Mirae Asset Global Investments Co. Ltd. Acquires 23,538 Shares of Texas Instruments Incorporated $TXN

Mirae Asset Global Investments Co. Ltd. boosted its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 2.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,111,516 shares of the semiconductor company’s stock after acquiring an additional 23,538 shares during the quarter. Texas Instruments accounts for about 0.6% of Mirae Asset Global Investments Co. Ltd.’s portfolio, making the stock its 21st largest position. Mirae Asset Global Investments Co. Ltd.’s holdings in Texas Instruments were worth $204,219,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of TXN. Woodmont Investment Counsel LLC grew its position in shares of Texas Instruments by 2.9% in the 2nd quarter. Woodmont Investment Counsel LLC now owns 1,650 shares of the semiconductor company’s stock valued at $343,000 after buying an additional 47 shares during the last quarter. Confluence Wealth Services Inc. boosted its stake in shares of Texas Instruments by 0.4% in the 2nd quarter. Confluence Wealth Services Inc. now owns 10,996 shares of the semiconductor company’s stock valued at $2,283,000 after purchasing an additional 48 shares during the last quarter. Milestone Asset Management LLC increased its position in shares of Texas Instruments by 1.9% during the second quarter. Milestone Asset Management LLC now owns 2,929 shares of the semiconductor company’s stock worth $608,000 after buying an additional 54 shares during the period. Roundview Capital LLC raised its stake in Texas Instruments by 0.3% during the second quarter. Roundview Capital LLC now owns 21,327 shares of the semiconductor company’s stock worth $4,428,000 after buying an additional 55 shares during the last quarter. Finally, Cornerstone Advisory LLC raised its stake in Texas Instruments by 2.4% during the second quarter. Cornerstone Advisory LLC now owns 2,375 shares of the semiconductor company’s stock worth $493,000 after buying an additional 55 shares during the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

More Texas Instruments News

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

• Positive Sentiment: Company issued stronger‑than‑expected Q1 guidance and flagged robust AI data‑center demand, driving a sharp premarket rally. Investors viewed the outlook as evidence that AI spending is lifting chip demand beyond high‑end GPUs. Reuters: TXN outlook
• Positive Sentiment: Multiple analysts raised price targets and moved to more bullish stances (examples: Rosenblatt to $240 buy; Benchmark to $250 buy; TD Cowen to $240 buy; BofA upgraded from underperform to neutral with $235 PT), adding momentum and validating the guidance-driven move. Benzinga: analyst actions
• Neutral Sentiment: Q4 results were mixed: revenue rose year‑over‑year to $4.42B but slightly missed consensus and GAAP EPS came in $0.02 below estimates; adjusted metrics and the guidance midpoint were the market’s focus. These mixed fundamentals explain the divergence between the headline miss and the positive price action. MarketBeat: Q4 transcript
• Neutral Sentiment: TI’s long‑term capital return policy (dividend + buybacks) remains a structural support for valuation; investors should weigh near‑term growth versus TXN’s premium multiple. MarketBeat: investor note
• Negative Sentiment: Not all shops are bullish—Mizuho still rates TXN underperform even after raising its PT to $160 (implies material downside versus recent levels), a reminder of differing views on the sustainability of the recovery. TickerReport: Mizuho note
• Negative Sentiment: GAAP EPS was pressured by a one‑time, non‑cash impairment that widened the gap between GAAP and adjusted results; investors focused on adjusted earnings, but the accounting item is a near‑term headwind for headline profitability. MarketBeat: analysis

Insiders Place Their Bets

In other Texas Instruments news, VP Christine Witzsche sold 1,000 shares of the firm’s stock in a transaction dated Thursday, November 13th. The stock was sold at an average price of $164.31, for a total transaction of $164,310.00. Following the sale, the vice president owned 20,821 shares in the company, valued at $3,421,098.51. This trade represents a 4.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Ronald Kirk sold 9,990 shares of the company’s stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $162.33, for a total value of $1,621,676.70. Following the completion of the transaction, the director owned 14,937 shares of the company’s stock, valued at $2,424,723.21. The trade was a 40.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.57% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

TXN has been the subject of a number of recent analyst reports. TD Cowen increased their price target on Texas Instruments from $225.00 to $240.00 and gave the stock a “buy” rating in a report on Wednesday. Robert W. Baird set a $225.00 price target on Texas Instruments in a research note on Wednesday. Morgan Stanley restated an “underweight” rating and set a $180.00 price target on shares of Texas Instruments in a report on Wednesday. KeyCorp reiterated an “overweight” rating on shares of Texas Instruments in a research note on Wednesday. Finally, Susquehanna increased their target price on shares of Texas Instruments from $200.00 to $225.00 and gave the stock a “positive” rating in a research note on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, twelve have given a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $208.51.

Texas Instruments Trading Up 8.4%

NASDAQ TXN opened at $213.10 on Wednesday. Texas Instruments Incorporated has a one year low of $139.95 and a one year high of $221.69. The business’s fifty day moving average is $179.44 and its 200-day moving average is $182.27. The stock has a market capitalization of $193.63 billion, a price-to-earnings ratio of 38.72, a PEG ratio of 3.09 and a beta of 1.00. The company has a debt-to-equity ratio of 0.81, a current ratio of 4.45 and a quick ratio of 2.90.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). Texas Instruments had a net margin of 29.21% and a return on equity of 30.41%. The firm had revenue of $4.42 billion for the quarter, compared to analysts’ expectations of $4.44 billion. During the same quarter last year, the firm earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Equities research analysts predict that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 30th will be given a $1.42 dividend. The ex-dividend date is Friday, January 30th. This represents a $5.68 annualized dividend and a yield of 2.7%. Texas Instruments’s payout ratio is 103.84%.

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.