Texas Instruments Incorporated $TXN Stock Holdings Increased by First Eagle Investment Management LLC

First Eagle Investment Management LLC lifted its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 0.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 3,649,310 shares of the semiconductor company’s stock after acquiring an additional 18,589 shares during the quarter. First Eagle Investment Management LLC’s holdings in Texas Instruments were worth $633,119,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the stock. KLCM Advisors Inc. lifted its position in shares of Texas Instruments by 19.5% in the fourth quarter. KLCM Advisors Inc. now owns 6,541 shares of the semiconductor company’s stock worth $1,135,000 after purchasing an additional 1,069 shares in the last quarter. AG2R LA Mondiale Gestion D Actifs raised its position in Texas Instruments by 6.8% during the fourth quarter. AG2R LA Mondiale Gestion D Actifs now owns 36,265 shares of the semiconductor company’s stock valued at $6,292,000 after acquiring an additional 2,320 shares in the last quarter. Certior Financial Group LLC raised its position in Texas Instruments by 9.2% during the fourth quarter. Certior Financial Group LLC now owns 2,269 shares of the semiconductor company’s stock valued at $394,000 after acquiring an additional 191 shares in the last quarter. Nicholas Company Inc. raised its position in Texas Instruments by 3.4% during the fourth quarter. Nicholas Company Inc. now owns 332,129 shares of the semiconductor company’s stock valued at $57,621,000 after acquiring an additional 10,895 shares in the last quarter. Finally, Swiss Life Asset Management Ltd raised its position in Texas Instruments by 10.1% during the fourth quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock valued at $96,321,000 after acquiring an additional 50,808 shares in the last quarter. 84.99% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the stock. Stifel Nicolaus raised their price objective on shares of Texas Instruments from $250.00 to $290.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $205.00 price objective on shares of Texas Instruments in a research report on Wednesday, January 28th. Weiss Ratings raised shares of Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday, May 6th. Wells Fargo & Company raised their price objective on shares of Texas Instruments from $215.00 to $260.00 and gave the company an “equal weight” rating in a research report on Thursday, April 23rd. Finally, DZ Bank raised shares of Texas Instruments to a “strong sell” rating in a research report on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat, Texas Instruments currently has an average rating of “Hold” and a consensus target price of $257.68.

Insider Activity at Texas Instruments

In related news, VP Amichai Ron sold 18,365 shares of Texas Instruments stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $272.43, for a total value of $5,003,176.95. Following the completion of the transaction, the vice president directly owned 81,085 shares of the company’s stock, valued at $22,089,986.55. The trade was a 18.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Mark T. Roberts sold 28,080 shares of Texas Instruments stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $280.34, for a total value of $7,871,947.20. Following the completion of the transaction, the vice president directly owned 53,809 shares of the company’s stock, valued at $15,084,815.06. This represents a 34.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 270,300 shares of company stock valued at $72,897,962. Insiders own 0.60% of the company’s stock.

Texas Instruments Trading Up 3.5%

Shares of Texas Instruments stock opened at $297.76 on Tuesday. The company’s fifty day simple moving average is $220.16 and its 200-day simple moving average is $197.83. The company has a market cap of $270.99 billion, a price-to-earnings ratio of 50.99, a PEG ratio of 1.44 and a beta of 1.31. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $298.18.

Texas Instruments (NASDAQ:TXN) last posted 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. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm had revenue of $4.83 billion for the quarter, compared to the consensus estimate of $4.85 billion. During the same quarter in the previous year, the company earned $1.23 earnings per share. The business’s revenue was up 18.6% compared to the same quarter last year. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, sell-side analysts expect that Texas Instruments Incorporated will post 7.69 EPS for the current year.

Texas Instruments Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be issued a dividend of $1.42 per share. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.9%. Texas Instruments’s dividend payout ratio (DPR) is presently 97.26%.

About Texas Instruments

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.