Mufg Securities Americas Inc. Increases Stock Holdings in Texas Instruments Incorporated $TXN

Mufg Securities Americas Inc. increased its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 21.8% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 24,516 shares of the semiconductor company’s stock after acquiring an additional 4,382 shares during the quarter. Mufg Securities Americas Inc.’s holdings in Texas Instruments were worth $4,504,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Krane Funds Advisors LLC increased its stake in shares of Texas Instruments by 217.8% during the third quarter. Krane Funds Advisors LLC now owns 11,422 shares of the semiconductor company’s stock worth $2,009,000 after purchasing an additional 7,828 shares in the last quarter. AXQ Capital LP acquired a new stake in Texas Instruments in the 3rd quarter worth about $327,000. First Financial Bankshares Inc increased its stake in Texas Instruments by 6.9% during the 3rd quarter. First Financial Bankshares Inc now owns 2,167 shares of the semiconductor company’s stock worth $398,000 after buying an additional 139 shares in the last quarter. Compound Planning Inc. raised its holdings in shares of Texas Instruments by 3.1% during the third quarter. Compound Planning Inc. now owns 5,596 shares of the semiconductor company’s stock valued at $1,028,000 after acquiring an additional 167 shares during the last quarter. Finally, Dana Investment Advisors Inc. raised its holdings in shares of Texas Instruments by 44.6% during the third quarter. Dana Investment Advisors Inc. now owns 4,605 shares of the semiconductor company’s stock valued at $846,000 after acquiring an additional 1,420 shares during the last quarter. 84.99% of the stock is owned by hedge funds and other institutional investors.

Texas Instruments Price Performance

Texas Instruments stock opened at $219.86 on Tuesday. Texas Instruments Incorporated has a 12-month low of $139.95 and a 12-month high of $231.32. The stock has a market cap of $199.53 billion, a P/E ratio of 40.42, a PEG ratio of 1.98 and a beta of 1.01. The company has a 50-day moving average price of $198.54 and a 200 day moving average price of $185.59. The company has a current ratio of 4.35, a quick ratio of 2.83 and a debt-to-equity ratio of 0.83.

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 firm had revenue of $4.42 billion during the quarter, compared to analyst estimates of $4.44 billion. Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. During the same quarter in the previous year, the firm earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Sell-side analysts anticipate that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Announces Dividend

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

Analyst Ratings Changes

TXN has been the topic of a number of research analyst reports. TD Cowen lifted their price target on Texas Instruments from $225.00 to $240.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Mizuho lifted their target price on shares of Texas Instruments from $145.00 to $160.00 and gave the stock an “underperform” rating in a research note on Wednesday, January 28th. Jefferies Financial Group upped their target price on shares of Texas Instruments from $180.00 to $210.00 and gave the stock a “hold” rating in a report on Wednesday, January 28th. Rosenblatt Securities reissued a “buy” rating and issued a $240.00 price target on shares of Texas Instruments in a research note on Thursday, February 5th. Finally, Deutsche Bank Aktiengesellschaft upped their price objective on shares of Texas Instruments from $185.00 to $205.00 and gave the company a “hold” rating in a research note on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the stock. According to MarketBeat, Texas Instruments currently has a consensus rating of “Hold” and a consensus price target of $214.77.

Insider Buying and Selling

In related news, VP Mark Gary sold 12,921 shares of the business’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $230.10, for a total value of $2,973,122.10. Following the sale, the vice president directly owned 45,547 shares in the company, valued at approximately $10,480,364.70. The trade was a 22.10% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, VP Hagop H. Kozanian sold 6,843 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $225.95, for a total transaction of $1,546,175.85. Following the transaction, the vice president directly owned 75,425 shares of the company’s stock, valued at approximately $17,042,278.75. This trade represents a 8.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 114,284 shares of company stock valued at $25,531,935. 0.57% of the stock is currently owned by company insiders.

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.