Mitsubishi UFJ Asset Management Co. Ltd. Boosts Stock Position in Texas Instruments Incorporated $TXN

Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 21.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,577,303 shares of the semiconductor company’s stock after purchasing an additional 810,627 shares during the quarter. Texas Instruments accounts for 0.8% of Mitsubishi UFJ Asset Management Co. Ltd.’s investment portfolio, making the stock its 22nd largest position. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Texas Instruments were worth $950,340,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. grew its position in Texas Instruments by 0.5% during the first quarter. Vanguard Group Inc. now owns 94,020,960 shares of the semiconductor company’s stock valued at $16,895,567,000 after buying an additional 453,683 shares during the period. Charles Schwab Investment Management Inc. boosted its stake in Texas Instruments by 2.0% in the first quarter. Charles Schwab Investment Management Inc. now owns 21,915,824 shares of the semiconductor company’s stock valued at $3,938,274,000 after acquiring 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 valued at $2,448,335,000 after acquiring an additional 1,731,411 shares during the last quarter. Price T Rowe Associates Inc. MD grew its position in shares of Texas Instruments by 20.6% during the 1st 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 period. Finally, Northern Trust Corp increased its stake in shares of Texas Instruments by 0.9% during the 1st quarter. Northern Trust Corp now owns 10,493,990 shares of the semiconductor company’s stock worth $1,885,770,000 after purchasing an additional 95,980 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the company. UBS Group set a $245.00 price objective on Texas Instruments and gave the company a “buy” rating in a research note on Wednesday, October 22nd. TD Cowen lowered their target price on Texas Instruments from $210.00 to $200.00 and set a “buy” rating on the stock in a research note on Wednesday, October 22nd. Cantor Fitzgerald cut their price target on Texas Instruments from $200.00 to $170.00 and set a “neutral” rating for the company in a research note on Wednesday, October 22nd. JPMorgan Chase & Co. decreased their price objective on Texas Instruments from $225.00 to $210.00 and set an “overweight” rating for the company in a report on Wednesday, October 22nd. Finally, Benchmark restated a “buy” rating on shares of Texas Instruments in a research note on Wednesday, October 22nd. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have assigned a Hold rating and six have issued a Sell rating to the stock. According to MarketBeat, Texas Instruments has a consensus rating of “Hold” and an average target price of $191.67.

Texas Instruments Trading Down 0.5%

Shares of Texas Instruments stock opened at $160.55 on Friday. The company’s 50-day moving average price is $177.59 and its 200-day moving average price is $187.01. The company has a current ratio of 4.45, a quick ratio of 2.90 and a debt-to-equity ratio of 0.81. Texas Instruments Incorporated has a 12-month low of $139.95 and a 12-month high of $221.69. The company has a market cap of $145.88 billion, a price-to-earnings ratio of 29.35, a PEG ratio of 3.05 and a beta of 1.02.

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

Texas Instruments Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, November 12th. Stockholders of record on Friday, October 31st will be issued a $1.42 dividend. The ex-dividend date of this dividend is Friday, October 31st. This is an increase from Texas Instruments’s previous quarterly dividend of $1.36. This represents a $5.68 annualized dividend and a dividend yield of 3.5%. Texas Instruments’s payout ratio is currently 103.84%.

Insider Activity

In related news, VP Ahmad Bahai sold 1,500 shares of the stock in a transaction on Monday, August 25th. The stock was sold at an average price of $205.35, for a total value of $308,025.00. Following the sale, the vice president owned 38,883 shares in the company, valued at approximately $7,984,624.05. This trade represents a 3.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 0.57% of the company’s stock.

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.