River Road Asset Management LLC Increases Position in Texas Instruments Incorporated $TXN

River Road Asset Management LLC increased its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 2.6% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 30,537 shares of the semiconductor company’s stock after buying an additional 787 shares during the quarter. River Road Asset Management LLC’s holdings in Texas Instruments were worth $6,340,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in TXN. Woodmont Investment Counsel LLC increased its holdings in shares of Texas Instruments by 2.9% in the second quarter. Woodmont Investment Counsel LLC now owns 1,650 shares of the semiconductor company’s stock valued at $343,000 after purchasing an additional 47 shares during the period. Confluence Wealth Services Inc. grew its position in Texas Instruments by 0.4% in the 2nd quarter. Confluence Wealth Services Inc. now owns 10,996 shares of the semiconductor company’s stock valued at $2,283,000 after buying an additional 48 shares during the last quarter. Acropolis Investment Management LLC increased its stake in Texas Instruments by 2.9% in the 2nd quarter. Acropolis Investment Management LLC now owns 1,875 shares of the semiconductor company’s stock valued at $389,000 after buying an additional 52 shares during the period. Proathlete Wealth Management LLC raised its position in Texas Instruments by 1.4% during the 2nd quarter. Proathlete Wealth Management LLC now owns 3,747 shares of the semiconductor company’s stock worth $782,000 after buying an additional 53 shares during the last quarter. Finally, Trivium Point Advisory LLC lifted its stake in shares of Texas Instruments by 4.5% in the 1st quarter. Trivium Point Advisory LLC now owns 1,256 shares of the semiconductor company’s stock worth $226,000 after acquiring an additional 54 shares during the period. 84.99% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research analysts have recently issued reports on TXN shares. Mizuho set a $145.00 price target on shares of Texas Instruments in a research note on Wednesday, October 22nd. JPMorgan Chase & Co. cut their price objective on Texas Instruments from $225.00 to $210.00 and set an “overweight” rating for the company in a research report on Wednesday, October 22nd. Morgan Stanley set a $175.00 price target on shares of Texas Instruments in a research note on Wednesday, October 22nd. TD Cowen decreased their price objective on shares of Texas Instruments from $210.00 to $200.00 and set a “buy” rating on the stock in a report on Wednesday, October 22nd. Finally, Citigroup reduced their price target on shares of Texas Instruments from $260.00 to $235.00 and set a “buy” rating for the company in a research report on Thursday, October 16th. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have given a Hold rating and six have given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $191.67.

Texas Instruments Stock Performance

Shares of NASDAQ TXN opened at $168.16 on Tuesday. 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 company has a market cap of $152.79 billion, a PE ratio of 30.74, a price-to-earnings-growth ratio of 3.05 and a beta of 1.02. The company has a 50-day simple moving average of $169.71 and a 200-day simple moving average of $186.62. Texas Instruments Incorporated has a 12 month low of $139.95 and a 12 month high of $221.69.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Tuesday, October 21st. The semiconductor company reported $1.48 EPS for the quarter, hitting the consensus estimate of $1.48. The firm 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 period in the previous year, the company earned $1.44 EPS. Texas Instruments has set its Q4 2025 guidance at 1.130-1.390 EPS. On average, equities analysts anticipate that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, November 12th. Shareholders of record on Friday, October 31st were issued a $1.42 dividend. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.36. The ex-dividend date was Friday, October 31st. This represents a $5.68 annualized dividend and a yield of 3.4%. Texas Instruments’s dividend payout ratio (DPR) is presently 103.84%.

Insider Transactions at Texas Instruments

In other news, Director Ronald Kirk sold 9,990 shares of the company’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the completion of the transaction, the director owned 14,937 shares of the company’s stock, valued at $2,424,723.21. This represents a 40.08% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, VP Christine Witzsche sold 1,000 shares of the firm’s stock in a transaction that occurred on 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 sale, the vice president directly owned 20,821 shares in the company, valued at $3,421,098.51. This represents a 4.58% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate 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.