IFM Investors Pty Ltd Grows Stake in Texas Instruments Incorporated $TXN

Key Points

• IFM Investors Pty Ltd increased its stake in Texas Instruments by 3.1%, acquiring an additional 5,462 shares during the second quarter, bringing its total holdings to 183,564 shares valued at $38,112,000.
• The company recently announced a quarterly dividend of $1.42 per share, up from the previous $1.36, reflecting a 3.1% dividend yield with a payout ratio of 99.63%.
• Texas Instruments reported better-than-expected earnings of $1.41 per share for the last quarter, exceeding analyst estimates by $0.09, and recorded a year-over-year revenue increase of 16.4%.

IFM Investors Pty Ltd raised its position in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 3.1% during the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 183,564 shares of the semiconductor company's stock after acquiring an additional 5,462 shares during the quarter. IFM Investors Pty Ltd's holdings in Texas Instruments were worth $38,112,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the company. Cloud Capital Management LLC purchased a new stake in Texas Instruments in the first quarter worth about $28,000. Copia Wealth Management purchased a new stake in Texas Instruments in the fourth quarter worth about $30,000. Dagco Inc. bought a new position in shares of Texas Instruments in the first quarter worth about $32,000. CBIZ Investment Advisory Services LLC boosted its stake in shares of Texas Instruments by 67.6% in the first quarter. CBIZ Investment Advisory Services LLC now owns 186 shares of the semiconductor company's stock worth $33,000 after acquiring an additional 75 shares during the period. Finally, Quintet Private Bank Europe S.A. bought a new position in shares of Texas Instruments in the first quarter worth about $34,000. Institutional investors own 84.99% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the company. Citigroup reaffirmed a "buy" rating on shares of Texas Instruments in a research note on Tuesday, July 22nd. Mizuho dropped their price target on Texas Instruments from $205.00 to $200.00 and set a "neutral" rating for the company in a research note on Wednesday, July 23rd. Arete Research raised Texas Instruments to a "hold" rating in a research note on Thursday, June 26th. Seaport Res Ptn upgraded Texas Instruments from a "strong sell" rating to a "hold" rating in a research report on Monday, July 21st. Finally, Benchmark restated a "buy" rating and set a $220.00 price objective on shares of Texas Instruments in a research report on Monday, September 8th. Two 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 issued a Sell rating to the stock. According to MarketBeat.com, Texas Instruments presently has a consensus rating of "Hold" and a consensus target price of $213.82.

Insider Buying and Selling

In other Texas Instruments news, VP Ahmad Bahai sold 1,500 shares of the firm'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 in the company, valued at $7,984,624.05. This trade represents a 3.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 0.57% of the stock is owned by insiders.

Texas Instruments Trading Up 1.5%

TXN stock traded up $2.78 during midday trading on Tuesday, reaching $182.40. 1,617,153 shares of the company traded hands, compared to its average volume of 7,266,124. The company has a debt-to-equity ratio of 0.86, a quick ratio of 3.88 and a current ratio of 5.81. The business has a 50 day moving average of $193.32 and a 200-day moving average of $185.70. Texas Instruments Incorporated has a 52-week low of $139.95 and a 52-week high of $221.69. The firm has a market capitalization of $165.83 billion, a price-to-earnings ratio of 33.42, a P/E/G ratio of 2.93 and a beta of 1.02.

Texas Instruments (NASDAQ:TXN - Get Free Report) last issued its quarterly earnings results on Tuesday, July 22nd. The semiconductor company reported $1.41 earnings per share for the quarter, topping the consensus estimate of $1.32 by $0.09. Texas Instruments had a return on equity of 30.10% and a net margin of 30.23%.The firm had revenue of $4.45 billion for the quarter, compared to the consensus estimate of $4.31 billion. During the same period in the prior year, the business posted $1.17 earnings per share. The company's revenue for the quarter was up 16.4% on a year-over-year basis. Texas Instruments has set its Q3 2025 guidance at 1.360-1.600 EPS. As a group, sell-side 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 issued a $1.42 dividend. 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 dividend yield of 3.1%. Texas Instruments's dividend payout ratio (DPR) is currently 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.