Mitsubishi UFJ Trust & Banking Corp Has $99.48 Million Stake in Texas Instruments Incorporated $TXN

Key Points

• Mitsubishi UFJ Trust & Banking Corp cut its Texas Instruments stake by 19.7% in Q4 and now owns 573,383 shares valued at about $99.48 million (≈0.06% ownership).
• Texas Instruments beat Q1 EPS estimates ($1.68 vs. $1.37) and set Q2 guidance of $1.77–$2.05, driving multiple analyst upgrades and higher price targets (average target ≈ $257.68, Wolfe Research at $315, JPMorgan $280).
• Insider selling has been heavy recently — insiders disposed of 218,616 shares (~$54.24 million) in the last 90 days, including the CFO's sale of ~40,541 shares — a potential near‑term headwind despite bullish analyst commentary.

Mitsubishi UFJ Trust & Banking Corp lessened its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 19.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 573,383 shares of the semiconductor company's stock after selling 140,309 shares during the period. Mitsubishi UFJ Trust & Banking Corp owned about 0.06% of Texas Instruments worth $99,476,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in TXN. Emerald Advisors LLC boosted its stake in shares of Texas Instruments by 0.8% in the fourth quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company's stock valued at $1,195,000 after buying an additional 52 shares during the period. BOS Asset Management LLC increased its stake in Texas Instruments by 4.4% during the 4th quarter. BOS Asset Management LLC now owns 1,324 shares of the semiconductor company's stock worth $230,000 after acquiring an additional 56 shares during the period. JNBA Financial Advisors raised its holdings in Texas Instruments by 5.8% in the 4th quarter. JNBA Financial Advisors now owns 1,026 shares of the semiconductor company's stock valued at $178,000 after acquiring an additional 56 shares in the last quarter. RFG Bristol Wealth Advisors LLC lifted its position in shares of Texas Instruments by 1.1% during the 4th quarter. RFG Bristol Wealth Advisors LLC now owns 5,216 shares of the semiconductor company's stock valued at $905,000 after acquiring an additional 59 shares during the period. Finally, Evermay Wealth Management LLC lifted its position in shares of Texas Instruments by 8.3% during the 4th quarter. Evermay Wealth Management LLC now owns 793 shares of the semiconductor company's stock valued at $138,000 after acquiring an additional 61 shares during the period. 84.99% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on TXN shares. Sanford C. Bernstein restated a "market perform" rating and issued a $205.00 price target on shares of Texas Instruments in a research report on Wednesday, January 28th. 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. JPMorgan Chase & Co. raised their target price on shares of Texas Instruments from $227.00 to $280.00 and gave the company an "overweight" rating in a report on Thursday, April 23rd. Wolfe Research reaffirmed an "outperform" rating and set a $315.00 price target on shares of Texas Instruments in a report on Thursday. Finally, Stifel Nicolaus lifted their price objective on shares of Texas Instruments from $250.00 to $290.00 and gave the company a "buy" rating in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Hold" and an average target price of $257.68.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Multiple firms raised price targets and ratings after TXN's strong Q1 and Q2 guidance (Wolfe Research raised its target to $315 and reiterated Outperform). Wolfe Research Raises TXN PT
• Positive Sentiment: Truist lifted its price target to $278 citing excellent Q1 results and solid Q2 guidance (even while keeping a Hold), contributing to bullish analyst momentum. Truist Lifts PT on TXN
• Positive Sentiment: Wall Street has broadly upgraded TXN after the blowout quarter; several outlets highlight rising earnings estimates and inclusion on momentum/strong-buy lists (Zacks, Yahoo coverage). These upgrades support further upside expectations. Analyst Upgrades After Blowout Earnings
• Neutral Sentiment: Analyst write-ups and deep dives are spotlighting TXN's international revenue mix and data-center relevance — useful context for estimates but not an immediate catalyst. International Markets Deep Dive
• Neutral Sentiment: Sector commentary warns some chip names look stretched after recent rallies; this raises valuation/headline-risk even as TXN posts strong fundamental results. Chip Stocks Valuation Caution
• Negative Sentiment: Large insider selling reported on April 24: multiple VPs, directors and the CFO disclosed significant stock sales (CFO Rafael Lizardi sold ~40,541 shares — ~32% reduction in his reported holding). Heavy insider sales can trigger investor concern and near-term selling pressure. CFO Form 4 (SEC)

Texas Instruments Stock Down 2.8%

TXN stock opened at $269.50 on Tuesday. The firm has a 50-day moving average price of $209.96 and a 200-day moving average price of $191.85. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $287.83. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77. The stock has a market capitalization of $245.37 billion, a P/E ratio of 46.15, a price-to-earnings-growth ratio of 1.46 and a beta of 1.01.

Texas Instruments (NASDAQ:TXN - Get Free Report) last announced its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.37 by $0.31. The company had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm's revenue was up 18.6% on a year-over-year basis. During the same period in the previous year, the firm posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, equities research analysts anticipate that Texas Instruments Incorporated will post 7.28 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th will be paid a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Tuesday, May 5th. Texas Instruments's dividend payout ratio is currently 97.26%.

Insider Buying and Selling

In other Texas Instruments news, Director Mark A. Blinn sold 15,000 shares of the company's stock in a transaction on Friday, April 24th. The shares were sold at an average price of $277.51, for a total transaction of $4,162,650.00. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, VP Shanon J. Leonard sold 18,189 shares of the stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $277.95, for a total value of $5,055,632.55. Following the sale, the vice president owned 31,975 shares of the company's stock, valued at approximately $8,887,451.25. The trade was a 36.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 218,616 shares of company stock worth $54,239,563. 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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