Mitsubishi UFJ Asset Management Co. Ltd. Buys 456,443 Shares of Texas Instruments Incorporated $TXN

Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 10.0% during the 3rd quarter, Holdings Channel.com reports. The fund owned 5,033,746 shares of the semiconductor company’s stock after purchasing an additional 456,443 shares during the quarter. Texas Instruments accounts for approximately 0.7% of Mitsubishi UFJ Asset Management Co. Ltd.’s portfolio, making the stock its 25th largest position. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Texas Instruments were worth $924,850,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Norges Bank bought a new stake in Texas Instruments in the 2nd quarter worth $2,836,310,000. Soundwatch Capital LLC lifted its holdings in 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 worth $617,503,000 after buying an additional 2,972,491 shares during the period. Vanguard Group Inc. grew its position in shares of Texas Instruments by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock worth $19,816,773,000 after buying an additional 1,426,360 shares during the last quarter. Corient Private Wealth LLC raised its holdings in shares of Texas Instruments by 94.9% during the second quarter. Corient Private Wealth LLC now owns 2,517,451 shares of the semiconductor company’s stock valued at $522,559,000 after acquiring an additional 1,225,524 shares in the last quarter. Finally, State Street Corp raised its holdings in shares of Texas Instruments by 2.6% during the second quarter. State Street Corp now owns 43,325,014 shares of the semiconductor company’s stock valued at $8,995,139,000 after acquiring an additional 1,084,364 shares in the last quarter. Institutional investors own 84.99% of the company’s stock.

Analyst Ratings Changes

TXN has been the topic of a number of research analyst reports. Stifel Nicolaus boosted their price objective on shares of Texas Instruments from $200.00 to $215.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. Susquehanna boosted their price target on shares of Texas Instruments from $200.00 to $225.00 and gave the company a “positive” rating in a research report on Thursday, January 22nd. BNP Paribas Exane upgraded shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a report on Thursday, January 22nd. Weiss Ratings reiterated a “hold (c)” rating on shares of Texas Instruments in a report on Monday, December 29th. Finally, Rosenblatt Securities restated a “buy” rating and issued a $240.00 target price on shares of Texas Instruments in a research note on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have assigned a Hold rating and five have given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $214.77.

Texas Instruments Stock Up 0.3%

TXN stock opened at $213.90 on Thursday. The stock has a market capitalization of $194.12 billion, a P/E ratio of 39.32, a P/E/G ratio of 1.92 and a beta of 1.01. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.83. Texas Instruments Incorporated has a 1-year low of $139.95 and a 1-year high of $231.32. The business has a fifty day moving average price of $200.05 and a 200-day moving average price of $185.97.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. The company had revenue of $4.42 billion for the quarter, compared to analysts’ expectations of $4.44 billion. During the same period in the previous year, the business earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Equities analysts forecast that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 30th were issued a $1.42 dividend. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.68 annualized dividend and a dividend yield of 2.7%. Texas Instruments’s payout ratio is presently 104.41%.

More Texas Instruments News

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

• Positive Sentiment: Cantor Fitzgerald raised its TXN price target to $250 (from $225) while keeping a Neutral rating, citing a balanced earnings outlook — this lifts perceived upside and supports higher valuation expectations. Cantor Fitzgerald Lifts Texas Instruments (TXN) Target, Sees Balanced Earnings Outlook
• Positive Sentiment: MarketBeat highlights TXN as a cornerstone of an industrial semiconductor “supercycle,” noting strong dividends, rising analyst coverage and bullish early-2026 price action — a thematic tailwind for longer-term demand and investor flows. 3 Industrial Chip Stocks Riding a New Semiconductor Supercycle in 2026
• Neutral Sentiment: TI CEO Haviv Ilan will speak at the Morgan Stanley Technology, Media & Telecom Conference on March 4 — a scheduled investor forum that could clarify strategy, market exposure and near-term outlook but is unlikely to produce immediate surprises. TI CEO Haviv Ilan to speak at Morgan Stanley investor conference
• Neutral Sentiment: Seeking Alpha published TI’s capital-management presentation and a transcript on capital allocation and free-cash-flow goals — useful detail for income and buyback-focused investors but not an immediate price driver absent new policy changes. Texas Instruments Incorporated (TXN) Capital Management – Presentation
• Neutral Sentiment: Coverage shows analyst divergence (some conflicted takes across outlets) — mixed opinions mean headline moves may be muted unless a consensus outlook shifts materially. Analysts Conflicted on These Technology Names: Block (XYZ) and Texas Instruments (TXN)
• Negative Sentiment: Madison Investments flagged that TXN shares fell earlier due to expectations of a quicker industry recovery (positioning shifts) — a reminder that cyclical re-rating and relative underperformance vs. the Dow can prompt short-term selling despite solid fundamentals. Texas Instruments (TXN) Fell Due to Quicker Recovery Expectation

Insider Activity at Texas Instruments

In other news, CFO Rafael R. Lizardi sold 7,096 shares of the stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $230.78, for a total value of $1,637,614.88. Following the transaction, the chief financial officer owned 85,454 shares in the company, valued at $19,721,074.12. This represents a 7.67% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Mark A. Blinn sold 3,144 shares of the firm’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $221.58, for a total transaction of $696,647.52. Following the completion of the transaction, the director directly owned 11,670 shares in the company, valued at approximately $2,585,838.60. The trade was a 21.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 114,284 shares of company stock valued at $25,531,935 in the last 90 days. 0.57% of the stock is owned by company insiders.

Texas Instruments Company Profile

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.