Alpha Financial Partners LLC Acquires New Shares in Texas Instruments Incorporated $TXN

Alpha Financial Partners LLC bought a new position in Texas Instruments Incorporated (NASDAQ:TXN) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 967 shares of the semiconductor company’s stock, valued at approximately $201,000.

Several other institutional investors and hedge funds have also bought and sold shares of TXN. Nuveen LLC purchased a new position in shares of Texas Instruments during the 1st quarter valued at about $711,387,000. Price T Rowe Associates Inc. MD lifted 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 buying an additional 2,257,086 shares in the last quarter. Jennison Associates LLC lifted its position in shares of Texas Instruments by 2,898.0% during the 1st quarter. Jennison Associates LLC now owns 2,214,471 shares of the semiconductor company’s stock valued at $397,940,000 after buying an additional 2,140,605 shares in the last quarter. Assenagon Asset Management S.A. lifted its position in shares of Texas Instruments by 117.1% during the 2nd quarter. Assenagon Asset Management S.A. now owns 3,500,474 shares of the semiconductor company’s stock valued at $726,768,000 after buying an additional 1,888,354 shares in the last quarter. Finally, Invesco Ltd. lifted its position in shares of Texas Instruments by 14.6% during the 1st quarter. Invesco Ltd. now owns 13,624,568 shares of the semiconductor company’s stock valued at $2,448,335,000 after buying an additional 1,731,411 shares in the last quarter. 84.99% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research analysts have recently weighed in on TXN shares. Susquehanna lowered their price objective on Texas Instruments from $250.00 to $240.00 and set a “positive” rating on the stock in a research report on Tuesday, July 22nd. UBS Group set a $255.00 target price on Texas Instruments in a research note on Tuesday, July 22nd. Wolfe Research raised Texas Instruments from a “peer perform” rating to an “outperform” rating and set a $230.00 target price on the stock in a research note on Monday, July 28th. TD Cowen decreased their target price on Texas Instruments from $245.00 to $230.00 and set a “buy” rating on the stock in a research note on Wednesday, July 23rd. Finally, Morgan Stanley decreased their target price on Texas Instruments from $197.00 to $192.00 and set an “underweight” rating on the stock in a research note on Friday, September 12th. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, fourteen have given a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $213.82.

Texas Instruments Stock Performance

NASDAQ TXN opened at $171.70 on Friday. The company has a market cap of $156.10 billion, a P/E ratio of 31.45, a P/E/G ratio of 2.80 and a beta of 1.01. The company has a debt-to-equity ratio of 0.86, a quick ratio of 3.88 and a current ratio of 5.81. The business’s 50 day moving average price is $188.26 and its 200-day moving average price is $185.72. Texas Instruments Incorporated has a fifty-two week low of $139.95 and a fifty-two week high of $221.69.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Tuesday, July 22nd. The semiconductor company reported $1.41 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $0.09. Texas Instruments had a return on equity of 30.10% and a net margin of 30.23%.The company had revenue of $4.45 billion during the quarter, compared to analysts’ expectations of $4.31 billion. During the same quarter in the previous year, the business earned $1.17 EPS. Texas Instruments’s revenue was up 16.4% compared to the same quarter last year. Texas Instruments has set its Q3 2025 guidance at 1.360-1.600 EPS. Sell-side analysts predict that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, November 12th. Shareholders of record on Friday, October 31st will be issued a $1.42 dividend. The ex-dividend date is Friday, October 31st. This represents a $5.68 annualized dividend and a dividend yield of 3.3%. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.36. Texas Instruments’s dividend payout ratio (DPR) is currently 99.63%.

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, VP Ahmad Bahai sold 1,500 shares of the company’s 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 completion of the sale, the vice president directly owned 38,883 shares in the company, valued at approximately $7,984,624.05. This represents a 3.71% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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.