AEGON ASSET MANAGEMENT UK Plc Has $134.78 Million Stock Position in Texas Instruments Incorporated $TXN

AEGON ASSET MANAGEMENT UK Plc lifted its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 10.7% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 649,641 shares of the semiconductor company’s stock after purchasing an additional 62,743 shares during the quarter. Texas Instruments accounts for approximately 1.7% of AEGON ASSET MANAGEMENT UK Plc’s holdings, making the stock its 10th largest position. AEGON ASSET MANAGEMENT UK Plc’s holdings in Texas Instruments were worth $134,780,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Cloud Capital Management LLC bought a new position in shares of Texas Instruments in the first quarter worth $28,000. Dagco Inc. acquired a new stake in shares of Texas Instruments in the first quarter valued at $32,000. CBIZ Investment Advisory Services LLC lifted its holdings in shares of Texas Instruments by 67.6% in the first quarter. CBIZ Investment Advisory Services LLC now owns 186 shares of the semiconductor company’s stock valued at $33,000 after buying an additional 75 shares during the period. Peoples Financial Services CORP. acquired a new stake in shares of Texas Instruments in the second quarter valued at $42,000. Finally, N.E.W. Advisory Services LLC acquired a new stake in shares of Texas Instruments in the first quarter valued at $42,000. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Stock Down 0.7%

Shares of Texas Instruments stock opened at $173.94 on Wednesday. The stock has a 50-day moving average price of $187.88 and a 200 day moving average price of $185.67. The company has a market cap of $158.14 billion, a P/E ratio of 31.86, a P/E/G ratio of 2.86 and a beta of 1.01. The company has a current ratio of 5.81, a quick ratio of 3.88 and a debt-to-equity ratio of 0.86. Texas Instruments Incorporated has a 1 year low of $139.95 and a 1 year high of $221.69.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings data on Tuesday, July 22nd. The semiconductor company reported $1.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.32 by $0.09. The firm had revenue of $4.45 billion during the quarter, compared to the consensus estimate of $4.31 billion. Texas Instruments had a return on equity of 30.10% and a net margin of 30.23%.The business’s revenue for the quarter was up 16.4% on a year-over-year basis. During the same period in the prior year, the business earned $1.17 EPS. Texas Instruments has set its Q3 2025 guidance at 1.360-1.600 EPS. As a group, analysts expect that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, November 12th. Investors of record on Friday, October 31st will be paid a $1.42 dividend. The ex-dividend date of this dividend is Friday, October 31st. This represents a $5.68 annualized dividend and a yield of 3.3%. This is an increase from Texas Instruments’s previous quarterly dividend of $1.36. Texas Instruments’s dividend payout ratio (DPR) is currently 99.63%.

Insider Transactions at Texas Instruments

In related news, VP Ahmad Bahai sold 1,500 shares of the stock in a transaction dated Monday, August 25th. The stock was sold at an average price of $205.35, for a total value of $308,025.00. Following the completion of the sale, the vice president directly owned 38,883 shares of the company’s stock, valued at approximately $7,984,624.05. This represents a 3.71% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.57% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on TXN shares. DZ Bank restated a “sell” rating and issued a $158.00 price objective on shares of Texas Instruments in a report on Wednesday, July 23rd. Susquehanna cut their price objective on Texas Instruments from $250.00 to $240.00 and set a “positive” rating for the company in a report on Tuesday, July 22nd. Weiss Ratings restated a “hold (c+)” rating on shares of Texas Instruments in a report on Wednesday, October 8th. Wolfe Research upgraded Texas Instruments from a “peer perform” rating to an “outperform” rating and set a $230.00 price objective for the company in a report on Monday, July 28th. Finally, BNP Paribas upgraded Texas Instruments to a “strong sell” rating in a report on Wednesday, July 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, thirteen have issued a Hold rating and five have issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $213.03.

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.