21st. Finally, Sanford C. Bernstein raised their price target on shares of Texas Instruments from $250.00 to $290.00 and gave the company a “market perform” rating in a report on Thursday, July 23rd. Sixteen analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $303.57.

Texas Instruments Company Profile

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.