UMB Bank n.a. Has $29.18 Million Stock Position in Texas Instruments Incorporated $TXN

UMB Bank n.a. cut its position in Texas Instruments Incorporated (NASDAQ:TXN) by 2.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 158,824 shares of the semiconductor company’s stock after selling 4,163 shares during the period. UMB Bank n.a.’s holdings in Texas Instruments were worth $29,181,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Woodmont Investment Counsel LLC increased its stake in Texas Instruments by 2.9% during the 2nd quarter. Woodmont Investment Counsel LLC now owns 1,650 shares of the semiconductor company’s stock valued at $343,000 after purchasing an additional 47 shares in the last quarter. Confluence Wealth Services Inc. grew its holdings in shares of Texas Instruments by 0.4% during the second quarter. Confluence Wealth Services Inc. now owns 10,996 shares of the semiconductor company’s stock valued at $2,283,000 after buying an additional 48 shares during the last quarter. Milestone Asset Management LLC increased its position in shares of Texas Instruments by 1.9% during the second quarter. Milestone Asset Management LLC now owns 2,929 shares of the semiconductor company’s stock worth $608,000 after acquiring an additional 54 shares in the last quarter. Roundview Capital LLC increased its position in shares of Texas Instruments by 0.3% during the second quarter. Roundview Capital LLC now owns 21,327 shares of the semiconductor company’s stock worth $4,428,000 after acquiring an additional 55 shares in the last quarter. Finally, Cornerstone Advisory LLC raised its holdings in shares of Texas Instruments by 2.4% in the 2nd quarter. Cornerstone Advisory LLC now owns 2,375 shares of the semiconductor company’s stock worth $493,000 after acquiring an additional 55 shares during the last quarter. 84.99% of the stock is owned by institutional investors and hedge funds.

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.

Texas Instruments Stock Performance

Shares of TXN stock opened at $215.55 on Friday. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.90 and a current ratio of 4.35. The firm has a market cap of $195.85 billion, a price-to-earnings ratio of 39.62, a P/E/G ratio of 2.01 and a beta of 1.00. Texas Instruments Incorporated has a 52 week low of $139.95 and a 52 week high of $222.00. The firm’s 50-day simple moving average is $183.05 and its two-hundred day simple moving average is $182.48.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) 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 return on equity of 30.44% and a net margin of 28.28%.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. As a group, equities analysts forecast that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders 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 of this dividend is Friday, January 30th. Texas Instruments’s dividend payout ratio is currently 104.41%.

Insider Buying and Selling at Texas Instruments

In related news, VP Christine Witzsche sold 1,000 shares of Texas Instruments stock in a transaction dated 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 sale, the vice president owned 20,821 shares of the company’s stock, valued at approximately $3,421,098.51. This trade represents a 4.58% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Ronald Kirk sold 9,990 shares of the business’s stock in a transaction dated 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 sale, the director owned 14,937 shares in the company, 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 corporate insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Stifel Nicolaus lifted their price target on Texas Instruments from $200.00 to $215.00 and gave the company a “hold” rating in a research note on Wednesday. JPMorgan Chase & Co. lifted their target price on Texas Instruments from $210.00 to $227.00 and gave the company an “overweight” rating in a research report on Wednesday. Morgan Stanley reissued an “underweight” rating and issued a $180.00 price target on shares of Texas Instruments in a research report on Wednesday. Mizuho lifted their price objective on shares of Texas Instruments from $145.00 to $160.00 and gave the stock an “underperform” rating in a report on Wednesday. Finally, Susquehanna increased their target price on shares of Texas Instruments from $200.00 to $225.00 and gave the company a “positive” rating in a report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fourteen have given a Hold rating and five have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $212.92.

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.