PFA Pension Forsikringsaktieselskab Makes New $84.20 Million Investment in Texas Instruments Incorporated $TXN

Key Points

• PFA Pension Forsikringsaktieselskab opened a new position in Texas Instruments, buying 480,013 shares valued at about $84.20 million, equal to roughly 0.05% of the company.
• Texas Instruments beat Q1 expectations with $1.68 EPS vs. $1.37 expected and revenue up 18.6% year‑over‑year, and it set Q2 EPS guidance of $1.77–$2.05, signaling continued demand strength.
• Significant insider selling occurred recently—321,268 shares worth about $82.4 million were sold over the last quarter—which could exert short‑term selling pressure despite the company’s $1.42 quarterly dividend (≈2.0% yield).

PFA Pension Forsikringsaktieselskab bought a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm bought 480,013 shares of the semiconductor company's stock, valued at approximately $84,204,000. PFA Pension Forsikringsaktieselskab owned about 0.05% of Texas Instruments as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of TXN. Artisan Partners Limited Partnership lifted its position in Texas Instruments by 1.7% during the 3rd quarter. Artisan Partners Limited Partnership now owns 758,349 shares of the semiconductor company's stock worth $139,331,000 after buying an additional 12,562 shares in the last quarter. Rothschild & Co Wealth Management UK Ltd lifted its position in Texas Instruments by 1.3% during the 3rd quarter. Rothschild & Co Wealth Management UK Ltd now owns 1,307,580 shares of the semiconductor company's stock worth $240,242,000 after buying an additional 16,260 shares in the last quarter. Greenland Capital Management LP lifted its position in Texas Instruments by 66.3% during the 3rd quarter. Greenland Capital Management LP now owns 58,151 shares of the semiconductor company's stock worth $10,684,000 after buying an additional 23,177 shares in the last quarter. Providence Capital Advisors LLC acquired a new position in Texas Instruments during the 3rd quarter worth about $6,347,000. Finally, Rakuten Investment Management Inc. acquired a new position in Texas Instruments during the 3rd quarter worth about $7,461,000. Institutional investors own 84.99% of the company's stock.

Texas Instruments Stock Performance

Shares of NASDAQ:TXN opened at $280.70 on Friday. The stock has a market capitalization of $255.46 billion, a P/E ratio of 48.06, a P/E/G ratio of 1.42 and a beta of 1.01. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year 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 business has a 50-day moving average price of $212.93 and a two-hundred day moving average price of $193.66.

Texas Instruments (NASDAQ:TXN - Get Free Report) last announced its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating analysts' consensus estimates of $1.37 by $0.31. The company had revenue of $4.83 billion during the quarter, compared to analysts' expectations of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.Texas Instruments's revenue was up 18.6% on a year-over-year basis. During the same period in the prior year, the business posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities analysts predict that Texas Instruments Incorporated will post 7.6 earnings per share for the current year.

Texas Instruments Dividend Announcement

The business also recently declared 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. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.0%. Texas Instruments's dividend payout ratio is 97.26%.

Wall Street Analysts Forecast Growth

TXN has been the topic of several research reports. Barclays set a $175.00 price target on shares of Texas Instruments in a research report on Wednesday, January 28th. Mizuho set a $215.00 price objective on Texas Instruments and gave the stock a "neutral" rating in a report on Thursday, April 16th. Zacks Research raised Texas Instruments from a "hold" rating to a "strong-buy" rating in a report on Friday, April 24th. Morgan Stanley reissued an "underweight" rating and set a $180.00 price objective on shares of Texas Instruments in a report on Wednesday, January 28th. Finally, BNP Paribas Exane raised Texas Instruments from a "strong sell" rating to a "hold" rating in a report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus price target of $257.68.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Q1 beat and constructive Q2 outlook — TXN reported an EPS beat for Q1 and set Q2 revenue of ~$5.0–$5.4B with EPS guidance $1.77–$2.05, signaling continued demand strength into the quarter. Texas Instruments (TXN) Sees Stable Pricing in Q2, Signals Possible H2 Increases
• Positive Sentiment: Analysts raising targets and reaffirming buy thesis — Several firms lifted price targets after the quarter, supporting momentum and institutional interest. Texas Instruments Incorporated NASDAQ: TXN Receives $257.68 Average PT from Analysts
• Positive Sentiment: Strategic edge‑AI partnership — A collaboration with Lattice to pair TI sensing tech with low‑latency sensor fusion broadens addressable markets in robotics/industrial edge AI. Is Lattice’s TI-Powered Real-Time Sensor Fusion Push Altering The Investment Case For Lattice Semiconductor?
• Neutral Sentiment: Momentum/technical breakout — Commentators note a steep multi‑week rally that has strengthened sentiment but raises cyclicality risk. Texas Instruments’ Breakout Was 5 Years in the Making. Does It Have Legs?
• Neutral Sentiment: Dividend supports income profile — TXN declared a $1.42 quarterly dividend (ex‑dividend May 5), attractive to income buyers but noted payout ratio is high.
• Negative Sentiment: Heavy insider selling — Multiple insiders disclosed large sales this week (including VP Mohammad Yunus’s ~51k‑share sale and reported senior exec/CFO sales), which can create short‑term selling pressure. Mohammad Yunus Sells 51,098 Shares of Texas Instruments NASDAQ: TXN Stock
• Negative Sentiment: Valuation and overbought warnings — Some market pieces flag the chip rally and high multiples as a risk, which may spur profit‑taking if momentum fades. 5 Overbought Tech Stocks to Sell for Profit

Insider Buying and Selling

In other news, VP Ahmad Bahai sold 3,660 shares of the company's stock in a transaction dated Monday, April 27th. The stock was sold at an average price of $268.40, for a total value of $982,344.00. Following the completion of the sale, the vice president directly owned 42,519 shares of the company's stock, valued at $11,412,099.60. This represents a 7.93% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, VP Mark T. Roberts sold 28,080 shares of the company's stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $280.34, for a total value of $7,871,947.20. Following the completion of the sale, the vice president directly owned 53,809 shares of the company's stock, valued at approximately $15,084,815.06. This trade represents a 34.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 321,268 shares of company stock worth $82,391,712 over the last quarter. Insiders own 0.60% of the company's stock.

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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