13,652 Texas Instruments Incorporated $TXN Shares Purchased by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. increased its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 116.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,350 shares of the semiconductor company’s stock after acquiring an additional 13,652 shares during the quarter. Jefferies Financial Group Inc.’s holdings in Texas Instruments were worth $7,100,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the company. BlackRock Inc. acquired a new stake in Texas Instruments in the second quarter valued at approximately $24,607,313,000. Bank of New York Mellon Corp purchased a new position in Texas Instruments in the second quarter worth $4,488,666,000. Bank of America Corp DE acquired a new position in shares of Texas Instruments during the second quarter worth $3,700,842,000. Primecap Management Co. CA acquired a new position in shares of Texas Instruments during the second quarter worth $2,538,063,000. Finally, Legal & General Group Plc acquired a new position in shares of Texas Instruments during the second quarter worth $1,918,277,000. Institutional investors own 84.99% of the company’s stock.

Key Headlines Impacting Texas Instruments

Here are a few of the latest headlines about TXN:

• Positive Sentiment: Potential pricing tailwind: Tight chip supply and firmer demand could let Texas Instruments raise prices in 2027 and improve profitability. The benefit may depend on customers accepting the increases. Article: Will Texas Instruments’ 2027 Pricing Strategy Lift Profitability?
• Neutral Sentiment: ETF buying offers a demand signal, not a business catalyst: ETFs reportedly added $365.9 million of TXN shares on Monday, indicating institutional fund demand, though this does not by itself establish a change in fundamentals. Article: 42 ETFs Add to Texas Instruments
• Negative Sentiment: Valuation is a key risk: After a 121.3% three-year return, investors are questioning whether TXN’s current market value is justified by the cash the business can generate. That concern could limit further gains if growth or cash-flow expectations disappoint. Article: Texas Instruments Stock Looks Fully Valued After Fresh Embedded AI News

Wall Street Analyst Weigh In

Several analysts have recently commented on the company. UBS Group decreased their price objective on Texas Instruments from $380.00 to $360.00 and set a “buy” rating for the company in a report on Thursday, October 22nd. TD Cowen dropped their target price on Texas Instruments from $340.00 to $330.00 and set a “buy” rating on the stock in a research note on Monday, October 19th. Zacks Research raised Texas Instruments from a “hold” rating to a “strong-buy” rating in a research report on Thursday, October 22nd. Freedom Broker raised Texas Instruments from a “hold” rating to a “buy” rating and upped their target price for the company from $260.00 to $330.00 in a research report on Thursday, October 22nd. Finally, Wells Fargo & Company decreased their price target on Texas Instruments from $310.00 to $300.00 and set an “equal weight” rating for the company in a research note on Tuesday, October 20th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Texas Instruments currently has an average rating of “Moderate Buy” and an average price target of $315.37.

Texas Instruments Price Performance

NASDAQ TXN opened at $312.48 on Friday. The company has a market cap of $285.53 billion, a price-to-earnings ratio of 40.53, a PEG ratio of 1.52 and a beta of 1.39. The company has a debt-to-equity ratio of 0.67, a current ratio of 5.59 and a quick ratio of 4.05. The stock’s fifty day moving average price is $282.88 and its 200 day moving average price is $263.61. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $334.03.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 EPS for the quarter, topping analysts’ consensus estimates of $2.40 by $0.22. The company had revenue of $6.05 billion during the quarter, compared to analysts’ expectations of $5.94 billion. Texas Instruments had a return on equity of 40.51% and a net margin of 34.25%. The firm’s revenue was up 27.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.48 EPS. As a group, equities research analysts forecast that Texas Instruments Incorporated will post 8.97 earnings per share for the current year.

Texas Instruments Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, November 10th. Stockholders of record on Friday, October 30th were paid a $1.52 dividend. The ex-dividend date was Friday, October 30th. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.42. This represents a $6.08 annualized dividend and a dividend yield of 1.9%. Texas Instruments’s dividend payout ratio (DPR) is 78.86%.

Insider Transactions at Texas Instruments

In related news, VP Tsedeniya Abraham sold 7,000 shares of Texas Instruments stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the completion of the sale, the vice president owned 23,181 shares of the company’s stock, valued at $6,134,388.03. The trade was a 23.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Janet Clark sold 4,306 shares of Texas Instruments stock in a transaction dated Tuesday, October 27th. The stock was sold at an average price of $302.46, for a total value of $1,302,392.76. Following the sale, the director directly owned 11,341 shares of the company’s stock, valued at $3,430,198.86. This trade represents a 27.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 27,968 shares of company stock valued at $8,236,892. 0.60% of the stock is owned by company insiders.

About Texas Instruments

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems. The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.