STF Management LP Has $2.98 Million Stock Position in Texas Instruments Incorporated $TXN

STF Management LP increased its position in Texas Instruments Incorporated (NASDAQ:TXN) by 2.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,367 shares of the semiconductor company’s stock after buying an additional 340 shares during the period. Texas Instruments accounts for approximately 1.2% of STF Management LP’s investment portfolio, making the stock its 19th biggest holding. STF Management LP’s holdings in Texas Instruments were worth $2,983,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Robeco Schweiz AG boosted its holdings in Texas Instruments by 2.7% in the second quarter. Robeco Schweiz AG now owns 174,084 shares of the semiconductor company’s stock worth $36,143,000 after acquiring an additional 4,580 shares in the last quarter. Mawer Investment Management Ltd. grew its position in Texas Instruments by 17.6% in the 2nd quarter. Mawer Investment Management Ltd. now owns 370,186 shares of the semiconductor company’s stock valued at $76,858,000 after purchasing an additional 55,512 shares during the period. Montag A & Associates Inc. grew its holdings in shares of Texas Instruments by 2.5% during the second quarter. Montag A & Associates Inc. now owns 8,116 shares of the semiconductor company’s stock valued at $1,685,000 after buying an additional 195 shares during the last quarter. Birchcreek Wealth Management LLC bought a new stake in shares of Texas Instruments during the second quarter worth about $219,000. Finally, Hodges Capital Management Inc. raised its holdings in shares of Texas Instruments by 17.8% in the 2nd quarter. Hodges Capital Management Inc. now owns 3,156 shares of the semiconductor company’s stock worth $655,000 after acquiring an additional 476 shares during the last quarter. 84.99% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on TXN shares. Benchmark reissued a “buy” rating on shares of Texas Instruments in a research note on Wednesday, October 22nd. Cantor Fitzgerald dropped their price objective on Texas Instruments from $200.00 to $170.00 and set a “neutral” rating on the stock in a research note on Wednesday, October 22nd. Citigroup cut their price objective on shares of Texas Instruments from $260.00 to $235.00 and set a “buy” rating on the stock in a report on Thursday, October 16th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Texas Instruments in a report on Wednesday, October 8th. Finally, Truist Financial cut their price target on shares of Texas Instruments from $196.00 to $175.00 and set a “hold” rating on the stock in a report on Wednesday, October 22nd. Two research 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 assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target 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 value of $308,025.00. Following the completion of the transaction, the vice president owned 38,883 shares in the company, valued at $7,984,624.05. This trade represents a 3.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.57% of the stock is owned by corporate insiders.

Texas Instruments Stock Performance

NASDAQ TXN opened at $160.58 on Tuesday. 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 company has a market capitalization of $145.91 billion, a PE ratio of 29.36, a price-to-earnings-growth ratio of 3.05 and a beta of 1.02. Texas Instruments Incorporated has a 52-week low of $139.95 and a 52-week high of $221.69. The company has a 50-day simple moving average of $176.76 and a 200 day simple moving average of $187.53.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings data on Tuesday, October 21st. The semiconductor company reported $1.48 earnings per share for the quarter, meeting the consensus estimate of $1.48. Texas Instruments had a return on equity of 30.41% and a net margin of 29.21%.The business had revenue of $4.74 billion during the quarter, compared to analyst estimates of $4.65 billion. During the same period in the prior year, the company earned $1.44 earnings per share. Texas Instruments’s revenue was up 14.2% compared to the same quarter last year. Texas Instruments has set its Q4 2025 guidance at 1.130-1.390 EPS. On average, research analysts predict that Texas Instruments Incorporated will post 5.35 EPS for the current 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 issued a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 3.5%. This is a boost from Texas Instruments’s previous quarterly dividend of $1.36. The ex-dividend date of this dividend is Friday, October 31st. Texas Instruments’s payout ratio is currently 103.84%.

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.