New York State Teachers Retirement System Buys 4,098 Shares of Texas Instruments Incorporated $TXN

New York State Teachers Retirement System boosted its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 0.6% in the first quarter, Holdings Channel reports. The firm owned 704,600 shares of the semiconductor company’s stock after purchasing an additional 4,098 shares during the quarter. New York State Teachers Retirement System’s holdings in Texas Instruments were worth $136,791,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. State Street Corp increased its stake in shares of Texas Instruments by 0.5% in the 3rd quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock valued at $8,002,381,000 after purchasing an additional 230,098 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its position in shares of Texas Instruments by 6.7% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 24,288,604 shares of the semiconductor company’s stock worth $4,213,832,000 after buying an additional 1,517,420 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of Texas Instruments by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock worth $3,952,933,000 after buying an additional 248,515 shares during the last quarter. Invesco Ltd. boosted its stake in Texas Instruments by 10.6% in the fourth quarter. Invesco Ltd. now owns 18,184,514 shares of the semiconductor company’s stock valued at $3,154,831,000 after buying an additional 1,749,513 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD boosted its stake in Texas Instruments by 0.9% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 15,813,193 shares of the semiconductor company’s stock valued at $2,743,432,000 after buying an additional 137,735 shares in the last quarter. 84.99% of the stock is currently owned by institutional investors.

Texas Instruments Price Performance

TXN stock opened at $293.08 on Friday. The company has a market capitalization of $266.73 billion, a P/E ratio of 50.19, a PEG ratio of 1.50 and a beta of 1.32. The company has a fifty day moving average price of $297.23 and a 200-day moving average price of $234.46. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $334.03.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share 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 quarter in the previous year, the firm posted $1.23 earnings per share. Texas Instruments’s revenue for the quarter was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, equities analysts expect that Texas Instruments Incorporated will post 7.66 EPS for the current year.

Texas Instruments Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were paid 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 of this dividend was Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is currently 97.26%.

Key Texas Instruments News

Here are the key news stories impacting Texas Instruments this week:

• Positive Sentiment: Analysts and market commentary say Texas Instruments could benefit from rising AI infrastructure and data center demand, along with its internal manufacturing strategy and strong cash generation. TXN Stock Soars 52% in Three Months: Is There More Upside Ahead?
• Positive Sentiment: Texas Instruments was highlighted alongside other chipmakers as a semiconductor stock poised to benefit from rising AI infrastructure spending, reinforcing the favorable sector backdrop. TXN Stock Soars 52% in Three Months: Is There More Upside Ahead?
• Positive Sentiment: Texas Instruments announced it will webcast its Q2 2026 earnings conference call on July 22, keeping investors focused on upcoming results and guidance. Texas Instruments to webcast Q2 2026 earnings conference call

Wall Street Analysts Forecast Growth

TXN has been the subject of several research analyst reports. Wells Fargo & Company boosted their target price on Texas Instruments from $260.00 to $300.00 and gave the stock an “equal weight” rating in a research note on Tuesday, June 9th. UBS Group raised their price target on shares of Texas Instruments from $295.00 to $350.00 and gave the company a “buy” rating in a research note on Monday. Rosenblatt Securities upped their price objective on shares of Texas Instruments from $240.00 to $330.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. Susquehanna reissued a “positive” rating and issued a $300.00 price objective on shares of Texas Instruments in a research note on Thursday, April 23rd. Finally, KeyCorp raised Texas Instruments from an “overweight” rating to a “sector weight” rating in a report on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $276.84.

Insider Activity at Texas Instruments

In related news, VP Shanon J. Leonard sold 4,963 shares of the company’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the sale, the vice president owned 24,867 shares in the company, valued at $7,341,235.74. This represents a 16.64% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Ahmad Bahai sold 5,000 shares of the firm’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 sale, the vice president directly owned 42,519 shares of the company’s stock, valued at approximately $13,143,898.47. This trade represents a 10.52% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 303,475 shares of company stock worth $85,666,638 over the last quarter. 0.60% of the stock is owned by company insiders.

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.