Van ECK Associates Corp Acquires 1,635,870 Shares of Texas Instruments Incorporated $TXN

Key Points

• Van ECK added 1,635,870 shares of Texas Instruments (a 21.8% increase), bringing its total to 9,134,203 shares — about 1.01% of TXN and worth ~$1.678 billion, making TXN its 14th largest holding.
• Institutional ownership is high (about 84.99%) with several funds boosting stakes recently, while insiders sold 114,284 shares (~$25.53M) over the last quarter and now own 0.60% of the company.
• Market snapshot: TXN has a market cap of ~$178.6B, a PE of 36.07 and a dividend yield of 2.9% (DPR 104.4%); analysts have a consensus "Hold" rating with a $214.77 target, and the company slightly missed recent quarterly EPS and guided Q1 to 1.220–1.480 EPS.

Van ECK Associates Corp grew its holdings in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 21.8% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 9,134,203 shares of the semiconductor company's stock after buying an additional 1,635,870 shares during the period. Texas Instruments makes up 1.6% of Van ECK Associates Corp's portfolio, making the stock its 14th largest holding. Van ECK Associates Corp owned approximately 1.01% of Texas Instruments worth $1,678,227,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in the business. Brighton Jones LLC boosted its holdings in shares of Texas Instruments by 33.4% in the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company's stock worth $3,158,000 after purchasing an additional 4,218 shares during the period. Intech Investment Management LLC boosted its stake in Texas Instruments by 12.8% during the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company's stock worth $1,632,000 after buying an additional 1,031 shares during the period. Los Angeles Capital Management LLC increased its position in Texas Instruments by 1,064.8% during the second quarter. Los Angeles Capital Management LLC now owns 52,146 shares of the semiconductor company's stock valued at $10,827,000 after acquiring an additional 47,669 shares during the last quarter. Acadian Asset Management LLC lifted its holdings in shares of Texas Instruments by 144.6% in the 2nd quarter. Acadian Asset Management LLC now owns 23,369 shares of the semiconductor company's stock worth $4,848,000 after acquiring an additional 13,814 shares during the last quarter. Finally, Midwest Trust Co purchased a new position in shares of Texas Instruments during the 2nd quarter worth about $2,852,000. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Texas Instruments Price Performance

TXN opened at $196.20 on Tuesday. The firm has a market capitalization of $178.63 billion, a PE ratio of 36.07, a price-to-earnings-growth ratio of 1.75 and a beta of 1.01. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.83. The business's 50-day moving average is $204.29 and its two-hundred day moving average is $186.41. Texas Instruments Incorporated has a 1 year low of $139.95 and a 1 year high of $231.32.

Texas Instruments (NASDAQ:TXN - Get Free Report) last released its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing the consensus estimate of $1.29 by ($0.02). Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. The firm had revenue of $4.42 billion for the quarter, compared to analysts' expectations of $4.44 billion. During the same period in the previous year, the company posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Research analysts anticipate that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th were paid a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 2.9%. The ex-dividend date was Friday, January 30th. Texas Instruments's dividend payout ratio (DPR) is 104.41%.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on TXN. Morgan Stanley reissued an "underweight" rating and issued a $180.00 price objective on shares of Texas Instruments in a research report on Wednesday, January 28th. Rosenblatt Securities restated a "buy" rating and set a $240.00 price objective on shares of Texas Instruments in a report on Thursday, February 5th. The Goldman Sachs Group increased their target price on Texas Instruments from $156.00 to $175.00 and gave the stock a "sell" rating in a research note on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft boosted their target price on shares of Texas Instruments from $185.00 to $205.00 and gave the company a "hold" rating in a research note on Wednesday, January 28th. Finally, Wells Fargo & Company boosted their price objective on shares of Texas Instruments from $185.00 to $215.00 and gave the company an "equal weight" rating in a research report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have issued a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat.com, Texas Instruments has a consensus rating of "Hold" and a consensus target price of $214.77.

Insider Buying and Selling

In other news, Director Mark A. Blinn sold 3,144 shares of the firm's stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $221.58, for a total value of $696,647.52. Following the completion of the sale, the director owned 11,670 shares of the company's stock, valued at $2,585,838.60. This trade represents a 21.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Rafael R. Lizardi sold 7,096 shares of the business's stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $230.78, for a total value of $1,637,614.88. Following the transaction, the chief financial officer owned 85,454 shares in the company, valued at approximately $19,721,074.12. This trade represents a 7.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 114,284 shares of company stock valued at $25,531,935 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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