PNC Financial Services Group Inc. Raises Stock Holdings in Texas Instruments Incorporated $TXN

PNC Financial Services Group Inc. grew its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 14.8% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,461,930 shares of the semiconductor company’s stock after buying an additional 188,644 shares during the period. PNC Financial Services Group Inc.’s holdings in Texas Instruments were worth $268,600,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. raised its stake in Texas Instruments by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock worth $19,816,773,000 after acquiring an additional 1,426,360 shares during the period. State Street Corp raised its position in shares of Texas Instruments by 2.6% during the 2nd quarter. State Street Corp now owns 43,325,014 shares of the semiconductor company’s stock valued at $8,995,139,000 after purchasing an additional 1,084,364 shares during the period. Geode Capital Management LLC raised its position in shares of Texas Instruments by 1.3% during the 2nd quarter. Geode Capital Management LLC now owns 22,224,770 shares of the semiconductor company’s stock valued at $4,595,478,000 after purchasing an additional 279,755 shares during the period. Invesco Ltd. lifted its stake in shares of Texas Instruments by 3.3% during the 2nd quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock valued at $2,920,862,000 after buying an additional 443,738 shares in the last quarter. Finally, Norges Bank bought a new position in Texas Instruments in the 2nd quarter worth $2,836,310,000. 84.99% of the stock is currently owned by institutional investors.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Zacks research raised near‑ and medium‑term EPS estimates for TXN, improving the earnings outlook and giving investors a cleaner growth story to support valuation expectations. Read More.
• Neutral Sentiment: Valuation and post‑earnings analyses are circulating (intrinsic‑value and buy/hold/sell pieces). These generate interest and trading but offer mixed conclusions for different investor horizons. Read More.
• Neutral Sentiment: Media commentary reviewing TXN’s Q4 results and strategy (buy/sell/hold debates) may amplify short‑term flows without adding new operational facts. Read More.
• Negative Sentiment: Large insider selling by CFO Rafael R. Lizardi: 64,532 shares sold on Feb 10 at ~$220.74 (~$14.2M), a ~41% reduction in that holding — a material disposal that markets often view as negative for near‑term insider conviction. Read More.
• Negative Sentiment: CFO Lizardi sold an additional 7,096 shares on Feb 11 at ~$230.78 (~$1.64M), further trimming his stake. Read More.
• Negative Sentiment: VP Mark Gary executed sizable sales (12,921 shares on Feb 11 at ~$230.10 and 10,248 shares on Feb 10 at ~$220.83), representing meaningful percentage reductions in his position. Read More.
• Negative Sentiment: VP Ahmad Bahai sold 6,500 shares on Feb 11 at ~$230.79 (~$1.50M), another notable insider reduction. Read More.
• Negative Sentiment: DZ Bank AG flagged TXN with a “strong sell” rating (reported Feb 12), a broker action that can weigh on sentiment and trigger short‑term selling by momentum/quant strategies. Read More.

Texas Instruments Trading Up 1.4%

TXN stock opened at $226.16 on Friday. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. The firm’s fifty day simple moving average is $193.51 and its two-hundred day simple moving average is $184.00. Texas Instruments Incorporated has a twelve month low of $139.95 and a twelve month high of $231.32. The stock has a market capitalization of $205.25 billion, a price-to-earnings ratio of 41.57, a price-to-earnings-growth ratio of 2.04 and a beta of 1.01.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data 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 business had revenue of $4.42 billion for the quarter, compared to analysts’ expectations of $4.44 billion. During the same quarter in the previous year, the firm earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, analysts anticipate that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were given a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 2.5%. The ex-dividend date of this dividend was Friday, January 30th. Texas Instruments’s dividend payout ratio is presently 104.41%.

Insider Activity

In other Texas Instruments news, Director Mark A. Blinn sold 3,144 shares of the business’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $221.58, for a total value of $696,647.52. Following the completion of the transaction, the director directly owned 11,670 shares in the company, valued at approximately $2,585,838.60. The trade was a 21.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, VP Mark Gary sold 12,921 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $230.10, for a total transaction of $2,973,122.10. Following the completion of the sale, the vice president owned 45,547 shares of the company’s stock, valued at approximately $10,480,364.70. This trade represents a 22.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 117,431 shares of company stock worth $25,607,436 over the last ninety days. 0.57% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on TXN shares. UBS Group boosted their price objective on Texas Instruments from $245.00 to $260.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. The Goldman Sachs Group upped their price target on Texas Instruments from $156.00 to $175.00 and gave the stock a “sell” rating in a research note on Wednesday, January 28th. DZ Bank upgraded shares of Texas Instruments to a “strong sell” rating in a research report on Monday, February 9th. Robert W. Baird set a $225.00 target price on shares of Texas Instruments in a research report on Wednesday, January 28th. Finally, Raymond James Financial set a $240.00 target price on shares of Texas Instruments in a research note on Wednesday, January 28th. One 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 issued a Sell rating to the company’s stock. According to MarketBeat.com, Texas Instruments presently has a consensus rating of “Hold” and an average target price of $212.92.

About Texas Instruments

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.