Principal Financial Group Inc. Grows Stake in Texas Instruments Incorporated $TXN

Principal Financial Group Inc. boosted its position in Texas Instruments Incorporated (NASDAQ:TXN) by 3.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,086,775 shares of the semiconductor company’s stock after purchasing an additional 36,121 shares during the period. Principal Financial Group Inc.’s holdings in Texas Instruments were worth $188,545,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. High Point Wealth Management LLC purchased a new position in Texas Instruments in the 4th quarter valued at approximately $25,000. Strategic Wealth Investment Group LLC purchased a new position in Texas Instruments in the 2nd quarter valued at approximately $25,000. Ares Financial Consulting LLC purchased a new position in Texas Instruments in the 4th quarter valued at approximately $26,000. Grey Fox Wealth Advisors LLC purchased a new position in Texas Instruments in the 3rd quarter valued at approximately $29,000. Finally, Nvest Wealth Strategies Inc. purchased a new position in Texas Instruments in the 4th quarter valued at approximately $33,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on TXN shares. Susquehanna reaffirmed a “positive” rating and issued a $300.00 price objective on shares of Texas Instruments in a research note on Thursday, April 23rd. UBS Group increased their target price on Texas Instruments from $260.00 to $295.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Wolfe Research reiterated an “outperform” rating and set a $315.00 target price on shares of Texas Instruments in a report on Thursday, April 23rd. BNP Paribas Exane upgraded Texas Instruments from a “strong sell” rating to a “hold” rating in a report on Thursday, January 22nd. Finally, Bank of America upgraded Texas Instruments from a “neutral” rating to a “buy” rating and increased their target price for the company from $235.00 to $320.00 in a report on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $257.68.

Texas Instruments Price Performance

Shares of NASDAQ:TXN opened at $281.00 on Wednesday. The business’s fifty day moving average price is $214.15 and its two-hundred day moving average price is $194.67. The stock has a market cap of $255.74 billion, a PE ratio of 48.12, a price-to-earnings-growth ratio of 1.42 and a beta of 1.31. 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 one year low of $152.73 and a one year high of $287.83.

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

Texas Instruments Dividend Announcement

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

Insiders Place Their Bets

In other news, CAO Julie C. Knecht sold 9,956 shares of Texas Instruments stock in a transaction on Friday, May 1st. The stock was sold at an average price of $278.70, for a total value of $2,774,737.20. Following the completion of the sale, the chief accounting officer owned 9,120 shares of the company’s stock, valued at $2,541,744. The trade was a 52.19% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Mohammad Yunus sold 51,098 shares of Texas Instruments stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total value of $13,818,943.12. Following the completion of the sale, the vice president directly owned 52,856 shares of the company’s stock, valued at approximately $14,294,376.64. This represents a 49.15% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 351,224 shares of company stock valued at $90,772,849. 0.60% of the stock is currently owned by company insiders.

Texas Instruments News Roundup

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

• Positive Sentiment: Unusual options flow — traders bought roughly 120,870 call contracts (about a 425% increase vs. typical volume), signaling short‑term bullish speculation or hedging that can amplify upside into expirations. (Options flow report)
• Positive Sentiment: Macro/AI lift and YTD gains — several news pieces highlight TXN’s ~62% YTD rally as AI demand boosts analog and embedded chip sales and data‑center revenue, underpinning investor enthusiasm and valuation re‑ratings. Texas Instruments Soars 62% YTD: Is TXN Stock Still Worth Buying?
• Neutral Sentiment: Sector and ETF context — coverage comparing TXN with peers (ON Semiconductor) and roundups of April’s top ETFs provide useful relative performance context but are not direct company catalysts. TXN vs ON Semiconductor in April
• Neutral Sentiment: Analyst and market notes — multiple “is it a buy?” pieces and Zacks commentary revisit valuation after the rally; coverage is mixed (buy/hold/underweight across shops) and keeps trading focused on forward growth and multiples. Zacks: TXN Coverage
• Neutral Sentiment: Dividend/ex‑dividend — TXN declared a $1.42 quarterly dividend (ex‑dividend May 5, pay May 19); steady income supports the case for income investors but the payout ratio is high, so it’s more a stability signal than growth catalyst.
• Negative Sentiment: Insider selling — CEO Haviv Ilan sold 20,000 shares on May 4 for ~$5.6M (avg $280.32); large insider sales can be perceived negatively by some investors. SEC filing: CEO Form 4
• Negative Sentiment: Additional insider selling — CAO Julie Knecht sold 9,956 shares (about $2.77M) and trimmed her stake by ~52%, which may add short‑term selling pressure or raise governance questions for some investors. SEC filing: CAO Form 4

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.