BDF Gestion Has $6.95 Million Stock Position in Texas Instruments Incorporated $TXN

Key Points

• BDF Gestion increased its holdings in Texas Instruments by 50%, bringing its total to 33,471 shares valued at approximately $6.95 million.
• Texas Instruments announced a new quarterly dividend of $1.42 per share, increasing from its previous dividend of $1.36, with a payout ratio of 99.63%.
• Shares of Texas Instruments have fluctuated between a one-year low of $139.95 and a high of $221.69, currently trading around $179.37.

BDF Gestion lifted its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 50.0% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 33,471 shares of the semiconductor company's stock after purchasing an additional 11,157 shares during the quarter. Texas Instruments accounts for about 0.8% of BDF Gestion's holdings, making the stock its 23rd largest position. BDF Gestion's holdings in Texas Instruments were worth $6,949,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Vanguard Group Inc. lifted its position in Texas Instruments by 0.5% during the first quarter. Vanguard Group Inc. now owns 94,020,960 shares of the semiconductor company's stock valued at $16,895,567,000 after purchasing an additional 453,683 shares during the last quarter. Charles Schwab Investment Management Inc. grew its position in shares of Texas Instruments by 2.0% in the 1st quarter. Charles Schwab Investment Management Inc. now owns 21,915,824 shares of the semiconductor company's stock worth $3,938,274,000 after buying an additional 428,356 shares during the last quarter. Invesco Ltd. lifted its stake in Texas Instruments by 14.6% during the 1st quarter. Invesco Ltd. now owns 13,624,568 shares of the semiconductor company's stock valued at $2,448,335,000 after acquiring an additional 1,731,411 shares during the period. Price T Rowe Associates Inc. MD grew its holdings in shares of Texas Instruments by 20.6% during the first quarter. Price T Rowe Associates Inc. MD now owns 13,197,863 shares of the semiconductor company's stock worth $2,371,657,000 after buying an additional 2,257,086 shares in the last quarter. Finally, Northern Trust Corp grew its stake in shares of Texas Instruments by 0.9% in the first quarter. Northern Trust Corp now owns 10,493,990 shares of the semiconductor company's stock valued at $1,885,770,000 after buying an additional 95,980 shares in the last quarter. Hedge funds and other institutional investors own 84.99% of the company's stock.

Analyst Ratings Changes

TXN has been the subject of several analyst reports. KeyCorp boosted their target price on shares of Texas Instruments from $215.00 to $240.00 and gave the company an "overweight" rating in a research note on Tuesday, July 8th. BNP Paribas raised Texas Instruments to a "strong sell" rating in a research report on Wednesday, July 23rd. Bank of America cut their price target on Texas Instruments from $218.00 to $208.00 and set a "neutral" rating on the stock in a research note on Friday, September 5th. Arete Research raised Texas Instruments to a "hold" rating in a research report on Thursday, June 26th. Finally, UBS Group set a $255.00 price target on Texas Instruments in a research note on Tuesday, July 22nd. Two research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, thirteen have given a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Hold" and an average target price of $213.82.

Insider Activity at Texas Instruments

In related news, VP Ahmad Bahai sold 1,500 shares of the company's stock in a transaction on Monday, August 25th. The stock was sold at an average price of $205.35, for a total transaction of $308,025.00. Following the transaction, the vice president directly owned 38,883 shares of the company's stock, valued at approximately $7,984,624.05. The trade was a 3.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.57% of the stock is currently owned by corporate insiders.

Texas Instruments Stock Performance

Texas Instruments stock traded down $2.25 during mid-day trading on Friday, reaching $179.37. 16,187,326 shares of the company traded hands, compared to its average volume of 7,171,619. The company has a debt-to-equity ratio of 0.86, a current ratio of 5.81 and a quick ratio of 3.88. The company has a market capitalization of $163.07 billion, a price-to-earnings ratio of 32.85, a price-to-earnings-growth ratio of 2.93 and a beta of 1.02. The firm's fifty day moving average is $194.12 and its two-hundred day moving average is $185.77. Texas Instruments Incorporated has a fifty-two week low of $139.95 and a fifty-two week 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 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.09. The firm had revenue of $4.45 billion for the quarter, compared to analyst estimates of $4.31 billion. Texas Instruments had a net margin of 30.23% and a return on equity of 30.10%. Texas Instruments's revenue was up 16.4% on a year-over-year basis. During the same period in the previous year, the firm earned $1.17 EPS. Texas Instruments has set its Q3 2025 guidance at 1.360-1.600 EPS. On average, equities research analysts expect that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, November 12th. Stockholders of record on Friday, October 31st will be paid a $1.42 dividend. The ex-dividend date of this dividend is Friday, October 31st. This is a positive change from Texas Instruments's previous quarterly dividend of $1.36. This represents a $5.68 annualized dividend and a dividend yield of 3.2%. Texas Instruments's dividend payout ratio (DPR) is currently 104.03%.

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.