Texas Instruments Incorporated $TXN Stock Position Reduced by Baird Financial Group Inc.

Baird Financial Group Inc. decreased its position in Texas Instruments Incorporated (NASDAQ:TXN) by 14.3% in the 2nd quarter, Holdings Channel.com reports. The fund owned 347,249 shares of the semiconductor company’s stock after selling 57,789 shares during the period. Baird Financial Group Inc.’s holdings in Texas Instruments were worth $72,096,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in TXN. Norges Bank acquired a new position in Texas Instruments in the second quarter worth $2,836,310,000. Nuveen LLC bought a new position in shares of Texas Instruments in the 1st quarter worth about $711,387,000. Soundwatch Capital LLC boosted its holdings in shares of Texas Instruments by 174,339.6% in the 2nd quarter. Soundwatch Capital LLC now owns 2,974,196 shares of the semiconductor company’s stock valued at $617,503,000 after buying an additional 2,972,491 shares during the period. Price T Rowe Associates Inc. MD boosted its holdings in shares of Texas Instruments by 20.6% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 13,197,863 shares of the semiconductor company’s stock valued at $2,371,657,000 after buying an additional 2,257,086 shares during the period. Finally, Assenagon Asset Management S.A. grew its position in shares of Texas Instruments by 117.1% during the 2nd quarter. Assenagon Asset Management S.A. now owns 3,500,474 shares of the semiconductor company’s stock valued at $726,768,000 after buying an additional 1,888,354 shares during the last quarter. 84.99% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on TXN. Cantor Fitzgerald cut their target price on shares of Texas Instruments from $200.00 to $170.00 and set a “neutral” rating on the stock in a report on Wednesday, October 22nd. Mizuho set a $145.00 price target on Texas Instruments in a research report on Wednesday, October 22nd. Susquehanna reduced their price objective on Texas Instruments from $240.00 to $200.00 and set a “positive” rating for the company in a research report on Wednesday, October 22nd. TD Cowen lowered their price objective on Texas Instruments from $210.00 to $200.00 and set a “buy” rating for the company in a research note on Wednesday, October 22nd. Finally, Bank of America lowered Texas Instruments from a “neutral” rating to an “underperform” rating and dropped their target price for the stock from $208.00 to $190.00 in a research report on Monday, October 13th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have given a Hold rating and six have assigned a Sell rating to the stock. According to MarketBeat.com, Texas Instruments currently has an average rating of “Hold” and a consensus price target of $191.67.

Insider Activity at Texas Instruments

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

Texas Instruments Price Performance

Shares of NASDAQ TXN opened at $180.12 on Friday. The stock has a market cap of $163.66 billion, a P/E ratio of 32.93, a P/E/G ratio of 3.24 and a beta of 1.01. The firm’s 50-day simple moving average is $169.50 and its 200 day simple moving average is $186.45. 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 quick ratio of 2.90, a current ratio of 4.45 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 analysts’ consensus estimates of $1.48. Texas Instruments had a net margin of 29.21% and a return on equity of 30.41%. The firm had revenue of $4.74 billion during the quarter, compared to analyst estimates of $4.65 billion. During the same quarter in the prior year, the firm posted $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. Equities analysts expect that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, November 12th. Investors of record on Friday, October 31st were 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 dividend on an annualized basis and a dividend yield of 3.2%. The ex-dividend date was Friday, October 31st. Texas Instruments’s dividend payout ratio (DPR) is 103.84%.

Texas Instruments 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.