Optas LLC Acquires 317 Shares of Texas Instruments Incorporated $TXN

Optas LLC lifted its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 8.8% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 3,923 shares of the semiconductor company’s stock after purchasing an additional 317 shares during the quarter. Optas LLC’s holdings in Texas Instruments were worth $814,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in TXN. Brighton Jones LLC raised its stake in Texas Instruments by 33.4% in the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after purchasing an additional 4,218 shares in the last quarter. Park Avenue Securities LLC raised its stake in Texas Instruments by 10.5% in the 1st quarter. Park Avenue Securities LLC now owns 13,817 shares of the semiconductor company’s stock worth $2,483,000 after purchasing an additional 1,310 shares in the last quarter. Farther Finance Advisors LLC raised its stake in Texas Instruments by 21.0% in the 1st quarter. Farther Finance Advisors LLC now owns 12,172 shares of the semiconductor company’s stock worth $2,166,000 after purchasing an additional 2,109 shares in the last quarter. Pallas Capital Advisors LLC raised its stake in Texas Instruments by 4.3% in the 1st quarter. Pallas Capital Advisors LLC now owns 7,711 shares of the semiconductor company’s stock worth $1,386,000 after purchasing an additional 318 shares in the last quarter. Finally, Harbor Capital Advisors Inc. raised its stake in Texas Instruments by 4.8% in the 1st quarter. Harbor Capital Advisors Inc. now owns 19,668 shares of the semiconductor company’s stock worth $3,534,000 after purchasing an additional 893 shares in the last quarter. 84.99% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

TXN has been the subject of a number of recent analyst reports. Benchmark reiterated a “buy” rating and set a $220.00 target price on shares of Texas Instruments in a research report on Monday, September 8th. TD Cowen cut their target price on Texas Instruments from $245.00 to $230.00 and set a “buy” rating for the company in a research report on Wednesday, July 23rd. Mizuho cut their target price on Texas Instruments from $205.00 to $200.00 and set a “neutral” rating for the company in a research report on Wednesday, July 23rd. Stifel Nicolaus upped their target price on Texas Instruments from $160.00 to $192.00 and gave the company a “hold” rating in a research report on Friday, July 18th. Finally, Arete Research upgraded Texas Instruments to a “hold” rating in a research report on Thursday, June 26th. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, fourteen have given a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $213.82.

Insider Transactions at Texas Instruments

In other Texas Instruments news, VP Ahmad Bahai sold 1,500 shares of the stock in a transaction that occurred on Monday, August 25th. The stock was sold at an average price of $205.35, for a total value of $308,025.00. Following the transaction, the vice president owned 38,883 shares in the company, valued at approximately $7,984,624.05. This represents a 3.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.57% of the company’s stock.

Texas Instruments Trading Up 2.6%

NASDAQ TXN opened at $181.60 on Thursday. The business’s 50-day moving average price is $188.49 and its two-hundred day moving average price is $185.84. Texas Instruments Incorporated has a 12 month low of $139.95 and a 12 month high of $221.69. The firm has a market capitalization of $165.10 billion, a PE ratio of 33.26, a price-to-earnings-growth ratio of 2.89 and a beta of 1.01. The company has a current ratio of 5.81, a quick ratio of 3.88 and a debt-to-equity ratio of 0.86.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Tuesday, July 22nd. The semiconductor company reported $1.41 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.09. Texas Instruments had a return on equity of 30.10% and a net margin of 30.23%.The firm had revenue of $4.45 billion for the quarter, compared to analyst estimates of $4.31 billion. During the same quarter in the previous year, the company posted $1.17 EPS. The business’s revenue was up 16.4% on a year-over-year basis. Texas Instruments has set its Q3 2025 guidance at 1.360-1.600 EPS. On average, analysts expect that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, November 12th. Shareholders of record on Friday, October 31st will be issued a $1.42 dividend. The ex-dividend date is Friday, October 31st. This is an increase from Texas Instruments’s previous quarterly dividend of $1.36. This represents a $5.68 annualized dividend and a yield of 3.1%. Texas Instruments’s dividend payout ratio is currently 99.63%.

About Texas Instruments

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.