QRG Capital Management Inc. Increases Stake in Texas Instruments Incorporated $TXN

QRG Capital Management Inc. boosted its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 9.9% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 132,030 shares of the semiconductor company’s stock after acquiring an additional 11,929 shares during the period. QRG Capital Management Inc.’s holdings in Texas Instruments were worth $27,412,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in TXN. Cloud Capital Management LLC acquired a new position in Texas Instruments during the 1st quarter worth approximately $28,000. Dagco Inc. acquired a new position in Texas Instruments during the 1st quarter worth approximately $32,000. CBIZ Investment Advisory Services LLC grew its holdings in Texas Instruments by 67.6% during the 1st 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 in the last quarter. Quintet Private Bank Europe S.A. acquired a new position in Texas Instruments during the 1st quarter worth approximately $34,000. Finally, N.E.W. Advisory Services LLC acquired a new position in Texas Instruments during the 1st quarter worth approximately $42,000. Institutional investors and hedge funds own 84.99% of the company’s stock.

Analyst Ratings Changes

TXN has been the subject of several analyst reports. Susquehanna lowered their price target on shares of Texas Instruments from $250.00 to $240.00 and set a “positive” rating for the company in a report on Tuesday, July 22nd. Stifel Nicolaus upped their target price on shares of Texas Instruments from $160.00 to $192.00 and gave the company a “hold” rating in a report on Friday, July 18th. Rosenblatt Securities restated a “buy” rating and issued a $245.00 target price on shares of Texas Instruments in a report on Wednesday, July 23rd. The Goldman Sachs Group began coverage on shares of Texas Instruments in a report on Thursday, July 10th. They issued a “buy” rating and a $255.00 target price for the company. Finally, Wells Fargo & Company lowered their target price on shares of Texas Instruments from $215.00 to $195.00 and set an “equal weight” rating for the company in a report on Wednesday, July 23rd. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, fourteen have issued a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat, Texas Instruments has an average rating of “Hold” and an average price target of $213.82.

Texas Instruments Stock Down 1.1%

TXN stock opened at $180.32 on Friday. The company has a fifty day moving average price of $189.08 and a 200 day moving average price of $185.85. Texas Instruments Incorporated has a 12 month low of $139.95 and a 12 month high of $221.69. The company has a market cap of $163.94 billion, a price-to-earnings ratio of 33.03, a price-to-earnings-growth ratio of 2.98 and a beta of 1.01. The company has a debt-to-equity ratio of 0.86, a current ratio of 5.81 and a quick ratio of 3.88.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Tuesday, July 22nd. The semiconductor company reported $1.41 EPS 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 firm had revenue of $4.45 billion during the quarter, compared to the consensus estimate of $4.31 billion. During the same quarter in the prior year, the firm earned $1.17 EPS. Texas Instruments’s revenue for the quarter 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 expect that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, November 12th. Investors of record on Friday, October 31st will be given 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 annualized dividend and a yield of 3.1%. Texas Instruments’s payout ratio is currently 104.03%.

Insider Buying and Selling

In related news, VP Ahmad Bahai sold 1,500 shares of the company’s stock in a transaction on Monday, August 25th. The shares were 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 owned 38,883 shares in the company, valued at $7,984,624.05. This represents a 3.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.57% of the stock is currently owned by company insiders.

About Texas Instruments

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.