Channing Capital Management LLC Has $10.11 Million Stock Position in Texas Instruments Incorporated $TXN

Key Points

• Channing Capital Management LLC increased its stake in Texas Instruments Incorporated to $10.11 million, acquiring 56,275 shares, after purchasing an additional 2,439 shares in the first quarter.
• Texas Instruments reported a quarterly EPS of $1.41, exceeding the consensus estimate by $0.09, alongside revenues of $4.45 billion, reflecting a year-over-year growth of 16.4%.
• Analysts have varying price targets for TXN, with average target of $212.21 and ratings ranging from "Strong Buy" to "Sell," indicating mixed outlooks among investors.

Channing Capital Management LLC raised its position in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 4.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 56,275 shares of the semiconductor company's stock after purchasing an additional 2,439 shares during the period. Channing Capital Management LLC's holdings in Texas Instruments were worth $10,113,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Trivium Point Advisory LLC lifted its position in Texas Instruments by 4.5% in the 1st quarter. Trivium Point Advisory LLC now owns 1,256 shares of the semiconductor company's stock valued at $226,000 after acquiring an additional 54 shares in the last quarter. Gerber Kawasaki Wealth & Investment Management lifted its position in Texas Instruments by 1.8% in the 4th quarter. Gerber Kawasaki Wealth & Investment Management now owns 3,187 shares of the semiconductor company's stock valued at $598,000 after acquiring an additional 56 shares in the last quarter. Trillium Asset Management LLC lifted its position in Texas Instruments by 2.8% in the 1st quarter. Trillium Asset Management LLC now owns 2,100 shares of the semiconductor company's stock valued at $377,000 after acquiring an additional 57 shares in the last quarter. Voya Financial Advisors Inc. lifted its position in Texas Instruments by 1.6% in the 4th quarter. Voya Financial Advisors Inc. now owns 3,649 shares of the semiconductor company's stock valued at $686,000 after acquiring an additional 58 shares in the last quarter. Finally, FSB Premier Wealth Management Inc. lifted its position in Texas Instruments by 1.7% in the 1st quarter. FSB Premier Wealth Management Inc. now owns 3,494 shares of the semiconductor company's stock valued at $628,000 after acquiring an additional 60 shares in the last quarter. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

TXN has been the topic of several recent research reports. Argus raised shares of Texas Instruments to a "strong-buy" rating in a research report on Friday, April 25th. TD Cowen decreased their price objective on shares of Texas Instruments from $245.00 to $230.00 and set a "buy" rating for the company in a research note on Wednesday, July 23rd. Mizuho decreased their price objective on shares of Texas Instruments from $205.00 to $200.00 and set a "neutral" rating for the company in a research note on Wednesday, July 23rd. UBS Group set a $255.00 price objective on shares of Texas Instruments in a research note on Tuesday, July 22nd. Finally, The Goldman Sachs Group initiated coverage on shares of Texas Instruments in a research note on Thursday, July 10th. They issued a "buy" rating and a $255.00 price objective for the company. Two research 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 assigned a Sell rating to the company. According to data from MarketBeat.com, Texas Instruments currently has an average rating of "Hold" and a consensus price target of $212.21.

Texas Instruments Trading Up 2.5%

Shares of TXN stock opened at $200.77 on Thursday. The company has a 50 day moving average of $200.96 and a 200-day moving average of $185.41. The company has a quick ratio of 3.88, a current ratio of 5.81 and a debt-to-equity ratio of 0.86. Texas Instruments Incorporated has a 12-month low of $139.95 and a 12-month high of $221.69. The firm has a market cap of $182.53 billion, a P/E ratio of 36.77, a PEG ratio of 3.20 and a beta of 1.03.

Texas Instruments (NASDAQ:TXN - Get Free Report) last released its quarterly earnings data on Tuesday, July 22nd. The semiconductor company reported $1.41 EPS for the quarter, topping the consensus estimate of $1.32 by $0.09. The company 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%. Texas Instruments's revenue for the quarter was up 16.4% on a year-over-year basis. During the same period last year, the firm earned $1.17 EPS. Texas Instruments has set its Q3 2025 guidance at 1.360-1.600 EPS. Sell-side analysts anticipate that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, August 12th. Investors of record on Thursday, July 31st were issued a $1.36 dividend. The ex-dividend date of this dividend was Thursday, July 31st. This represents a $5.44 annualized dividend and a yield of 2.7%. Texas Instruments's dividend payout ratio (DPR) is 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.

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