Texas Instruments Incorporated $TXN Shares Bought by National Pension Service

National Pension Service lifted its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 2.5% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,947,343 shares of the semiconductor company’s stock after purchasing an additional 47,906 shares during the quarter. National Pension Service owned about 0.21% of Texas Instruments worth $357,785,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of TXN. Norges Bank acquired a new stake in shares of Texas Instruments during the second quarter worth about $2,836,310,000. Soundwatch Capital LLC increased its holdings in shares of Texas Instruments by 174,339.6% during the 2nd quarter. Soundwatch Capital LLC now owns 2,974,196 shares of the semiconductor company’s stock valued at $617,503,000 after purchasing an additional 2,972,491 shares in the last quarter. Vanguard Group Inc. increased its holdings in Texas Instruments by 1.5% in 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 buying an additional 1,426,360 shares in the last quarter. Corient Private Wealth LLC raised its holdings in Texas Instruments by 94.9% in the 2nd quarter. Corient Private Wealth LLC now owns 2,517,451 shares of the semiconductor company’s stock worth $522,559,000 after purchasing an additional 1,225,524 shares during the period. Finally, State Street Corp raised 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 buying an additional 1,084,364 shares during the period. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Texas Instruments

In related news, VP Christine Witzsche sold 1,000 shares of the firm’s stock in a transaction dated Thursday, November 13th. The shares were sold at an average price of $164.31, for a total transaction of $164,310.00. Following the completion of the sale, the vice president directly owned 20,821 shares in the company, valued at approximately $3,421,098.51. This trade represents a 4.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Ronald Kirk sold 9,990 shares of the business’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 transaction, the director owned 14,937 shares in the company, valued at $2,424,723.21. The trade was a 40.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.57% of the company’s stock.

Texas Instruments Price Performance

TXN stock opened at $215.55 on Friday. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.90. The business has a 50 day simple moving average of $183.05 and a 200-day simple moving average of $182.73. The firm has a market capitalization of $195.85 billion, a PE ratio of 39.62, a price-to-earnings-growth ratio of 2.01 and a beta of 1.00. Texas Instruments Incorporated has a 1 year low of $139.95 and a 1 year high of $222.00.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). The company 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 business posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Equities research analysts anticipate that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 30th will be issued a $1.42 dividend. The ex-dividend date of this dividend is Friday, January 30th. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.6%. Texas Instruments’s dividend payout ratio is currently 104.41%.

Analyst Ratings Changes

Several equities research analysts recently commented on TXN shares. Morgan Stanley reissued an “underweight” rating and issued a $180.00 price target on shares of Texas Instruments in a report on Wednesday. Jefferies Financial Group boosted their target price on shares of Texas Instruments from $180.00 to $210.00 and gave the stock a “hold” rating in a research note on Wednesday. Exane BNP Paribas upgraded shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. Barclays set a $175.00 price objective on Texas Instruments in a report on Wednesday. Finally, Mizuho boosted their price objective on Texas Instruments from $145.00 to $160.00 and gave the stock an “underperform” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have given a Hold rating and five have given a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $212.92.

More 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 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.