Baltimore Washington Financial Advisors Inc. Reduces Stock Position in Texas Instruments Incorporated $TXN

Baltimore Washington Financial Advisors Inc. cut its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 3.8% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 63,177 shares of the semiconductor company’s stock after selling 2,520 shares during the quarter. Baltimore Washington Financial Advisors Inc.’s holdings in Texas Instruments were worth $13,117,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the stock. Nuveen LLC bought a new stake in Texas Instruments during the first quarter valued at $711,387,000. Soundwatch Capital LLC increased its stake in Texas Instruments by 174,339.6% in the 2nd quarter. Soundwatch Capital LLC now owns 2,974,196 shares of the semiconductor company’s stock worth $617,503,000 after acquiring an additional 2,972,491 shares during the last quarter. Price T Rowe Associates Inc. MD raised its holdings in shares of Texas Instruments by 20.6% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 13,197,863 shares of the semiconductor company’s stock valued at $2,371,657,000 after acquiring an additional 2,257,086 shares in the last quarter. Assenagon Asset Management S.A. boosted its position in shares of Texas Instruments by 117.1% during the 2nd quarter. Assenagon Asset Management S.A. now owns 3,500,474 shares of the semiconductor company’s stock valued at $726,768,000 after acquiring an additional 1,888,354 shares during the last quarter. Finally, Invesco Ltd. grew its holdings in shares of Texas Instruments by 14.6% during the first quarter. Invesco Ltd. now owns 13,624,568 shares of the semiconductor company’s stock worth $2,448,335,000 after purchasing an additional 1,731,411 shares in the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have commented on TXN. Mizuho set a $145.00 price target on shares of Texas Instruments in a research note on Wednesday, October 22nd. Morgan Stanley set a $175.00 target price on shares of Texas Instruments in a research report on Wednesday, October 22nd. UBS Group set a $245.00 target price on Texas Instruments and gave the company a “buy” rating in a research note on Wednesday, October 22nd. Cowen reaffirmed a “buy” rating on shares of Texas Instruments in a research note on Wednesday, October 22nd. Finally, Benchmark reiterated a “buy” rating on shares of Texas Instruments in a research report on Wednesday, October 22nd. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have given a Hold rating and six have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $191.67.

Insiders Place Their Bets

In other news, VP Christine Witzsche sold 1,000 shares of the stock in a transaction that occurred on Thursday, November 13th. The shares were sold at an average price of $164.31, for a total transaction of $164,310.00. Following the sale, the vice president owned 20,821 shares in the company, valued at $3,421,098.51. This represents a 4.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Ronald Kirk sold 9,990 shares of the firm’s stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the sale, the director directly owned 14,937 shares of the company’s stock, valued at $2,424,723.21. This trade represents a 40.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.57% of the company’s stock.

Texas Instruments Trading Up 2.2%

NASDAQ TXN opened at $165.35 on Thursday. The stock has a market cap of $150.24 billion, a P/E ratio of 30.23, a price-to-earnings-growth ratio of 3.05 and a beta of 1.02. Texas Instruments Incorporated has a fifty-two week low of $139.95 and a fifty-two week high of $221.69. The stock has a 50 day simple moving average of $170.48 and a two-hundred day simple moving average of $187.05. The company has a debt-to-equity ratio of 0.81, a quick ratio of 2.90 and a current ratio of 4.45.

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

Texas Instruments Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, November 12th. Shareholders of record on Friday, October 31st were paid a dividend of $1.42 per share. The ex-dividend date was Friday, October 31st. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.36. This represents a $5.68 dividend on an annualized basis and a yield of 3.4%. Texas Instruments’s dividend payout ratio (DPR) is presently 103.84%.

Texas Instruments Company Profile

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.