Wedge Capital Management L L P NC lowered its position in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 23.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 47,793 shares of the semiconductor company’s stock after selling 14,686 shares during the quarter. Wedge Capital Management L L P NC’s holdings in Texas Instruments were worth $8,292,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors also recently modified their holdings of TXN. Strategic Wealth Investment Group LLC bought a new stake in shares of Texas Instruments in the 2nd quarter valued at about $25,000. Pacifica Partners Inc. lifted its stake in Texas Instruments by 85.2% in the 3rd quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 69 shares during the last quarter. Grey Fox Wealth Advisors LLC bought a new position in Texas Instruments during the third quarter worth about $29,000. Osterweis Capital Management Inc. increased its position in Texas Instruments by 1,810.0% during the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after buying an additional 181 shares during the last quarter. Finally, Howard Hughes Medical Institute acquired a new position in Texas Instruments during the second quarter worth approximately $41,000. Institutional investors own 84.99% of the company’s stock.
Insider Activity at Texas Instruments
In related news, Director Mark A. Blinn sold 3,144 shares of the company’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $221.58, for a total transaction of $696,647.52. Following the completion of the sale, the director owned 11,670 shares of the company’s stock, valued at $2,585,838.60. This represents a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, VP Hagop H. Kozanian sold 6,843 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $225.95, for a total transaction of $1,546,175.85. Following the sale, the vice president owned 75,425 shares in the company, valued at $17,042,278.75. The trade was a 8.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 114,284 shares of company stock worth $25,531,935 in the last quarter. 0.60% of the stock is currently owned by corporate insiders.
Texas Instruments Stock Down 1.6%
Texas Instruments (NASDAQ:TXN – Get Free Report) last issued its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.29 by ($0.02). The company had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. During the same quarter last year, the firm posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Equities research analysts forecast that Texas Instruments Incorporated will post 5.35 EPS for the current year.
Texas Instruments Dividend Announcement
The business also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were given a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date was Friday, January 30th. Texas Instruments’s dividend payout ratio is presently 104.41%.
Analysts Set New Price Targets
TXN has been the subject of a number of recent analyst reports. Bank of America raised Texas Instruments from an “underperform” rating to a “neutral” rating and raised their price objective for the company from $185.00 to $235.00 in a research report on Wednesday, January 28th. Susquehanna increased their price target on Texas Instruments from $200.00 to $225.00 and gave the company a “positive” rating in a research note on Thursday, January 22nd. Stifel Nicolaus raised their price target on Texas Instruments from $200.00 to $215.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Benchmark lifted their price objective on shares of Texas Instruments from $220.00 to $250.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Finally, Morgan Stanley reiterated an “underweight” rating and issued a $180.00 price objective on shares of Texas Instruments in a report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have given a Hold rating and five have given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $214.77.
Get Our Latest Stock Analysis on TXN
About Texas Instruments
Texas Instruments Inc (NASDAQ: TXN) is a global semiconductor company headquartered in Dallas, Texas, that designs and manufactures analog and embedded processing chips. The company’s products are used across a wide range of end markets, including industrial, automotive, personal electronics, communications and enterprise equipment. TI’s business emphasizes components that condition, convert, manage and move electrical signals—capabilities that are foundational to modern electronic systems.
TI’s product portfolio includes a broad array of analog integrated circuits—such as power management, amplifiers, data converters and interface devices—as well as embedded processors and microcontrollers used to control systems and run real-time applications.
See Also
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