Mawer Investment Management Ltd. Increases Holdings in Texas Instruments Incorporated $TXN

Mawer Investment Management Ltd. raised its position in Texas Instruments Incorporated (NASDAQ:TXN) by 17.6% during the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 370,186 shares of the semiconductor company’s stock after acquiring an additional 55,512 shares during the quarter. Mawer Investment Management Ltd.’s holdings in Texas Instruments were worth $76,858,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in TXN. Dagco Inc. bought a new position in Texas Instruments in the first quarter worth approximately $32,000. CBIZ Investment Advisory Services LLC raised its holdings in Texas Instruments by 67.6% in the 1st quarter. CBIZ Investment Advisory Services LLC now owns 186 shares of the semiconductor company’s stock worth $33,000 after purchasing an additional 75 shares during the period. LGT Financial Advisors LLC lifted its position in Texas Instruments by 328.9% during the second quarter. LGT Financial Advisors LLC now owns 193 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 148 shares in the last quarter. Mid American Wealth Advisory Group Inc. bought a new stake in Texas Instruments during the second quarter valued at about $40,000. Finally, N.E.W. Advisory Services LLC purchased a new stake in Texas Instruments in the first quarter worth about $42,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Insider Activity

In related news, VP Ahmad Bahai sold 1,500 shares of the 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 transaction, the vice president owned 38,883 shares of the company’s stock, valued at $7,984,624.05. This represents a 3.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.57% of the company’s stock.

Texas Instruments Price Performance

TXN stock opened at $160.58 on Tuesday. The stock has a market cap of $145.91 billion, a PE ratio of 29.36, a P/E/G ratio of 3.05 and a beta of 1.02. Texas Instruments Incorporated has a 12 month low of $139.95 and a 12 month high of $221.69. The company has a 50-day moving average price of $176.76 and a 200 day moving average price of $187.53. The company has a current ratio of 4.45, a quick ratio of 2.90 and a debt-to-equity ratio of 0.81.

Texas Instruments (NASDAQ:TXN) last announced its earnings results on Tuesday, October 21st. The semiconductor company reported $1.48 earnings per share (EPS) for the quarter, meeting the consensus estimate of $1.48. Texas Instruments had a return on equity of 30.41% and a net margin of 29.21%.The business had revenue of $4.74 billion during the quarter, compared to analyst estimates of $4.65 billion. During the same quarter in the previous year, the business earned $1.44 earnings per share. The company’s revenue for the quarter was up 14.2% compared to the same quarter last year. Texas Instruments has set its Q4 2025 guidance at 1.130-1.390 EPS. Equities research analysts anticipate that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, November 12th. Stockholders of record on Friday, October 31st will be paid a dividend of $1.42 per share. This is a boost from Texas Instruments’s previous quarterly dividend of $1.36. This represents a $5.68 annualized dividend and a dividend yield of 3.5%. The ex-dividend date of this dividend is Friday, October 31st. Texas Instruments’s payout ratio is presently 103.84%.

Analyst Ratings Changes

TXN has been the topic of a number of analyst reports. DZ Bank reaffirmed a “sell” rating and set a $158.00 price objective on shares of Texas Instruments in a research report on Wednesday, July 23rd. Rosenblatt Securities dropped their price target on shares of Texas Instruments from $245.00 to $200.00 and set a “buy” rating for the company in a research report on Wednesday, October 22nd. Weiss Ratings restated a “hold (c+)” rating on shares of Texas Instruments in a research report on Wednesday, October 8th. Stifel Nicolaus set a $170.00 price target on Texas Instruments in a research note on Wednesday, October 22nd. Finally, The Goldman Sachs Group lowered their price objective on Texas Instruments from $230.00 to $200.00 and set a “buy” rating on the stock in a research report on Wednesday, October 22nd. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have issued a Hold rating and six have given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $191.67.

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.