Bowen Hanes & Co. Inc. Sells 35,017 Shares of Texas Instruments Incorporated $TXN

Bowen Hanes & Co. Inc. cut its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 10.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 291,162 shares of the semiconductor company’s stock after selling 35,017 shares during the period. Bowen Hanes & Co. Inc.’s holdings in Texas Instruments were worth $53,495,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its holdings in Texas Instruments by 1.0% in the third quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock valued at $17,720,020,000 after purchasing an additional 998,658 shares during the period. State Street Corp grew its position in shares of Texas Instruments by 2.6% in the 2nd quarter. State Street Corp now owns 43,325,014 shares of the semiconductor company’s stock valued at $8,995,139,000 after buying an additional 1,084,364 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of Texas Instruments by 1.3% in the second quarter. Geode Capital Management LLC now owns 22,224,770 shares of the semiconductor company’s stock valued at $4,595,478,000 after buying an additional 279,755 shares during the period. Invesco Ltd. raised its position in shares of Texas Instruments by 3.3% during the second quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock worth $2,920,862,000 after acquiring an additional 443,738 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of Texas Instruments in the second quarter worth approximately $2,836,310,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Texas Instruments news, Director Ronald Kirk sold 9,990 shares of the firm’s stock in a transaction on 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 directly owned 14,937 shares of the company’s stock, valued at approximately $2,424,723.21. This trade represents a 40.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Rafael R. Lizardi sold 64,532 shares of Texas Instruments stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $220.74, for a total transaction of $14,244,793.68. Following the transaction, the chief financial officer owned 92,550 shares of the company’s stock, valued at $20,429,487. This represents a 41.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 124,274 shares of company stock worth $27,153,612 over the last quarter. Corporate insiders own 0.57% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of Texas Instruments in a research report on Monday, December 29th. Deutsche Bank Aktiengesellschaft increased their price objective on shares of Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. Rosenblatt Securities restated a “buy” rating and issued a $240.00 target price on shares of Texas Instruments in a report on Thursday, February 5th. Sanford C. Bernstein reiterated a “market perform” rating and set a $205.00 price target on shares of Texas Instruments in a report on Wednesday, January 28th. Finally, Susquehanna lifted their price objective on Texas Instruments from $200.00 to $225.00 and gave the stock a “positive” rating in a research report on Thursday, January 22nd. 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 company presently has a consensus rating of “Hold” and a consensus target price of $212.92.

Texas Instruments Trading Up 0.8%

TXN opened at $219.73 on Friday. Texas Instruments Incorporated has a 1-year low of $139.95 and a 1-year high of $231.32. The company has a current ratio of 4.35, a quick ratio of 2.83 and a debt-to-equity ratio of 0.83. The company has a market cap of $199.42 billion, a P/E ratio of 40.39, a price-to-earnings-growth ratio of 1.98 and a beta of 1.01. The company has a fifty day moving average price of $197.71 and a two-hundred day moving average price of $185.35.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.The company had revenue of $4.42 billion for the quarter, compared to the consensus estimate of $4.44 billion. During the same period last year, the company earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Analysts predict that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were issued a dividend of $1.42 per share. The ex-dividend date was Friday, January 30th. This represents a $5.68 annualized dividend and a dividend yield of 2.6%. Texas Instruments’s payout ratio is currently 104.41%.

Texas Instruments Profile

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.