Texas Instruments Incorporated $TXN Stock: Robeco Institutional Asset Management B.V. Raises Stake

Robeco Institutional Asset Management B.V. raised its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 32.4% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. 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.’s holdings in Texas Instruments were worth $239,751,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. BlackRock Inc. purchased a new position in shares of Texas Instruments during the 2nd quarter worth about $24,607,313,000. Bank of New York Mellon Corp bought a new position in Texas Instruments during the 2nd quarter valued at about $4,488,666,000. Bank of America Corp DE bought a new position in Texas Instruments during the 2nd quarter valued at about $3,700,842,000. Primecap Management Co. CA purchased a new stake in Texas Instruments in the 2nd quarter worth about $2,538,063,000. Finally, Legal & General Group Plc purchased a new stake in Texas Instruments in the 2nd quarter worth about $1,918,277,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Insider Transactions at Texas Instruments

In related news, VP Tsedeniya Abraham sold 7,000 shares of the stock in a transaction that occurred on Thursday, August 27th. The stock was sold at an average price of $264.63, for a total value of $1,852,410.00. Following the transaction, the vice president owned 23,181 shares of the company’s stock, valued at $6,134,388.03. This represents a 23.19% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.60% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research analysts have issued reports on TXN shares. Evercore restated an “outperform” rating and set a $330.00 target price (up from $316.00) on shares of Texas Instruments in a research report on Thursday, July 23rd. Truist Financial increased their price target on Texas Instruments from $278.00 to $300.00 and gave the stock a “hold” rating in a report on Thursday, July 23rd. The Goldman Sachs Group raised their price target on Texas Instruments from $200.00 to $225.00 and gave the stock a “sell” rating in a research note on Thursday, July 23rd. Susquehanna boosted their price objective on Texas Instruments from $300.00 to $340.00 and gave the company a “positive” rating in a report on Tuesday, July 21st. Finally, Robert W. Baird boosted their price objective on Texas Instruments from $300.00 to $385.00 and gave the company an “outperform” rating in a report on Thursday, July 23rd. Sixteen research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $302.88.

Texas Instruments News Roundup

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 Price Performance

Texas Instruments stock opened at $277.78 on Wednesday. The stock has a market cap of $253.68 billion, a price-to-earnings ratio of 42.28, a price-to-earnings-growth ratio of 1.54 and a beta of 1.35. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $334.03. The firm has a 50-day moving average of $271.60 and a two-hundred day moving average of $278.20.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, topping analysts’ consensus estimates of $1.91 by $0.23. The business 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 company’s revenue for the quarter was up 22.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.41 EPS. On average, research analysts forecast that Texas Instruments Incorporated will post 8.49 earnings per share for the current year.

Texas Instruments Increases Dividend

The company 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. The ex-dividend date is Friday, October 30th. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.42. This represents a $6.08 dividend on an annualized basis and a dividend yield of 2.2%. Texas Instruments’s dividend payout ratio (DPR) is presently 92.54%.

About Texas Instruments

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.