Puzo Michael J Reduces Holdings in Texas Instruments Incorporated $TXN

Puzo Michael J trimmed its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 10.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,350 shares of the semiconductor company’s stock after selling 150 shares during the period. Puzo Michael J’s holdings in Texas Instruments were worth $280,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the stock. Arcataur Capital Management LLC purchased a new position in shares of Texas Instruments in the 2nd quarter valued at $217,000. Secured Retirement Advisors LLC grew its position in shares of Texas Instruments by 7.2% in the 2nd quarter. Secured Retirement Advisors LLC now owns 1,389 shares of the semiconductor company’s stock valued at $288,000 after buying an additional 93 shares during the last quarter. REAP Financial Group LLC grew its position in shares of Texas Instruments by 204.4% in the 2nd quarter. REAP Financial Group LLC now owns 277 shares of the semiconductor company’s stock valued at $58,000 after buying an additional 186 shares during the last quarter. Sax Wealth Advisors LLC purchased a new position in Texas Instruments during the 2nd quarter worth $232,000. Finally, TPG Financial Advisors LLC purchased a new position in Texas Instruments during the 2nd quarter worth $219,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on TXN. Weiss Ratings reissued a “hold (c+)” rating on shares of Texas Instruments in a research report on Saturday, September 27th. Cowen reissued a “hold” rating on shares of Texas Instruments in a research report on Wednesday, June 25th. Rosenblatt Securities reissued a “buy” rating and set a $245.00 price objective on shares of Texas Instruments in a research report on Wednesday, July 23rd. Mizuho lowered their price objective on shares of Texas Instruments from $205.00 to $200.00 and set a “neutral” rating on the stock in a research report on Wednesday, July 23rd. Finally, Wells Fargo & Company lowered their price objective on shares of Texas Instruments from $215.00 to $195.00 and set an “equal weight” rating on the stock in a research report on Wednesday, July 23rd. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, fourteen have assigned a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $213.82.

Texas Instruments Stock Down 2.6%

Shares of NASDAQ TXN opened at $177.05 on Wednesday. The company has a quick ratio of 3.88, a current ratio of 5.81 and a debt-to-equity ratio of 0.86. The stock has a market capitalization of $160.96 billion, a price-to-earnings ratio of 32.43, a price-to-earnings-growth ratio of 2.97 and a beta of 1.01. The firm has a 50-day moving average price of $188.65 and a 200 day moving average price of $185.87. Texas Instruments Incorporated has a 52 week low of $139.95 and a 52 week high of $221.69.

Texas Instruments (NASDAQ:TXN) last announced its earnings results on Tuesday, July 22nd. The semiconductor company reported $1.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.09. The company had revenue of $4.45 billion during the quarter, compared to analysts’ expectations of $4.31 billion. Texas Instruments had a net margin of 30.23% and a return on equity of 30.10%. The firm’s quarterly revenue was up 16.4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.17 earnings per share. Texas Instruments has set its Q3 2025 guidance at 1.360-1.600 EPS. Equities research analysts anticipate 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. Shareholders of record on Friday, October 31st will be paid a dividend of $1.42 per share. This is an increase from Texas Instruments’s previous quarterly dividend of $1.36. This represents a $5.68 annualized dividend and a yield of 3.2%. The ex-dividend date is Friday, October 31st. Texas Instruments’s payout ratio is presently 99.63%.

Insider Transactions at Texas Instruments

In other Texas Instruments news, VP Ahmad Bahai sold 1,500 shares of the business’s stock in a transaction that occurred on Monday, August 25th. The shares were sold at an average price of $205.35, for a total transaction of $308,025.00. Following the completion of the sale, the vice president directly owned 38,883 shares in the company, valued at $7,984,624.05. The trade was a 3.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.57% of the stock is currently owned by corporate insiders.

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.