Jacobs Levy Equity Management Inc. Takes Position in Texas Instruments Incorporated $TXN

Jacobs Levy Equity Management Inc. acquired a new stake in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 49,175 shares of the semiconductor company's stock, valued at approximately $8,837,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in TXN. Brighton Jones LLC increased its holdings in Texas Instruments by 33.4% in the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company's stock valued at $3,158,000 after purchasing an additional 4,218 shares during the last quarter. Bank Pictet & Cie Europe AG grew its stake in Texas Instruments by 14.8% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 138,350 shares of the semiconductor company's stock valued at $25,942,000 after acquiring an additional 17,840 shares during the period. Focus Partners Wealth grew its stake in Texas Instruments by 35.8% in the fourth quarter. Focus Partners Wealth now owns 71,022 shares of the semiconductor company's stock valued at $13,544,000 after acquiring an additional 18,707 shares during the period. Gotham Asset Management LLC grew its stake in Texas Instruments by 41.2% in the fourth quarter. Gotham Asset Management LLC now owns 51,845 shares of the semiconductor company's stock valued at $9,721,000 after acquiring an additional 15,125 shares during the period. Finally, Guardian Wealth Advisors LLC NC grew its stake in Texas Instruments by 17.3% in the fourth quarter. Guardian Wealth Advisors LLC NC now owns 3,033 shares of the semiconductor company's stock valued at $569,000 after acquiring an additional 448 shares during the period. Institutional investors own 84.99% of the company's stock.

Analysts Set New Price Targets

TXN has been the subject of a number of research analyst reports. Mizuho decreased their target price 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. Sanford C. Bernstein raised Texas Instruments from a "strong sell" rating to a "hold" rating in a research note on Thursday, June 5th. Arete Research raised Texas Instruments to a "hold" rating in a research note on Thursday, June 26th. UBS Group set a $255.00 price objective on Texas Instruments in a research report on Tuesday, July 22nd. Finally, BNP Paribas raised Texas Instruments to a "strong sell" rating in a research report on Wednesday, July 23rd. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, thirteen have issued a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, Texas Instruments presently has a consensus rating of "Hold" and a consensus price target of $211.90.

Texas Instruments Stock Performance

Shares of TXN traded down $1.02 during mid-day trading on Wednesday, reaching $184.01. The company's stock had a trading volume of 5,956,248 shares, compared to its average volume of 5,812,513. The stock has a market cap of $167.29 billion, a P/E ratio of 33.70, a PEG ratio of 3.02 and a beta of 1.02. The company has a current ratio of 5.81, a quick ratio of 3.88 and a debt-to-equity ratio of 0.86. Texas Instruments Incorporated has a 1-year low of $139.95 and a 1-year high of $221.69. The business has a 50-day simple moving average of $199.21 and a two-hundred day simple moving average of $186.63.

Texas Instruments (NASDAQ:TXN - Get Free Report) last announced its earnings results on Tuesday, July 22nd. The semiconductor company reported $1.41 earnings per share for the quarter, topping analysts' consensus estimates of $1.32 by $0.09. Texas Instruments had a return on equity of 30.10% and a net margin of 30.23%.The company had revenue of $4.45 billion for the quarter, compared to analyst estimates of $4.31 billion. During the same quarter last year, the company earned $1.17 earnings per share. The firm's quarterly 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. As a group, equities research analysts anticipate that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, August 12th. Investors of record on Thursday, July 31st were issued a dividend of $1.36 per share. The ex-dividend date of this dividend was Thursday, July 31st. This represents a $5.44 annualized dividend and a dividend yield of 3.0%. Texas Instruments's dividend payout ratio (DPR) is 99.63%.

Insider Buying and Selling at Texas Instruments

In related 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 sale, the vice president owned 38,883 shares of the company's stock, valued at $7,984,624.05. This trade 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 company 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.