Jensen Investment Management Inc. Sells 1,157,379 Shares of Texas Instruments Incorporated $TXN

Jensen Investment Management Inc. decreased its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 98.6% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 16,727 shares of the semiconductor company’s stock after selling 1,157,379 shares during the period. Jensen Investment Management Inc.’s holdings in Texas Instruments were worth $3,473,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of TXN. Dagco Inc. purchased a new stake in Texas Instruments in the first quarter worth approximately $32,000. CBIZ Investment Advisory Services LLC boosted its stake in shares of Texas Instruments by 67.6% in the 1st quarter. CBIZ Investment Advisory Services LLC now owns 186 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 75 shares in the last quarter. LGT Financial Advisors LLC grew its holdings in shares of Texas Instruments by 328.9% during the 2nd 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 during the last quarter. Mid American Wealth Advisory Group Inc. purchased a new position in Texas Instruments in the 2nd quarter worth $40,000. Finally, N.E.W. Advisory Services LLC bought a new stake in Texas Instruments in the first quarter worth $42,000. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts recently issued reports on the company. Truist Financial reduced their price target on Texas Instruments from $196.00 to $175.00 and set a “hold” rating on the stock in a research report on Wednesday, October 22nd. Rosenblatt Securities decreased their target price on shares of Texas Instruments from $245.00 to $200.00 and set a “buy” rating on the stock in a research note on Wednesday, October 22nd. The Goldman Sachs Group dropped their price target on shares of Texas Instruments from $230.00 to $200.00 and set a “buy” rating for the company in a research report on Wednesday, October 22nd. Robert W. Baird set a $195.00 price objective on shares of Texas Instruments and gave the company an “outperform” rating in a research report on Wednesday, October 22nd. Finally, Seaport Res Ptn upgraded shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a report on Monday, July 21st. Two equities research 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 stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $191.67.

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, VP Christine Witzsche sold 1,000 shares of the company’s stock in a transaction dated Thursday, November 13th. The stock was sold at an average price of $164.31, for a total value of $164,310.00. Following the completion of the sale, the vice president owned 20,821 shares in the company, valued at $3,421,098.51. This represents a 4.58% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, 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 transaction of $308,025.00. Following the sale, the vice president owned 38,883 shares in the company, valued at approximately $7,984,624.05. The trade was a 3.71% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.57% of the stock is currently owned by insiders.

Texas Instruments Stock Performance

Shares of TXN stock opened at $159.33 on Friday. The company has a market capitalization of $144.77 billion, a price-to-earnings ratio of 29.13, a price-to-earnings-growth ratio of 3.05 and a beta of 1.02. The company has a debt-to-equity ratio of 0.81, a quick ratio of 2.90 and a current ratio of 4.45. Texas Instruments Incorporated has a one year low of $139.95 and a one year high of $221.69. The company’s 50-day moving average is $174.23 and its 200 day moving average is $187.32.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data 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 for the quarter, compared to analysts’ expectations of $4.65 billion. During the same period in the prior year, the firm posted $1.44 EPS. The firm’s quarterly revenue was up 14.2% on a year-over-year basis. Texas Instruments has set its Q4 2025 guidance at 1.130-1.390 EPS. Sell-side analysts expect that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, November 12th. Stockholders of record on Friday, October 31st were paid a $1.42 dividend. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.36. The ex-dividend date was Friday, October 31st. This represents a $5.68 annualized dividend and a dividend yield of 3.6%. Texas Instruments’s dividend payout ratio (DPR) is currently 103.84%.

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.