Franklin Resources Inc. Purchases 72,386 Shares of Texas Instruments Incorporated $TXN

Key Points

• Franklin Resources raised its stake in Texas Instruments by 1.0%, buying 72,386 shares to hold 7,214,834 shares worth about $1.33 billion (0.79% of the company) at quarter end.
• Other large institutional activity included a new ~$2.84 billion position from Norges Bank and sizable additions from Vanguard and VanEck, leaving institutional investors with roughly 84.99% ownership of TXN.
• TI is pushing its embedded/AI roadmap—launching two MCU families with the TinyEngine NPU and seeing early recovery in industrial/automation demand—while analysts maintain a consensus "Hold" and the stock yields about 2.9%.

Franklin Resources Inc. grew its position in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 1.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 7,214,834 shares of the semiconductor company's stock after buying an additional 72,386 shares during the quarter. Franklin Resources Inc. owned 0.79% of Texas Instruments worth $1,325,581,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank purchased a new position in Texas Instruments during the 2nd quarter valued at about $2,836,310,000. Soundwatch Capital LLC lifted its position in shares of Texas Instruments by 174,339.6% in the 2nd quarter. Soundwatch Capital LLC now owns 2,974,196 shares of the semiconductor company's stock worth $617,503,000 after purchasing an additional 2,972,491 shares during the period. Van ECK Associates Corp boosted its stake in shares of Texas Instruments by 21.8% during the third quarter. Van ECK Associates Corp now owns 9,134,203 shares of the semiconductor company's stock valued at $1,678,227,000 after purchasing an additional 1,635,870 shares in the last quarter. Vanguard Group Inc. boosted its stake in shares of Texas Instruments by 1.5% during the second quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company's stock valued at $19,816,773,000 after purchasing an additional 1,426,360 shares in the last quarter. Finally, Corient Private Wealth LLC increased its holdings in Texas Instruments by 94.9% during the second quarter. Corient Private Wealth LLC now owns 2,517,451 shares of the semiconductor company's stock valued at $522,559,000 after buying an additional 1,225,524 shares during the period. Institutional investors own 84.99% of the company's stock.

More Texas Instruments News

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

• Positive Sentiment: CEO Haviv Ilan told investors the industrial/business-to-business end markets — especially factory and automation — are showing signs of recovery, which supports demand for TI’s analog and embedded products. Texas Instruments (TXN) Signals Recovery in Factory and Automation Markets, CEO Says
• Positive Sentiment: Wall Street attention: Citi and other outlets are highlighting TI as a top semiconductor pick after the latest earnings cycle, which can drive investor interest and momentum. Broadcom, Nvidia, TI and Monolithic emerge as 'top picks' among semis after earnings: Citi
• Positive Sentiment: Product roadmap/upgrades: TI launched two new MCU families embedding its TinyEngine NPU to enable low-latency, low-power edge AI — a capability that broadens TAM and reinforces TI’s embedded leadership. TI expands microcontroller portfolio and software ecosystem to enable edge AI in every device
• Positive Sentiment: Ecosystem partnerships: Green Hills Software released a production-focused SDK for TI’s TDA5 SoC family, lowering integration friction for customers and accelerating time-to-market for safety/security applications. Green Hills Software Creates Complete Production-Focused Software Environment for Texas Instruments TDA5 Virtual Development Kit
• Neutral Sentiment: Media/analyst mentions: Several outlets highlighted TXN’s recent outperformance and solid fundamentals, keeping the stock on investors’ radar but not introducing new catalysts. Texas Instruments (TXN) Outperforms Broader Market: What You Need to Know
• Neutral Sentiment: Sector roundup pieces (Invezz, others) discuss AI chip opportunities and lists of favored names — these provide context for TI’s positioning but don’t change fundamentals on their own. These are 4 AI chip stocks Citi wants you buying now
• Negative Sentiment: Near-term technical and liquidity caution: trading volume is below average and the stock sits under its 50-day moving average, suggesting short-term resistance even as longer-term fundamentals look solid.

Analyst Ratings Changes

A number of equities analysts recently commented on TXN shares. Bank of America raised shares of Texas Instruments from an "underperform" rating to a "neutral" rating and boosted their price objective for the stock from $185.00 to $235.00 in a research note on Wednesday, January 28th. Truist Financial set a $250.00 target price on Texas Instruments in a research report on Monday, February 23rd. Jefferies Financial Group lifted their price target on Texas Instruments from $180.00 to $210.00 and gave the company 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 report on Thursday, February 5th. Finally, Morgan Stanley restated an "underweight" rating and set a $180.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have given a Hold rating and five have issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Hold" and an average target price of $214.77.

Texas Instruments Trading Up 0.6%

NASDAQ:TXN opened at $197.46 on Wednesday. The stock has a market capitalization of $179.78 billion, a price-to-earnings ratio of 36.30, a PEG ratio of 1.77 and a beta of 1.01. Texas Instruments Incorporated has a 52 week low of $139.95 and a 52 week high of $231.32. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. The firm has a 50 day moving average of $204.73 and a 200 day moving average of $186.35.

Texas Instruments (NASDAQ:TXN - Get Free Report) last released 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 firm had revenue of $4.42 billion during 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 period in the prior year, the firm posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, sell-side analysts anticipate that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 30th were paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 2.9%. The ex-dividend date was Friday, January 30th. Texas Instruments's payout ratio is 104.41%.

Insider Activity at Texas Instruments

In related news, VP Hagop H. Kozanian sold 6,843 shares of the company's 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 $17,042,278.75. This represents a 8.32% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CFO Rafael R. Lizardi sold 64,532 shares of the firm's stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $220.74, for a total value of $14,244,793.68. Following the completion of the sale, the chief financial officer directly owned 92,550 shares of the company's stock, valued at approximately $20,429,487. This represents a 41.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 114,284 shares of company stock worth $25,531,935 over the last ninety days. Corporate 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.

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