Willis Investment Counsel Sells 32,670 Shares of Texas Instruments Incorporated $TXN

Willis Investment Counsel cut its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 13.8% during the third quarter, Holdings Channel reports. The fund owned 204,331 shares of the semiconductor company’s stock after selling 32,670 shares during the period. Texas Instruments makes up about 2.5% of Willis Investment Counsel’s portfolio, making the stock its 7th biggest position. Willis Investment Counsel’s holdings in Texas Instruments were worth $57,231,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of TXN. BlackRock Inc. acquired a new stake in shares of Texas Instruments in the second quarter valued at $24,607,313,000. Bank of New York Mellon Corp lifted its position in Texas Instruments by 33.6% during the 1st quarter. Bank of New York Mellon Corp now owns 16,402,834 shares of the semiconductor company’s stock worth $3,184,446,000 after buying an additional 4,129,601 shares in the last quarter. Bank of America Corp DE acquired a new position in Texas Instruments during the 2nd quarter worth about $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 worth $3,621,302,000 after acquiring an additional 177,511 shares during the last quarter. Finally, Amundi grew its holdings in Texas Instruments by 9.0% during the 1st quarter. Amundi now owns 9,064,214 shares of the semiconductor company’s stock worth $1,759,727,000 after acquiring an additional 752,139 shares during the last quarter. 84.99% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Texas Instruments

In related news, VP Tsedeniya Abraham sold 7,000 shares of the business’s stock in a transaction that occurred on 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 directly 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 filing with the SEC, which is available at this link. 0.60% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

TXN has been the subject of several research reports. TD Cowen lowered their price objective on shares of Texas Instruments from $340.00 to $330.00 and set a “buy” rating for the company in a research report on Monday. Arete Research reduced their target price on shares of Texas Instruments from $405.00 to $381.00 and set a “buy” rating on the stock in a research report on Thursday, August 20th. Mizuho increased their price target on shares of Texas Instruments from $300.00 to $305.00 and gave the company a “neutral” rating in a research note on Thursday, July 23rd. Wells Fargo & Company decreased their price target on shares of Texas Instruments from $310.00 to $300.00 and set an “equal weight” rating on the stock in a research note on Tuesday. Finally, KeyCorp raised their price target on shares of Texas Instruments from $390.00 to $400.00 and gave the company an “overweight” rating in a report on Thursday, July 23rd. Sixteen research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $302.88.

Texas Instruments Trading Up 0.9%

Texas Instruments stock traded up $2.48 during mid-day trading on Tuesday, hitting $278.63. The stock had a trading volume of 2,165,034 shares, compared to its average volume of 7,534,057. The stock has a 50-day simple moving average of $271.67 and a two-hundred day simple moving average of $277.63. The stock has a market capitalization of $254.46 billion, a PE ratio of 42.40, a P/E/G ratio of 1.54 and a beta of 1.35. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $334.03. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, topping analysts’ consensus estimates of $1.91 by $0.23. The firm had revenue of $5.46 billion during the quarter, compared to analyst estimates of $5.26 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%. The company’s revenue was up 22.8% on a year-over-year basis. During the same period last year, the company earned $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, sell-side analysts forecast that Texas Instruments Incorporated will post 8.48 EPS for the current year.

Texas Instruments Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, November 10th. Stockholders of record on Friday, October 30th will be given a dividend of $1.52 per share. The ex-dividend date is Friday, October 30th. This represents a $6.08 annualized dividend and a dividend yield of 2.2%. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.42. Texas Instruments’s dividend payout ratio is presently 86.45%.

Key Texas Instruments News

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

• Positive Sentiment: UBS named TXN a top pick as it expects an upswing in the analog semiconductor cycle, suggesting improving industrial and automotive demand could support future growth. UBS Identifies TXN as Top Pick Amid Upswing in Analog Chip Cycle
• Positive Sentiment: KeyCorp raised its third-quarter earnings forecast for Texas Instruments, reinforcing expectations for a recovery in the company’s core analog and embedded markets. Texas Instruments Q3 Earnings Forecast Raised by KeyCorp
• Positive Sentiment: TD Cowen maintained a “buy” rating and kept its revised $330 price target above the current trading level. Although the target was reduced from $340, the analyst still sees meaningful upside.
• Positive Sentiment: Growth and dividend narratives remain supportive. Zacks highlighted TXN’s favorable growth characteristics, while recent coverage points to its durable analog-chip franchise, recurring demand and history of dividend growth. Here’s Why Texas Instruments Is a Strong Growth Stock
• Neutral Sentiment: Investors are focused on the earnings report due after the close Wednesday. The key issues will be whether industrial demand is recovering, whether automotive and data-center markets remain resilient, and how management characterizes the analog-chip cycle. Texas Instruments and Lam Research Report Earnings
• Negative Sentiment: Wells Fargo lowered its price target to $300 from $310 and retained an “equal weight” rating, signaling limited conviction despite some potential upside.
• Negative Sentiment: ETF selling and valuation concerns may weigh on TXN. Recent ETF net selling adds technical pressure, while comparisons with Broadcom and Sandisk highlight TXN’s relatively demanding valuation and questions about dividend coverage and cash-flow growth.

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.