Jensen Investment Management Inc. Decreases Stake in Texas Instruments Incorporated $TXN

Jensen Investment Management Inc. lessened its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 39.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 10,095 shares of the semiconductor company’s stock after selling 6,632 shares during the period. Jensen Investment Management Inc.’s holdings in Texas Instruments were worth $1,855,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of TXN. Strategic Wealth Investment Group LLC purchased a new position in shares of Texas Instruments in the 2nd quarter valued at about $25,000. Pacifica Partners Inc. boosted its holdings in Texas Instruments by 85.2% during the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock worth $27,000 after buying an additional 69 shares in the last quarter. Grey Fox Wealth Advisors LLC acquired a new position in Texas Instruments during the third quarter worth about $29,000. LGT Financial Advisors LLC increased its holdings in Texas Instruments by 328.9% in the second quarter. LGT Financial Advisors LLC now owns 193 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 148 shares in the last quarter. Finally, Mid American Wealth Advisory Group Inc. purchased a new position in Texas Instruments in the second quarter valued at about $40,000. Institutional investors and hedge funds own 84.99% of the company’s stock.

Analysts Set New Price Targets

TXN has been the topic of several research analyst reports. Rosenblatt Securities restated a “buy” rating and issued a $240.00 price target on shares of Texas Instruments in a report on Thursday, February 5th. Mizuho boosted their target price on Texas Instruments from $145.00 to $160.00 and gave the stock an “underperform” rating in a research report on Wednesday, January 28th. Robert W. Baird set a $225.00 price target on Texas Instruments in a research report on Wednesday, January 28th. Stifel Nicolaus lifted their price target on Texas Instruments from $200.00 to $215.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. Finally, KeyCorp cut shares of Texas Instruments from a “strong-buy” rating to a “hold” rating in a research note on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have issued a Hold rating and five have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $212.92.

Insiders Place Their Bets

In related news, VP Christine Witzsche sold 1,000 shares of the company’s stock in a transaction on Thursday, November 13th. The stock was sold at an average price of $164.31, for a total value of $164,310.00. Following the completion of the transaction, the vice president directly owned 20,821 shares in the company, valued at approximately $3,421,098.51. This represents a 4.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, VP Ahmad Bahai sold 3,000 shares of the firm’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $223.46, for a total value of $670,380.00. Following the completion of the sale, the vice president directly owned 42,488 shares in the company, valued at approximately $9,494,368.48. The trade was a 6.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 17,134 shares of company stock valued at $3,153,014. 0.57% of the stock is owned by company insiders.

Texas Instruments Trading Up 1.0%

Shares of TXN stock opened at $220.92 on Wednesday. The company has a market capitalization of $200.50 billion, a price-to-earnings ratio of 40.61, a PEG ratio of 1.98 and a beta of 1.01. The company has a current ratio of 4.35, a quick ratio of 2.83 and a debt-to-equity ratio of 0.83. The firm has a 50-day moving average price of $190.90 and a 200 day moving average price of $183.22. Texas Instruments Incorporated has a twelve month low of $139.95 and a twelve month high of $228.83.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 EPS 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 firm had revenue of $4.42 billion for the quarter, compared to analysts’ expectations of $4.44 billion. During the same quarter last year, the firm earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Research analysts forecast that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were issued a dividend of $1.42 per share. The ex-dividend date was Friday, January 30th. This represents a $5.68 annualized dividend and a dividend yield of 2.6%. Texas Instruments’s dividend payout ratio (DPR) is 104.41%.

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.