First National Bank of Omaha Acquires New Position in Texas Instruments Incorporated $TXN

First National Bank of Omaha acquired a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 53,906 shares of the semiconductor company’s stock, valued at approximately $9,904,000.

Other hedge funds also recently added to or reduced their stakes in the company. Strategic Wealth Investment Group LLC purchased a new position in Texas Instruments in the 2nd quarter valued at approximately $25,000. Pacifica Partners Inc. grew its holdings in Texas Instruments by 85.2% in the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 69 shares during the last quarter. Grey Fox Wealth Advisors LLC purchased a new position in shares of Texas Instruments in the third quarter valued at $29,000. Osterweis Capital Management Inc. raised its stake in shares of Texas Instruments by 1,810.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after buying an additional 181 shares during the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd boosted its position in shares of Texas Instruments by 69.9% in the 2nd quarter. Clal Insurance Enterprises Holdings Ltd now owns 192 shares of the semiconductor company’s stock worth $40,000 after buying an additional 79 shares in the last quarter. 84.99% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Texas Instruments

In other Texas Instruments news, VP Ahmad Bahai sold 6,500 shares of Texas Instruments stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $230.79, for a total transaction of $1,500,135.00. Following the transaction, the vice president directly owned 42,488 shares of the company’s stock, valued at $9,805,805.52. The trade was a 13.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, VP Mark Gary sold 12,921 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $230.10, for a total transaction of $2,973,122.10. Following the completion of the sale, the vice president directly owned 45,547 shares of the company’s stock, valued at $10,480,364.70. The trade was a 22.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 117,431 shares of company stock valued at $25,607,436 over the last three months. Insiders own 0.57% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have weighed in on the stock. Deutsche Bank Aktiengesellschaft raised their target price on shares of Texas Instruments from $185.00 to $205.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Bank of America raised shares of Texas Instruments from an “underperform” rating to a “neutral” rating and raised their price objective for the stock from $185.00 to $235.00 in a research note on Wednesday, January 28th. Wells Fargo & Company upped their target price on Texas Instruments from $185.00 to $215.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 28th. Susquehanna raised their price target on Texas Instruments from $200.00 to $225.00 and gave the stock a “positive” rating in a research report on Thursday, January 22nd. Finally, BNP Paribas Exane raised shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have given a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $212.92.

Texas Instruments Price Performance

TXN opened at $225.69 on Wednesday. Texas Instruments Incorporated has a 1 year low of $139.95 and a 1 year high of $231.32. The company’s 50 day simple moving average is $195.34 and its 200 day simple moving average is $184.59. The stock has a market capitalization of $204.82 billion, a PE ratio of 41.49, a P/E/G ratio of 2.04 and a beta of 1.01. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.The company had revenue of $4.42 billion for the quarter, compared to analysts’ expectations of $4.44 billion. During the same period in the prior year, the business earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, sell-side analysts expect that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th were given a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend was Friday, January 30th. Texas Instruments’s payout ratio is 104.41%.

Texas Instruments 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.