The Manufacturers Life Insurance Company Decreases Stake in Texas Instruments Incorporated $TXN

Key Points

• The Manufacturers Life Insurance Company reduced its stake in Texas Instruments by 3.6%, selling 126,065 shares during the first quarter, bringing its total holdings to about 3.35 million shares worth approximately $602.9 million.
• VP Ahmad Bahai sold 1,500 shares at an average price of $205.35, decreasing his ownership by 3.71% and retaining approximately $7.98 million in shares.
• Texas Instruments reported earnings of $1.41 per share for the latest quarter, exceeding analysts' expectations and projecting a Q3 2025 EPS guidance of 1.360-1.600.

The Manufacturers Life Insurance Company reduced its holdings in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 3.6% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,354,813 shares of the semiconductor company's stock after selling 126,065 shares during the quarter. The Manufacturers Life Insurance Company owned about 0.37% of Texas Instruments worth $602,857,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the business. Vanguard Group Inc. grew its position in shares of Texas Instruments by 0.5% in the 1st quarter. Vanguard Group Inc. now owns 94,020,960 shares of the semiconductor company's stock worth $16,895,567,000 after buying an additional 453,683 shares during the last quarter. Charles Schwab Investment Management Inc. grew its position in shares of Texas Instruments by 2.0% in the 1st quarter. Charles Schwab Investment Management Inc. now owns 21,915,824 shares of the semiconductor company's stock worth $3,938,274,000 after buying an additional 428,356 shares during the last quarter. Invesco Ltd. grew its position in shares of Texas Instruments by 14.6% in the 1st quarter. Invesco Ltd. now owns 13,624,568 shares of the semiconductor company's stock worth $2,448,335,000 after buying an additional 1,731,411 shares during the last quarter. Price T Rowe Associates Inc. MD grew its position in shares of Texas Instruments by 20.6% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 13,197,863 shares of the semiconductor company's stock worth $2,371,657,000 after buying an additional 2,257,086 shares during the last quarter. Finally, Northern Trust Corp grew its position in shares of Texas Instruments by 0.9% in the 1st quarter. Northern Trust Corp now owns 10,493,990 shares of the semiconductor company's stock worth $1,885,770,000 after buying an additional 95,980 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors.

Insider Transactions at Texas Instruments

In other news, VP Ahmad Bahai sold 1,500 shares of the business's stock in a transaction 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 transaction, the vice president 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders own 0.57% of the company's stock.

Texas Instruments Stock Down 2.6%

NASDAQ:TXN traded down $5.14 during trading hours on Wednesday, reaching $194.67. 3,357,972 shares of the company traded hands, compared to its average volume of 7,163,336. The business's 50-day moving average price is $201.74 and its two-hundred day moving average price is $186.86. The stock has a market capitalization of $176.98 billion, a P/E ratio of 35.67, a P/E/G ratio of 3.30 and a beta of 1.02. Texas Instruments Incorporated has a 1 year low of $139.95 and a 1 year high of $221.69. 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 (NASDAQ:TXN - Get Free Report) last announced its quarterly earnings data on Tuesday, July 22nd. The semiconductor company reported $1.41 earnings per share (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 return on equity of 30.10% and a net margin of 30.23%.The firm's quarterly revenue was up 16.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.17 earnings per share. Texas Instruments has set its Q3 2025 guidance at 1.360-1.600 EPS. Analysts predict that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, August 12th. Shareholders of record on Thursday, July 31st were paid a dividend of $1.36 per share. The ex-dividend date was Thursday, July 31st. This represents a $5.44 dividend on an annualized basis and a yield of 2.8%. Texas Instruments's payout ratio is presently 99.63%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on TXN shares. Seaport Res Ptn upgraded Texas Instruments from a "strong sell" rating to a "hold" rating in a research report on Monday, July 21st. Cowen restated a "hold" rating on shares of Texas Instruments in a research report on Wednesday, June 25th. Truist Financial lifted their price target on Texas Instruments from $171.00 to $196.00 and gave the company a "hold" rating in a research report on Wednesday, July 23rd. Sanford C. Bernstein upgraded Texas Instruments from a "strong sell" rating to a "hold" rating in a research report on Thursday, June 5th. Finally, Mizuho dropped their price target on Texas Instruments from $205.00 to $200.00 and set a "neutral" rating on the stock in a research report on Wednesday, July 23rd. 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 given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of "Hold" and a consensus target price of $212.21.

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.