Texas Instruments Incorporated $TXN Shares Purchased by Kinsale Capital Group Inc.

Kinsale Capital Group Inc. raised its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 8.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 55,917 shares of the semiconductor company’s stock after purchasing an additional 4,453 shares during the quarter. Texas Instruments comprises about 1.9% of Kinsale Capital Group Inc.’s investment portfolio, making the stock its 20th biggest position. Kinsale Capital Group Inc.’s holdings in Texas Instruments were worth $10,274,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently modified their holdings of the company. Brighton Jones LLC boosted its holdings in Texas Instruments by 33.4% in the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after acquiring an additional 4,218 shares during the period. Intech Investment Management LLC lifted its position in shares of Texas Instruments by 12.8% during the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock worth $1,632,000 after purchasing an additional 1,031 shares in the last quarter. PDS Planning Inc lifted its position in shares of Texas Instruments by 13.6% during the second quarter. PDS Planning Inc now owns 7,265 shares of the semiconductor company’s stock worth $1,508,000 after purchasing an additional 868 shares in the last quarter. First Fiduciary Investment Counsel Inc. boosted its stake in shares of Texas Instruments by 1.5% in the second quarter. First Fiduciary Investment Counsel Inc. now owns 51,128 shares of the semiconductor company’s stock valued at $10,615,000 after purchasing an additional 741 shares during the period. Finally, JFS Wealth Advisors LLC grew its holdings in Texas Instruments by 2.1% during the 2nd quarter. JFS Wealth Advisors LLC now owns 4,203 shares of the semiconductor company’s stock valued at $873,000 after purchasing an additional 88 shares in the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have commented on TXN shares. Citigroup reiterated a “buy” rating on shares of Texas Instruments in a report on Thursday, January 15th. BNP Paribas Exane upgraded Texas Instruments from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 22nd. Truist Financial raised their price objective on Texas Instruments from $195.00 to $225.00 and gave the company a “hold” rating in a research note on Wednesday, January 28th. Susquehanna lifted their price objective on Texas Instruments from $200.00 to $225.00 and gave the stock a “positive” rating in a report on Thursday, January 22nd. Finally, TD Cowen increased their target price on Texas Instruments from $225.00 to $240.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have assigned a Hold rating and five have given a Sell rating to the stock. According to MarketBeat, Texas Instruments currently has an average rating of “Hold” and an average price target of $212.92.

Texas Instruments News Summary

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

• Positive Sentiment: Announced acquisition of Silicon Labs for ~$7.5 billion — a definitive all-cash agreement that would supply volume for TI’s new 300mm fabs and is intended to drive substantial cost synergies and margin improvement. Deal announcement
• Positive Sentiment: Strong AI/data-center demand: management commentary and recent coverage highlight ~70% year-over-year growth in TI’s data-center power-management business — a high-margin market that helps offset softer industrial end markets. Bull case
• Positive Sentiment: Analyst support: Rosenblatt reaffirmed a “buy” rating with a $240 price target, signaling continued upside from some sell-side desks. Rosenblatt note
• Positive Sentiment: Improving cash generation and policy tailwinds — TI’s free cash flow recovery, falling capex expectations and CHIPS-act tax incentives improve the company’s ability to fund dividends, buybacks and M&A (supports valuation longer term).
• Neutral Sentiment: Earlier reports indicated TI was pursuing Silicon Labs prior to the deal — confirmational coverage continues while the transaction progresses toward close; watch timing and regulatory/close risks. Pursuit report
• Neutral Sentiment: Recent quarter: a slight EPS miss and modest revenue shortfall left some headline weakness, but management’s data-center strength and Q1 guidance range partially offset the pain — the earnings surprise is small and being judged in context.
• Negative Sentiment: Analyst downgrade: KeyCorp cut TXN from “strong-buy” to “hold,” which can pressure short-term sentiment and flows. KeyCorp/Zacks note
• Negative Sentiment: Insider selling: VP Ahmad Bahai sold 3,000 shares and director Mark Blinn sold 3,144 shares in early February (SEC filings). Multiple insider sales can be read negatively by some investors even if routine. Bahai Form 4 Blinn Form 4

Insider Buying and Selling

In related news, VP Ahmad Bahai sold 3,000 shares of the company’s stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $223.46, for a total transaction of $670,380.00. Following the completion of the transaction, the vice president directly owned 42,488 shares in the company, valued at $9,494,368.48. This represents a 6.60% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Christine Witzsche sold 1,000 shares of the stock in a transaction on Thursday, November 13th. The stock was sold at an average price of $164.31, for a total value of $164,310.00. Following the completion of the sale, the vice president directly owned 20,821 shares in the company, 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. Insiders sold a total of 17,134 shares of company stock valued at $3,153,014 over the last three months. 0.57% of the stock is owned by company insiders.

Texas Instruments Stock Down 1.1%

TXN stock opened at $221.44 on Friday. The firm has a market cap of $201.20 billion, a price-to-earnings ratio of 40.71, a PEG ratio of 2.00 and a beta of 1.01. Texas Instruments Incorporated has a 1-year low of $139.95 and a 1-year high of $228.83. The firm has a fifty day moving average price of $188.98 and a two-hundred day moving average price of $182.76. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.83.

Texas Instruments (NASDAQ:TXN) last posted 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 return on equity of 30.44% and a net margin of 28.28%.The business had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. During the same quarter in the previous year, the business posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Research analysts predict that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Dividend Announcement

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

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.