Bank of New York Mellon Corp Has $2.13 Billion Stock Position in Texas Instruments Incorporated $TXN

Bank of New York Mellon Corp grew its position in Texas Instruments Incorporated (NASDAQ:TXN) by 22.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 12,273,233 shares of the semiconductor company’s stock after purchasing an additional 2,250,174 shares during the quarter. Bank of New York Mellon Corp’s holdings in Texas Instruments were worth $2,129,283,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of the company. Norges Bank acquired a new position in Texas Instruments in the fourth quarter valued at $2,516,628,000. Amundi grew its holdings in Texas Instruments by 61.0% during the 3rd quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock worth $1,717,240,000 after acquiring an additional 3,580,147 shares during the period. Invesco Ltd. raised its position in shares of Texas Instruments by 16.8% in the 3rd quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock worth $3,019,603,000 after acquiring an additional 2,366,695 shares in the last quarter. Van ECK Associates Corp lifted its stake in shares of Texas Instruments by 21.8% in the 3rd quarter. Van ECK Associates Corp now owns 9,134,203 shares of the semiconductor company’s stock valued at $1,678,227,000 after purchasing an additional 1,635,870 shares during the period. Finally, Marshall Wace LLP acquired a new position in shares of Texas Instruments in the 3rd quarter valued at about $282,492,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Key Texas Instruments News

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

• Positive Sentiment: Texas Instruments named longtime insider Julie Knecht as its next chief financial officer, effective August 1. Investors may view the internal promotion and orderly transition from retiring CFO Rafael Lizardi as a sign of continuity in capital allocation and financial discipline. Article Title
• Positive Sentiment: Texas Instruments also announced the CFO transition officially in a press release, emphasizing a smooth handoff after Lizardi’s 25-year tenure. That stability can reassure investors as the company continues its shareholder-return and manufacturing-investment strategy. Article Title
• Positive Sentiment: Market commentary highlighted Texas Instruments as one of the strongest performers among analog semiconductor stocks in the latest earnings review, suggesting relative strength in a sector that investors are still re-rating after Q1 results. Article Title
• Neutral Sentiment: Reuters also reported the CFO change, but the headline itself was informational rather than a major surprise, so the market impact appears limited beyond reinforcing the transition story. Article Title
• Negative Sentiment: A MarketWatch note said Texas Instruments underperformed peers on Monday, and another item from June 1 said the shares fell 4.1% that day. That recent weakness may be a backdrop, even though today’s news flow is helping offset it. Article Title

Texas Instruments Stock Performance

TXN opened at $308.12 on Wednesday. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $331.51. The company has a market cap of $280.42 billion, a price-to-earnings ratio of 52.76, a PEG ratio of 1.47 and a beta of 1.32. The company’s fifty day moving average price is $252.86 and its two-hundred day moving average price is $212.88. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS 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 during the quarter, compared to the consensus estimate of $4.85 billion. During the same period in the previous year, the firm posted $1.23 earnings per share. The firm’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. On average, analysts expect that Texas Instruments Incorporated will post 7.66 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were given a dividend of $1.42 per share. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a $5.68 annualized dividend and a dividend yield of 1.8%. Texas Instruments’s payout ratio is presently 97.26%.

Insider Activity at Texas Instruments

In related news, 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 completion of the sale, the chief executive officer directly owned 204,339 shares of the company’s stock, valued at approximately $57,280,308.48. This represents a 8.92% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Rafael R. Lizardi sold 47,734 shares of the business’s stock in a transaction dated 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 in the company, valued at approximately $26,337,928.50. This trade represents a 35.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 303,475 shares of company stock valued at $85,666,638 over the last 90 days. Corporate insiders own 0.60% of the company’s stock.

Wall Street Analysts Forecast Growth

TXN has been the topic of several recent analyst reports. DZ Bank raised Texas Instruments to a “strong sell” rating in a research note on Monday, February 9th. Citigroup raised their price objective on shares of Texas Instruments from $235.00 to $280.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. Mizuho boosted their target price on shares of Texas Instruments from $255.00 to $300.00 and gave the company a “neutral” rating in a research report on Tuesday, May 19th. Weiss Ratings raised shares of Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. Finally, Jefferies Financial Group upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a report on Friday, May 22nd. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $265.57.

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.