Townsquare Capital LLC reduced its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 62.5% during the 3rd quarter, Holdings Channel.com reports. The firm owned 3,324 shares of the semiconductor company’s stock after selling 5,529 shares during the quarter. Townsquare Capital LLC’s holdings in Texas Instruments were worth $611,000 as of its most recent filing with the SEC.
A number of other institutional investors have also modified their holdings of TXN. Vanguard Group Inc. raised its position in Texas Instruments by 1.5% during the second quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock valued at $19,816,773,000 after acquiring an additional 1,426,360 shares in the last quarter. State Street Corp grew its stake in shares of Texas Instruments by 2.6% during the 2nd quarter. State Street Corp now owns 43,325,014 shares of the semiconductor company’s stock worth $8,995,139,000 after purchasing an additional 1,084,364 shares during the period. Geode Capital Management LLC increased its holdings in shares of Texas Instruments by 1.3% during the 2nd quarter. Geode Capital Management LLC now owns 22,224,770 shares of the semiconductor company’s stock valued at $4,595,478,000 after purchasing an additional 279,755 shares in the last quarter. Invesco Ltd. lifted its stake in shares of Texas Instruments by 3.3% in the 2nd quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock valued at $2,920,862,000 after purchasing an additional 443,738 shares during the period. Finally, Norges Bank purchased a new stake in Texas Instruments during the second quarter worth $2,836,310,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.
Insider Transactions at Texas Instruments
In related news, Director Ronald Kirk sold 9,990 shares of the company’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $162.33, for a total transaction 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 represents a 40.08% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Christine Witzsche sold 1,000 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the vice president directly owned 20,821 shares in the company, valued at $3,421,098.51. This trade represents a 4.58% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.57% of the company’s stock.
Analysts Set New Price Targets
Check Out Our Latest Stock Analysis on TXN
Key Texas Instruments News
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: Multiple brokerages raised ratings or price targets this morning (signals of renewed analyst confidence). Rosenblatt and Benchmark issued bullish notes calling for further upside; Truist raised its price target to $225; TD Cowen to $240; Jefferies to $210; Stifel to $215; Mizuho nudged its target; and Bank of America upgraded the stock. These calls reinforce the re-rating narrative around TXN. Read More. Read More. Read More. Read More. Read More. Read More. Read More. Read More.
- Positive Sentiment: Corporate outlook and segment mix point to durable growth: management highlighted strong momentum in Industrial, Automotive and especially Data Center (Data Center up sharply year-over-year), prompting a re-rating of TXN as exposure to AI/infrastructure grows. Analysts are framing the guidance as proof of strengthening demand. Read More. Read More.
- Positive Sentiment: Heavy call-option activity and speculative positioning — nearly 395k calls traded in a day — indicates elevated bullish interest from options traders and can amplify short-term upside if momentum resumes. Read More.
- Neutral Sentiment: Analyst divergences: while many shops raised targets, price targets vary widely (street-highs vs. some lower estimates), so consensus is shifting but not yet uniform — watch follow-up revisions. Read More.
- Negative Sentiment: Q4 results had small topline and EPS misses and included a non-cash impairment and some gross-margin pressure — items that could justify near-term profit-taking or keep some traders cautious despite upbeat guidance. Read More.
Texas Instruments Price Performance
Shares of Texas Instruments stock opened at $215.55 on Friday. The stock has a market capitalization of $195.85 billion, a P/E ratio of 39.62, a PEG ratio of 2.01 and a beta of 1.00. The business has a 50 day simple moving average of $183.05 and a two-hundred day simple moving average of $182.73. Texas Instruments Incorporated has a 12 month low of $139.95 and a 12 month high of $222.00. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.90.
Texas Instruments (NASDAQ:TXN – Get Free Report) last issued its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing the consensus estimate of $1.29 by ($0.02). The firm had revenue of $4.42 billion for the quarter, compared to analysts’ expectations of $4.44 billion. Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.During the same quarter in the previous year, the firm posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, analysts predict that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.
Texas Instruments Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th will be paid a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend is Friday, January 30th. Texas Instruments’s dividend payout ratio (DPR) is currently 104.41%.
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.
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