Texas Instruments Incorporated $TXN Shares Sold by State Street Corp

State Street Corp decreased its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 0.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 43,446,720 shares of the semiconductor company’s stock after selling 108,392 shares during the quarter. State Street Corp’s holdings in Texas Instruments were worth $7,537,571,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the company. Vanguard Group Inc. increased its stake in shares of Texas Instruments by 1.0% in the third quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock valued at $17,720,020,000 after purchasing an additional 998,658 shares during the period. Geode Capital Management LLC increased its stake in shares of Texas Instruments by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock valued at $3,952,933,000 after purchasing an additional 248,515 shares during the period. Invesco Ltd. increased its stake in shares of Texas Instruments by 16.8% in the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock valued at $3,019,603,000 after purchasing an additional 2,366,695 shares during the period. Norges Bank acquired a new stake in shares of Texas Instruments in the fourth quarter valued at approximately $2,516,628,000. Finally, Bank of New York Mellon Corp increased its stake in shares of Texas Instruments by 22.4% in the fourth quarter. Bank of New York Mellon Corp now owns 12,273,233 shares of the semiconductor company’s stock valued at $2,129,283,000 after purchasing an additional 2,250,174 shares during the period. Institutional investors and hedge funds own 84.99% of the company’s stock.

Analysts Set New Price Targets

TXN has been the topic of several analyst reports. Stifel Nicolaus set a $340.00 price target on shares of Texas Instruments in a research note on Friday, May 15th. UBS Group raised their price target 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. Robert W. Baird raised their price target 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. TD Cowen raised their price target on shares of Texas Instruments from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Finally, Benchmark raised their price target on shares of Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have issued a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Texas Instruments has a consensus rating of “Hold” and an average price target of $267.11.

Insider Activity

In related news, VP Ahmad Bahai sold 5,000 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The shares were 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 in the company, valued at approximately $13,143,898.47. This trade represents a 10.52% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Haviv Ilan sold 20,000 shares of the firm’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the sale, the chief executive officer owned 204,339 shares of the company’s stock, valued at $57,280,308.48. The trade was a 8.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 303,475 shares of company stock valued at $85,666,638 in the last ninety days. 0.60% of the stock is owned by company insiders.

Texas Instruments Stock Performance

Shares of NASDAQ TXN opened at $301.12 on Friday. The stock has a fifty day moving average price of $271.64 and a two-hundred day moving average price of $221.18. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. The firm has a market cap of $274.05 billion, a P/E ratio of 51.56, a PEG ratio of 1.49 and a beta of 1.32. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $331.51.

Texas Instruments (NASDAQ:TXN) last issued its 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. The firm had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm’s revenue for the quarter was up 18.6% compared to the same quarter last year. During the same period last year, the firm posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Research analysts forecast that Texas Instruments Incorporated will post 7.66 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were issued a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date was Tuesday, May 5th. 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.