The Manufacturers Life Insurance Company Decreases Holdings in Texas Instruments Incorporated $TXN

Posted by Linda Flegge on Jul 28th, 2026

The Manufacturers Life Insurance Company decreased its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 15.8% in the first quarter, Holdings Channel reports. The fund owned 2,707,555 shares of the semiconductor company’s stock after selling 507,460 shares during the quarter. The Manufacturers Life Insurance Company’s holdings in Texas Instruments were worth $525,640,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in TXN. HBW Advisory Services LLC raised its position in Texas Instruments by 2.2% during the first quarter. HBW Advisory Services LLC now owns 1,730 shares of the semiconductor company’s stock valued at $336,000 after purchasing an additional 37 shares during the period. Montz Harcus Wealth Management LLC boosted its holdings in shares of Texas Instruments by 2.9% in the 1st quarter. Montz Harcus Wealth Management LLC now owns 1,338 shares of the semiconductor company’s stock worth $260,000 after purchasing an additional 38 shares during the period. Livforsakringsbolaget Skandia Omsesidigt increased its position in shares of Texas Instruments by 0.6% during the 1st quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 5,960 shares of the semiconductor company’s stock valued at $1,157,000 after purchasing an additional 38 shares during the last quarter. Absher Wealth Management LLC increased its position in shares of Texas Instruments by 1.0% during the 1st quarter. Absher Wealth Management LLC now owns 4,223 shares of the semiconductor company’s stock valued at $820,000 after purchasing an additional 42 shares during the last quarter. Finally, Severin Investments LLC raised its holdings in Texas Instruments by 3.3% during the 1st quarter. Severin Investments LLC now owns 1,349 shares of the semiconductor company’s stock valued at $262,000 after buying an additional 43 shares during the period. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments Price Performance

Shares of TXN stock opened at $279.41 on Tuesday. The company has a market capitalization of $254.29 billion, a P/E ratio of 42.53, a P/E/G ratio of 1.13 and a beta of 1.32. The company’s 50-day simple moving average is $300.64 and its two-hundred day simple moving average is $248.48. Texas Instruments Incorporated has a one year low of $152.73 and a one year high of $334.03. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44.

Texas Instruments (NASDAQ:TXN – Get Free Report) last posted its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, beating the consensus estimate of $1.91 by $0.23. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The firm had revenue of $5.46 billion during the quarter, compared to the consensus estimate of $5.26 billion. During the same quarter in the previous year, the firm posted $1.41 earnings per share. The company’s revenue was up 22.8% on a year-over-year basis. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, equities analysts anticipate that Texas Instruments Incorporated will post 8.17 EPS for the current year.

Texas Instruments Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st will be given a dividend of $1.42 per share. The ex-dividend date of this dividend is Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. Texas Instruments’s payout ratio is 86.45%.

Analyst Ratings Changes

A number of brokerages recently issued reports on TXN. TD Cowen lowered their price target on Texas Instruments from $360.00 to $340.00 and set a “buy” rating for the company in a research report on Thursday, July 23rd. Mizuho increased their target price on shares of Texas Instruments from $300.00 to $305.00 and gave the company a “neutral” rating in a research note on Thursday. Robert W. Baird raised their target price on shares of Texas Instruments from $300.00 to $385.00 and gave the stock an “outperform” rating in a report on Thursday. UBS Group reaffirmed a “buy” rating and set a $380.00 price target on shares of Texas Instruments in a research note on Thursday. Finally, Sanford C. Bernstein upped their price target on shares of Texas Instruments from $250.00 to $290.00 and gave the company a “market perform” rating in a report on Thursday. Fourteen research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Texas Instruments currently has an average rating of “Hold” and an average price target of $308.40.

Check Out Our Latest Stock Analysis on Texas Instruments

Key Texas Instruments News

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

Positive Sentiment: Zacks upgraded TXN to Rank #1 (Strong Buy). The upgrade reflects increasing confidence in the company’s earnings outlook and could attract additional near-term buying interest. What Makes Texas Instruments (TXN) a New Strong Buy Stock
Positive Sentiment: TXN was added to Zacks’ Strong Buy lists for both income and momentum stocks, reinforcing its appeal to dividend-oriented and growth-focused investors. Best Income Stocks to Buy for July 27th Best Momentum Stock to Buy for July 27th
Positive Sentiment: A comparison with ON Semiconductor concluded that Texas Instruments’ higher margins, stronger cash generation and better 2026 growth outlook outweigh ON’s lower valuation, positioning TXN as the preferred semiconductor investment. TXN vs. ON: Which Semiconductor Stock Is the Better Buy Right Now?
Positive Sentiment: Rosenblatt raised its price target for TXN to $350, implying meaningful upside from the recent trading level and signaling confidence in the company’s longer-term prospects. Rosenblatt Securities Increases Texas Instruments Price Target
Positive Sentiment: Commentary highlights Texas Instruments’ analog chips as essential links between electrical infrastructure and AI processors, offering the company an indirect way to benefit from continued AI data-center investment. Texas Instruments Can Ride AI Demand to New Highs
Neutral Sentiment: Investors are also evaluating international revenue trends, which could influence Wall Street estimates depending on the pace of overseas demand and broader industrial recovery. Unlocking Texas Instruments International Revenues
Negative Sentiment: Truist maintained a Hold rating, indicating that some analysts remain cautious about TXN’s valuation and the timing of its expected growth despite the favorable bullish commentary. Truist Financial Sticks to Their Hold Rating for Texas Instruments

Insiders Place Their Bets

In other news, CFO Rafael R. Lizardi sold 47,734 shares of the stock in a transaction on 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 of the company’s stock, valued at approximately $26,337,928.50. This represents a 35.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Haviv Ilan sold 20,000 shares of the stock in a transaction on Monday, May 4th. The stock was sold at an average price of $280.32, for a total value of $5,606,400.00. Following the transaction, the chief executive officer directly owned 204,339 shares in the company, valued at $57,280,308.48. The trade was a 8.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 189,358 shares of company stock worth $54,320,405. 0.60% of the stock is owned by company insiders.

Texas Instruments Profile

(Free Report)

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.