ICICI Prudential Asset Management Co Ltd Raises Stock Holdings in Texas Instruments Incorporated $TXN

ICICI Prudential Asset Management Co Ltd lifted its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 22.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 13,962 shares of the semiconductor company’s stock after acquiring an additional 2,577 shares during the period. ICICI Prudential Asset Management Co Ltd’s holdings in Texas Instruments were worth $2,565,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the business. Norges Bank purchased a new position in Texas Instruments during the 2nd quarter worth $2,836,310,000. Soundwatch Capital LLC raised its holdings in shares of Texas Instruments by 174,339.6% in the second quarter. Soundwatch Capital LLC now owns 2,974,196 shares of the semiconductor company’s stock valued at $617,503,000 after buying an additional 2,972,491 shares during the last quarter. Vanguard Group Inc. boosted its stake in shares of Texas Instruments by 1.5% during the second quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock worth $19,816,773,000 after buying an additional 1,426,360 shares during the period. Corient Private Wealth LLC grew its holdings in shares of Texas Instruments by 94.9% during the second quarter. Corient Private Wealth LLC now owns 2,517,451 shares of the semiconductor company’s stock worth $522,559,000 after buying an additional 1,225,524 shares during the last quarter. Finally, State Street Corp increased its position in Texas Instruments by 2.6% in 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 acquiring an additional 1,084,364 shares during the period. 84.99% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms have commented on TXN. Mizuho upped their price objective on Texas Instruments from $145.00 to $160.00 and gave the company an “underperform” rating in a research note on Wednesday, January 28th. The Goldman Sachs Group increased their price target on Texas Instruments from $156.00 to $175.00 and gave the stock a “sell” rating in a report on Wednesday, January 28th. BNP Paribas Exane raised shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 22nd. UBS Group upped their price objective on shares of Texas Instruments from $245.00 to $260.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Finally, Cantor Fitzgerald lifted their target price on shares of Texas Instruments from $190.00 to $225.00 and gave the company a “neutral” rating in a report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have issued a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat, Texas Instruments has an average rating of “Hold” and a consensus price target of $212.92.

Insiders Place Their Bets

In other Texas Instruments news, VP Mark Gary sold 12,921 shares of the business’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $230.10, for a total transaction of $2,973,122.10. Following the sale, the vice president directly owned 45,547 shares in the company, valued at approximately $10,480,364.70. The trade was a 22.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Rafael R. Lizardi sold 7,096 shares of the company’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $230.78, for a total value of $1,637,614.88. Following the completion of the sale, the chief financial officer directly owned 85,454 shares in the company, valued at $19,721,074.12. This trade represents a 7.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 124,274 shares of company stock worth $27,153,612. 0.57% of the stock is owned by insiders.

Texas Instruments Price Performance

Shares of NASDAQ TXN opened at $218.05 on Friday. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35. Texas Instruments Incorporated has a one year low of $139.95 and a one year high of $231.32. The firm has a market capitalization of $197.89 billion, a P/E ratio of 40.08, a PEG ratio of 2.01 and a beta of 1.01. The company’s fifty day moving average is $196.90 and its two-hundred day moving average is $185.10.

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). The company 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 quarter in the prior year, the business earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Analysts forecast that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were paid a dividend of $1.42 per share. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.68 annualized dividend and a dividend yield of 2.6%. Texas Instruments’s payout ratio is 104.41%.

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.