Texas Instruments Incorporated $TXN Position Increased by Cullinan Associates Inc.

Cullinan Associates Inc. grew its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 5.5% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 66,155 shares of the semiconductor company’s stock after buying an additional 3,472 shares during the period. Texas Instruments comprises 1.4% of Cullinan Associates Inc.’s portfolio, making the stock its 19th largest position. Cullinan Associates Inc.’s holdings in Texas Instruments were worth $18,529,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the company. BlackRock Inc. bought a new stake in shares of Texas Instruments in the 2nd quarter valued at approximately $24,607,313,000. Bank of New York Mellon Corp acquired a new stake in shares of Texas Instruments during the 2nd quarter valued at approximately $4,488,666,000. Bank of America Corp DE acquired a new stake in shares of Texas Instruments during the 2nd quarter valued at approximately $3,700,842,000. Primecap Management Co. CA bought a new position in Texas Instruments during the second quarter worth $2,538,063,000. Finally, Legal & General Group Plc bought a new position in Texas Instruments during the second quarter worth $1,918,277,000. Institutional investors own 84.99% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on TXN shares. Citigroup reaffirmed a “buy” rating on shares of Texas Instruments in a report on Thursday, October 22nd. Zacks Research raised shares of Texas Instruments from a “hold” rating to a “strong-buy” rating in a report on Thursday, October 22nd. Freedom Broker upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating and raised their price target for the stock from $260.00 to $330.00 in a research report on Thursday, October 22nd. Benchmark lifted their price target on shares of Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a report on Thursday, July 23rd. Finally, Barclays boosted their price objective on shares of Texas Instruments from $250.00 to $280.00 and gave the company an “equal weight” rating in a research report on Thursday, October 22nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, Texas Instruments presently has a consensus rating of “Moderate Buy” and a consensus target price of $315.37.

More Texas Instruments News

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

• Positive Sentiment: Zacks Research raised its Texas Instruments earnings estimates across multiple periods and maintained a “Strong-Buy” rating. It now projects EPS of $8.89 for FY2026, $10.78 for FY2027 and $12.33 for FY2028, suggesting improving expectations for earnings growth. Texas Instruments coverage
• Positive Sentiment: TI announced a compact, pre-certified multiprotocol Industrial Ethernet module and an IO-Link master aimed at connected factories. The products expand its industrial communications portfolio, though the announcement’s near-term financial impact is unclear. Product announcement
• Neutral Sentiment: TI priced $2.0 billion in senior unsecured notes to help finance its planned acquisition of Silicon Laboratories and transaction costs. The financing supports the deal but adds debt; investors will likely focus on the acquisition’s eventual returns. Debt and acquisition coverage
• Negative Sentiment: Recent weakness in TXN has been linked to a broad technology selloff and an AMD quantum-computing announcement that rattled analog-chip shares. These appear to be sector sentiment pressures rather than company-specific deterioration. Sector selloff coverage

Insider Transactions at Texas Instruments

In other Texas Instruments news, Director Ronald Kirk sold 6,065 shares of Texas Instruments stock in a transaction on Thursday, October 29th. The stock was sold at an average price of $310.39, for a total transaction of $1,882,515.35. Following the sale, the director owned 15,462 shares of the company’s stock, valued at $4,799,250.18. The trade was a 28.17% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Tsedeniya Abraham sold 7,000 shares of the business’s stock in a transaction on Thursday, August 27th. The stock was sold at an average price of $264.63, for a total value of $1,852,410.00. Following the transaction, the vice president owned 23,181 shares of the company’s stock, valued at $6,134,388.03. This trade represents a 23.19% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 27,968 shares of company stock worth $8,236,892 over the last quarter. Insiders own 0.60% of the company’s stock.

Texas Instruments Trading Down 0.3%

Shares of NASDAQ TXN opened at $277.36 on Friday. The company has a market cap of $253.44 billion, a price-to-earnings ratio of 35.97, a price-to-earnings-growth ratio of 1.36 and a beta of 1.39. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $334.03. The company has a current ratio of 5.59, a quick ratio of 4.05 and a debt-to-equity ratio of 0.67. The stock’s 50 day simple moving average is $279.06 and its 200 day simple moving average is $261.41.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.40 by $0.22. The company had revenue of $6.05 billion during the quarter, compared to the consensus estimate of $5.94 billion. Texas Instruments had a net margin of 34.25% and a return on equity of 40.51%. The company’s revenue for the quarter was up 27.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.48 earnings per share. Equities research analysts expect that Texas Instruments Incorporated will post 8.97 EPS for the current year.

Texas Instruments Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, November 10th. Investors of record on Friday, October 30th will be given a $1.52 dividend. The ex-dividend date is Friday, October 30th. This represents a $6.08 annualized dividend and a yield of 2.2%. This is an increase from Texas Instruments’s previous quarterly dividend of $1.42. Texas Instruments’s payout ratio is 78.86%.

About Texas Instruments

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.