Texas Instruments Incorporated $TXN Stock Position Lifted by Wilkinson Global Asset Management LLC

Wilkinson Global Asset Management LLC grew its position in Texas Instruments Incorporated (NASDAQ:TXN) by 6.7% in the third quarter, HoldingsChannel.com reports. The firm owned 369,461 shares of the semiconductor company’s stock after acquiring an additional 23,267 shares during the period. Texas Instruments accounts for approximately 4.3% of Wilkinson Global Asset Management LLC’s investment portfolio, making the stock its 8th biggest holding. Wilkinson Global Asset Management LLC’s holdings in Texas Instruments were worth $67,881,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of TXN. Shelton Capital Management grew its holdings in Texas Instruments by 2.6% during the 2nd quarter. Shelton Capital Management now owns 151,568 shares of the semiconductor company’s stock valued at $31,469,000 after buying an additional 3,840 shares in the last quarter. Jennison Associates LLC boosted its position in shares of Texas Instruments by 35.1% during the second quarter. Jennison Associates LLC now owns 2,992,090 shares of the semiconductor company’s stock worth $621,218,000 after acquiring an additional 777,619 shares during the last quarter. Howard Capital Management Inc. increased its holdings in Texas Instruments by 11.3% in the 2nd quarter. Howard Capital Management Inc. now owns 26,745 shares of the semiconductor company’s stock valued at $5,553,000 after acquiring an additional 2,709 shares during the last quarter. Invesco Ltd. increased its holdings in Texas Instruments by 3.3% in the 2nd quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock valued at $2,920,862,000 after acquiring an additional 443,738 shares during the last quarter. Finally, Vanguard Group Inc. increased its holdings in Texas Instruments by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock valued at $19,816,773,000 after acquiring an additional 1,426,360 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors.

Insider Activity

In other Texas Instruments news, Director Ronald Kirk sold 9,990 shares of the stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the completion of the sale, the director directly owned 14,937 shares of the company’s stock, valued at approximately $2,424,723.21. This represents a 40.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, VP Christine Witzsche sold 1,000 shares of the stock in a transaction that occurred on Thursday, November 13th. The shares were sold at an average price of $164.31, for a total transaction of $164,310.00. Following the sale, the vice president directly owned 20,821 shares of the company’s stock, valued at $3,421,098.51. The trade was a 4.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.57% of the stock is owned by insiders.

Texas Instruments Stock Performance

TXN stock opened at $215.55 on Monday. Texas Instruments Incorporated has a twelve month low of $139.95 and a twelve month high of $222.00. The firm has a market cap of $195.85 billion, a price-to-earnings ratio of 39.62, a PEG ratio of 1.95 and a beta of 1.01. The business’s fifty day simple moving average is $183.05 and its two-hundred day simple moving average is $182.24. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. The firm had revenue of $4.42 billion during the quarter, compared to analysts’ expectations of $4.44 billion. During the same quarter in the previous year, the firm posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Analysts predict that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 30th will be given a dividend of $1.42 per share. The ex-dividend date of this dividend is Friday, January 30th. This represents a $5.68 dividend on an annualized basis and a yield of 2.6%. Texas Instruments’s dividend payout ratio (DPR) is presently 104.41%.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the company. Exane BNP Paribas raised Texas Instruments from a “strong sell” rating to a “hold” rating in a report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft raised their price target on Texas Instruments from $185.00 to $205.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Barclays set a $175.00 price objective on Texas Instruments in a report on Wednesday. BNP Paribas Exane set a $190.00 target price on shares of Texas Instruments and gave the company a “neutral” rating in a report on Thursday, January 22nd. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Texas Instruments in a research note on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, fourteen have given a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Texas Instruments currently has a consensus rating of “Hold” and an average price target of $212.92.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Multiple brokerages raised ratings or price targets this morning (signals of renewed analyst confidence). Rosenblatt and Benchmark issued bullish notes calling for further upside; Truist raised its price target to $225; TD Cowen to $240; Jefferies to $210; Stifel to $215; Mizuho nudged its target; and Bank of America upgraded the stock. These calls reinforce the re-rating narrative around TXN. Read More. Read More. Read More. Read More. Read More. Read More. Read More. Read More.
• Positive Sentiment: Corporate outlook and segment mix point to durable growth: management highlighted strong momentum in Industrial, Automotive and especially Data Center (Data Center up sharply year-over-year), prompting a re-rating of TXN as exposure to AI/infrastructure grows. Analysts are framing the guidance as proof of strengthening demand. Read More. Read More.
• Positive Sentiment: Heavy call-option activity and speculative positioning — nearly 395k calls traded in a day — indicates elevated bullish interest from options traders and can amplify short-term upside if momentum resumes. Read More.
• Neutral Sentiment: Analyst divergences: while many shops raised targets, price targets vary widely (street-highs vs. some lower estimates), so consensus is shifting but not yet uniform — watch follow-up revisions. Read More.
• Negative Sentiment: Q4 results had small topline and EPS misses and included a non-cash impairment and some gross-margin pressure — items that could justify near-term profit-taking or keep some traders cautious despite upbeat guidance. Read More.

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.