Texas Instruments Incorporated $TXN Stock Position Increased by Hamlin Capital Management LLC

Key Points

• Hamlin Capital Management LLC has increased its position in Texas Instruments by 14.2%, owning over 1 million shares, making the stock their 4th largest holding.
• Texas Instruments has announced a quarterly dividend of $1.42 per share, reflecting an increase from the previous $1.36, with a dividend yield of 3.2%.
• Analyst ratings for Texas Instruments show a diverse sentiment, with a consensus rating of "Hold" and target prices ranging significantly from $175.00 to $250.00.

Hamlin Capital Management LLC increased its position in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 14.2% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,030,894 shares of the semiconductor company's stock after buying an additional 128,408 shares during the period. Texas Instruments accounts for 5.0% of Hamlin Capital Management LLC's holdings, making the stock its 4th biggest position. Hamlin Capital Management LLC owned about 0.11% of Texas Instruments worth $214,034,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Cloud Capital Management LLC purchased a new stake in Texas Instruments during the first quarter worth $28,000. Dagco Inc. purchased a new stake in Texas Instruments during the first quarter worth $32,000. CBIZ Investment Advisory Services LLC boosted its holdings in Texas Instruments by 67.6% during the first quarter. CBIZ Investment Advisory Services LLC now owns 186 shares of the semiconductor company's stock worth $33,000 after buying an additional 75 shares in the last quarter. N.E.W. Advisory Services LLC purchased a new stake in Texas Instruments during the first quarter worth $42,000. Finally, Peoples Financial Services CORP. purchased a new stake in Texas Instruments during the second quarter worth $42,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Texas Instruments

In related news, VP Ahmad Bahai sold 1,500 shares of the firm's 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 approximately $7,984,624.05. This trade represents a 3.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 0.57% of the stock is owned by company insiders.

Analyst Ratings Changes

TXN has been the topic of a number of recent analyst reports. Robert W. Baird increased their price target on shares of Texas Instruments from $175.00 to $220.00 and gave the stock an "outperform" rating in a report on Wednesday, July 23rd. Stifel Nicolaus decreased their price objective on shares of Texas Instruments from $192.00 to $185.00 and set a "hold" rating on the stock in a report on Friday. JPMorgan Chase & Co. increased their price objective on shares of Texas Instruments from $195.00 to $225.00 and gave the company an "overweight" rating in a report on Wednesday, July 23rd. BNP Paribas raised shares of Texas Instruments to a "strong sell" rating in a report on Wednesday, July 23rd. Finally, Susquehanna decreased their price objective on shares of Texas Instruments from $250.00 to $240.00 and set a "positive" rating on the stock in a report on Tuesday, July 22nd. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, thirteen have assigned a Hold rating and five have given a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus target price of $211.64.

Texas Instruments Price Performance

Shares of NASDAQ TXN opened at $176.58 on Friday. The firm has a 50-day simple moving average of $187.25 and a 200-day simple moving average of $185.56. The stock has a market capitalization of $160.54 billion, a price-to-earnings ratio of 32.34, a price-to-earnings-growth ratio of 2.97 and a beta of 1.01. 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 Incorporated has a 52 week low of $139.95 and a 52 week high of $221.69.

Texas Instruments (NASDAQ:TXN - Get Free Report) last issued 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. The business had revenue of $4.45 billion during the quarter, compared to analysts' expectations of $4.31 billion. Texas Instruments had a net margin of 30.23% and a return on equity of 30.10%. The company's quarterly revenue was up 16.4% compared to the same quarter last year. During the same period in the prior year, the business earned $1.17 earnings per share. Texas Instruments has set its Q3 2025 guidance at 1.360-1.600 EPS. On average, equities analysts predict that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, November 12th. Stockholders of record on Friday, October 31st will be given a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a dividend yield of 3.2%. This is a positive change from Texas Instruments's previous quarterly dividend of $1.36. The ex-dividend date is Friday, October 31st. Texas Instruments's dividend payout ratio (DPR) 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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