Longfellow Investment Management Co. LLC Decreases Stock Holdings in Texas Instruments Incorporated $TXN

Longfellow Investment Management Co. LLC lowered its position in Texas Instruments Incorporated (NASDAQ:TXN) by 31.6% during the second quarter, Holdings Channel reports. The institutional investor owned 5,775 shares of the semiconductor company’s stock after selling 2,662 shares during the quarter. Longfellow Investment Management Co. LLC’s holdings in Texas Instruments were worth $1,199,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the company. Jennison Associates LLC increased its holdings in shares of Texas Instruments by 35.1% during the second quarter. Jennison Associates LLC now owns 2,992,090 shares of the semiconductor company’s stock valued at $621,218,000 after acquiring an additional 777,619 shares in the last quarter. Howard Capital Management Inc. grew its holdings in shares of Texas Instruments by 11.3% during the second quarter. Howard Capital Management Inc. now owns 26,745 shares of the semiconductor company’s stock valued at $5,553,000 after buying an additional 2,709 shares during the last quarter. Independent Advisor Alliance increased its position in shares of Texas Instruments by 4.8% in the 1st quarter. Independent Advisor Alliance now owns 26,684 shares of the semiconductor company’s stock valued at $4,795,000 after acquiring an additional 1,232 shares during the period. Vanguard Group Inc. raised its stake in 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 acquiring an additional 1,426,360 shares during the last quarter. Finally, Los Angeles Capital Management LLC raised its stake in Texas Instruments by 1,064.8% in the 2nd quarter. Los Angeles Capital Management LLC now owns 52,146 shares of the semiconductor company’s stock worth $10,827,000 after acquiring an additional 47,669 shares during the last quarter. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Stock Up 4.0%

TXN stock opened at $159.40 on Monday. Texas Instruments Incorporated has a one year low of $139.95 and a one year high of $221.69. The company has a debt-to-equity ratio of 0.81, a quick ratio of 2.90 and a current ratio of 4.45. The firm’s fifty day moving average is $171.43 and its 200 day moving average is $187.31. The firm has a market cap of $144.83 billion, a PE ratio of 29.14, a P/E/G ratio of 3.05 and a beta of 1.02.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Tuesday, October 21st. The semiconductor company reported $1.48 EPS for the quarter, meeting analysts’ consensus estimates of $1.48. The firm had revenue of $4.74 billion for 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 company’s quarterly revenue was up 14.2% on a year-over-year basis. During the same period last year, the firm earned $1.44 EPS. Texas Instruments has set its Q4 2025 guidance at 1.130-1.390 EPS. On average, research analysts forecast that Texas Instruments Incorporated will post 5.35 EPS 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 3.6%. The ex-dividend date of this dividend was Friday, October 31st. This is a boost from Texas Instruments’s previous quarterly dividend of $1.36. Texas Instruments’s payout ratio is presently 103.84%.

Insiders Place Their Bets

In other Texas Instruments news, VP Christine Witzsche sold 1,000 shares of the stock in a transaction on Thursday, November 13th. The shares were sold at an average price of $164.31, for a total transaction of $164,310.00. Following the transaction, the vice president directly owned 20,821 shares of the company’s stock, valued at $3,421,098.51. This trade represents a 4.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.57% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently weighed in on TXN. Bank of America lowered Texas Instruments from a “neutral” rating to an “underperform” rating and cut their price objective for the company from $208.00 to $190.00 in a report on Monday, October 13th. Cantor Fitzgerald reduced their price target on shares of Texas Instruments from $200.00 to $170.00 and set a “neutral” rating for the company in a research report on Wednesday, October 22nd. Stifel Nicolaus set a $170.00 price objective on shares of Texas Instruments in a research note on Wednesday, October 22nd. Susquehanna lowered their price target on shares of Texas Instruments from $240.00 to $200.00 and set a “positive” rating on the stock in a report on Wednesday, October 22nd. Finally, Truist Financial reduced their price objective on Texas Instruments from $196.00 to $175.00 and set a “hold” rating for the company in a research note on Wednesday, October 22nd. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have issued a Hold rating and six have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $191.67.

About Texas Instruments

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.