Mitsubishi UFJ Asset Management Co. Ltd. Invests $1.21 Billion in Texas Instruments Incorporated $TXN

Key Points

• Mitsubishi UFJ Asset Management acquired 4.04 million Texas Instruments shares worth approximately $1.21 billion, making TXN about 0.7% of its portfolio and giving it a 0.44% ownership stake.
• Texas Instruments reported strong quarterly results, with EPS of $2.14 surpassing estimates of $1.91 and revenue rising 22.8% year over year to $5.46 billion. The company guided for third-quarter 2026 EPS of $2.23–$2.57.
• Analysts collectively rate TXN a “Moderate Buy”, with an average price target of $312.12 versus a recent share price of $279.58. The company also pays a $1.42 quarterly dividend, equivalent to a 2.0% yield.

Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 4,044,637 shares of the semiconductor company's stock, valued at approximately $1,205,585,000. Texas Instruments makes up approximately 0.7% of Mitsubishi UFJ Asset Management Co. Ltd.'s holdings, making the stock its 26th biggest position. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.44% of Texas Instruments at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in TXN. High Point Wealth Management LLC bought a new position in Texas Instruments in the fourth quarter valued at $25,000. Strategic Wealth Investment Group LLC purchased a new stake in Texas Instruments during the second quarter valued at about $25,000. Advocate Investing Services LLC bought a new stake in Texas Instruments during the fourth quarter worth about $25,000. Ares Financial Consulting LLC bought a new stake in Texas Instruments during the fourth quarter worth about $26,000. Finally, Cornerstone Financial Management LLC purchased a new position in shares of Texas Instruments in the 4th quarter worth about $27,000. 84.99% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on TXN shares. Mizuho increased their price objective on Texas Instruments from $300.00 to $305.00 and gave the company a "neutral" rating in a research report on Thursday, July 23rd. HC Wainwright downgraded Texas Instruments to a "neutral" rating in a research report on Friday, May 22nd. Wall Street Zen raised Texas Instruments from a "hold" rating to a "buy" rating in a research note on Saturday, July 18th. Sanford C. Bernstein increased their price target on shares of Texas Instruments from $250.00 to $290.00 and gave the company a "market perform" rating in a research report on Thursday, July 23rd. Finally, Evercore reissued an "outperform" rating and set a $330.00 price target on shares of Texas Instruments in a research note on Thursday, July 23rd. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eight have given a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, Texas Instruments presently has an average rating of "Moderate Buy" and an average price target of $312.12.

Texas Instruments Price Performance

Shares of NASDAQ:TXN opened at $279.58 on Monday. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $334.03. The company has a market cap of $255.33 billion, a PE ratio of 42.55, a P/E/G ratio of 1.10 and a beta of 1.33. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44. The stock's 50-day moving average is $292.66 and its 200 day moving average is $257.02.

Texas Instruments (NASDAQ:TXN - Get Free Report) last released its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, topping the consensus estimate of $1.91 by $0.23. The business had revenue of $5.46 billion during the quarter, compared to analysts' expectations of $5.26 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The business's revenue was up 22.8% on a year-over-year basis. During the same quarter last year, the business posted $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Sell-side analysts anticipate that Texas Instruments Incorporated will post 8.42 EPS for the current year.

Texas Instruments Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, August 11th. Investors of record on Friday, July 31st were issued a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date was Friday, July 31st. Texas Instruments's dividend payout ratio is currently 86.45%.

Texas Instruments Company 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.

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