UniSuper Management Pty Ltd trimmed its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 2.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 332,789 shares of the semiconductor company’s stock after selling 8,614 shares during the period. UniSuper Management Pty Ltd’s holdings in Texas Instruments were worth $57,736,000 as of its most recent filing with the Securities and Exchange Commission.
Other large investors have also recently added to or reduced their stakes in the company. Strategic Wealth Investment Group LLC acquired a new stake in Texas Instruments in the 2nd quarter valued at about $25,000. High Point Wealth Management LLC acquired a new stake in Texas Instruments in the 4th quarter valued at about $25,000. Ares Financial Consulting LLC acquired a new stake in Texas Instruments in the 4th quarter valued at about $26,000. Tucker Asset Management LLC acquired a new stake in Texas Instruments in the 4th quarter valued at about $29,000. Finally, Osterweis Capital Management Inc. grew its stake in Texas Instruments by 1,810.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 181 shares during the last quarter. 84.99% of the stock is owned by institutional investors and hedge funds.
Analyst Ratings Changes
A number of equities research analysts recently commented on the stock. Robert W. Baird increased their price objective on shares of Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Wells Fargo & Company increased their price objective on shares of Texas Instruments from $260.00 to $300.00 and gave the company an “equal weight” rating in a research note on Tuesday. UBS Group increased their price objective on shares of Texas Instruments from $260.00 to $295.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. JPMorgan Chase & Co. increased their price objective on shares of Texas Instruments from $227.00 to $280.00 and gave the company an “overweight” rating in a research note on Thursday, April 23rd. Finally, Stifel Nicolaus set a $340.00 price objective on shares of Texas Instruments in a research note on Friday, May 15th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Texas Instruments has an average rating of “Hold” and an average price target of $267.11.
Insider Buying and Selling at Texas Instruments
In other news, VP Mohammad Yunus sold 51,098 shares of the stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total transaction of $13,818,943.12. Following the transaction, the vice president directly owned 52,856 shares in the company, valued at $14,294,376.64. This represents a 49.15% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Rafael R. Lizardi sold 47,734 shares of the stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the transaction, the chief financial officer owned 85,485 shares in the company, valued at approximately $26,337,928.50. The trade was a 35.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 303,475 shares of company stock worth $85,666,638. 0.60% of the stock is currently owned by insiders.
Texas Instruments Price Performance
Texas Instruments stock opened at $297.10 on Friday. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $331.51. The stock has a market capitalization of $270.39 billion, a P/E ratio of 50.87, a P/E/G ratio of 1.42 and a beta of 1.32. The firm’s 50-day moving average is $269.54 and its two-hundred day moving average is $220.62. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94.
Texas Instruments (NASDAQ:TXN – Get Free Report) last released its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The company had revenue of $4.83 billion for the quarter, compared to analysts’ expectations of $4.85 billion. During the same period last year, the company earned $1.23 EPS. The firm’s revenue for the quarter 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. Equities analysts predict that Texas Instruments Incorporated will post 7.66 earnings per share for the current year.
Texas Instruments Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th were issued a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Tuesday, May 5th. Texas Instruments’s dividend payout ratio is presently 97.26%.
Key Texas Instruments News
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: Texas Instruments was highlighted in an investor update from Guinness Global Innovators as showing signs of improving end-market trends, which can support expectations for better chip demand ahead. Texas Instruments Incorporated (TXN) Rallied as the Result Signals Improving End-Market Trend
- Positive Sentiment: Wells Fargo raised its price target on Texas Instruments to $300 from $260, reflecting confidence in the stock’s longer-term potential even while keeping an Equal Weight rating. Texas Instruments (TXN) – Among the 10 Best Dividend Stocks to Buy According to D. E. Shaw
- Positive Sentiment: Investor attention has increased around TXN, with articles pointing to AI tailwinds, a rebound in semiconductor sentiment, and the company’s new EV battery monitoring product as potential growth drivers in industrial and automotive markets. Assessing Texas Instruments (TXN) Valuation After AI Tailwinds And New EV Battery Monitoring Launch
- Neutral Sentiment: Multiple market-news items noted that Texas Instruments is drawing unusually heavy investor search interest, which signals attention but does not by itself change fundamentals. Investors Heavily Search Texas Instruments Incorporated (TXN): Here is What You Need to Know
- Neutral Sentiment: Coverage also focused on TI’s new EV battery monitor and its push into battery technology, but these reports were more informational than a direct catalyst. Is TI’s New EV Battery Monitor Quietly Repositioning Texas Instruments (TXN) in Industrial and Automotive?
- Negative Sentiment: No major negative company-specific developments were reported in the latest batch of articles, so the move appears driven more by improving sentiment than by a fresh setback.
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.
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