Texas Instruments Incorporated $TXN Shares Bought by Campbell Newman Asset Management Inc.

Key Points

• Campbell Newman Asset Management Inc. increased its stake in Texas Instruments by 35.6%, acquiring a total of 169,980 shares valued at approximately $35.3 million.
• Texas Instruments announced a quarterly dividend increase to $1.42 per share, with a scheduled payment date of November 12th, representing an annual yield of 3.1%.
• Analysts have varying ratings on Texas Instruments, with price targets ranging from $158 to $245, indicating analysts are mixed on the stock's future performance.

Campbell Newman Asset Management Inc. lifted its position in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 35.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 169,980 shares of the semiconductor company's stock after acquiring an additional 44,659 shares during the quarter. Texas Instruments accounts for approximately 2.8% of Campbell Newman Asset Management Inc.'s portfolio, making the stock its 12th largest holding. Campbell Newman Asset Management Inc.'s holdings in Texas Instruments were worth $35,291,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in TXN. Spartan Planning & Wealth Management purchased a new stake in Texas Instruments in the 2nd quarter valued at approximately $359,000. Janney Montgomery Scott LLC raised its stake in shares of Texas Instruments by 16.7% during the 2nd quarter. Janney Montgomery Scott LLC now owns 209,780 shares of the semiconductor company's stock worth $43,555,000 after buying an additional 29,950 shares in the last quarter. Venture Visionary Partners LLC lifted its holdings in shares of Texas Instruments by 1.5% in the 2nd quarter. Venture Visionary Partners LLC now owns 9,171 shares of the semiconductor company's stock valued at $1,904,000 after buying an additional 135 shares during the period. Elser Financial Planning Inc grew its holdings in Texas Instruments by 16.7% during the second quarter. Elser Financial Planning Inc now owns 1,417 shares of the semiconductor company's stock worth $307,000 after acquiring an additional 203 shares during the period. Finally, Baron Silver Stevens Financial Advisors LLC purchased a new position in Texas Instruments in the second quarter worth $326,000. Institutional investors and hedge funds own 84.99% of the company's stock.

Insider Activity

In other news, VP Ahmad Bahai sold 1,500 shares of Texas Instruments stock in a transaction dated Monday, August 25th. The shares were sold at an average price of $205.35, for a total transaction of $308,025.00. Following the completion of the sale, the vice president directly owned 38,883 shares in the company, valued at $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 available through the SEC website. 0.57% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several brokerages have commented on TXN. TD Cowen decreased their target price on shares of Texas Instruments from $245.00 to $230.00 and set a "buy" rating on the stock in a research report on Wednesday, July 23rd. Cowen reissued a "hold" rating on shares of Texas Instruments in a report on Wednesday, June 25th. Mizuho reduced their price target on shares of Texas Instruments from $205.00 to $200.00 and set a "neutral" rating for the company in a research report on Wednesday, July 23rd. Rosenblatt Securities restated a "buy" rating and issued a $245.00 price target on shares of Texas Instruments in a report on Wednesday, July 23rd. Finally, DZ Bank reaffirmed a "sell" rating and issued a $158.00 price objective on shares of Texas Instruments in a research note on Wednesday, July 23rd. Two equities research 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 given a Sell rating to the stock. According to MarketBeat.com, Texas Instruments currently has an average rating of "Hold" and an average price target of $213.82.

Texas Instruments Trading Down 0.7%

Shares of Texas Instruments stock opened at $183.23 on Tuesday. Texas Instruments Incorporated has a 1 year low of $139.95 and a 1 year high of $221.69. The company has a debt-to-equity ratio of 0.86, a current ratio of 5.81 and a quick ratio of 3.88. The business has a 50 day moving average price of $189.99 and a 200 day moving average price of $185.88. The company has a market capitalization of $166.58 billion, a P/E ratio of 33.56, a P/E/G ratio of 3.01 and a beta of 1.02.

Texas Instruments (NASDAQ:TXN - Get Free Report) last announced its earnings results on Tuesday, July 22nd. The semiconductor company reported $1.41 EPS for the quarter, beating 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 firm had revenue of $4.45 billion for the quarter, compared to analysts' expectations of $4.31 billion. During the same quarter in the prior year, the firm earned $1.17 EPS. Texas Instruments's quarterly 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. Sell-side analysts anticipate that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, November 12th. Shareholders of record on Friday, October 31st will be issued a $1.42 dividend. This is a positive change from Texas Instruments's previous quarterly dividend of $1.36. The ex-dividend date is Friday, October 31st. This represents a $5.68 dividend on an annualized basis and a yield of 3.1%. Texas Instruments's payout ratio is currently 99.63%.

Texas Instruments Company 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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