Texas Instruments Incorporated $TXN Stock Bought by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. raised its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 32.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 855,979 shares of the semiconductor company’s stock after acquiring an additional 209,611 shares during the period. Robeco Institutional Asset Management B.V. owned approximately 0.09% of Texas Instruments worth $239,751,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of TXN. Kilter Group LLC bought a new position in shares of Texas Instruments during the 2nd quarter valued at about $31,000. Nvwm LLC grew its position in shares of Texas Instruments by 550.0% during the third quarter. Nvwm LLC now owns 117 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 99 shares in the last quarter. Addison Advisors LLC bought a new stake in shares of Texas Instruments in the second quarter worth about $38,000. Caitlin John LLC bought a new stake in shares of Texas Instruments in the second quarter worth about $41,000. Finally, Portus Wealth Advisors LLC bought a new stake in shares of Texas Instruments in the first quarter worth about $27,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently commented on TXN. 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. Sanford C. Bernstein raised their price target on Texas Instruments from $250.00 to $290.00 and gave the company a “market perform” rating in a report on Thursday, July 23rd. Morgan Stanley lifted their price objective on Texas Instruments from $230.00 to $255.00 and gave the stock an “underweight” rating in a research note on Thursday, July 23rd. Zacks Research downgraded Texas Instruments from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 21st. Finally, Wells Fargo & Company decreased their price objective on Texas Instruments from $310.00 to $300.00 and set an “equal weight” rating on the stock in a report on Tuesday. Sixteen analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $302.88.

Insider Buying and Selling

In other Texas Instruments news, VP Tsedeniya Abraham sold 7,000 shares of the business’s stock in a transaction that occurred on Thursday, August 27th. The stock was sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the sale, the vice president directly owned 23,181 shares of the company’s stock, valued at $6,134,388.03. The trade was a 23.19% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 0.60% of the company’s stock.

Key Texas Instruments News

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

• Positive Sentiment: UBS identified TXN as a top pick for an upswing in the analog-chip cycle, while KeyBanc reportedly raised its third-quarter earnings forecast. These views suggest expectations for improving demand and operating momentum. UBS Identifies TXN as Top Pick Amid Upswing in Analog Chip Cycle Texas Instruments Q3 Earnings Forecast Raised by KeyCorp
• Positive Sentiment: Analysts expect a possible modest earnings beat and guidance increase, with TD Cowen maintaining a Buy rating and a price target that remains materially above the current level despite being reduced to $330. Cantor Fitzgerald TXN Analyst Comment Texas Instruments and Lam Research Report Earnings
• Positive Sentiment: The stock has significantly outperformed the broader market over the past year. Coverage attributes the rally to stronger-than-expected forecasts, durable analog and embedded-chip demand, and the potential for AI and data-center applications to expand Texas Instruments’ growth opportunities. Did the Market Read Texas Instruments Stock Right?
• Neutral Sentiment: Dividend-focused coverage highlights TXN’s recurring cash generation and payout growth, but also notes that its roughly 2% yield is lower than higher-yield alternatives. This supports the stock’s income appeal without providing a major near-term catalyst. Dividend Stocks Yielding 2% to 6.66%
• Negative Sentiment: Wells Fargo lowered its price target to $300 and kept an Equal Weight rating. TD Cowen also reduced its target, indicating that some analysts see limited upside after the stock’s large run. ETFs were also reported as net sellers. Wells Fargo TXN Price Target
• Negative Sentiment: With TXN trading at an elevated valuation, investors may react negatively if Wednesday’s results or outlook fail to confirm accelerating AI demand and a sustained industrial recovery.

Texas Instruments Stock Performance

Shares of NASDAQ:TXN opened at $277.78 on Wednesday. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03. The stock has a market capitalization of $253.68 billion, a P/E ratio of 42.28, a PEG ratio of 1.54 and a beta of 1.35. The firm has a fifty day simple moving average of $271.60 and a two-hundred day simple moving average of $278.20. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, topping analysts’ consensus estimates of $1.91 by $0.23. The firm had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The business’s quarterly revenue was up 22.8% on a year-over-year basis. During the same period in the previous year, the firm posted $1.41 EPS. On average, analysts expect that Texas Instruments Incorporated will post 8.49 earnings per share for the current fiscal year.

Texas Instruments Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, November 10th. Investors of record on Friday, October 30th will be issued a $1.52 dividend. This represents a $6.08 dividend on an annualized basis and a dividend yield of 2.2%. 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 payout ratio is 92.54%.

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.