Border to Coast Pensions Partnership Ltd Grows Stake in Texas Instruments Incorporated $TXN

Key Points

• Border to Coast Pensions Partnership Ltd has increased its stake in Texas Instruments by 22.6%, owning 241,661 shares valued at approximately $50.17 million as of the latest SEC filing.
• Texas Instruments announced a quarterly dividend increase to $1.42 per share, with a yield of 3.2%; this change will be effective for shareholders on record by October 31st.
• Wall Street analysts have varying ratings for Texas Instruments, with a consensus price target of $213.82 and analysts projecting earnings per share of $5.35 for the current fiscal year.

Border to Coast Pensions Partnership Ltd lifted its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 22.6% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 241,661 shares of the semiconductor company's stock after buying an additional 44,526 shares during the quarter. Border to Coast Pensions Partnership Ltd's holdings in Texas Instruments were worth $50,174,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently modified their holdings of the stock. Trivium Point Advisory LLC boosted its stake in Texas Instruments by 4.5% during the first quarter. Trivium Point Advisory LLC now owns 1,256 shares of the semiconductor company's stock worth $226,000 after acquiring an additional 54 shares in the last quarter. Trillium Asset Management LLC increased its stake in shares of Texas Instruments by 2.8% during the first quarter. Trillium Asset Management LLC now owns 2,100 shares of the semiconductor company's stock valued at $377,000 after buying an additional 57 shares during the period. Aspen Investment Management Inc lifted its holdings in shares of Texas Instruments by 1.6% during the first quarter. Aspen Investment Management Inc now owns 3,695 shares of the semiconductor company's stock worth $664,000 after purchasing an additional 58 shares during the period. Sunflower Bank N.A. increased its position in shares of Texas Instruments by 4.7% during the second quarter. Sunflower Bank N.A. now owns 1,291 shares of the semiconductor company's stock worth $268,000 after purchasing an additional 58 shares in the last quarter. Finally, FSB Premier Wealth Management Inc. lifted its stake in Texas Instruments by 1.7% during the 1st quarter. FSB Premier Wealth Management Inc. now owns 3,494 shares of the semiconductor company's stock worth $628,000 after acquiring an additional 60 shares in the last quarter. 84.99% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, VP Ahmad Bahai sold 1,500 shares of the business's stock in a transaction 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 sale, the vice president owned 38,883 shares of the company's stock, valued at $7,984,624.05. The trade was a 3.71% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.57% of the stock is currently owned by corporate insiders.

Texas Instruments Trading Down 1.2%

Shares of TXN traded down $2.25 during mid-day trading on Friday, reaching $179.37. The stock had a trading volume of 16,187,326 shares, 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 firm has a market cap of $163.07 billion, a price-to-earnings ratio of 32.85, a P/E/G ratio of 2.93 and a beta of 1.02. The business's fifty day moving average is $194.12 and its 200 day moving average is $185.77. Texas Instruments Incorporated has a 52-week low of $139.95 and a 52-week high of $221.69.

Texas Instruments (NASDAQ:TXN - Get Free Report) last issued its earnings results on Tuesday, July 22nd. The semiconductor company reported $1.41 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.09. Texas Instruments had a net margin of 30.23% and a return on equity of 30.10%. The firm had revenue of $4.45 billion for the quarter, compared to analysts' expectations of $4.31 billion. During the same quarter last year, the company earned $1.17 earnings per share. The firm's revenue was up 16.4% compared to the same quarter last year. Texas Instruments has set its Q3 2025 guidance at 1.360-1.600 EPS. On average, sell-side analysts predict 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 will be paid on Wednesday, November 12th. Shareholders of record on Friday, October 31st will be given a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date is Friday, October 31st. This is a boost from Texas Instruments's previous quarterly dividend of $1.36. Texas Instruments's dividend payout ratio is 104.03%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on TXN shares. BNP Paribas raised Texas Instruments to a "strong sell" rating in a research report on Wednesday, July 23rd. TD Cowen lowered their target price on shares of Texas Instruments from $245.00 to $230.00 and set a "buy" rating for the company in a report on Wednesday, July 23rd. Wolfe Research raised shares of Texas Instruments from a "peer perform" rating to an "outperform" rating and set a $230.00 target price on the stock in a report on Monday, July 28th. Arete initiated coverage on shares of Texas Instruments in a research note on Thursday, June 26th. They issued a "neutral" rating and a $203.80 price target for the company. Finally, Wells Fargo & Company decreased their price target on shares of Texas Instruments from $215.00 to $195.00 and set an "equal weight" rating on the stock in a report on Wednesday, July 23rd. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, thirteen have given a Hold rating and four have given a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average target price of $213.82.

Texas Instruments 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.