Franklin Resources Inc. Lowers Stake in Texas Instruments Incorporated $TXN

Franklin Resources Inc. reduced its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 10.0% in the second quarter, according to its most recent filing with the SEC. The fund owned 7,142,448 shares of the semiconductor company’s stock after selling 796,515 shares during the period. Franklin Resources Inc. owned approximately 0.79% of Texas Instruments worth $1,482,915,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in shares of Texas Instruments by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock worth $19,816,773,000 after purchasing an additional 1,426,360 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of Texas Instruments by 1.3% during the 2nd 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 in the last quarter. Charles Schwab Investment Management Inc. lifted its position in Texas Instruments by 2.0% in the 1st quarter. Charles Schwab Investment Management Inc. now owns 21,915,824 shares of the semiconductor company’s stock worth $3,938,274,000 after buying an additional 428,356 shares during the last quarter. Invesco Ltd. boosted its stake in Texas Instruments by 14.6% in the first quarter. Invesco Ltd. now owns 13,624,568 shares of the semiconductor company’s stock worth $2,448,335,000 after buying an additional 1,731,411 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD grew its position in Texas Instruments by 20.6% during the first quarter. Price T Rowe Associates Inc. MD now owns 13,197,863 shares of the semiconductor company’s stock valued at $2,371,657,000 after acquiring an additional 2,257,086 shares during the last quarter. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Stock Down 2.4%

NASDAQ TXN opened at $153.33 on Friday. Texas Instruments Incorporated has a 1 year low of $139.95 and a 1 year high of $221.69. The stock has a market capitalization of $139.32 billion, a PE ratio of 28.03, a PEG ratio of 3.05 and a beta of 1.02. The company has a debt-to-equity ratio of 0.81, a current ratio of 4.45 and a quick ratio of 2.90. The business’s 50-day moving average is $171.90 and its 200 day moving average is $186.99.

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

Texas Instruments Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, November 12th. Investors of record on Friday, October 31st were issued a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 3.7%. This is an increase from Texas Instruments’s previous quarterly dividend of $1.36. The ex-dividend date was Friday, October 31st. Texas Instruments’s dividend payout ratio (DPR) is presently 103.84%.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on TXN. JPMorgan Chase & Co. lowered their price objective on shares of Texas Instruments from $225.00 to $210.00 and set an “overweight” rating for the company in a report on Wednesday, October 22nd. Bank of America downgraded shares of Texas Instruments from a “neutral” rating to an “underperform” rating and lowered their price target for the stock from $208.00 to $190.00 in a research note on Monday, October 13th. Weiss Ratings restated a “hold (c+)” rating on shares of Texas Instruments in a research report on Wednesday, October 8th. Citigroup decreased their price objective on Texas Instruments from $260.00 to $235.00 and set a “buy” rating on the stock in a report on Thursday, October 16th. Finally, UBS Group set a $245.00 target price on Texas Instruments and gave the company a “buy” rating 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 assigned a Hold rating and six have given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $191.67.

Insiders Place Their Bets

In other news, VP Ahmad Bahai sold 1,500 shares of Texas Instruments stock in a transaction dated Monday, August 25th. The shares were sold at an average price of $205.35, for a total transaction of $308,025.00. Following the sale, the vice president owned 38,883 shares of the company’s stock, valued at approximately $7,984,624.05. The trade was a 3.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Christine Witzsche sold 1,000 shares of the stock in a transaction dated Thursday, November 13th. The stock was 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 approximately $3,421,098.51. The trade was a 4.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.57% of the stock is currently owned by insiders.

Texas Instruments Company 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.