Texas Instruments Incorporated $TXN Stock: Parcion Private Wealth LLC Increases Position

Parcion Private Wealth LLC increased its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 114.4% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 5,235 shares of the semiconductor company’s stock after acquiring an additional 2,793 shares during the period. Parcion Private Wealth LLC’s holdings in Texas Instruments were worth $1,466,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. BlackRock Inc. acquired a new position in shares of Texas Instruments during the second quarter worth $24,607,313,000. Bank of New York Mellon Corp purchased a new position in shares of Texas Instruments in the second quarter valued at $4,488,666,000. Bank of America Corp DE acquired a new stake in Texas Instruments during the 2nd quarter valued at $3,700,842,000. Van ECK Associates Corp grew its holdings in Texas Instruments by 1.5% during the 2nd quarter. Van ECK Associates Corp now owns 12,149,167 shares of the semiconductor company’s stock valued at $3,621,302,000 after purchasing an additional 177,511 shares in the last quarter. Finally, Primecap Management Co. CA acquired a new stake in Texas Instruments during the 2nd quarter valued at $2,538,063,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments News Summary

Here are the key news stories impacting Texas Instruments this week:

• Positive Sentiment: Strong quarterly performance supports the investment case. Texas Instruments reported approximately $6.06 billion in revenue, up 27.7% year over year, while EPS of $2.62 exceeded the $2.40 consensus estimate. The company also guided for fourth-quarter revenue of $5.80 billion to $6.30 billion and EPS of $2.45 to $2.79. Texas Instruments Reports Revenue Growth
• Positive Sentiment: Dividend growth and ETF buying provide support. TXN raised its quarterly dividend to $1.52 from $1.42, equivalent to $6.08 annually and a yield of roughly 1.9%. Reports also indicated that ETFs bought about $37 million of shares on October 26, while 41 ETFs added TXN on October 27. Texas Instruments Dividend Comparison
• Neutral Sentiment: Analyst views are constructive but cautious. DZ Bank raised TXN to “Hold,” with a $300 price target. The broader analyst consensus remains “Moderate Buy,” although several firms maintain neutral, underweight or sell ratings and valuation targets vary widely. DZ Bank Raises Texas Instruments to Hold
• Negative Sentiment: Valuation is making investors question further upside. Articles from Trefis and Yahoo Finance focus on whether TXN’s elevated earnings multiple can be justified by future free cash flow, particularly as the company continues investing heavily in manufacturing capacity. Should You Buy Texas Instruments Stock Now or Wait?
• Negative Sentiment: Multiple directors sold shares. Directors Janet Clark, Robert Sanchez and Pamela Patsley sold a combined 14,903 shares near $302 per share, reducing their individual holdings by approximately 12% to 28%. Although these transactions may reflect personal financial decisions, they add a cautionary signal while TXN trades near its highs. Texas Instruments Insider Selling

Insider Activity at Texas Instruments

In other news, Director Ronald Kirk sold 6,065 shares of the business’s stock in a transaction dated Thursday, October 29th. The shares were sold at an average price of $310.39, for a total value of $1,882,515.35. Following the completion of the sale, the director owned 15,462 shares of the company’s stock, valued at approximately $4,799,250.18. The trade was a 28.17% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Tsedeniya Abraham sold 7,000 shares of the company’s stock in a transaction dated Thursday, August 27th. The shares were 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 in the company, valued at approximately $6,134,388.03. This trade represents a 23.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 27,968 shares of company stock worth $8,236,892 over the last 90 days. Company insiders own 0.60% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on TXN. Benchmark lifted their price target on shares of Texas Instruments from $315.00 to $360.00 and gave the stock a “buy” rating in a research note on Thursday, July 23rd. Susquehanna reissued a “positive” rating on shares of Texas Instruments in a research report on Thursday, October 22nd. Mizuho decreased their price objective on shares of Texas Instruments from $305.00 to $290.00 and set a “neutral” rating for the company in a research report on Thursday, October 22nd. Sanford C. Bernstein raised their target price on Texas Instruments from $250.00 to $290.00 and gave the company a “market perform” rating in a research note on Thursday, July 23rd. Finally, JPMorgan Chase & Co. lifted their target price on Texas Instruments from $340.00 to $365.00 and gave the stock an “overweight” rating in a research report on Thursday, October 22nd. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $315.37.

Texas Instruments Stock Performance

Texas Instruments stock opened at $300.84 on Friday. The stock has a market cap of $274.90 billion, a P/E ratio of 39.02, a price-to-earnings-growth ratio of 1.49 and a beta of 1.35. The company has a current ratio of 5.59, a quick ratio of 4.05 and a debt-to-equity ratio of 0.67. The stock has a 50 day moving average of $275.66 and a 200-day moving average of $258.76. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 earnings per share for the quarter, topping analysts’ consensus estimates of $2.40 by $0.22. The business had revenue of $6.05 billion during the quarter, compared to the consensus estimate of $5.94 billion. Texas Instruments had a net margin of 34.25% and a return on equity of 40.51%. The business’s quarterly revenue was up 27.7% compared to the same quarter last year. During the same quarter last year, the company earned $1.48 earnings per share. On average, analysts expect that Texas Instruments Incorporated will post 8.89 EPS for the current fiscal year.

Texas Instruments Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 10th. Shareholders of record on Friday, October 30th will be issued a dividend of $1.52 per share. The ex-dividend date of this dividend is Friday, October 30th. This represents a $6.08 annualized dividend and a yield of 2.0%. This is an increase from Texas Instruments’s previous quarterly dividend of $1.42. Texas Instruments’s dividend payout ratio (DPR) is 73.67%.

Texas Instruments Company Profile

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.