Mitsubishi UFJ Asset Management Co. Ltd. Increases Holdings in Texas Instruments Incorporated $TXN

Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 7.0% in the fourth quarter, Holdings Channel reports. The firm owned 5,384,843 shares of the semiconductor company’s stock after purchasing an additional 351,097 shares during the period. Texas Instruments comprises 0.6% of Mitsubishi UFJ Asset Management Co. Ltd.’s holdings, making the stock its 22nd largest position. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Texas Instruments were worth $955,917,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Bogart Wealth LLC grew its holdings in Texas Instruments by 7.8% during the fourth quarter. Bogart Wealth LLC now owns 647 shares of the semiconductor company’s stock worth $112,000 after acquiring an additional 47 shares during the period. Emerald Advisors LLC lifted its stake in shares of Texas Instruments by 0.8% in the 4th quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company’s stock valued at $1,195,000 after purchasing an additional 52 shares during the period. Wagner Wealth Management LLC boosted its holdings in Texas Instruments by 3.4% during the fourth quarter. Wagner Wealth Management LLC now owns 1,563 shares of the semiconductor company’s stock worth $271,000 after buying an additional 52 shares in the last quarter. McIlrath & Eck LLC boosted its stake in shares of Texas Instruments by 16.5% during the 4th quarter. McIlrath & Eck LLC now owns 381 shares of the semiconductor company’s stock worth $66,000 after acquiring an additional 54 shares in the last quarter. Finally, BOS Asset Management LLC grew its position in shares of Texas Instruments by 4.4% during the 4th quarter. BOS Asset Management LLC now owns 1,324 shares of the semiconductor company’s stock valued at $230,000 after acquiring an additional 56 shares during the period. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Unusual options flow — traders bought roughly 120,870 call contracts (about a 425% increase vs. typical volume), signaling short‑term bullish speculation or hedging that can amplify upside into expirations. (Options flow report)
• Positive Sentiment: Macro/AI lift and YTD gains — several news pieces highlight TXN’s ~62% YTD rally as AI demand boosts analog and embedded chip sales and data‑center revenue, underpinning investor enthusiasm and valuation re‑ratings. Texas Instruments Soars 62% YTD: Is TXN Stock Still Worth Buying?
• Neutral Sentiment: Sector and ETF context — coverage comparing TXN with peers (ON Semiconductor) and roundups of April’s top ETFs provide useful relative performance context but are not direct company catalysts. TXN vs ON Semiconductor in April
• Neutral Sentiment: Analyst and market notes — multiple “is it a buy?” pieces and Zacks commentary revisit valuation after the rally; coverage is mixed (buy/hold/underweight across shops) and keeps trading focused on forward growth and multiples. Zacks: TXN Coverage
• Neutral Sentiment: Dividend/ex‑dividend — TXN declared a $1.42 quarterly dividend (ex‑dividend May 5, pay May 19); steady income supports the case for income investors but the payout ratio is high, so it’s more a stability signal than growth catalyst.
• Negative Sentiment: Insider selling — CEO Haviv Ilan sold 20,000 shares on May 4 for ~$5.6M (avg $280.32); large insider sales can be perceived negatively by some investors. SEC filing: CEO Form 4
• Negative Sentiment: Additional insider selling — CAO Julie Knecht sold 9,956 shares (about $2.77M) and trimmed her stake by ~52%, which may add short‑term selling pressure or raise governance questions for some investors. SEC filing: CAO Form 4

Texas Instruments Trading Up 0.0%

Shares of Texas Instruments stock opened at $281.00 on Wednesday. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94. The stock’s 50 day simple moving average is $214.15 and its 200-day simple moving average is $194.67. The stock has a market cap of $255.74 billion, a P/E ratio of 48.12, a P/E/G ratio of 1.42 and a beta of 1.31. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $287.83.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating the consensus estimate of $1.37 by $0.31. The firm had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The business’s revenue for the quarter was up 18.6% on a year-over-year basis. During the same quarter last year, the firm earned $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Analysts predict that Texas Instruments Incorporated will post 7.6 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th will be given a dividend of $1.42 per share. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $5.68 annualized dividend and a dividend yield of 2.0%. Texas Instruments’s payout ratio is presently 97.26%.

Analysts Set New Price Targets

Several equities analysts recently weighed in on the company. Cantor Fitzgerald lifted their price target on Texas Instruments from $250.00 to $280.00 and gave the company a “neutral” rating in a research note on Thursday, April 23rd. Wells Fargo & Company raised their price objective on Texas Instruments from $215.00 to $260.00 and gave the company an “equal weight” rating in a report on Thursday, April 23rd. TD Cowen boosted their price objective on Texas Instruments from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. The Goldman Sachs Group upped their target price on Texas Instruments from $175.00 to $200.00 and gave the stock a “sell” rating in a research note on Thursday, April 23rd. Finally, Barclays set a $175.00 target price on Texas Instruments in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $257.68.

Insider Activity

In other Texas Instruments news, VP Mohammad Yunus sold 51,098 shares of Texas Instruments stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total transaction of $13,818,943.12. Following the transaction, the vice president directly owned 52,856 shares of the company’s stock, valued at $14,294,376.64. The trade was a 49.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Mark T. Roberts sold 28,080 shares of the business’s stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $280.34, for a total transaction of $7,871,947.20. Following the completion of the transaction, the vice president owned 53,809 shares in the company, valued at $15,084,815.06. The trade was a 34.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 351,224 shares of company stock worth $90,772,849. Insiders own 0.60% of the company’s stock.

About Texas Instruments

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.