480,013 Shares in Texas Instruments Incorporated $TXN Acquired by PFA Pension Forsikringsaktieselskab

PFA Pension Forsikringsaktieselskab bought a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 480,013 shares of the semiconductor company’s stock, valued at approximately $84,204,000.

A number of other large investors have also bought and sold shares of 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 bought a new stake in Texas Instruments during the 4th quarter worth approximately $25,000. Ares Financial Consulting LLC bought a new stake in Texas Instruments during the 4th quarter worth approximately $26,000. Grey Fox Wealth Advisors LLC bought a new stake in Texas Instruments during the 3rd quarter worth approximately $29,000. Finally, Nvest Wealth Strategies Inc. bought a new stake in Texas Instruments during the 4th quarter worth approximately $33,000. 84.99% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

TXN has been the subject of a number of recent research reports. JPMorgan Chase & Co. upped their price target on Texas Instruments from $227.00 to $280.00 and gave the stock an “overweight” rating in a research report on Thursday, April 23rd. Stifel Nicolaus upped their price target on Texas Instruments from $250.00 to $290.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. Weiss Ratings downgraded Texas Instruments from a “hold (c+)” rating to a “hold (c)” rating in a research report on Wednesday, April 22nd. BNP Paribas Exane raised Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. Finally, Susquehanna reaffirmed a “positive” rating and set a $300.00 price target on shares of Texas Instruments in a research report on Thursday, April 23rd. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have given a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Texas Instruments currently has an average rating of “Hold” and a consensus target price of $257.68.

Texas Instruments Trading Down 0.1%

NASDAQ:TXN opened at $280.70 on Friday. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $287.83. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The business has a 50 day moving average price of $212.93 and a two-hundred day moving average price of $193.66. The company has a market cap of $255.46 billion, a P/E ratio of 48.06, a price-to-earnings-growth ratio of 1.42 and a beta of 1.01.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating the consensus estimate of $1.37 by $0.31. The company had revenue of $4.83 billion during the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The firm’s revenue for the quarter was up 18.6% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, analysts expect that Texas Instruments Incorporated will post 7.6 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th will be issued a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, May 5th. Texas Instruments’s dividend payout ratio is presently 97.26%.

Insider Buying and Selling

In other news, VP Mark T. Roberts sold 28,080 shares of the stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $280.34, for a total value of $7,871,947.20. Following the completion of the sale, the vice president owned 53,809 shares of the company’s stock, valued at approximately $15,084,815.06. This represents a 34.29% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, VP Ahmad Bahai sold 3,660 shares of the stock in a transaction that occurred on Monday, April 27th. The shares were sold at an average price of $268.40, for a total value of $982,344.00. Following the completion of the sale, the vice president directly owned 42,519 shares of the company’s stock, valued at approximately $11,412,099.60. The trade was a 7.93% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 321,268 shares of company stock worth $82,391,712 in the last quarter. 0.60% of the stock is owned by company insiders.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Q1 beat and constructive Q2 outlook — TXN reported an EPS beat for Q1 and set Q2 revenue of ~$5.0–$5.4B with EPS guidance $1.77–$2.05, signaling continued demand strength into the quarter. Texas Instruments (TXN) Sees Stable Pricing in Q2, Signals Possible H2 Increases
• Positive Sentiment: Analysts raising targets and reaffirming buy thesis — Several firms lifted price targets after the quarter, supporting momentum and institutional interest. Texas Instruments Incorporated (NASDAQ:TXN) Receives $257.68 Average PT from Analysts
• Positive Sentiment: Strategic edge‑AI partnership — A collaboration with Lattice to pair TI sensing tech with low‑latency sensor fusion broadens addressable markets in robotics/industrial edge AI. Is Lattice’s TI-Powered Real-Time Sensor Fusion Push Altering The Investment Case For Lattice Semiconductor?
• Neutral Sentiment: Momentum/technical breakout — Commentators note a steep multi‑week rally that has strengthened sentiment but raises cyclicality risk. Texas Instruments’ Breakout Was 5 Years in the Making. Does It Have Legs?
• Neutral Sentiment: Dividend supports income profile — TXN declared a $1.42 quarterly dividend (ex‑dividend May 5), attractive to income buyers but noted payout ratio is high.
• Negative Sentiment: Heavy insider selling — Multiple insiders disclosed large sales this week (including VP Mohammad Yunus’s ~51k‑share sale and reported senior exec/CFO sales), which can create short‑term selling pressure. Mohammad Yunus Sells 51,098 Shares of Texas Instruments (NASDAQ:TXN) Stock
• Negative Sentiment: Valuation and overbought warnings — Some market pieces flag the chip rally and high multiples as a risk, which may spur profit‑taking if momentum fades. 5 Overbought Tech Stocks to Sell for Profit

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.