Triglav Investments D.O.O. Makes New Investment in Texas Instruments Incorporated $TXN

Triglav Investments D.O.O. bought a new position in Texas Instruments Incorporated (NASDAQ:TXN) in the 3rd quarter, HoldingsChannel.com reports. The institutional investor bought 4,700 shares of the semiconductor company’s stock, valued at approximately $864,000.

Several other institutional investors have also made changes to their positions in TXN. Brighton Jones LLC boosted its stake in Texas Instruments by 33.4% in the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after purchasing an additional 4,218 shares during the period. Intech Investment Management LLC lifted its holdings in shares of Texas Instruments by 12.8% in the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after purchasing an additional 1,031 shares in the last quarter. Trueblood Wealth Management LLC purchased a new stake in shares of Texas Instruments in the second quarter valued at $203,000. Shell Asset Management Co. boosted its position in shares of Texas Instruments by 64.9% in the second quarter. Shell Asset Management Co. now owns 22,857 shares of the semiconductor company’s stock worth $4,746,000 after buying an additional 8,995 shares during the period. Finally, BankPlus Trust Department grew its holdings in shares of Texas Instruments by 8.7% during the second quarter. BankPlus Trust Department now owns 18,776 shares of the semiconductor company’s stock valued at $3,898,000 after buying an additional 1,496 shares in the last quarter. 84.99% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Texas Instruments news, VP Christine Witzsche sold 1,000 shares of the stock in a transaction on Thursday, November 13th. The shares were sold at an average price of $164.31, for a total value of $164,310.00. Following the completion of the sale, the vice president directly owned 20,821 shares of the company’s stock, valued at $3,421,098.51. This represents a 4.58% 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 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 transaction, the director directly owned 14,937 shares of the company’s stock, valued at $2,424,723.21. This represents a 40.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.57% of the company’s stock.

Texas Instruments Stock Performance

Shares of TXN opened at $222.92 on Thursday. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. Texas Instruments Incorporated has a 12 month low of $139.95 and a 12 month high of $228.83. The company’s fifty day moving average is $186.75 and its 200-day moving average is $182.65. The firm has a market cap of $202.55 billion, a price-to-earnings ratio of 40.98, a price-to-earnings-growth ratio of 2.03 and a beta of 1.01.

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

Texas Instruments Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th will be issued a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date is Friday, January 30th. Texas Instruments’s dividend payout ratio is 104.41%.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: TXN announced it will acquire Silicon Labs in an all‑cash transaction valued at about $7.5B ($231.00 per share), citing expanded embedded wireless connectivity capabilities and expected ~$450M of annual manufacturing/operational synergies within three years — a clear strategic rationale for revenue/cross‑sell upside. Texas Instruments to acquire Silicon Labs
• Positive Sentiment: Market reaction has been strong: TXN traded to a fresh annual peak during the session and Silicon Labs stock surged on the buyout news, signaling investor approval of the strategic move and immediate market momentum. Texas Instruments Sets Fresh Annual Peak
• Positive Sentiment: An analyst price target was raised (reported increase of ~12.8% to $213.95), reflecting improved analyst sentiment after the M&A announcement. Upgraded targets and analyst attention support further upside. Price Target Increased
• Neutral Sentiment: Commentary and analysis view the deal as consistent with TXN’s strategy to augment growth via M&A (adds wireless connectivity IP to its analog/embedded portfolio), but analysts note execution risk and integration work ahead. M&A Strategy Analysis
• Neutral Sentiment: TXN’s recent quarterly results were broadly in‑line (small EPS and revenue misses), with management guiding Q1 and flagging elevated capex historically; earnings are not derailing the bull case but temper expectations for near‑term FCF. Earnings Takeaway
• Negative Sentiment: Two law firms have announced investigations into the Silicon Labs sale process and price (claims that the board may not have gotten fair value), which could lead to litigation or deal complications — a near‑term legal overhang to monitor. KSF Investor Alert Brodsky & Smith Notice

Wall Street Analyst Weigh In

Several brokerages recently issued reports on TXN. TD Cowen increased their price objective on Texas Instruments from $225.00 to $240.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $205.00 target price on shares of Texas Instruments in a research note on Wednesday, January 28th. Cantor Fitzgerald increased their price target on shares of Texas Instruments from $190.00 to $225.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 28th. Susquehanna raised their price target on shares of Texas Instruments from $200.00 to $225.00 and gave the stock a “positive” rating in a report on Thursday, January 22nd. Finally, Truist Financial upped their price objective on shares of Texas Instruments from $195.00 to $225.00 and gave the company a “hold” rating in a research note on Wednesday, January 28th. 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’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $212.92.

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.