Banco Bilbao Vizcaya Argentaria S.A. Increases Position in Texas Instruments Incorporated $TXN

Key Points

• Banco Bilbao Vizcaya Argentaria S.A. increased its stake in Texas Instruments by 2.2% in the first quarter, acquiring an additional 2,027 shares, bringing its total holdings to 96,018 shares valued at approximately $17.24 million.
• Texas Instruments recently reported a quarterly earnings increase, with $1.41 EPS surpassing analysts' estimates and a revenue of $4.45 billion, demonstrating a year-over-year revenue growth of 16.4%.
• The company declared a quarterly dividend of $1.36 per share, implying an annual dividend yield of 2.8%, with an exceptionally high dividend payout ratio of 99.63%.

Banco Bilbao Vizcaya Argentaria S.A. grew its position in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 2.2% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 96,018 shares of the semiconductor company's stock after buying an additional 2,027 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.'s holdings in Texas Instruments were worth $17,244,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Cloud Capital Management LLC bought a new position in shares of Texas Instruments during the 1st quarter worth approximately $28,000. Copia Wealth Management bought a new position in shares of Texas Instruments during the 4th quarter worth approximately $30,000. Dagco Inc. bought a new position in shares of Texas Instruments during the 1st quarter worth approximately $32,000. Quintet Private Bank Europe S.A. bought a new position in shares of Texas Instruments during the 1st quarter worth approximately $34,000. Finally, Park Square Financial Group LLC bought a new position in shares of Texas Instruments during the 4th quarter worth approximately $41,000. Institutional investors own 84.99% of the company's stock.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on TXN shares. Morgan Stanley restated an "underweight" rating on shares of Texas Instruments in a research note on Tuesday, July 22nd. Wolfe Research upgraded shares of Texas Instruments from a "peer perform" rating to an "outperform" rating and set a $230.00 price target for the company in a research note on Monday, July 28th. Argus upgraded shares of Texas Instruments to a "strong-buy" rating in a research note on Friday, April 25th. BNP Paribas upgraded shares of Texas Instruments to a "strong sell" rating in a research note on Wednesday, July 23rd. Finally, Summit Insights cut shares of Texas Instruments from a "buy" rating to a "hold" rating in a report on Thursday, April 24th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, thirteen have assigned a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Hold" and an average target price of $212.21.

Texas Instruments Trading Up 2.7%

Texas Instruments stock traded up $5.35 during mid-day trading on Friday, hitting $206.06. The company's stock had a trading volume of 6,176,938 shares, compared to its average volume of 6,469,689. The stock has a market cap of $187.34 billion, a price-to-earnings ratio of 37.74, a price-to-earnings-growth ratio of 3.28 and a beta of 1.03. The business has a 50 day moving average price of $201.20 and a 200-day moving average price of $185.72. The company has a debt-to-equity ratio of 0.86, a current ratio of 5.81 and a quick ratio of 3.88. Texas Instruments Incorporated has a 12 month low of $139.95 and a 12 month high of $221.69.

Texas Instruments (NASDAQ:TXN - Get Free Report) last issued its quarterly earnings data on Tuesday, July 22nd. The semiconductor company reported $1.41 EPS for the quarter, beating the consensus estimate of $1.32 by $0.09. The firm had revenue of $4.45 billion during the quarter, compared to the consensus estimate of $4.31 billion. Texas Instruments had a net margin of 30.23% and a return on equity of 30.10%. The company's quarterly revenue was up 16.4% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.17 earnings per share. Texas Instruments has set its Q3 2025 guidance at 1.360-1.600 EPS. As a group, analysts forecast that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, August 12th. Investors of record on Thursday, July 31st were paid a $1.36 dividend. This represents a $5.44 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date of this dividend was Thursday, July 31st. Texas Instruments's dividend payout ratio is presently 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.