Texas Instruments Incorporated $TXN Shares Purchased by Principal Financial Group Inc.

Key Points

• Principal Financial Group raised its stake in Texas Instruments by 3.4% to 1,086,775 shares (about $188.5M), and institutional investors now own roughly 84.99% of the company.
• Insider selling was notable last quarter: VP Mark T. Roberts and CEO Haviv Ilan sold large blocks (28,080 and 20,000 shares respectively), with insiders offloading 351,224 shares worth about $90.8M in total; insiders now hold ~0.60% of the stock.
• Texas Instruments beat Q1 EPS estimates ($1.68 vs. $1.37) with revenue up 18.6% year‑over‑year to $4.83B and set Q2 guidance of $1.77–2.05 EPS; the company also declared a $1.42 quarterly dividend (2.0% yield) amid a roughly 62% YTD rally cited in coverage.

Principal Financial Group Inc. lifted its position in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 3.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,086,775 shares of the semiconductor company's stock after purchasing an additional 36,121 shares during the quarter. Principal Financial Group Inc. owned approximately 0.12% of Texas Instruments worth $188,545,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in Texas Instruments by 1.0% during the 3rd quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company's stock worth $17,720,020,000 after acquiring an additional 998,658 shares during the period. State Street Corp lifted its position in Texas Instruments by 0.5% during the 3rd quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company's stock worth $8,002,381,000 after acquiring an additional 230,098 shares during the period. Invesco Ltd. lifted its position in Texas Instruments by 16.8% during the 3rd quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company's stock worth $3,019,603,000 after acquiring an additional 2,366,695 shares during the period. Alliancebernstein L.P. lifted its position in Texas Instruments by 2.7% during the 3rd quarter. Alliancebernstein L.P. now owns 11,557,813 shares of the semiconductor company's stock worth $2,123,517,000 after acquiring an additional 305,022 shares during the period. Finally, Amundi lifted its position in Texas Instruments by 61.0% during the 3rd quarter. Amundi now owns 9,445,243 shares of the semiconductor company's stock worth $1,717,240,000 after acquiring an additional 3,580,147 shares during the period. 84.99% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Texas Instruments

In other news, VP Mark T. Roberts sold 28,080 shares of the stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $280.34, for a total transaction of $7,871,947.20. Following the completion of the transaction, the vice president directly owned 53,809 shares of the company's stock, valued at approximately $15,084,815.06. This represents a 34.29% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CEO Haviv Ilan sold 20,000 shares of the stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $280.32, for a total value of $5,606,400.00. Following the transaction, the chief executive officer directly owned 204,339 shares of the company's stock, valued at approximately $57,280,308.48. This trade represents a 8.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 351,224 shares of company stock worth $90,772,849. 0.60% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the company. DZ Bank raised Texas Instruments to a "strong sell" rating in a research report on Monday, February 9th. BNP Paribas Exane raised Texas Instruments from a "strong sell" rating to a "hold" rating in a research report on Thursday, January 22nd. Benchmark increased their price objective on Texas Instruments from $250.00 to $315.00 and gave the stock a "buy" rating in a research report on Thursday, April 23rd. Deutsche Bank Aktiengesellschaft increased their price objective on Texas Instruments from $185.00 to $205.00 and gave the stock a "hold" rating in a research report on Wednesday, January 28th. Finally, UBS Group increased their price objective on Texas Instruments from $260.00 to $295.00 and gave the stock a "buy" rating in a research report on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Hold" and an average target price of $257.68.

More 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 Performance

Shares of TXN stock opened at $281.00 on Wednesday. The company has a market cap of $255.74 billion, a price-to-earnings ratio of 48.12, a price-to-earnings-growth ratio of 1.42 and a beta of 1.31. The stock has a 50 day simple moving average of $214.15 and a 200-day simple moving average of $194.67. 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.

Texas Instruments (NASDAQ:TXN - Get Free Report) last issued its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.37 by $0.31. The business had revenue of $4.83 billion during the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The company's revenue for the quarter 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. On average, equities analysts forecast that Texas Instruments Incorporated will post 7.6 EPS for the current year.

Texas Instruments Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th will be paid 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 of this dividend is Tuesday, May 5th. Texas Instruments's dividend payout ratio is 97.26%.

Texas Instruments 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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