Texas Instruments Incorporated $TXN Shares Sold by Madison Asset Management LLC

Madison Asset Management LLC trimmed its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 5.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 725,279 shares of the semiconductor company’s stock after selling 38,342 shares during the period. Texas Instruments comprises 1.5% of Madison Asset Management LLC’s holdings, making the stock its 15th largest position. Madison Asset Management LLC owned approximately 0.08% of Texas Instruments worth $133,255,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Shelton Capital Management boosted its position in shares of Texas Instruments by 2.6% during the 2nd quarter. Shelton Capital Management now owns 151,568 shares of the semiconductor company’s stock valued at $31,469,000 after acquiring an additional 3,840 shares during the last quarter. Jennison Associates LLC increased its position in Texas Instruments by 35.1% during the second quarter. Jennison Associates LLC now owns 2,992,090 shares of the semiconductor company’s stock worth $621,218,000 after purchasing an additional 777,619 shares during the last quarter. Howard Capital Management Inc. raised its stake in Texas Instruments by 11.3% during the second quarter. Howard Capital Management Inc. now owns 26,745 shares of the semiconductor company’s stock worth $5,553,000 after purchasing an additional 2,709 shares during the period. Invesco Ltd. boosted its holdings in Texas Instruments by 3.3% in the 2nd quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock valued at $2,920,862,000 after purchasing an additional 443,738 shares during the last quarter. Finally, Vanguard Group Inc. grew its stake in shares of Texas Instruments by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock valued at $19,816,773,000 after buying an additional 1,426,360 shares during the period. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Zacks Research materially raised estimates across multiple quarters and years — including FY2026 to $5.95 (from $5.79), FY2027 to $7.38 (from $7.12) and FY2028 to $9.70 — and increased several quarterly EPS forecasts. The upgrades suggest stronger-than-expected revenue/earnings momentum ahead and are likely a primary driver of today’s upside. MarketBeat TXN
• Neutral Sentiment: Zacks published a separate piece examining TXN’s reliance on international sales; shifting geographic mix, currency and geopolitical risk could influence growth and margins but this is an informational factor rather than an immediate catalyst. Zacks: Reliance on International Sales
• Neutral Sentiment: Coverage in The Motley Fool highlighted TXN among dividend stocks benefiting from strong data center demand — a structural tailwind for analog and embedded processing revenue, supporting longer‑term investor thesis more than near‑term price action. Fool: Dividend Stocks
• Neutral Sentiment: A Benzinga retrospective on long‑term returns provides context for TXN’s multi‑decade compounding but is background material rather than a current catalyst. Benzinga: 20‑Year Return
• Negative Sentiment: Context to temper enthusiasm — TXN’s Jan. 27 quarter missed consensus (reported $1.27 vs. $1.29 expected) and revenue was slightly below estimates; management set Q1 guidance at $1.220–$1.480 EPS, a fairly wide range that can increase near‑term uncertainty. Investors weighing the upgraded forecasts will watch upcoming results and guidance execution closely. MarketBeat TXN

Analysts Set New Price Targets

Several research analysts recently weighed in on TXN shares. Wells Fargo & Company increased their price objective on Texas Instruments from $185.00 to $215.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 28th. Truist Financial increased their price target on Texas Instruments from $195.00 to $225.00 and gave the stock a “hold” rating in a report on Wednesday, January 28th. TD Cowen raised their price objective on Texas Instruments from $225.00 to $240.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Susquehanna boosted their price objective 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. Finally, Citigroup reaffirmed a “buy” rating on shares of Texas Instruments in a research note on Thursday, January 15th. 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. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $212.92.

Insider Buying and Selling

In related news, 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 transaction of $670,380.00. Following the sale, the vice president directly owned 42,488 shares in the company, valued at approximately $9,494,368.48. This trade represents a 6.60% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, VP Christine Witzsche sold 1,000 shares of the company’s stock in a transaction that occurred 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 owned 20,821 shares of the company’s stock, valued at approximately $3,421,098.51. This represents a 4.58% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 17,134 shares of company stock worth $3,153,014 over the last three months. 0.57% of the stock is currently owned by corporate insiders.

Texas Instruments Trading Up 1.0%

Shares of TXN opened at $220.92 on Wednesday. The stock’s fifty day simple moving average is $190.90 and its 200 day simple moving average is $183.22. Texas Instruments Incorporated has a twelve month low of $139.95 and a twelve month high of $228.83. 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 market capitalization of $200.50 billion, a P/E ratio of 40.61, a price-to-earnings-growth ratio of 1.98 and a beta of 1.01.

Texas Instruments (NASDAQ:TXN) last released 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). 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 period in the prior year, the firm earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, equities research analysts forecast that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Dividend Announcement

The business also recently disclosed 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. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date was Friday, January 30th. Texas Instruments’s payout ratio is currently 104.41%.

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.