Texas Instruments Incorporated $TXN Holdings Raised by Illinois Municipal Retirement Fund

Illinois Municipal Retirement Fund lifted its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 14.1% during the third quarter, Holdings Channel.com reports. The institutional investor owned 86,021 shares of the semiconductor company’s stock after acquiring an additional 10,601 shares during the quarter. Illinois Municipal Retirement Fund’s holdings in Texas Instruments were worth $24,094,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in TXN. Bahl & Gaynor LLC lifted its position in shares of Texas Instruments by 3.0% in the 3rd quarter. Bahl & Gaynor LLC now owns 894,223 shares of the semiconductor company’s stock worth $250,463,000 after purchasing an additional 26,349 shares during the period. Moneco Advisors LLC increased its holdings in Texas Instruments by 13.1% during the third quarter. Moneco Advisors LLC now owns 1,781 shares of the semiconductor company’s stock valued at $499,000 after buying an additional 206 shares during the period. Mesirow Financial Investment Management Inc. increased its holdings in Texas Instruments by 11.8% during the third quarter. Mesirow Financial Investment Management Inc. now owns 6,594 shares of the semiconductor company’s stock valued at $1,846,000 after buying an additional 697 shares during the period. Woodley Farra Manion Portfolio Management Inc. increased its holdings in Texas Instruments by 22.0% during the third quarter. Woodley Farra Manion Portfolio Management Inc. now owns 19,443 shares of the semiconductor company’s stock valued at $5,446,000 after buying an additional 3,506 shares during the period. Finally, D Orazio & Associates Inc. raised its stake in Texas Instruments by 11.8% in the third quarter. D Orazio & Associates Inc. now owns 1,058 shares of the semiconductor company’s stock worth $296,000 after buying an additional 112 shares in the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

More Texas Instruments News

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

• Positive Sentiment: Recent coverage points to strong earnings, rising demand for chips used in AI data centers and robust cash flow as possible supports for further gains. TXN has climbed about 70% year to date, though its premium valuation could limit upside. Read the article
• Positive Sentiment: TI added agentic AI capabilities to its CCStudio development ecosystem, including a tool designed to cut compatible-device software migration from months to days. Easier development could make TI’s microcontroller and connectivity products more attractive to engineers, although the revenue impact is not yet clear. Read the article
• Positive Sentiment: TI also introduced multiprotocol industrial communications devices for factory automation, robotics and industrial IoT. The products aim to simplify interoperability for equipment makers and plant operators, potentially supporting demand in industrial markets. Read the article
• Positive Sentiment: Zacks included TXN among its Rank #1 (Strong Buy) income stocks, while a separate dividend-stock article highlighted the company’s appeal to income investors. Read the article
• Negative Sentiment: ETFs were reported as net sellers of TXN on Nov. 6, with $228.8 million in sales. This may create near-term selling pressure, though a single day of fund flows does not establish a longer-term trend. Read the article

Analysts Set New Price Targets

A number of research firms have weighed in on TXN. KeyCorp upped their target price on Texas Instruments from $390.00 to $400.00 and gave the stock an “overweight” rating in a report on Thursday, July 23rd. Morgan Stanley lifted their price target on Texas Instruments from $255.00 to $278.00 and gave the company an “underweight” rating in a report on Thursday, October 22nd. Rosenblatt Securities boosted their price target on Texas Instruments from $350.00 to $360.00 and gave the stock a “buy” rating in a research report on Thursday, October 22nd. Cantor Fitzgerald reissued a “neutral” rating on shares of Texas Instruments in a research report on Tuesday, October 20th. Finally, JPMorgan Chase & Co. upped their price objective on Texas Instruments from $340.00 to $365.00 and gave the stock an “overweight” rating in a research note on Thursday, October 22nd. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Texas Instruments currently has an average rating of “Moderate Buy” and a consensus target price of $315.37.

Texas Instruments Stock Up 1.6%

Shares of Texas Instruments stock opened at $300.52 on Wednesday. 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 $274.61 billion, a P/E ratio of 38.98, a PEG ratio of 1.45 and a beta of 1.39. The firm’s 50 day moving average price is $280.59 and its 200-day moving average price is $262.44. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $334.03.

Texas Instruments (NASDAQ:TXN) last posted its 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. The company had revenue of $6.05 billion during the quarter, compared to analysts’ expectations of $5.94 billion. Texas Instruments had a net margin of 34.25% and a return on equity of 40.51%. Texas Instruments’s revenue for the quarter was up 27.7% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.48 earnings per share. On average, sell-side analysts predict that Texas Instruments Incorporated will post 8.97 EPS for the current fiscal year.

Texas Instruments Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, November 10th. Stockholders of record on Friday, October 30th were issued a dividend of $1.52 per share. This represents a $6.08 annualized dividend and a dividend yield of 2.0%. This is an increase from Texas Instruments’s previous quarterly dividend of $1.42. The ex-dividend date was Friday, October 30th. Texas Instruments’s dividend payout ratio is currently 78.86%.

Insiders Place Their Bets

In related news, Director Janet F. Clark sold 4,306 shares of Texas Instruments stock in a transaction dated Tuesday, October 27th. The stock was sold at an average price of $302.46, for a total transaction of $1,302,392.76. Following the completion of the sale, the director owned 11,341 shares of the company’s stock, valued at $3,430,198.86. The trade was a 27.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Robert E. Sanchez sold 6,065 shares of the company’s stock in a transaction that occurred on 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 completion of 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 position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 27,968 shares of company stock valued at $8,236,892. Corporate insiders own 0.60% of the company’s stock.

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.