London Co. of Virginia Has $408.85 Million Holdings in Texas Instruments Incorporated $TXN

London Co. of Virginia lowered its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 2.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,969,214 shares of the semiconductor company’s stock after selling 49,500 shares during the quarter. Texas Instruments comprises approximately 2.3% of London Co. of Virginia’s investment portfolio, making the stock its 8th biggest position. London Co. of Virginia’s holdings in Texas Instruments were worth $408,852,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Norges Bank bought a new stake in shares of Texas Instruments during the 2nd quarter valued at $2,836,310,000. Soundwatch Capital LLC raised its stake in Texas Instruments by 174,339.6% in the second quarter. Soundwatch Capital LLC now owns 2,974,196 shares of the semiconductor company’s stock valued at $617,503,000 after purchasing an additional 2,972,491 shares in the last quarter. Price T Rowe Associates Inc. MD lifted its position in Texas Instruments by 20.6% during the first quarter. Price T Rowe Associates Inc. MD now owns 13,197,863 shares of the semiconductor company’s stock worth $2,371,657,000 after purchasing an additional 2,257,086 shares during the period. Assenagon Asset Management S.A. grew its stake in Texas Instruments by 117.1% during the second quarter. Assenagon Asset Management S.A. now owns 3,500,474 shares of the semiconductor company’s stock worth $726,768,000 after buying an additional 1,888,354 shares in the last quarter. Finally, Vanguard Group Inc. grew its stake in Texas Instruments by 1.5% during the second quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock worth $19,816,773,000 after buying an additional 1,426,360 shares in the last quarter. 84.99% of the stock is owned by institutional investors and hedge funds.

Texas Instruments Stock Performance

NASDAQ TXN opened at $179.42 on Friday. The firm’s fifty day moving average price is $169.32 and its two-hundred day moving average price is $186.39. The stock has a market cap of $163.02 billion, a PE ratio of 32.80, a PEG ratio of 3.22 and a beta of 1.01. Texas Instruments Incorporated has a fifty-two week low of $139.95 and a fifty-two week high of $221.69. 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 (NASDAQ:TXN) last announced its quarterly earnings results on Tuesday, October 21st. The semiconductor company reported $1.48 EPS for the quarter, meeting analysts’ consensus estimates of $1.48. Texas Instruments had a return on equity of 30.41% and a net margin of 29.21%.The company had revenue of $4.74 billion during the quarter, compared to analysts’ expectations of $4.65 billion. During the same period in the prior year, the company earned $1.44 EPS. Texas Instruments’s revenue 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. On average, equities analysts expect that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, November 12th. Stockholders of record on Friday, October 31st were paid a dividend of $1.42 per share. The ex-dividend date of this dividend was Friday, October 31st. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.36. This represents a $5.68 dividend on an annualized basis and a dividend yield of 3.2%. Texas Instruments’s payout ratio is 103.84%.

Insider Activity

In related news, Director Ronald Kirk sold 9,990 shares of Texas Instruments stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the sale, the director directly owned 14,937 shares in the company, valued at $2,424,723.21. This trade represents a 40.08% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Christine Witzsche sold 1,000 shares of the company’s stock in a transaction that occurred on Thursday, November 13th. The shares were sold at an average price of $164.31, for a total transaction of $164,310.00. Following the completion of the transaction, the vice president owned 20,821 shares of the company’s stock, valued at approximately $3,421,098.51. This trade represents a 4.58% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.57% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently commented on TXN. UBS Group set a $245.00 target price on shares of Texas Instruments and gave the company a “buy” rating in a research report on Wednesday, October 22nd. Citigroup lowered their price objective on shares of Texas Instruments from $260.00 to $235.00 and set a “buy” rating for the company in a research report on Thursday, October 16th. Mizuho set a $145.00 target price on Texas Instruments in a research note on Wednesday, October 22nd. JPMorgan Chase & Co. reduced their target price on Texas Instruments from $225.00 to $210.00 and set an “overweight” rating on the stock in a report on Wednesday, October 22nd. Finally, Susquehanna lowered their price target on Texas Instruments from $240.00 to $200.00 and set a “positive” rating for the company in a report on Wednesday, October 22nd. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have issued a Hold rating and six have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $191.67.

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.