Resona Asset Management Co. Ltd. Trims Stake in Texas Instruments Incorporated $TXN

Resona Asset Management Co. Ltd. lowered its position in Texas Instruments Incorporated (NASDAQ:TXN) by 3.8% during the 4th quarter, HoldingsChannel reports. The fund owned 307,868 shares of the semiconductor company’s stock after selling 12,089 shares during the period. Resona Asset Management Co. Ltd.’s holdings in Texas Instruments were worth $53,526,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Bogart Wealth LLC raised its stake in shares of Texas Instruments by 7.8% in the fourth quarter. Bogart Wealth LLC now owns 647 shares of the semiconductor company’s stock valued at $112,000 after acquiring an additional 47 shares during the period. Emerald Advisors LLC raised its stake in shares of Texas Instruments by 0.8% in the fourth quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company’s stock valued at $1,195,000 after acquiring an additional 52 shares during the period. Wagner Wealth Management LLC raised its stake in shares of Texas Instruments by 3.4% in the fourth quarter. Wagner Wealth Management LLC now owns 1,563 shares of the semiconductor company’s stock valued at $271,000 after acquiring an additional 52 shares during the period. McIlrath & Eck LLC grew its holdings in shares of Texas Instruments by 16.5% in the fourth quarter. McIlrath & Eck LLC now owns 381 shares of the semiconductor company’s stock worth $66,000 after purchasing an additional 54 shares during the last quarter. Finally, BOS Asset Management LLC grew its holdings in shares of Texas Instruments by 4.4% in the fourth quarter. BOS Asset Management LLC now owns 1,324 shares of the semiconductor company’s stock worth $230,000 after purchasing an additional 56 shares during the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently commented on TXN. Morgan Stanley restated an “underweight” rating and issued a $180.00 price target on shares of Texas Instruments in a report on Wednesday, January 28th. Robert W. Baird increased their target price on shares of Texas Instruments from $225.00 to $300.00 and gave the stock an “outperform” rating in a report on Thursday, April 23rd. Benchmark raised their target price on shares of Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. Wolfe Research reissued an “outperform” rating and set a $315.00 target price on shares of Texas Instruments in a research report on Thursday, April 23rd. Finally, Wells Fargo & Company raised their target price on shares of Texas Instruments from $215.00 to $260.00 and gave the company an “equal weight” rating in a research report on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $260.38.

Texas Instruments Stock Down 0.7%

NASDAQ:TXN opened at $300.60 on Tuesday. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $310.29. The stock has a market capitalization of $273.57 billion, a P/E ratio of 51.47, a P/E/G ratio of 1.51 and a beta of 1.31. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. The company’s 50-day simple moving average is $229.92 and its 200-day simple moving average is $202.51.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating analysts’ consensus estimates of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The business had revenue of $4.83 billion for the quarter, compared to analysts’ expectations of $4.85 billion. During the same period last year, the business earned $1.23 EPS. The company’s revenue was up 18.6% compared to the same quarter last year. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, equities analysts anticipate that Texas Instruments Incorporated will post 7.69 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th will be issued a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date is Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is currently 97.26%.

Insiders Place Their Bets

In other news, VP Ahmad Bahai sold 5,000 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $309.13, for a total value of $1,545,650.00. Following the sale, the vice president directly owned 42,519 shares in the company, valued at approximately $13,143,898.47. This trade represents a 10.52% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Shanon J. Leonard sold 4,963 shares of the firm’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the completion of the sale, the vice president owned 24,867 shares in the company, valued at $7,341,235.74. This represents a 16.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 303,475 shares of company stock worth $85,666,638. Insiders own 0.60% of the company’s stock.

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.