Nykredit A S Purchases Shares of 244,700 Texas Instruments Incorporated $TXN

Key Points

• Nykredit A/S acquired 244,700 Texas Instruments shares during the second quarter, valued at approximately $72.9 million. Institutional investors collectively own 84.99% of TXN.
• Texas Instruments reported quarterly EPS of $2.14 and revenue of $5.46 billion, beating analyst expectations, with revenue up 22.8% year over year.
• The company plans to raise its quarterly dividend 7% to $1.52 per share, or $6.08 annually, marking 23 consecutive years of dividend growth; analysts maintain a “Moderate Buy” consensus with an average price target of $312.12.

Nykredit A S bought a new stake in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 244,700 shares of the semiconductor company's stock, valued at approximately $72,938,000.

Several other institutional investors also recently bought and sold shares of TXN. HBW Advisory Services LLC boosted its stake in shares of Texas Instruments by 2.2% during the 1st quarter. HBW Advisory Services LLC now owns 1,730 shares of the semiconductor company's stock valued at $336,000 after buying an additional 37 shares during the last quarter. Montz Harcus Wealth Management LLC boosted its holdings in Texas Instruments by 2.9% during the first quarter. Montz Harcus Wealth Management LLC now owns 1,338 shares of the semiconductor company's stock worth $260,000 after buying an additional 38 shares in the last quarter. Livforsakringsbolaget Skandia Omsesidigt grew its holdings in shares of Texas Instruments by 0.6% in the 1st quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 5,960 shares of the semiconductor company's stock worth $1,157,000 after acquiring an additional 38 shares during the last quarter. Absher Wealth Management LLC raised its stake in Texas Instruments by 1.0% during the 1st quarter. Absher Wealth Management LLC now owns 4,223 shares of the semiconductor company's stock valued at $820,000 after purchasing an additional 42 shares during the period. Finally, Severin Investments LLC lifted its stake in Texas Instruments by 3.3% in the 1st quarter. Severin Investments LLC now owns 1,349 shares of the semiconductor company's stock worth $262,000 after acquiring an additional 43 shares in the last quarter. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Texas Instruments

In other news, VP Tsedeniya Abraham sold 7,000 shares of the company's stock in a transaction dated Thursday, August 27th. The shares were sold at an average price of $264.63, for a total value of $1,852,410.00. Following the sale, the vice president directly owned 23,181 shares of the company's stock, valued at approximately $6,134,388.03. This represents a 23.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.60% of the company's stock.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Texas Instruments said it plans to increase its quarterly dividend by 7%, from $1.42 to $1.52 per share, equivalent to $6.08 annually. The payment is scheduled for November 10, 2026, to shareholders of record on October 30, subject to formal board approval. TI increases dividend 7% to $1.52 per share
• Positive Sentiment: The increase would mark 23 consecutive years of dividend growth and provide an annualized yield of approximately 2.3%. The move reinforces TXN’s appeal to income-focused investors and signals management’s confidence in recurring cash generation. TI dividend increase announcement
• Neutral Sentiment: Texas Instruments is being highlighted as a reliable-income stock because of its established dividend record and financially strong business model. However, income-oriented coverage is not a new operating catalyst and may have limited effect on near-term earnings expectations. Reliable income stocks
• Negative Sentiment: Recent analysis has raised valuation concerns, with investors awaiting the next earnings report for evidence of demand across industrial, automotive, and data-center markets. TXN had also recently underperformed broader indexes, reflecting uncertainty over the pace of recovery despite strong longer-term returns. Texas Instruments valuation analysis

Analysts Set New Price Targets

Several research firms recently weighed in on TXN. Morgan Stanley boosted their target price on Texas Instruments from $230.00 to $255.00 and gave the stock an "underweight" rating in a report on Thursday, July 23rd. Susquehanna lifted their price target on Texas Instruments from $300.00 to $340.00 and gave the stock a "positive" rating in a research report on Tuesday, July 21st. KeyCorp upped their price target on Texas Instruments from $390.00 to $400.00 and gave the stock an "overweight" rating in a report on Thursday, July 23rd. TD Cowen dropped their price objective on shares of Texas Instruments from $360.00 to $340.00 and set a "buy" rating on the stock in a report on Thursday, July 23rd. Finally, Wells Fargo & Company boosted their price target on Texas Instruments from $300.00 to $310.00 and gave the company an "equal weight" rating in a research note on Thursday, July 23rd. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have assigned a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $312.12.

Texas Instruments Stock Up 3.3%

Shares of NASDAQ TXN opened at $266.64 on Friday. The firm's 50-day simple moving average is $272.83 and its 200 day simple moving average is $264.26. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. The company has a market cap of $243.51 billion, a price-to-earnings ratio of 40.58, a price-to-earnings-growth ratio of 1.44 and a beta of 1.33. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $334.03.

Texas Instruments (NASDAQ:TXN - Get Free Report) last announced its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, topping analysts' consensus estimates 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 firm's quarterly revenue was up 22.8% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, research analysts expect that Texas Instruments Incorporated will post 8.45 earnings per share for the current fiscal year.

Texas Instruments Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, November 10th. Investors of record on Friday, October 30th will be given a dividend of $1.52 per share. This represents a $6.08 annualized dividend and a yield of 2.3%. This is a boost from Texas Instruments's previous quarterly dividend of $1.42. The ex-dividend date of this dividend is Friday, October 30th. Texas Instruments's payout ratio is currently 86.45%.

Texas Instruments Profile

Texas Instruments Incorporated NASDAQ: TXN designs and manufactures semiconductors used in industrial, automotive, personal electronics, communications equipment and enterprise systems. The company's portfolio is led by analog chips, which manage power, sensing and signal processing, and embedded processing products, including microcontrollers and processors that control electronic systems.

Texas Instruments also develops products such as data converters, amplifiers, interface and connectivity devices, motor drivers, power-management semiconductors and calculators.

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