Meiji Yasuda Asset Management Co Ltd. grew its position in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 3.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 65,471 shares of the semiconductor company’s stock after purchasing an additional 2,334 shares during the period. Meiji Yasuda Asset Management Co Ltd.’s holdings in Texas Instruments were worth $11,359,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Vanguard Group Inc. increased its stake in Texas Instruments by 1.0% during the third quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock worth $17,720,020,000 after purchasing an additional 998,658 shares during the period. State Street Corp increased its stake in Texas Instruments by 0.5% during the third quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock worth $8,002,381,000 after purchasing an additional 230,098 shares during the period. Invesco Ltd. increased its stake in Texas Instruments by 16.8% during the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock worth $3,019,603,000 after purchasing an additional 2,366,695 shares during the period. Alliancebernstein L.P. increased its stake in Texas Instruments by 2.7% during the third quarter. Alliancebernstein L.P. now owns 11,557,813 shares of the semiconductor company’s stock worth $2,123,517,000 after purchasing an additional 305,022 shares during the period. Finally, Amundi increased its stake in Texas Instruments by 61.0% during the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock worth $1,717,240,000 after purchasing an additional 3,580,147 shares during the period. 84.99% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Upgrades and Downgrades
A number of analysts have recently weighed in on TXN shares. Stifel Nicolaus set a $340.00 price objective on Texas Instruments in a research report on Friday, May 15th. Susquehanna reaffirmed a “positive” rating and set a $300.00 price objective on shares of Texas Instruments in a research report on Thursday, April 23rd. BNP Paribas Exane raised Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. UBS Group upped their price objective on Texas Instruments from $260.00 to $295.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. Finally, KeyCorp upped their target price on shares of Texas Instruments from $240.00 to $325.00 and gave the stock an “overweight” rating in a research note on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat, Texas Instruments has an average rating of “Hold” and a consensus price target of $263.65.
Insider Buying and Selling
In other Texas Instruments news, VP Mohammad Yunus sold 51,098 shares of the firm’s stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $270.44, for a total transaction of $13,818,943.12. Following the transaction, the vice president owned 52,856 shares of the company’s stock, valued at approximately $14,294,376.64. This trade represents a 49.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Haviv Ilan sold 20,000 shares of the firm’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $280.32, for a total value of $5,606,400.00. Following the transaction, the chief executive officer directly owned 204,339 shares in the company, valued at approximately $57,280,308.48. The trade was a 8.92% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 303,475 shares of company stock valued at $85,666,638 over the last three months. 0.60% of the stock is currently owned by insiders.
Texas Instruments Stock Performance
NASDAQ:TXN opened at $298.39 on Friday. The firm has a market capitalization of $271.56 billion, a PE ratio of 51.09, a price-to-earnings-growth ratio of 1.53 and a beta of 1.31. The business’s fifty day moving average price is $236.29 and its 200 day moving average price is $205.49. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $310.29.
Texas Instruments (NASDAQ:TXN – Get Free Report) last announced its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating the consensus estimate of $1.37 by $0.31. The company had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm’s revenue was up 18.6% on a year-over-year basis. During the same period in the prior year, the firm posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, sell-side analysts anticipate that Texas Instruments Incorporated will post 7.69 earnings per share for the current fiscal year.
Texas Instruments Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were paid a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 1.9%. The ex-dividend date was Tuesday, May 5th. Texas Instruments’s dividend payout ratio is currently 97.26%.
About Texas Instruments
Texas Instruments Inc (NASDAQ: TXN) is a global semiconductor company headquartered in Dallas, Texas, that designs and manufactures analog and embedded processing chips. The company’s products are used across a wide range of end markets, including industrial, automotive, personal electronics, communications and enterprise equipment. TI’s business emphasizes components that condition, convert, manage and move electrical signals—capabilities that are foundational to modern electronic systems.
TI’s product portfolio includes a broad array of analog integrated circuits—such as power management, amplifiers, data converters and interface devices—as well as embedded processors and microcontrollers used to control systems and run real-time applications.
Recommended Stories
- Five stocks we like better than Texas Instruments
- Meta Platforms 10% Layoff Raises a Bigger Question About AI Spending
- As Small-Cap Outperformance Continues, These 2 ETFs Provide Exposure
- Silicon Shake-Up: The AI Trade Is Moving Beyond NVIDIA
- The Silver Lining of Last Week’s Hims & Hers Earnings Miss
Want to see what other hedge funds are holding TXN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Texas Instruments Incorporated (NASDAQ:TXN – Free Report).
Receive News & Ratings for Texas Instruments Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Texas Instruments and related companies with MarketBeat.com's FREE daily email newsletter.
