Border to Coast Pensions Partnership Ltd Increases Position in Texas Instruments Incorporated $TXN

Border to Coast Pensions Partnership Ltd increased its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 32.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 320,943 shares of the semiconductor company’s stock after purchasing an additional 79,282 shares during the quarter. Texas Instruments makes up 1.0% of Border to Coast Pensions Partnership Ltd’s holdings, making the stock its 27th largest position. Border to Coast Pensions Partnership Ltd’s holdings in Texas Instruments were worth $58,967,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in TXN. Milestone Asset Management LLC grew its position in shares of Texas Instruments by 1.9% in the 2nd 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 last quarter. Cornerstone Advisory LLC boosted its stake in Texas Instruments by 2.4% in the second quarter. Cornerstone Advisory LLC now owns 2,375 shares of the semiconductor company’s stock valued at $493,000 after acquiring an additional 55 shares in the last quarter. Pathway Financial Advisers LLC grew its holdings in Texas Instruments by 0.8% in the second quarter. Pathway Financial Advisers LLC now owns 7,007 shares of the semiconductor company’s stock worth $1,455,000 after purchasing an additional 55 shares during the last quarter. Aspect Partners LLC increased its position in shares of Texas Instruments by 38.4% during the second quarter. Aspect Partners LLC now owns 209 shares of the semiconductor company’s stock worth $43,000 after purchasing an additional 58 shares in the last quarter. Finally, Naviter Wealth LLC lifted its holdings in shares of Texas Instruments by 0.5% during the 2nd quarter. Naviter Wealth LLC now owns 12,036 shares of the semiconductor company’s stock valued at $2,499,000 after purchasing an additional 59 shares during the last quarter. Institutional investors own 84.99% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on TXN shares. Mizuho boosted their target price on Texas Instruments from $145.00 to $160.00 and gave the stock an “underperform” rating in a research note on Wednesday, January 28th. Weiss Ratings restated a “hold (c)” rating on shares of Texas Instruments in a report on Monday, December 29th. Robert W. Baird set a $225.00 target price on shares of Texas Instruments in a research note on Wednesday, January 28th. Truist Financial boosted their target price on shares of Texas Instruments from $195.00 to $225.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. Finally, BNP Paribas Exane set a $190.00 price target on shares of Texas Instruments and gave the stock a “neutral” rating in a report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have assigned a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $212.92.

Insider Activity

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

More Texas Instruments News

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

• Positive Sentiment: TXN announced it will acquire Silicon Labs in an all‑cash transaction valued at about $7.5B ($231.00 per share), citing expanded embedded wireless connectivity capabilities and expected ~$450M of annual manufacturing/operational synergies within three years — a clear strategic rationale for revenue/cross‑sell upside. Texas Instruments to acquire Silicon Labs
• Positive Sentiment: Market reaction has been strong: TXN traded to a fresh annual peak during the session and Silicon Labs stock surged on the buyout news, signaling investor approval of the strategic move and immediate market momentum. Texas Instruments Sets Fresh Annual Peak
• Positive Sentiment: An analyst price target was raised (reported increase of ~12.8% to $213.95), reflecting improved analyst sentiment after the M&A announcement. Upgraded targets and analyst attention support further upside. Price Target Increased
• Neutral Sentiment: Commentary and analysis view the deal as consistent with TXN’s strategy to augment growth via M&A (adds wireless connectivity IP to its analog/embedded portfolio), but analysts note execution risk and integration work ahead. M&A Strategy Analysis
• Neutral Sentiment: TXN’s recent quarterly results were broadly in‑line (small EPS and revenue misses), with management guiding Q1 and flagging elevated capex historically; earnings are not derailing the bull case but temper expectations for near‑term FCF. Earnings Takeaway
• Negative Sentiment: Two law firms have announced investigations into the Silicon Labs sale process and price (claims that the board may not have gotten fair value), which could lead to litigation or deal complications — a near‑term legal overhang to monitor. KSF Investor Alert Brodsky & Smith Notice

Texas Instruments Stock Down 1.0%

NASDAQ:TXN opened at $222.92 on Thursday. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.83. The company’s fifty day moving average price is $186.75 and its 200-day moving average price is $182.65. Texas Instruments Incorporated has a 1-year low of $139.95 and a 1-year high of $228.83. The firm has a market capitalization of $202.55 billion, a P/E ratio of 40.98, a PEG ratio of 2.03 and a beta of 1.01.

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

Texas Instruments Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th will be given a dividend of $1.42 per share. The ex-dividend date is Friday, January 30th. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.5%. Texas Instruments’s dividend payout ratio (DPR) is 104.41%.

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.