4,973 Shares in Texas Instruments Incorporated $TXN Purchased by Pekao Towarzystwo Funduszy Inwestycyjnych S.A.

Pekao Towarzystwo Funduszy Inwestycyjnych S.A. acquired a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the fourth quarter, HoldingsChannel reports. The fund acquired 4,973 shares of the semiconductor company’s stock, valued at approximately $863,000.

A number of other institutional investors have also recently added to or reduced their stakes in TXN. Brighton Jones LLC boosted its holdings in Texas Instruments by 33.4% during the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after buying an additional 4,218 shares in the last quarter. Intech Investment Management LLC lifted its holdings in shares of Texas Instruments by 12.8% in the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after purchasing an additional 1,031 shares in the last quarter. Osterweis Capital Management Inc. lifted its holdings in shares of Texas Instruments by 1,810.0% in the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 181 shares in the last quarter. Main Street Financial Solutions LLC lifted its holdings in shares of Texas Instruments by 1.7% in the second quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock valued at $1,540,000 after purchasing an additional 126 shares in the last quarter. Finally, HUB Investment Partners LLC lifted its holdings in shares of Texas Instruments by 3.5% in the second quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after purchasing an additional 496 shares in the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Insider Buying and Selling at Texas Instruments

In related news, VP Ahmad Bahai sold 6,500 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $230.79, for a total transaction of $1,500,135.00. Following the transaction, the vice president owned 42,488 shares of the company’s stock, valued at approximately $9,805,805.52. This represents a 13.27% 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, VP Mark Gary sold 12,921 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $230.10, for a total transaction of $2,973,122.10. Following the transaction, the vice president directly owned 45,547 shares of the company’s stock, valued at $10,480,364.70. This trade represents a 22.10% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 114,284 shares of company stock valued at $25,531,935. 0.60% of the stock is owned by corporate insiders.

Texas Instruments Stock Performance

Shares of TXN opened at $229.82 on Friday. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35. The company has a market capitalization of $209.24 billion, a price-to-earnings ratio of 42.25, a PEG ratio of 2.03 and a beta of 1.01. The company’s 50 day simple moving average is $206.16 and its 200 day simple moving average is $188.63. Texas Instruments Incorporated has a 1 year low of $142.64 and a 1 year high of $231.32.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.29 by ($0.02). The firm had revenue of $4.42 billion for the quarter, compared to analysts’ expectations of $4.44 billion. Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. During the same period in the previous year, the company posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, sell-side analysts predict that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th will be paid a dividend of $1.42 per share. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $5.68 annualized dividend and a dividend yield of 2.5%. Texas Instruments’s dividend payout ratio is presently 104.41%.

Key Texas Instruments News

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

• Positive Sentiment: Mizuho’s analyst actions uplift TXN sentiment — the firm upgraded Texas Instruments to Neutral (from Underperform) while downgrading a competitor (NXP), making TXN look comparatively safer for portfolio allocation. NXP Semi Gets Hit With a Double Downgrade. Why Texas Instruments Stock Is a Better Bet.
• Positive Sentiment: Broad semiconductor rally after Taiwan Semiconductor (TSMC) reported a big profit beat and strong AI-driven demand lifted bellwether names and afternoon session movers, helping TXN alongside peers. Monolithic Power Systems, Impinj, Microchip Technology, and Texas Instruments Shares Skyrocket, What You Need To Know
• Positive Sentiment: Board declared a $1.42 quarterly dividend (payable May 19; ex-div May 5), reinforcing TXN’s shareholder-return profile and appealing to income-focused investors. Texas Instruments board declares second quarter 2026 quarterly dividend
• Neutral Sentiment: Wall Street previews and metric-level previews ahead of TXN’s Q1 results are drawing attention — investors are positioning based on channel inventory, bookings, and demand trends. These previews add scrutiny but not a clear directional push. Wall Street’s Insights Into Key Metrics Ahead of Texas Instruments (TXN) Q1 Earnings
• Neutral Sentiment: TXN released prepared remarks/transcript for a shareholder/analyst call — increases transparency but is informational rather than a catalyst. Texas Instruments Incorporated (TXN) Shareholder/Analyst Call Prepared Remarks Transcript
• Neutral Sentiment: Sector write-ups (hedge-fund favorites / “overrated” stock lists) are keeping semiconductors in focus; these pieces can drive retail flows but don’t change underlying fundamentals. This Hedge Fund-Favored Semi Stock is on the Cusp of a Multi-Year Breakout
• Negative Sentiment: TXN’s most recent quarterly report (Jan 27) showed a small EPS and revenue miss versus consensus and guidance ranges that investors still parse for demand softness; that lingering fundamental caution caps upside. Texas Instruments (TXN) Stock Dips While Market Gains: Key Facts

Analyst Ratings Changes

Several analysts have issued reports on the stock. Cantor Fitzgerald upped their price target on shares of Texas Instruments from $225.00 to $250.00 and gave the company a “neutral” rating in a report on Monday, February 23rd. Truist Financial set a $250.00 price target on shares of Texas Instruments in a report on Monday, February 23rd. UBS Group upped their price target on shares of Texas Instruments from $245.00 to $260.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft upped their price target on shares of Texas Instruments from $185.00 to $205.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Finally, Stifel Nicolaus raised shares of Texas Instruments from a “hold” rating to a “buy” rating and upped their price target for the company from $215.00 to $250.00 in a report on Thursday, April 9th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fourteen have given a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $218.10.

Texas Instruments Company 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.