Meiji Yasuda Asset Management Co Ltd. Has $12.47 Million Stake in Texas Instruments Incorporated $TXN

Key Points

• Meiji Yasuda Asset Management Co Ltd. has reduced its stake in Texas Instruments by 30.2%, now holding shares worth $12.47 million after selling 29,997 shares during the 1st quarter.
• Significant institutional activity is noted, with Nuveen LLC acquiring a stake valued at approximately $711 million, and GAMMA Investing LLC increasing its position by a remarkable 21,778.6%.
• Texas Instruments reported $1.41 earnings per share for the most recent quarter, exceeding analysts' expectations of $1.32, alongside a substantial 16.4% increase in revenue year-over-year.

Meiji Yasuda Asset Management Co Ltd. decreased its position in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 30.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 69,418 shares of the semiconductor company's stock after selling 29,997 shares during the quarter. Meiji Yasuda Asset Management Co Ltd.'s holdings in Texas Instruments were worth $12,474,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of TXN. Nuveen LLC acquired a new stake in shares of Texas Instruments in the first quarter valued at about $711,387,000. GAMMA Investing LLC increased its position in shares of Texas Instruments by 21,778.6% in the first quarter. GAMMA Investing LLC now owns 3,422,027 shares of the semiconductor company's stock valued at $614,938,000 after acquiring an additional 3,406,386 shares during the last quarter. Price T Rowe Associates Inc. MD increased its position in shares of Texas Instruments by 20.6% in the first 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 acquiring an additional 2,257,086 shares during the last quarter. Jennison Associates LLC increased its position in shares of Texas Instruments by 2,898.0% in the first quarter. Jennison Associates LLC now owns 2,214,471 shares of the semiconductor company's stock valued at $397,940,000 after acquiring an additional 2,140,605 shares during the last quarter. Finally, Invesco Ltd. increased its position in shares of Texas Instruments by 14.6% in the first quarter. Invesco Ltd. now owns 13,624,568 shares of the semiconductor company's stock valued at $2,448,335,000 after acquiring an additional 1,731,411 shares during the last quarter. Institutional investors and hedge funds own 84.99% of the company's stock.

Texas Instruments Trading Up 0.3%

Shares of NASDAQ:TXN opened at $187.93 on Monday. Texas Instruments Incorporated has a 12-month low of $139.95 and a 12-month high of $221.69. The stock has a market cap of $170.85 billion, a PE ratio of 34.42, a P/E/G ratio of 3.07 and a beta of 1.02. The business has a 50 day moving average of $200.79 and a 200-day moving average of $186.77. 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 (NASDAQ:TXN - Get Free Report) last issued its quarterly earnings data on Tuesday, July 22nd. The semiconductor company reported $1.41 earnings per share (EPS) 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 during the quarter, compared to analysts' expectations of $4.31 billion. During the same quarter in the previous year, the company posted $1.17 earnings per share. The business's revenue 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, equities research analysts forecast that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, August 12th. Stockholders of record on Thursday, July 31st were issued a dividend of $1.36 per share. This represents a $5.44 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date was Thursday, July 31st. Texas Instruments's payout ratio is currently 99.63%.

Analyst Upgrades and Downgrades

TXN has been the subject of a number of research analyst reports. Wolfe Research upgraded Texas Instruments from a "peer perform" rating to an "outperform" rating and set a $230.00 price target for the company in a report on Monday, July 28th. The Goldman Sachs Group initiated coverage on Texas Instruments in a report on Thursday, July 10th. They set a "buy" rating and a $255.00 price target for the company. Arete initiated coverage on Texas Instruments in a report on Thursday, June 26th. They set a "neutral" rating and a $203.80 price target for the company. JPMorgan Chase & Co. lifted their price target on Texas Instruments from $195.00 to $225.00 and gave the stock an "overweight" rating in a report on Wednesday, July 23rd. Finally, Morgan Stanley reiterated an "underweight" rating on shares of Texas Instruments in a report on Tuesday, July 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, thirteen have issued a Hold rating and four have given a Sell rating to the stock. According to MarketBeat.com, Texas Instruments presently has an average rating of "Hold" and a consensus target price of $211.90.

Insider Activity

In related news, VP Ahmad Bahai sold 1,500 shares of the business's stock in a transaction that occurred 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 completion of the sale, the vice president directly owned 38,883 shares in the company, valued at approximately $7,984,624.05. The trade was a 3.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. 0.57% of the stock is currently owned by corporate insiders.

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.

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