TD Waterhouse Canada Inc. Has $6.54 Million Holdings in Texas Instruments Incorporated $TXN

TD Waterhouse Canada Inc. lifted its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 25.6% during the third quarter, HoldingsChannel.com reports. The firm owned 36,275 shares of the semiconductor company’s stock after purchasing an additional 7,405 shares during the period. TD Waterhouse Canada Inc.’s holdings in Texas Instruments were worth $6,542,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the business. Brighton Jones LLC grew its holdings in shares of Texas Instruments by 33.4% in the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after acquiring an additional 4,218 shares in the last quarter. Intech Investment Management LLC boosted its position in Texas Instruments by 12.8% during 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 during the last quarter. LBP AM SA bought a new position in Texas Instruments in the second quarter valued at approximately $471,000. Consolidated Planning Corp acquired a new position in shares of Texas Instruments during the 2nd quarter worth approximately $399,000. Finally, Pure Financial Advisors LLC raised its stake in shares of Texas Instruments by 27.8% during the 2nd quarter. Pure Financial Advisors LLC now owns 3,300 shares of the semiconductor company’s stock worth $685,000 after purchasing an additional 718 shares in the last quarter. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Stock Performance

NASDAQ:TXN opened at $215.55 on Friday. The stock has a 50 day simple moving average of $183.05 and a 200 day simple moving average of $182.73. The stock has a market cap of $195.85 billion, a P/E ratio of 39.62, a PEG ratio of 2.01 and a beta of 1.00. Texas Instruments Incorporated has a 1-year low of $139.95 and a 1-year high of $222.00. The company has a current ratio of 4.35, a quick ratio of 2.90 and a debt-to-equity ratio of 0.83.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data 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). 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 the consensus estimate of $4.44 billion. During the same quarter in the previous year, the business earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Research analysts anticipate that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th will be given a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date is Friday, January 30th. Texas Instruments’s dividend payout ratio is presently 104.41%.

Analysts Set New Price Targets

TXN has been the subject of several analyst reports. Cantor Fitzgerald raised their target price on shares of Texas Instruments from $190.00 to $225.00 and gave the company a “neutral” rating in a research note on Wednesday. Jefferies Financial Group boosted their price objective on shares of Texas Instruments from $180.00 to $210.00 and gave the stock a “hold” rating in a research note on Wednesday. Morgan Stanley reaffirmed an “underweight” rating and issued a $180.00 target price on shares of Texas Instruments in a report on Wednesday. TD Cowen lifted their price target on Texas Instruments from $225.00 to $240.00 and gave the stock a “buy” rating in a report on Wednesday. Finally, Stifel Nicolaus upped their price objective on Texas Instruments from $200.00 to $215.00 and gave the company a “hold” rating in a research note on Wednesday. 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Texas Instruments currently has a consensus rating of “Hold” and a consensus target price of $212.92.

Texas Instruments News Summary

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

• Positive Sentiment: Multiple brokerages raised ratings or price targets this morning (signals of renewed analyst confidence). Rosenblatt and Benchmark issued bullish notes calling for further upside; Truist raised its price target to $225; TD Cowen to $240; Jefferies to $210; Stifel to $215; Mizuho nudged its target; and Bank of America upgraded the stock. These calls reinforce the re-rating narrative around TXN. Read More. Read More. Read More. Read More. Read More. Read More. Read More. Read More.
• Positive Sentiment: Corporate outlook and segment mix point to durable growth: management highlighted strong momentum in Industrial, Automotive and especially Data Center (Data Center up sharply year-over-year), prompting a re-rating of TXN as exposure to AI/infrastructure grows. Analysts are framing the guidance as proof of strengthening demand. Read More. Read More.
• Positive Sentiment: Heavy call-option activity and speculative positioning — nearly 395k calls traded in a day — indicates elevated bullish interest from options traders and can amplify short-term upside if momentum resumes. Read More.
• Neutral Sentiment: Analyst divergences: while many shops raised targets, price targets vary widely (street-highs vs. some lower estimates), so consensus is shifting but not yet uniform — watch follow-up revisions. Read More.
• Negative Sentiment: Q4 results had small topline and EPS misses and included a non-cash impairment and some gross-margin pressure — items that could justify near-term profit-taking or keep some traders cautious despite upbeat guidance. Read More.

Insider Activity at Texas Instruments

In other Texas Instruments news, VP Christine Witzsche sold 1,000 shares of the firm’s stock in a transaction 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 transaction, the vice president owned 20,821 shares in the company, valued at $3,421,098.51. This trade represents a 4.58% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Ronald Kirk sold 9,990 shares of Texas Instruments stock in a transaction on Monday, November 24th. The shares were sold at an average price of $162.33, for a total value of $1,621,676.70. Following the completion of 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.57% of the stock is currently owned by company insiders.

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.