Texas Instruments Incorporated $TXN Shares Acquired by University of Texas Texas AM Investment Management Co.

University of Texas Texas AM Investment Management Co. increased its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 47.7% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 79,729 shares of the semiconductor company’s stock after acquiring an additional 25,756 shares during the quarter. Texas Instruments makes up 2.8% of University of Texas Texas AM Investment Management Co.’s holdings, making the stock its 7th largest holding. University of Texas Texas AM Investment Management Co.’s holdings in Texas Instruments were worth $22,331,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of TXN. BlackRock Inc. purchased a new stake in shares of Texas Instruments during the second quarter valued at $24,607,313,000. Bank of New York Mellon Corp acquired a new position in shares of Texas Instruments in the 2nd quarter valued at $4,488,666,000. Bank of America Corp DE acquired a new position in shares of Texas Instruments in the 2nd quarter valued at $3,700,842,000. Van ECK Associates Corp boosted its position in shares of Texas Instruments by 1.5% in 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 during the period. Finally, Primecap Management Co. CA purchased a new position in Texas Instruments in the 2nd quarter worth about $2,538,063,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several analysts have issued reports on the company. Wall Street Zen upgraded Texas Instruments from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. Jefferies Financial Group upped their price objective on shares of Texas Instruments from $260.00 to $300.00 and gave the company a “hold” rating in a research note on Thursday, October 22nd. Morgan Stanley raised their target price on shares of Texas Instruments from $255.00 to $278.00 and gave the stock an “underweight” rating in a report on Thursday, October 22nd. Mizuho dropped their target price on shares of Texas Instruments from $305.00 to $290.00 and set a “neutral” rating on the stock in a research report on Thursday, October 22nd. Finally, Stifel Nicolaus boosted their price target on shares of Texas Instruments from $360.00 to $370.00 and gave the company a “buy” rating in a report on Thursday, October 22nd. One 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 given a Sell rating to the company’s stock. According to MarketBeat, Texas Instruments currently has a consensus rating of “Moderate Buy” and an average price target of $315.37.

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, Director Janet Clark sold 4,306 shares of the company’s stock in a transaction that occurred on Tuesday, October 27th. The shares were sold at an average price of $302.46, for a total value of $1,302,392.76. Following the transaction, the director owned 11,341 shares in the company, valued at approximately $3,430,198.86. This represents a 27.52% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Robert Sanchez sold 6,065 shares of the company’s stock in a transaction that occurred on Tuesday, October 27th. The shares were sold at an average price of $302.21, for a total transaction of $1,832,903.65. Following the completion of the transaction, the director owned 21,600 shares in the company, valued at approximately $6,527,736. This represents a 21.92% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 27,968 shares of company stock valued at $8,236,892 in the last 90 days. Corporate insiders own 0.60% of the company’s stock.

Texas Instruments Price Performance

TXN opened at $277.36 on Monday. The stock has a fifty day moving average of $279.06 and a 200-day moving average of $261.41. The firm has a market capitalization of $253.44 billion, a P/E ratio of 35.97, a PEG ratio of 1.36 and a beta of 1.39. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $334.03. The company has a quick ratio of 4.05, a current ratio of 5.59 and a debt-to-equity ratio of 0.67.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 earnings per share for the quarter, beating analysts’ consensus estimates of $2.40 by $0.22. The business had revenue of $6.05 billion for the quarter, compared to the consensus estimate of $5.94 billion. Texas Instruments had a return on equity of 40.51% and a net margin of 34.25%. Texas Instruments’s revenue for the quarter was up 27.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.48 earnings per share. Equities analysts forecast that Texas Instruments Incorporated will post 8.97 EPS for the current fiscal year.

Texas Instruments Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 10th. Shareholders of record on Friday, October 30th will be given a dividend of $1.52 per share. This represents a $6.08 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date is Friday, October 30th. This is a boost from Texas Instruments’s previous quarterly dividend of $1.42. Texas Instruments’s dividend payout ratio is 78.86%.

Key Texas Instruments News

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

• Positive Sentiment: Zacks Research raised its Texas Instruments earnings estimates across multiple periods and maintained a “Strong-Buy” rating. It now projects EPS of $8.89 for FY2026, $10.78 for FY2027 and $12.33 for FY2028, suggesting improving expectations for earnings growth. Texas Instruments coverage
• Positive Sentiment: TI announced a compact, pre-certified multiprotocol Industrial Ethernet module and an IO-Link master aimed at connected factories. The products expand its industrial communications portfolio, though the announcement’s near-term financial impact is unclear. Product announcement
• Neutral Sentiment: TI priced $2.0 billion in senior unsecured notes to help finance its planned acquisition of Silicon Laboratories and transaction costs. The financing supports the deal but adds debt; investors will likely focus on the acquisition’s eventual returns. Debt and acquisition coverage
• Negative Sentiment: Recent weakness in TXN has been linked to a broad technology selloff and an AMD quantum-computing announcement that rattled analog-chip shares. These appear to be sector sentiment pressures rather than company-specific deterioration. Sector selloff coverage

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.