Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 7.0% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 5,384,843 shares of the semiconductor company's stock after acquiring an additional 351,097 shares during the period. Texas Instruments makes up approximately 0.6% of Mitsubishi UFJ Asset Management Co. Ltd.'s holdings, making the stock its 22nd biggest position. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.59% of Texas Instruments worth $955,917,000 as of its most recent SEC filing.
Other large investors have also made changes to their positions in the company. Bogart Wealth LLC boosted its holdings in shares of Texas Instruments by 7.8% in the fourth quarter. Bogart Wealth LLC now owns 647 shares of the semiconductor company's stock worth $112,000 after buying an additional 47 shares during the last quarter. Emerald Advisors LLC grew its position in shares of Texas Instruments by 0.8% during the 4th quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company's stock valued at $1,195,000 after acquiring an additional 52 shares during the period. Wagner Wealth Management LLC increased its stake in shares of Texas Instruments by 3.4% in the 4th quarter. Wagner Wealth Management LLC now owns 1,563 shares of the semiconductor company's stock worth $271,000 after purchasing an additional 52 shares in the last quarter. McIlrath & Eck LLC increased its stake in shares of Texas Instruments by 16.5% in the 4th quarter. McIlrath & Eck LLC now owns 381 shares of the semiconductor company's stock worth $66,000 after purchasing an additional 54 shares in the last quarter. Finally, BOS Asset Management LLC raised its holdings in Texas Instruments by 4.4% in the 4th quarter. BOS Asset Management LLC now owns 1,324 shares of the semiconductor company's stock worth $230,000 after purchasing an additional 56 shares during the period. 84.99% of the stock is currently owned by institutional investors.
Analysts Set New Price Targets
TXN has been the subject of several recent research reports. Sanford C. Bernstein reissued a "market perform" rating and set a $205.00 price target on shares of Texas Instruments in a report on Wednesday, January 28th. DZ Bank raised shares of Texas Instruments to a "strong sell" rating in a report on Monday, February 9th. Wells Fargo & Company lifted their price target on shares of Texas Instruments from $215.00 to $260.00 and gave the company an "equal weight" rating in a report on Thursday, April 23rd. Benchmark upped their price target on shares of Texas Instruments from $250.00 to $315.00 and gave the stock a "buy" rating in a research report on Thursday, April 23rd. Finally, Jefferies Financial Group increased their price objective on shares of Texas Instruments from $210.00 to $260.00 and gave the stock a "hold" rating in a research note on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the company's stock. Based on data from MarketBeat, Texas Instruments presently has an average rating of "Hold" and an average price target of $257.68.
Get Our Latest Research Report on TXN
Insiders Place Their Bets
In related news, CAO Julie C. Knecht sold 9,956 shares of the firm's stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $278.70, for a total transaction of $2,774,737.20. Following the completion of the sale, the chief accounting officer directly owned 9,120 shares of the company's stock, valued at approximately $2,541,744. This trade represents a 52.19% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Mohammad Yunus sold 51,098 shares of the business's stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total value of $13,818,943.12. Following the transaction, the vice president owned 52,856 shares of the company's stock, valued at approximately $14,294,376.64. The trade was a 49.15% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 351,224 shares of company stock valued at $90,772,849 over the last quarter. Corporate insiders own 0.60% of the company's stock.
Key Texas Instruments News
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 Stock Up 0.0%
NASDAQ TXN opened at $281.00 on Wednesday. The company has a market capitalization 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. The stock has a 50 day moving average price of $214.15 and a 200-day moving average price of $194.67. Texas Instruments Incorporated has a one year low of $152.73 and a one year high of $287.83. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46.
Texas Instruments (NASDAQ:TXN - Get Free Report) last announced its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating the consensus estimate of $1.37 by $0.31. The business had revenue of $4.83 billion for the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The business's revenue for the quarter was up 18.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, equities analysts predict that Texas Instruments Incorporated will post 7.6 EPS for the current fiscal year.
Texas Instruments Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be paid a $1.42 dividend. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $5.68 annualized dividend and a yield of 2.0%. Texas Instruments's dividend payout ratio (DPR) is presently 97.26%.
Texas Instruments Company Profile
(
Free Report)
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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