Canada Post Corp Registered Pension Plan Purchases 70,825 Shares of Texas Instruments Incorporated $TXN

Canada Post Corp Registered Pension Plan lifted its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 353.0% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 90,890 shares of the semiconductor company’s stock after purchasing an additional 70,825 shares during the period. Texas Instruments comprises approximately 0.7% of Canada Post Corp Registered Pension Plan’s holdings, making the stock its 25th biggest position. Canada Post Corp Registered Pension Plan’s holdings in Texas Instruments were worth $16,654,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC raised its position in Texas Instruments by 33.4% in the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after acquiring an additional 4,218 shares during the period. Intech Investment Management LLC increased its stake in shares of Texas Instruments by 12.8% in the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock worth $1,632,000 after purchasing an additional 1,031 shares in the last quarter. Sax Wealth Advisors LLC purchased a new stake in shares of Texas Instruments in the 2nd quarter worth $232,000. Callan Family Office LLC raised its holdings in Texas Instruments by 143.5% in the 2nd quarter. Callan Family Office LLC now owns 37,052 shares of the semiconductor company’s stock worth $7,693,000 after purchasing an additional 21,838 shares during the period. Finally, Horizon Bancorp Inc. IN purchased a new position in Texas Instruments during the second quarter valued at $208,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Insider Transactions at Texas Instruments

In other news, VP Christine Witzsche sold 1,000 shares of the company’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 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 legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Mark A. Blinn sold 3,144 shares of the stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $221.58, for a total value of $696,647.52. Following the transaction, the director owned 11,670 shares of the company’s stock, valued at $2,585,838.60. This represents a 21.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 17,134 shares of company stock valued at $3,153,014 over the last three months. Corporate insiders own 0.57% of the company’s stock.

Texas Instruments Price Performance

TXN stock opened at $221.44 on Friday. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35. The company’s fifty day moving average price is $188.98 and its 200-day moving average price is $182.98. Texas Instruments Incorporated has a one year low of $139.95 and a one year high of $228.83. The company has a market capitalization of $201.20 billion, a PE ratio of 40.71, a price-to-earnings-growth ratio of 2.02 and a beta of 1.01.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share for the quarter, missing the consensus estimate 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 net margin of 28.28% and a return on equity of 30.44%. During the same period in the previous year, the business posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, equities analysts anticipate that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th will be issued 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 payout ratio is 104.41%.

Texas Instruments News Summary

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

• Positive Sentiment: Announced acquisition of Silicon Labs for ~$7.5 billion — a definitive all-cash agreement that would supply volume for TI’s new 300mm fabs and is intended to drive substantial cost synergies and margin improvement. Deal announcement
• Positive Sentiment: Strong AI/data-center demand: management commentary and recent coverage highlight ~70% year-over-year growth in TI’s data-center power-management business — a high-margin market that helps offset softer industrial end markets. Bull case
• Positive Sentiment: Analyst support: Rosenblatt reaffirmed a “buy” rating with a $240 price target, signaling continued upside from some sell-side desks. Rosenblatt note
• Positive Sentiment: Improving cash generation and policy tailwinds — TI’s free cash flow recovery, falling capex expectations and CHIPS-act tax incentives improve the company’s ability to fund dividends, buybacks and M&A (supports valuation longer term).
• Neutral Sentiment: Earlier reports indicated TI was pursuing Silicon Labs prior to the deal — confirmational coverage continues while the transaction progresses toward close; watch timing and regulatory/close risks. Pursuit report
• Neutral Sentiment: Recent quarter: a slight EPS miss and modest revenue shortfall left some headline weakness, but management’s data-center strength and Q1 guidance range partially offset the pain — the earnings surprise is small and being judged in context.
• Negative Sentiment: Analyst downgrade: KeyCorp cut TXN from “strong-buy” to “hold,” which can pressure short-term sentiment and flows. KeyCorp/Zacks note
• Negative Sentiment: Insider selling: VP Ahmad Bahai sold 3,000 shares and director Mark Blinn sold 3,144 shares in early February (SEC filings). Multiple insider sales can be read negatively by some investors even if routine. Bahai Form 4 Blinn Form 4

Wall Street Analyst Weigh In

A number of analysts have commented on the company. KeyCorp cut Texas Instruments from a “strong-buy” rating to a “hold” rating in a research report on Thursday. Cantor Fitzgerald increased their target price on shares of Texas Instruments from $190.00 to $225.00 and gave the stock a “neutral” rating in a report on Wednesday, January 28th. Robert W. Baird set a $225.00 target price on shares of Texas Instruments in a research note on Wednesday, January 28th. Rosenblatt Securities reaffirmed a “buy” rating and set a $240.00 price target on shares of Texas Instruments in a report on Thursday. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on shares of Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. One investment 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 assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $212.92.

Texas Instruments 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.