Arrowstreet Capital Limited Partnership Purchases New Shares in Texas Instruments Incorporated $TXN

Arrowstreet Capital Limited Partnership purchased a new position in Texas Instruments Incorporated (NASDAQ:TXN) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 129,638 shares of the semiconductor company’s stock, valued at approximately $26,915,000.

A number of other large investors also recently added to or reduced their stakes in the stock. Dagco Inc. acquired a new position in shares of Texas Instruments during the 1st quarter worth about $32,000. CBIZ Investment Advisory Services LLC increased its stake in Texas Instruments by 67.6% during the 1st quarter. CBIZ Investment Advisory Services LLC now owns 186 shares of the semiconductor company’s stock worth $33,000 after buying an additional 75 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd increased its stake in Texas Instruments by 69.9% during the 2nd quarter. Clal Insurance Enterprises Holdings Ltd now owns 192 shares of the semiconductor company’s stock worth $40,000 after buying an additional 79 shares in the last quarter. LGT Financial Advisors LLC raised its holdings in shares of Texas Instruments by 328.9% during the second quarter. LGT Financial Advisors LLC now owns 193 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 148 shares during the last quarter. Finally, Mid American Wealth Advisory Group Inc. purchased a new position in shares of Texas Instruments in the second quarter valued at approximately $40,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Texas Instruments Price Performance

Texas Instruments stock opened at $182.54 on Friday. 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 company has a 50-day moving average price of $169.46 and a 200 day moving average price of $186.40. Texas Instruments Incorporated has a 12-month low of $139.95 and a 12-month high of $221.69. The stock has a market cap of $165.86 billion, a P/E ratio of 33.37, a PEG ratio of 3.24 and a beta of 1.01.

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

Texas Instruments Increases Dividend

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

Analysts Set New Price Targets

Several analysts recently commented on TXN shares. Citigroup dropped their price target on Texas Instruments from $260.00 to $235.00 and set a “buy” rating for the company in a research report on Thursday, October 16th. TD Cowen lowered their target price on shares of Texas Instruments from $210.00 to $200.00 and set a “buy” rating on the stock in a research note on Wednesday, October 22nd. Bank of America lowered shares of Texas Instruments from a “neutral” rating to an “underperform” rating and dropped their target price for the stock from $208.00 to $190.00 in a report on Monday, October 13th. Robert W. Baird set a $195.00 target price on shares of Texas Instruments and gave the company an “outperform” rating in a research report on Wednesday, October 22nd. Finally, Cowen reissued a “buy” rating on shares of Texas Instruments in a research note on Wednesday, October 22nd. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have given a Hold rating and six have assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and an average target price of $191.67.

Insiders Place Their Bets

In other Texas Instruments news, Director Ronald Kirk sold 9,990 shares of the company’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $162.33, for a total value of $1,621,676.70. Following the transaction, the director owned 14,937 shares of the company’s stock, valued at $2,424,723.21. This represents a 40.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, 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 sale, the vice president owned 20,821 shares of the company’s stock, valued at approximately $3,421,098.51. This represents a 4.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.57% of the company’s stock.

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.