Texas Instruments Incorporated $TXN Shares Purchased by United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

Key Points

• United Super Pty Ltd dramatically increased its Texas Instruments stake by 994.7% in Q4, ending with 1.32 million shares worth about $228.3 million and making TXN its sixth-largest holding.
• Texas Instruments recently reported strong quarterly results, with EPS of $1.68 beating estimates and revenue up 18.6% year over year, while management guided Q2 2026 EPS to $1.77–$2.05.
• The stock has attracted mixed Wall Street views: several firms raised price targets, but the broader consensus remains Hold with an average target of $265.57, below the recent share price near $315.95.

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund boosted its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 994.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,315,992 shares of the semiconductor company's stock after acquiring an additional 1,195,773 shares during the quarter. Texas Instruments accounts for 3.2% of United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund's portfolio, making the stock its 6th largest position. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund owned about 0.14% of Texas Instruments worth $228,311,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently bought and sold shares of TXN. Strategic Wealth Investment Group LLC acquired a new stake in shares of Texas Instruments in the second quarter valued at $25,000. High Point Wealth Management LLC acquired a new stake in shares of Texas Instruments in the fourth quarter valued at $25,000. Ares Financial Consulting LLC acquired a new stake in shares of Texas Instruments in the fourth quarter valued at $26,000. Tucker Asset Management LLC acquired a new stake in shares of Texas Instruments in the fourth quarter valued at $29,000. Finally, Nvest Wealth Strategies Inc. acquired a new stake in shares of Texas Instruments in the fourth quarter valued at $33,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

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Texas Instruments Price Performance

Shares of TXN stock opened at $315.95 on Friday. The stock has a 50-day moving average price of $248.47 and a 200 day moving average price of $210.91. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The firm has a market cap of $287.54 billion, a price-to-earnings ratio of 54.10, a PEG ratio of 1.59 and a beta of 1.31. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $331.51.

Texas Instruments (NASDAQ:TXN - Get Free Report) last announced its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping analysts' consensus estimates of $1.37 by $0.31. The firm had revenue of $4.83 billion during the quarter, compared to analyst estimates 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 was up 18.6% on a year-over-year basis. During the same period last year, the company earned $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Research analysts expect that Texas Instruments Incorporated will post 7.66 EPS for the current year.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were given a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date was Tuesday, May 5th. Texas Instruments's dividend payout ratio (DPR) is presently 97.26%.

Insider Transactions at Texas Instruments

In related news, CEO Haviv Ilan sold 20,000 shares of Texas Instruments stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 204,339 shares in the company, valued at $57,280,308.48. This trade represents a 8.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Carrie Smith Cox sold 8,838 shares of Texas Instruments stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $306.41, for a total value of $2,708,051.58. Following the completion of the sale, the director owned 37,626 shares of the company's stock, valued at approximately $11,528,982.66. The trade was a 19.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 303,475 shares of company stock valued at $85,666,638. 0.60% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of analysts have recently weighed in on TXN shares. Rosenblatt Securities raised their target price on Texas Instruments from $240.00 to $330.00 and gave the company a "buy" rating in a research note on Thursday, April 23rd. Wolfe Research restated an "outperform" rating and issued a $315.00 target price on shares of Texas Instruments in a research note on Thursday, April 23rd. Cantor Fitzgerald raised their target price on Texas Instruments from $280.00 to $300.00 and gave the company a "neutral" rating in a research note on Wednesday, May 13th. HC Wainwright lowered Texas Instruments to a "neutral" rating in a research note on Friday, May 22nd. Finally, Mizuho raised their target price on Texas Instruments from $255.00 to $300.00 and gave the company a "neutral" rating in a research note on Tuesday, May 19th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have issued a Hold rating and four have given a Sell rating to the company's stock. According to MarketBeat.com, Texas Instruments currently has an average rating of "Hold" and a consensus target price of $265.57.

Texas Instruments News Roundup

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

• Positive Sentiment: Analysts and industry commentary highlight Texas Instruments as a beneficiary of AI’s power bottleneck, since its analog and power chips are key in high-voltage data center architectures. AI’s Biggest Bottleneck Could Make These 2 Stocks Soar
• Positive Sentiment: Multiple pieces argue that TXN is well positioned for AI-driven demand, with its power-management and 300mm wafer capacity expected to support margin expansion and stronger operating leverage. Texas Instruments: On A Tear As The Market Realizes The Potential Of 300mm Capacity
• Positive Sentiment: A fresh valuation check said TXN continues to benefit from strong Q1 results, AI data center demand, industrial recovery, and upbeat guidance, reinforcing the bullish earnings narrative. Texas Instruments (TXN) Valuation Check After Strong Q1 Results And Growing AI Data Center Demand
• Neutral Sentiment: TXN appeared in a number of “watchlist” and trend pieces, suggesting investor interest remains elevated, but these items did not add new company-specific fundamentals. Here is What to Know Beyond Why Texas Instruments Incorporated (TXN) is a Trending Stock
• Neutral Sentiment: A conference transcript from Bernstein likely keeps TXN in focus with investors, but the headline alone does not signal a major surprise or catalyst. Texas Instruments Incorporated (TXN) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
• Negative Sentiment: One market item noted Texas Instruments’ short interest data, but the figures were effectively flat/meaningless, so it is not a meaningful bearish signal by itself. Short interest update

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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