WestEnd Advisors LLC Boosts Stock Holdings in Texas Instruments Incorporated $TXN

Key Points

• WestEnd Advisors LLC increased its stake in Texas Instruments by 30.4%, now holding 257,404 shares valued at approximately $53.4 million, making it the firm's 16th largest holding.
• Texas Instruments reported earnings per share of $1.41 for the last quarter, exceeding estimates, and announced an increase in its quarterly dividend to $1.42, signaling positive financial health.
• Several analysts adjusted their price targets for Texas Instruments, with KeyCorp raising its target from $215 to $240, reflecting a generally positive outlook on the company's performance.

WestEnd Advisors LLC boosted its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 30.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 257,404 shares of the semiconductor company's stock after purchasing an additional 60,063 shares during the period. Texas Instruments comprises 1.3% of WestEnd Advisors LLC's portfolio, making the stock its 16th largest holding. WestEnd Advisors LLC's holdings in Texas Instruments were worth $53,443,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Cloud Capital Management LLC bought a new position in Texas Instruments during the first quarter valued at approximately $28,000. Dagco Inc. bought a new position in Texas Instruments in the first quarter worth approximately $32,000. CBIZ Investment Advisory Services LLC raised its position in Texas Instruments by 67.6% in the first quarter. CBIZ Investment Advisory Services LLC now owns 186 shares of the semiconductor company's stock worth $33,000 after acquiring an additional 75 shares during the period. Quintet Private Bank Europe S.A. bought a new position in Texas Instruments in the first quarter worth approximately $34,000. Finally, N.E.W. Advisory Services LLC bought a new position in Texas Instruments in the first quarter worth approximately $42,000. Institutional investors own 84.99% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on TXN. KeyCorp increased their price target on shares of Texas Instruments from $215.00 to $240.00 and gave the stock an "overweight" rating in a research report on Tuesday, July 8th. Stifel Nicolaus increased their price target on shares of Texas Instruments from $160.00 to $192.00 and gave the stock a "hold" rating in a research report on Friday, July 18th. UBS Group set a $255.00 price target on shares of Texas Instruments in a research report on Tuesday, July 22nd. Rosenblatt Securities reiterated a "buy" rating and issued a $245.00 price target on shares of Texas Instruments in a research report on Wednesday, July 23rd. Finally, Truist Financial increased their price target on shares of Texas Instruments from $171.00 to $196.00 and gave the stock a "hold" rating in a research report on Wednesday, July 23rd. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, fourteen have given a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat, Texas Instruments currently has a consensus rating of "Hold" and a consensus price target of $213.82.

Insider Activity

In other news, VP Ahmad Bahai sold 1,500 shares of the firm'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 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 document filed with the Securities & Exchange Commission, which is available at this link. 0.57% of the stock is owned by insiders.

Texas Instruments Stock Performance

Shares of NASDAQ TXN opened at $177.05 on Wednesday. The firm has a fifty day moving average price of $188.65 and a 200-day moving average price of $185.87. 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 stock has a market cap of $160.96 billion, a PE ratio of 32.43, a price-to-earnings-growth ratio of 2.97 and a beta of 1.01. Texas Instruments Incorporated has a 1 year low of $139.95 and a 1 year high of $221.69.

Texas Instruments (NASDAQ:TXN - Get Free Report) last posted its earnings results on Tuesday, July 22nd. The semiconductor company reported $1.41 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.09. Texas Instruments had a net margin of 30.23% and a return on equity of 30.10%. The company had revenue of $4.45 billion during the quarter, compared to analysts' expectations of $4.31 billion. During the same period last year, the company posted $1.17 earnings per share. 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. Equities analysts anticipate that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Increases Dividend

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