Annandale Capital LLC Purchases 8,628 Shares of Texas Instruments Incorporated $TXN

Annandale Capital LLC increased its position in Texas Instruments Incorporated (NASDAQ:TXN) by 72.2% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 20,580 shares of the semiconductor company’s stock after buying an additional 8,628 shares during the period. Annandale Capital LLC’s holdings in Texas Instruments were worth $4,273,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Shelton Capital Management lifted its stake in shares of Texas Instruments by 2.6% in the second quarter. Shelton Capital Management now owns 151,568 shares of the semiconductor company’s stock worth $31,469,000 after buying an additional 3,840 shares during the last quarter. Jennison Associates LLC raised its holdings in Texas Instruments by 35.1% in the 2nd quarter. Jennison Associates LLC now owns 2,992,090 shares of the semiconductor company’s stock worth $621,218,000 after acquiring an additional 777,619 shares during the period. Howard Capital Management Inc. lifted its position in Texas Instruments by 11.3% during the 2nd quarter. Howard Capital Management Inc. now owns 26,745 shares of the semiconductor company’s stock worth $5,553,000 after acquiring an additional 2,709 shares during the last quarter. Independent Advisor Alliance boosted its holdings in Texas Instruments by 4.8% during the first quarter. Independent Advisor Alliance now owns 26,684 shares of the semiconductor company’s stock valued at $4,795,000 after acquiring an additional 1,232 shares during the period. Finally, Vanguard Group Inc. boosted its holdings in Texas Instruments by 1.5% during the second quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock valued at $19,816,773,000 after acquiring an additional 1,426,360 shares during the period. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms recently weighed in on TXN. Truist Financial cut their price objective on Texas Instruments from $196.00 to $175.00 and set a “hold” rating for the company in a research report on Wednesday, October 22nd. UBS Group set a $245.00 price target on Texas Instruments and gave the stock a “buy” rating in a report on Wednesday, October 22nd. Mizuho set a $145.00 price objective on Texas Instruments in a research report on Wednesday, October 22nd. JPMorgan Chase & Co. dropped their target price on shares of Texas Instruments from $225.00 to $210.00 and set an “overweight” rating on the stock in a research report on Wednesday, October 22nd. Finally, Morgan Stanley set a $175.00 price target on shares of Texas Instruments in a 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 given a Sell rating to the stock. According to data from MarketBeat, Texas Instruments has a consensus rating of “Hold” and an average target price of $191.67.

Insider Transactions at Texas Instruments

In related news, VP Christine Witzsche sold 1,000 shares of Texas Instruments stock in a transaction dated Thursday, November 13th. The shares were sold at an average price of $164.31, for a total transaction of $164,310.00. Following the completion of the transaction, the vice president directly owned 20,821 shares of the company’s stock, valued at $3,421,098.51. This trade represents a 4.58% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Ronald Kirk sold 9,990 shares of the business’s stock in a transaction dated 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 completion of the transaction, the director owned 14,937 shares in the company, valued at approximately $2,424,723.21. This trade represents a 40.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.57% of the company’s stock.

Texas Instruments Trading Up 4.2%

Shares of TXN opened at $182.60 on Thursday. The company has a current ratio of 4.45, a quick ratio of 2.90 and a debt-to-equity ratio of 0.81. The stock has a market cap of $165.91 billion, a PE ratio of 33.38, a PEG ratio of 2.98 and a beta of 1.01. Texas Instruments Incorporated has a 1 year low of $139.95 and a 1 year high of $221.69. The stock has a 50 day simple moving average of $169.54 and a 200-day simple moving average of $186.50.

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

Texas Instruments Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, November 12th. Stockholders of record on Friday, October 31st were issued a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 3.1%. The ex-dividend date of this dividend was Friday, October 31st. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.36. Texas Instruments’s payout ratio is currently 103.84%.

Texas Instruments 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.