Royal London Asset Management Ltd. Trims Stake in Texas Instruments Incorporated $TXN

Royal London Asset Management Ltd. decreased its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 1.1% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,099,404 shares of the semiconductor company’s stock after selling 11,755 shares during the period. Royal London Asset Management Ltd.’s holdings in Texas Instruments were worth $190,736,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in TXN. Strategic Wealth Investment Group LLC bought a new stake in Texas Instruments during the 2nd quarter worth approximately $25,000. High Point Wealth Management LLC purchased a new position in Texas Instruments during the fourth quarter valued at approximately $25,000. Advocate Investing Services LLC bought a new position in shares of Texas Instruments in the fourth quarter worth approximately $25,000. Ares Financial Consulting LLC bought a new position in shares of Texas Instruments in the fourth quarter worth approximately $26,000. Finally, Tucker Asset Management LLC purchased a new stake in shares of Texas Instruments in the fourth quarter worth $29,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts have recently commented on TXN shares. Wolfe Research restated an “outperform” rating and set a $315.00 price objective on shares of Texas Instruments in a research report on Thursday, April 23rd. Wells Fargo & Company increased their price target on Texas Instruments from $260.00 to $300.00 and gave the stock an “equal weight” rating in a research note on Tuesday. Stifel Nicolaus set a $340.00 price target on Texas Instruments in a report on Friday, May 15th. Jefferies Financial Group upgraded Texas Instruments from a “hold” rating to a “buy” rating in a research report on Friday, May 22nd. Finally, Cantor Fitzgerald reissued a “neutral” rating on shares of Texas Instruments in a report on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have issued a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $267.11.

Insider Buying and Selling

In other news, Director Carrie Smith Cox sold 8,838 shares of the business’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $306.41, for a total value of $2,708,051.58. Following the completion of the sale, the director owned 37,626 shares in the company, valued at approximately $11,528,982.66. The trade was a 19.02% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Ahmad Bahai sold 5,000 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the completion of the sale, the vice president directly owned 42,519 shares of the company’s stock, valued at $13,143,898.47. The trade was a 10.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 303,475 shares of company stock valued at $85,666,638 over the last quarter. 0.60% of the stock is owned by company insiders.

Texas Instruments Trading Up 1.4%

NASDAQ TXN opened at $301.12 on Friday. The stock has a market cap of $274.05 billion, a PE ratio of 51.56, a PEG ratio of 1.49 and a beta of 1.32. The company’s 50-day moving average price is $271.64 and its 200-day moving average price is $221.18. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $331.51. 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 (NASDAQ:TXN) last posted its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating the consensus estimate of $1.37 by $0.31. The firm had revenue of $4.83 billion during 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 company’s revenue was up 18.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities research analysts forecast that Texas Instruments Incorporated will post 7.66 earnings per share for the current year.

Texas Instruments Announces Dividend

The company also recently disclosed 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 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Tuesday, May 5th. Texas Instruments’s payout ratio 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.