Texas Instruments Incorporated $TXN Shares Newly Acquired by Mirae Asset Global Investments Co. Ltd.

Mirae Asset Global Investments Co. Ltd. bought a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 1,836,611 shares of the semiconductor company’s stock, valued at approximately $514,416,000. Texas Instruments accounts for approximately 0.9% of Mirae Asset Global Investments Co. Ltd.’s investment portfolio, making the stock its 16th biggest position.

Other large investors also recently added to or reduced their stakes in the company. Kraft Davis & Associates LLC grew its holdings in Texas Instruments by 4.4% during the 3rd quarter. Kraft Davis & Associates LLC now owns 827 shares of the semiconductor company’s stock valued at $230,000 after buying an additional 35 shares in the last quarter. Aviance Capital Partners LLC raised its position in shares of Texas Instruments by 1.0% during the third quarter. Aviance Capital Partners LLC now owns 3,754 shares of the semiconductor company’s stock valued at $1,052,000 after buying an additional 36 shares during the last quarter. HBW Advisory Services LLC boosted its position in shares of Texas Instruments by 2.2% during the first quarter. HBW Advisory Services LLC now owns 1,730 shares of the semiconductor company’s stock worth $336,000 after acquiring an additional 37 shares during the last quarter. Montz Harcus Wealth Management LLC boosted its position in shares of Texas Instruments by 2.9% during the first quarter. Montz Harcus Wealth Management LLC now owns 1,338 shares of the semiconductor company’s stock worth $260,000 after acquiring an additional 38 shares during the last quarter. Finally, Livforsakringsbolaget Skandia Omsesidigt boosted its position in shares of Texas Instruments by 0.6% during the first quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 5,960 shares of the semiconductor company’s stock worth $1,157,000 after acquiring an additional 38 shares during the last quarter. 84.99% of the stock is owned by hedge funds and other institutional investors.

Texas Instruments Stock Performance

Texas Instruments stock opened at $300.84 on Friday. The company’s 50-day moving average price is $275.66 and its 200-day moving average price is $258.76. The company has a quick ratio of 4.05, a current ratio of 5.59 and a debt-to-equity ratio of 0.67. The company has a market cap of $274.90 billion, a PE ratio of 39.02, a price-to-earnings-growth ratio of 1.49 and a beta of 1.35. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $334.03.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 EPS for the quarter, beating analysts’ consensus estimates of $2.40 by $0.22. Texas Instruments had a net margin of 34.25% and a return on equity of 40.51%. The firm had revenue of $6.05 billion during the quarter, compared to the consensus estimate of $5.94 billion. During the same quarter last year, the firm earned $1.48 EPS. The firm’s revenue for the quarter was up 27.7% compared to the same quarter last year. On average, equities research analysts forecast that Texas Instruments Incorporated will post 8.89 EPS for the current fiscal year.

Texas Instruments Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 10th. Stockholders of record on Friday, October 30th will be paid a $1.52 dividend. This represents a $6.08 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Friday, October 30th. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.42. Texas Instruments’s dividend payout ratio is 73.67%.

Key Stories Impacting Texas Instruments

Here are the key news stories impacting Texas Instruments this week:

• Positive Sentiment: Strong quarterly performance supports the investment case. Texas Instruments reported approximately $6.06 billion in revenue, up 27.7% year over year, while EPS of $2.62 exceeded the $2.40 consensus estimate. The company also guided for fourth-quarter revenue of $5.80 billion to $6.30 billion and EPS of $2.45 to $2.79. Texas Instruments Reports Revenue Growth
• Positive Sentiment: Dividend growth and ETF buying provide support. TXN raised its quarterly dividend to $1.52 from $1.42, equivalent to $6.08 annually and a yield of roughly 1.9%. Reports also indicated that ETFs bought about $37 million of shares on October 26, while 41 ETFs added TXN on October 27. Texas Instruments Dividend Comparison
• Neutral Sentiment: Analyst views are constructive but cautious. DZ Bank raised TXN to “Hold,” with a $300 price target. The broader analyst consensus remains “Moderate Buy,” although several firms maintain neutral, underweight or sell ratings and valuation targets vary widely. DZ Bank Raises Texas Instruments to Hold
• Negative Sentiment: Valuation is making investors question further upside. Articles from Trefis and Yahoo Finance focus on whether TXN’s elevated earnings multiple can be justified by future free cash flow, particularly as the company continues investing heavily in manufacturing capacity. Should You Buy Texas Instruments Stock Now or Wait?
• Negative Sentiment: Multiple directors sold shares. Directors Janet Clark, Robert Sanchez and Pamela Patsley sold a combined 14,903 shares near $302 per share, reducing their individual holdings by approximately 12% to 28%. Although these transactions may reflect personal financial decisions, they add a cautionary signal while TXN trades near its highs. Texas Instruments Insider Selling

Insider Transactions at Texas Instruments

In other news, Director Janet Clark sold 4,306 shares of Texas Instruments stock in a transaction that occurred on Tuesday, October 27th. The stock was sold at an average price of $302.46, for a total value of $1,302,392.76. Following the completion of the transaction, the director owned 11,341 shares in the company, valued at approximately $3,430,198.86. The trade was a 27.52% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Pamela Patsley sold 4,532 shares of the business’s stock in a transaction that occurred on Tuesday, October 27th. The shares were sold at an average price of $301.56, for a total value of $1,366,669.92. Following the transaction, the director directly owned 34,487 shares in the company, valued at approximately $10,399,899.72. This represents a 11.61% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 27,968 shares of company stock worth $8,236,892. 0.60% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities analysts recently weighed in on the stock. Susquehanna reaffirmed a “positive” rating on shares of Texas Instruments in a research note on Thursday, October 22nd. KeyCorp increased their price objective on shares of Texas Instruments from $390.00 to $400.00 and gave the company an “overweight” rating in a report on Thursday, July 23rd. Arete Research dropped their price objective on shares of Texas Instruments from $405.00 to $381.00 and set a “buy” rating for the company in a report on Thursday, August 20th. Wall Street Zen upgraded Texas Instruments from a “hold” rating to a “buy” rating in a research report on Saturday, July 18th. Finally, Evercore reissued an “outperform” rating and set a $330.00 price target (up from $316.00) on shares of Texas Instruments in a research note on Thursday, July 23rd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $315.37.

Texas Instruments Profile

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.