Texas Instruments Incorporated $TXN Shares Bought by Cullinan Associates Inc.

Posted by Brian Himes on Nov 8th, 2026

Cullinan Associates Inc. increased its stake in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 5.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 66,155 shares of the semiconductor company’s stock after acquiring an additional 3,472 shares during the period. Texas Instruments makes up approximately 1.4% of Cullinan Associates Inc.’s investment portfolio, making the stock its 19th biggest position. Cullinan Associates Inc.’s holdings in Texas Instruments were worth $18,529,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. BlackRock Inc. bought a new stake in Texas Instruments during the second quarter worth approximately $24,607,313,000. Bank of New York Mellon Corp lifted its position in Texas Instruments by 33.6% in the first quarter. Bank of New York Mellon Corp now owns 16,402,834 shares of the semiconductor company’s stock worth $3,184,446,000 after purchasing an additional 4,129,601 shares during the period. Bank of America Corp DE bought a new position in Texas Instruments during the 2nd quarter valued at $3,700,842,000. Van ECK Associates Corp boosted its stake in Texas Instruments by 1.5% during the 2nd quarter. Van ECK Associates Corp now owns 12,149,167 shares of the semiconductor company’s stock valued at $3,621,302,000 after purchasing an additional 177,511 shares in the last quarter. Finally, Amundi increased its position in shares of Texas Instruments by 9.0% during the 1st quarter. Amundi now owns 9,064,214 shares of the semiconductor company’s stock valued at $1,759,727,000 after purchasing an additional 752,139 shares during the period. 84.99% of the stock is currently owned by institutional investors.

Texas Instruments News Roundup

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

Positive Sentiment: Zacks Research raised its Texas Instruments earnings estimates across multiple periods and maintained a “Strong-Buy” rating. It now projects EPS of $8.89 for FY2026, $10.78 for FY2027 and $12.33 for FY2028, suggesting improving expectations for earnings growth. Texas Instruments coverage
Positive Sentiment: TI announced a compact, pre-certified multiprotocol Industrial Ethernet module and an IO-Link master aimed at connected factories. The products expand its industrial communications portfolio, though the announcement’s near-term financial impact is unclear. Product announcement
Neutral Sentiment: TI priced $2.0 billion in senior unsecured notes to help finance its planned acquisition of Silicon Laboratories and transaction costs. The financing supports the deal but adds debt; investors will likely focus on the acquisition’s eventual returns. Debt and acquisition coverage
Negative Sentiment: Recent weakness in TXN has been linked to a broad technology selloff and an AMD quantum-computing announcement that rattled analog-chip shares. These appear to be sector sentiment pressures rather than company-specific deterioration. Sector selloff coverage

Texas Instruments Stock Down 0.3%

TXN stock opened at $277.36 on Friday. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $334.03. The firm has a market cap of $253.44 billion, a PE ratio of 35.97, a P/E/G ratio of 1.36 and a beta of 1.39. The firm has a 50 day simple moving average of $279.06 and a 200 day simple moving average of $261.41. The company has a debt-to-equity ratio of 0.67, a current ratio of 5.59 and a quick ratio of 4.05.

Texas Instruments (NASDAQ:TXN – Get Free Report) last posted its quarterly earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.40 by $0.22. The firm had revenue of $6.05 billion for the quarter, compared to analyst estimates of $5.94 billion. Texas Instruments had a net margin of 34.25% and a return on equity of 40.51%. The firm’s quarterly revenue was up 27.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.48 earnings per share. Equities research analysts forecast that Texas Instruments Incorporated will post 8.97 earnings per share for the current fiscal year.

Texas Instruments Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 10th. Stockholders of record on Friday, October 30th will be paid a dividend of $1.52 per share. The ex-dividend date of this dividend is Friday, October 30th. This represents a $6.08 annualized dividend and a dividend yield of 2.2%. This is a boost from Texas Instruments’s previous quarterly dividend of $1.42. Texas Instruments’s dividend payout ratio is 78.86%.

Insiders Place Their Bets

In other Texas Instruments news, Director Ronald Kirk sold 6,065 shares of the company’s stock in a transaction dated Thursday, October 29th. The shares were sold at an average price of $310.39, for a total transaction of $1,882,515.35. Following the completion of the sale, the director directly owned 15,462 shares of the company’s stock, valued at approximately $4,799,250.18. This represents a 28.17% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Pamela H. Patsley sold 4,532 shares of the firm’s stock in a transaction dated Tuesday, October 27th. The stock was sold at an average price of $301.56, for a total transaction of $1,366,669.92. Following the completion of the transaction, the director owned 34,487 shares of the company’s stock, valued at approximately $10,399,899.72. The trade was a 11.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 27,968 shares of company stock worth $8,236,892 over the last three months. Company insiders own 0.60% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently commented on the company. UBS Group dropped their price objective on Texas Instruments from $380.00 to $360.00 and set a “buy” rating on the stock in a research note on Thursday, October 22nd. Evercore restated an “outperform” rating and issued a $330.00 price objective (up from $316.00) on shares of Texas Instruments in a report on Thursday, July 23rd. Mizuho decreased their target price on Texas Instruments from $305.00 to $290.00 and set a “neutral” rating for the company in a research note on Thursday, October 22nd. Wall Street Zen raised Texas Instruments from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. Finally, Sanford C. Bernstein boosted their price target on shares of Texas Instruments from $250.00 to $290.00 and gave the stock a “market perform” rating in a research report on Thursday, July 23rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Texas Instruments has an average rating of “Moderate Buy” and a consensus target price of $315.37.

Read Our Latest Report on Texas Instruments

Texas Instruments Profile

(Free Report)

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.