Railway Pension Investments Ltd Sells 59,500 Shares of Texas Instruments Incorporated $TXN

Railway Pension Investments Ltd lessened its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 14.5% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 350,586 shares of the semiconductor company’s stock after selling 59,500 shares during the period. Railway Pension Investments Ltd’s holdings in Texas Instruments were worth $72,789,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. Brighton Jones LLC raised its stake in Texas Instruments by 33.4% during the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after acquiring an additional 4,218 shares during the period. Federated Hermes Inc. raised its position in shares of Texas Instruments by 32.3% during the 1st quarter. Federated Hermes Inc. now owns 26,026 shares of the semiconductor company’s stock valued at $4,677,000 after purchasing an additional 6,359 shares during the period. XTX Topco Ltd raised its position in shares of Texas Instruments by 115.2% during the 1st quarter. XTX Topco Ltd now owns 6,735 shares of the semiconductor company’s stock valued at $1,210,000 after purchasing an additional 3,606 shares during the period. Bayforest Capital Ltd purchased a new position in shares of Texas Instruments during the 1st quarter valued at $83,000. Finally, Harbour Investments Inc. boosted its holdings in Texas Instruments by 6.2% in the 1st quarter. Harbour Investments Inc. now owns 3,010 shares of the semiconductor company’s stock worth $541,000 after buying an additional 177 shares during the period. Institutional investors own 84.99% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on TXN shares. Cantor Fitzgerald decreased their price target on Texas Instruments from $200.00 to $170.00 and set a “neutral” rating on the stock in a report on Wednesday, October 22nd. Wells Fargo & Company dropped their price objective on Texas Instruments from $195.00 to $170.00 and set an “equal weight” rating for the company in a research note on Wednesday, October 22nd. Truist Financial decreased their target price on Texas Instruments from $196.00 to $175.00 and set a “hold” rating on the stock in a research note on Wednesday, October 22nd. Rosenblatt Securities lowered their price target on Texas Instruments from $245.00 to $200.00 and set a “buy” rating on the stock in a report on Wednesday, October 22nd. Finally, JPMorgan Chase & Co. cut their price objective on shares of Texas Instruments from $225.00 to $210.00 and set an “overweight” rating for the company in a report on Wednesday, October 22nd. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have assigned a Hold rating and six have issued a Sell rating to the company’s stock. According to data from MarketBeat, Texas Instruments has a consensus rating of “Hold” and an average target price of $191.67.

Insider Transactions at Texas Instruments

In other news, VP Christine Witzsche sold 1,000 shares of the firm’s stock in a transaction that occurred on Thursday, November 13th. The stock was sold at an average price of $164.31, for a total value of $164,310.00. Following the completion of the sale, the vice president directly owned 20,821 shares of the company’s stock, valued at $3,421,098.51. This trade represents a 4.58% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Ronald Kirk sold 9,990 shares of the business’s stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $162.33, for a total value of $1,621,676.70. Following the transaction, the director directly owned 14,937 shares in the company, valued at approximately $2,424,723.21. This represents a 40.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.57% of the company’s stock.

Texas Instruments Price Performance

Shares of Texas Instruments stock opened at $168.61 on Friday. The firm has a market cap of $153.20 billion, a PE ratio of 30.82, a PEG ratio of 3.05 and a beta of 1.02. The stock has a 50 day moving average of $169.94 and a 200 day moving average of $186.76. The company has a current ratio of 4.45, a quick ratio of 2.90 and a debt-to-equity ratio of 0.81. Texas Instruments Incorporated has a 12 month low of $139.95 and a 12 month high of $221.69.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings data on Tuesday, October 21st. The semiconductor company reported $1.48 earnings per share (EPS) for the quarter, hitting the consensus estimate of $1.48. Texas Instruments had a return on equity of 30.41% and a net margin of 29.21%.The business had revenue of $4.74 billion for the quarter, compared to analysts’ expectations of $4.65 billion. During the same period in the prior year, the firm earned $1.44 EPS. The company’s revenue for the quarter was up 14.2% on a year-over-year basis. Texas Instruments has set its Q4 2025 guidance at 1.130-1.390 EPS. On average, research analysts expect that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, November 12th. Shareholders of record on Friday, October 31st were paid a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a dividend yield of 3.4%. The ex-dividend date of this dividend was Friday, October 31st. This is an increase from Texas Instruments’s previous quarterly dividend of $1.36. Texas Instruments’s dividend payout ratio is 103.84%.

Texas Instruments Company Profile

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.