Texas Instruments Incorporated $TXN Stake Raised by Valley National Advisers Inc.

Valley National Advisers Inc. lifted its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 37.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,155 shares of the semiconductor company’s stock after buying an additional 316 shares during the period. Valley National Advisers Inc.’s holdings in Texas Instruments were worth $239,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in TXN. Cloud Capital Management LLC acquired a new stake in Texas Instruments in the first quarter worth about $28,000. Dagco Inc. bought a new stake in shares of Texas Instruments during the 1st quarter worth about $32,000. CBIZ Investment Advisory Services LLC lifted its stake in shares of Texas Instruments by 67.6% in the 1st quarter. CBIZ Investment Advisory Services LLC now owns 186 shares of the semiconductor company’s stock worth $33,000 after acquiring an additional 75 shares during the period. Quintet Private Bank Europe S.A. bought a new position in shares of Texas Instruments in the first quarter valued at approximately $34,000. Finally, Peoples Financial Services CORP. acquired a new position in shares of Texas Instruments during the second quarter valued at approximately $42,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Texas Instruments Trading Up 0.8%

NASDAQ:TXN opened at $181.81 on Tuesday. The stock has a market cap of $165.29 billion, a PE ratio of 33.30, a price-to-earnings-growth ratio of 2.95 and a beta of 1.01. Texas Instruments Incorporated has a fifty-two week low of $139.95 and a fifty-two week high of $221.69. The company has a debt-to-equity ratio of 0.86, a current ratio of 5.81 and a quick ratio of 3.88. The stock’s 50-day moving average is $188.93 and its two-hundred day moving average is $185.94.

Texas Instruments (NASDAQ:TXN) last posted its quarterly 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. The business had revenue of $4.45 billion during the quarter, compared to analyst estimates of $4.31 billion. Texas Instruments had a net margin of 30.23% and a return on equity of 30.10%. The firm’s revenue was up 16.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.17 earnings per share. Texas Instruments has set its Q3 2025 guidance at 1.360-1.600 EPS. As a group, equities research analysts forecast that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, November 12th. Stockholders of record on Friday, October 31st will be paid a $1.42 dividend. The ex-dividend date is Friday, October 31st. This is a boost from Texas Instruments’s previous quarterly dividend of $1.36. This represents a $5.68 dividend on an annualized basis and a dividend yield of 3.1%. Texas Instruments’s dividend payout ratio is presently 104.03%.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on TXN. JPMorgan Chase & Co. upped their target price on Texas Instruments from $195.00 to $225.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 23rd. BNP Paribas upgraded Texas Instruments to a “strong sell” rating in a report on Wednesday, July 23rd. Bank of America lowered their target price on Texas Instruments from $218.00 to $208.00 and set a “neutral” rating on the stock in a report on Friday, September 5th. Morgan Stanley cut their price target on shares of Texas Instruments from $197.00 to $192.00 and set an “underweight” rating for the company in a report on Friday, September 12th. Finally, Susquehanna lowered their price objective on shares of Texas Instruments from $250.00 to $240.00 and set a “positive” rating on the stock in a research note on Tuesday, July 22nd. Two research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, fourteen have issued a Hold rating and four have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Texas Instruments currently has a consensus rating of “Hold” and a consensus target price of $213.82.

Insider Activity at Texas Instruments

In other Texas Instruments news, VP Ahmad Bahai sold 1,500 shares of the 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 sale, the vice president directly owned 38,883 shares of the company’s stock, valued at $7,984,624.05. This represents a 3.71% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.57% of the stock is currently owned by company 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.