Mirae Asset Global Investments Co. Ltd. Purchases New Position in Texas Instruments Incorporated $TXN

Mirae Asset Global Investments Co. Ltd. purchased a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,836,611 shares of the semiconductor company’s stock, valued at approximately $514,416,000. Texas Instruments makes up about 0.9% of Mirae Asset Global Investments Co. Ltd.’s portfolio, making the stock its 16th largest holding. Mirae Asset Global Investments Co. Ltd. owned approximately 0.20% of Texas Instruments as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently added to or reduced their stakes in the company. Scarborough Advisors LLC purchased a new stake in Texas Instruments during the 1st quarter valued at $29,000. Creative Capital Management Investments LLC boosted its position in shares of Texas Instruments by 167.5% during the third quarter. Creative Capital Management Investments LLC now owns 107 shares of the semiconductor company’s stock valued at $30,000 after buying an additional 67 shares during the last quarter. Kilter Group LLC purchased a new stake in shares of Texas Instruments during the second quarter valued at $31,000. Main Street Group LTD bought a new stake in Texas Instruments in the 1st quarter worth about $32,000. Finally, Nvwm LLC increased its holdings in Texas Instruments by 550.0% in the 3rd quarter. Nvwm LLC now owns 117 shares of the semiconductor company’s stock worth $33,000 after buying an additional 99 shares in the last quarter. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Key Texas Instruments News

Here are the key news stories impacting Texas Instruments this week:

• Positive Sentiment: Strong quarterly performance supports the investment case. Texas Instruments reported approximately $6.06 billion in revenue, up 27.7% year over year, while EPS of $2.62 exceeded the $2.40 consensus estimate. The company also guided for fourth-quarter revenue of $5.80 billion to $6.30 billion and EPS of $2.45 to $2.79. Texas Instruments Reports Revenue Growth
• Positive Sentiment: Dividend growth and ETF buying provide support. TXN raised its quarterly dividend to $1.52 from $1.42, equivalent to $6.08 annually and a yield of roughly 1.9%. Reports also indicated that ETFs bought about $37 million of shares on October 26, while 41 ETFs added TXN on October 27. Texas Instruments Dividend Comparison
• Neutral Sentiment: Analyst views are constructive but cautious. DZ Bank raised TXN to “Hold,” with a $300 price target. The broader analyst consensus remains “Moderate Buy,” although several firms maintain neutral, underweight or sell ratings and valuation targets vary widely. DZ Bank Raises Texas Instruments to Hold
• Negative Sentiment: Valuation is making investors question further upside. Articles from Trefis and Yahoo Finance focus on whether TXN’s elevated earnings multiple can be justified by future free cash flow, particularly as the company continues investing heavily in manufacturing capacity. Should You Buy Texas Instruments Stock Now or Wait?
• Negative Sentiment: Multiple directors sold shares. Directors Janet Clark, Robert Sanchez and Pamela Patsley sold a combined 14,903 shares near $302 per share, reducing their individual holdings by approximately 12% to 28%. Although these transactions may reflect personal financial decisions, they add a cautionary signal while TXN trades near its highs. Texas Instruments Insider Selling

Texas Instruments Trading Down 3.9%

Shares of TXN stock opened at $300.84 on Friday. The company has a debt-to-equity ratio of 0.67, a current ratio of 5.59 and a quick ratio of 4.05. The company has a market cap of $274.90 billion, a price-to-earnings ratio of 39.02, a PEG ratio of 1.49 and a beta of 1.35. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $334.03. The firm has a fifty day moving average price of $275.66 and a 200-day moving average price of $258.76.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 earnings per share for the quarter, beating the consensus estimate of $2.40 by $0.22. Texas Instruments had a return on equity of 40.51% and a net margin of 34.25%. The company had revenue of $6.05 billion for the quarter, compared to the consensus estimate of $5.94 billion. During the same period in the previous year, the business earned $1.48 earnings per share. Texas Instruments’s quarterly revenue was up 27.7% compared to the same quarter last year. As a group, equities analysts predict that Texas Instruments Incorporated will post 8.89 earnings per share for the current year.

Texas Instruments Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 10th. Stockholders of record on Friday, October 30th will be paid a $1.52 dividend. This represents a $6.08 annualized dividend and a dividend yield of 2.0%. This is an increase from Texas Instruments’s previous quarterly dividend of $1.42. The ex-dividend date of this dividend is Friday, October 30th. Texas Instruments’s dividend payout ratio is 73.67%.

Analyst Ratings Changes

TXN has been the topic of several research analyst reports. Sanford C. Bernstein upped their target price on shares of Texas Instruments from $250.00 to $290.00 and gave the company a “market perform” rating in a research note on Thursday, July 23rd. Evercore reiterated an “outperform” rating and issued a $330.00 price target (up from $316.00) on shares of Texas Instruments in a research note on Thursday, July 23rd. Freedom Broker raised shares of Texas Instruments from a “hold” rating to a “buy” rating and boosted their price objective for the company from $260.00 to $330.00 in a report on Thursday, October 22nd. Wall Street Zen upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. Finally, Barclays raised their target price on shares of Texas Instruments from $250.00 to $280.00 and gave the stock an “equal weight” rating in a report on Thursday, October 22nd. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $315.37.

Insider Activity

In other news, VP Tsedeniya Abraham sold 7,000 shares of Texas Instruments stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the transaction, the vice president directly owned 23,181 shares of the company’s stock, valued at $6,134,388.03. The trade was a 23.19% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Janet Clark sold 4,306 shares of the business’s stock in a transaction that occurred on Tuesday, October 27th. The shares were sold at an average price of $302.46, for a total value of $1,302,392.76. Following the transaction, the director owned 11,341 shares of the company’s stock, valued at approximately $3,430,198.86. This trade represents a 27.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 27,968 shares of company stock worth $8,236,892. 0.60% of the stock is currently owned by corporate insiders.

About Texas Instruments

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.