OMERS ADMINISTRATION Corp Has $25 Million Stock Position in Texas Instruments Incorporated $TXN

Posted by Brian Himes on Jul 26th, 2026

OMERS ADMINISTRATION Corp lifted its position in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 31.6% in the first quarter, Holdings Channel.com reports. The institutional investor owned 128,800 shares of the semiconductor company’s stock after buying an additional 30,938 shares during the period. OMERS ADMINISTRATION Corp’s holdings in Texas Instruments were worth $25,005,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in TXN. Brighton Jones LLC grew its stake in Texas Instruments by 33.4% in the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after acquiring an additional 4,218 shares during the period. Intech Investment Management LLC raised its position in shares of 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 purchasing an additional 1,031 shares during the period. Osterweis Capital Management Inc. raised its position in shares of Texas Instruments by 1,810.0% during the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 181 shares during the period. Main Street Financial Solutions LLC lifted its holdings in shares of Texas Instruments by 1.7% during the 2nd quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock valued at $1,540,000 after purchasing an additional 126 shares in the last quarter. Finally, HUB Investment Partners LLC grew its position in shares of Texas Instruments by 3.5% in the 2nd quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after purchasing an additional 496 shares during the period. Institutional investors and hedge funds own 84.99% of the company’s stock.

Insiders Place Their Bets

In other Texas Instruments news, VP Ahmad Bahai sold 5,000 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $309.13, for a total value of $1,545,650.00. Following the completion of the transaction, the vice president directly owned 42,519 shares in the company, valued at $13,143,898.47. This trade represents a 10.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Shanon J. Leonard sold 4,963 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $295.22, for a total value of $1,465,176.86. Following the completion of the transaction, the vice president owned 24,867 shares of the company’s stock, valued at approximately $7,341,235.74. This represents a 16.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 199,143 shares of company stock valued at $56,959,010 in the last quarter. 0.60% of the stock is currently owned by corporate insiders.

Texas Instruments Price Performance

Shares of TXN opened at $279.58 on Friday. The company has a quick ratio of 2.94, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $334.03. The stock has a market capitalization of $254.44 billion, a P/E ratio of 42.55, a P/E/G ratio of 1.41 and a beta of 1.32. The company has a 50 day moving average of $301.06 and a 200-day moving average of $247.37.

Texas Instruments (NASDAQ:TXN – Get Free Report) last released its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, beating analysts’ consensus estimates of $1.91 by $0.23. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The business had revenue of $5.46 billion during the quarter, compared to the consensus estimate of $5.26 billion. During the same quarter last year, the firm earned $1.41 earnings per share. The firm’s revenue for the quarter was up 22.8% compared to the same quarter last year. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, equities research analysts forecast that Texas Instruments Incorporated will post 8.17 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st 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 is Friday, July 31st. Texas Instruments’s dividend payout ratio is currently 86.45%.

Texas Instruments News Roundup

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

Positive Sentiment: Rosenblatt Securities raised its price target to $350 and kept a buy rating, while JPMorgan, TD Cowen, and KeyCorp also reiterated bullish views and lifted targets, suggesting analysts see further upside after the earnings beat. Article
Positive Sentiment: Texas Instruments reported Q2 earnings of $2.14 per share on revenue of $5.46 billion, both above estimates, with revenue up 22.8% year over year and management issuing stronger forward guidance tied to industrial, data center, and automotive demand.
Positive Sentiment: Commentary highlighted improving inventory levels, broad demand recovery, and strong free cash flow, all of which support the long-term investment case for TXN.
Neutral Sentiment: Several articles framed TXN as a strong growth, wide-moat, or undervalued stock, reinforcing a constructive but largely unchanged fundamental outlook.
Negative Sentiment: The broader semiconductor group has pulled back as investors rotate out of AI chip winners, unwind leveraged trades, and take profits after a powerful run, pressuring TXN along with the rest of the sector.
Negative Sentiment: Despite the earnings beat and raised outlook, the stock sold off after the report, suggesting expectations were already very high and leaving little room for short-term disappointment.

Analyst Ratings Changes

A number of analysts recently issued reports on the company. Evercore reissued an “outperform” rating and set a $330.00 target price on shares of Texas Instruments in a research note on Thursday. Bank of America lifted their price target on shares of Texas Instruments from $320.00 to $370.00 and gave the company a “buy” rating in a research note on Tuesday, May 26th. Wells Fargo & Company increased their price objective on shares of Texas Instruments from $300.00 to $310.00 and gave the stock an “equal weight” rating in a research report on Thursday. Zacks Research lowered shares of Texas Instruments from a “strong-buy” rating to a “hold” rating in a report on Friday, July 10th. Finally, Truist Financial boosted their price objective on shares of Texas Instruments from $278.00 to $300.00 and gave the company a “hold” rating in a research report on Thursday. Fourteen investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $308.40.

Check Out Our Latest Stock Analysis on TXN

About Texas Instruments

(Free Report)

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.