Texas Instruments Incorporated $TXN Stock: PBU The Pension Fund of Early Childhood & Youth Educators Increases Stake

PBU The Pension Fund of Early Childhood & Youth Educators grew its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 7.3% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 119,779 shares of the semiconductor company’s stock after purchasing an additional 8,188 shares during the quarter. Texas Instruments makes up approximately 0.8% of PBU The Pension Fund of Early Childhood & Youth Educators’ portfolio, making the stock its 28th biggest position. PBU The Pension Fund of Early Childhood & Youth Educators’ holdings in Texas Instruments were worth $33,549,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Contravisory Investment Management Inc. bought a new stake in shares of Texas Instruments in the 2nd quarter worth approximately $1,493,000. Diversify Advisory Services LLC raised its holdings in shares of Texas Instruments by 122.1% during the third quarter. Diversify Advisory Services LLC now owns 24,545 shares of the semiconductor company’s stock valued at $6,851,000 after acquiring an additional 13,495 shares in the last quarter. Quantbot Technologies LP bought a new position in shares of Texas Instruments during the second quarter valued at approximately $1,962,000. Ieq Capital LLC purchased a new stake in Texas Instruments in the second quarter worth $17,709,000. Finally, Liontrust Investment Partners LLP purchased a new stake in Texas Instruments in the first quarter worth $13,056,000. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Trading Up 0.9%

TXN opened at $312.48 on Friday. The stock has a market cap of $285.53 billion, a PE ratio of 40.53, a PEG ratio of 1.52 and a beta of 1.39. The business has a 50 day moving average of $282.88 and a 200-day moving average of $263.61. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03. The company has a quick ratio of 4.05, a current ratio of 5.59 and a debt-to-equity ratio of 0.67.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Wednesday, October 21st. The semiconductor company reported $2.62 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.40 by $0.22. Texas Instruments had a return on equity of 40.51% and a net margin of 34.25%. The business had revenue of $6.05 billion during the quarter, compared to the consensus estimate of $5.94 billion. During the same quarter in the prior year, the company earned $1.48 earnings per share. The firm’s quarterly revenue was up 27.7% compared to the same quarter last year. Equities research analysts predict that Texas Instruments Incorporated will post 8.97 earnings per share for the current fiscal year.

Texas Instruments Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, November 10th. Investors of record on Friday, October 30th were paid a $1.52 dividend. This represents a $6.08 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Friday, October 30th. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.42. Texas Instruments’s dividend payout ratio (DPR) is 78.86%.

Analysts Set New Price Targets

TXN has been the topic of several recent analyst reports. Wall Street Zen upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. TD Cowen decreased their price objective on shares of Texas Instruments from $340.00 to $330.00 and set a “buy” rating for the company in a report on Monday, October 19th. Citigroup reaffirmed a “buy” rating on shares of Texas Instruments in a research report on Thursday, October 22nd. Stifel Nicolaus lifted their target price on shares of Texas Instruments from $360.00 to $370.00 and gave the company a “buy” rating in a research note on Thursday, October 22nd. Finally, UBS Group reduced their price target on shares of Texas Instruments from $380.00 to $360.00 and set a “buy” rating on the stock in a research report on Thursday, October 22nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $315.37.

Key Texas Instruments News

These are some of the TXN news items that stood out recently:

• Positive Sentiment: Strong quarterly growth: The supplied results show Q3 EPS of $2.62 versus a $2.40 consensus estimate and revenue of $6.06 billion, up 27.7% year over year. That performance supports the growth case behind TXN’s recent momentum. Article: Texas Instruments Stock Price Prediction
• Positive Sentiment: Potential pricing tailwind: Tight chip supply and firmer demand could let Texas Instruments raise prices in 2027 and improve profitability. The benefit may depend on customers accepting the increases. Article: Will Texas Instruments’ 2027 Pricing Strategy Lift Profitability?
• Positive Sentiment: Embedded and industrial AI products: AI features added to the CCStudio development ecosystem are designed to speed embedded software development, while new industrial communication hardware targets factory automation, robotics and IIoT. These offerings could strengthen TXN’s position in long-life industrial applications. Article: Did Agentic AI Tools Just Shift Texas Instruments Investment Narrative?

Insider Activity at Texas Instruments

In other Texas Instruments news, Director Robert E. Sanchez sold 6,065 shares of the company’s stock in a transaction dated Tuesday, October 27th. The shares were sold at an average price of $302.21, for a total value of $1,832,903.65. Following the sale, the director owned 21,600 shares in the company, valued at approximately $6,527,736. This represents a 21.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Tsedeniya Abraham sold 7,000 shares of the firm’s stock in a transaction that occurred on Thursday, August 27th. The shares were sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the transaction, the vice president directly owned 23,181 shares of the company’s stock, valued at $6,134,388.03. This represents a 23.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 27,968 shares of company stock worth $8,236,892 over the last 90 days. 0.60% of the stock is currently owned by insiders.

Texas Instruments Company 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.