Legal & General Group Plc lowered its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 3.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 6,113,823 shares of the semiconductor company’s stock after selling 206,680 shares during the quarter. Legal & General Group Plc’s holdings in Texas Instruments were worth $1,060,687,000 at the end of the most recent quarter.
Several other hedge funds have also bought and sold shares of TXN. Amundi boosted its holdings 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 last quarter. Invesco Ltd. boosted its holdings 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 last quarter. Van ECK Associates Corp boosted its holdings in Texas Instruments by 21.8% during the 3rd quarter. Van ECK Associates Corp now owns 9,134,203 shares of the semiconductor company’s stock worth $1,678,227,000 after acquiring an additional 1,635,870 shares during the last quarter. Marshall Wace LLP purchased a new position in Texas Instruments during the 3rd quarter worth $282,492,000. Finally, Corient Private Wealth LLC boosted its holdings in Texas Instruments by 94.9% during the 2nd quarter. Corient Private Wealth LLC now owns 2,517,451 shares of the semiconductor company’s stock worth $522,559,000 after acquiring an additional 1,225,524 shares during the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.
Insider Buying and Selling
In related news, CEO Haviv Ilan sold 20,000 shares of the business’s stock in a transaction dated Monday, May 4th. The shares were 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. The trade was a 8.92% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Mark T. Roberts sold 28,080 shares of the business’s stock in a transaction dated 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 in the company, valued at $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 303,475 shares of company stock worth $85,666,638 in the last ninety days. Corporate insiders own 0.60% of the company’s stock.
Key Stories Impacting Texas Instruments
- Positive Sentiment: Mizuho raised its price target on Texas Instruments after citing strong AI server demand, reinforcing the view that AI infrastructure is creating a new growth driver for the company. Mizuho Raises Texas Instruments (TXN) Price Target on Strong AI Server Demand
- Positive Sentiment: Seaport Research Partners upgraded TXN to Buy from Neutral and set a $400 target, signaling growing confidence that Texas Instruments can benefit from AI power-chip demand. Texas Instruments Has the Power Chips AI Needs. Buy the Stock, Says This Analyst.
- Positive Sentiment: Zacks highlighted TXN as a Strong Buy income stock, which may be adding to broader demand for the shares from income-oriented investors. Best Income Stocks to Buy for May 22nd
- Positive Sentiment: Analysts and recent commentary point to TXN’s AI infrastructure push and nearly 90% year-over-year growth in its data center business, suggesting the company could see further revenue upside. TXN’s AI Infrastructure Push Grows: Can It Boost Revenues Further?
Wall Street Analyst Weigh In
A number of equities analysts have issued reports on the stock. Sanford C. Bernstein assumed coverage on shares of Texas Instruments in a report on Friday. They set a “market perform” rating on the stock. Rosenblatt Securities lifted their price objective on shares of Texas Instruments from $240.00 to $330.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Bank of America raised shares of Texas Instruments from a “neutral” rating to a “buy” rating and lifted their price objective for the stock from $235.00 to $320.00 in a report on Thursday, April 23rd. Raymond James Financial set a $240.00 price objective on shares of Texas Instruments in a report on Wednesday, January 28th. Finally, Benchmark lifted their price objective on shares of Texas Instruments from $250.00 to $315.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have given a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, Texas Instruments has an average rating of “Hold” and a consensus price target of $263.65.
Check Out Our Latest Research Report on TXN
Texas Instruments Price Performance
Shares of NASDAQ:TXN opened at $309.21 on Monday. The company’s 50-day moving average is $238.50 and its 200 day moving average is $206.53. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. The company has a market capitalization of $281.41 billion, a P/E ratio of 52.95, a price-to-earnings-growth ratio of 1.55 and a beta of 1.31. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $315.57.
Texas Instruments (NASDAQ:TXN – Get Free Report) last issued its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, topping analysts’ consensus estimates of $1.37 by $0.31. The company had revenue of $4.83 billion for the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm’s quarterly revenue was up 18.6% on a year-over-year basis. During the same period in the previous year, the firm earned $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, equities research analysts forecast that Texas Instruments Incorporated will post 7.69 earnings per share for the current year.
Texas Instruments Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were issued a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend was Tuesday, May 5th. Texas Instruments’s payout ratio is 97.26%.
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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