DDD Partners LLC Makes New Investment in Texas Instruments Incorporated $TXN

Key Points

• DDD Partners LLC has made a new investment in Texas Instruments, acquiring 57,660 shares valued at approximately $11.97 million.
• Texas Instruments recently reported quarterly earnings of $1.48 per share, meeting analysts' expectations, with revenues rising 14.2% year-over-year to $4.74 billion.
• The company announced an increase in its quarterly dividend to $1.42 per share, reflecting a yield of 3.3%, with dividend payout ratio at approximately 99.63%.

DDD Partners LLC bought a new stake in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm bought 57,660 shares of the semiconductor company's stock, valued at approximately $11,971,000.

Several other hedge funds have also recently bought and sold shares of TXN. Nuveen LLC bought a new position in Texas Instruments in the 1st quarter valued at about $711,387,000. Price T Rowe Associates Inc. MD increased its holdings in Texas Instruments by 20.6% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 13,197,863 shares of the semiconductor company's stock valued at $2,371,657,000 after buying an additional 2,257,086 shares during the period. Jennison Associates LLC increased its holdings in Texas Instruments by 2,898.0% in the 1st quarter. Jennison Associates LLC now owns 2,214,471 shares of the semiconductor company's stock valued at $397,940,000 after buying an additional 2,140,605 shares during the period. Assenagon Asset Management S.A. grew its holdings in shares of Texas Instruments by 117.1% during the 2nd quarter. Assenagon Asset Management S.A. now owns 3,500,474 shares of the semiconductor company's stock valued at $726,768,000 after purchasing an additional 1,888,354 shares during the last quarter. Finally, Invesco Ltd. grew its holdings in shares of 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 purchasing an additional 1,731,411 shares during the last quarter. 84.99% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several brokerages recently issued reports on TXN. JPMorgan Chase & Co. decreased their price target on shares of Texas Instruments from $225.00 to $210.00 and set an "overweight" rating on the stock in a report on Wednesday. Robert W. Baird set a $195.00 price target on shares of Texas Instruments and gave the company an "outperform" rating in a report on Wednesday. Morgan Stanley set a $175.00 price target on shares of Texas Instruments in a report on Wednesday. Wolfe Research upgraded 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 research report on Monday, July 28th. Finally, Susquehanna cut their target price on shares of Texas Instruments from $240.00 to $200.00 and set a "positive" rating on the stock in a research report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have assigned a Hold rating and six have given a Sell rating to the company. According to data from MarketBeat.com, Texas Instruments currently has an average rating of "Hold" and an average target price of $191.67.

Texas Instruments Trading Down 0.8%

Shares of NASDAQ:TXN traded down $1.32 during trading on Friday, reaching $170.88. The stock had a trading volume of 709,639 shares, compared to its average volume of 7,297,687. The firm's fifty day moving average is $186.04 and its 200 day moving average is $185.94. The company has a debt-to-equity ratio of 0.81, a quick ratio of 3.88 and a current ratio of 4.45. Texas Instruments Incorporated has a 52 week low of $139.95 and a 52 week high of $221.69. The stock has a market cap of $155.35 billion, a price-to-earnings ratio of 31.15, a P/E/G ratio of 2.92 and a beta of 1.01.

Texas Instruments (NASDAQ:TXN - Get Free Report) last released its earnings results on Tuesday, October 21st. The semiconductor company reported $1.48 earnings per share (EPS) for the quarter, meeting analysts' consensus estimates of $1.48. Texas Instruments had a net margin of 29.21% and a return on equity of 30.41%. The company had revenue of $4.74 billion for the quarter, compared to the consensus estimate of $4.65 billion. During the same quarter in the previous year, the company earned $1.44 EPS. Texas Instruments's quarterly revenue was up 14.2% compared to the same quarter last year. Texas Instruments has set its Q4 2025 guidance at 1.130-1.390 EPS. As a group, equities analysts forecast 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 issued a dividend of $1.42 per share. The ex-dividend date 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 yield of 3.3%. Texas Instruments's dividend payout ratio is currently 99.63%.

Insider Activity

In other news, VP Ahmad Bahai sold 1,500 shares of the company's stock in a transaction on Monday, August 25th. The shares were sold at an average price of $205.35, for a total value of $308,025.00. Following the completion of the sale, the vice president owned 38,883 shares in the company, valued at $7,984,624.05. This represents a 3.71% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.57% of the stock is currently owned by insiders.

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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