Sumitomo Mitsui Financial Group Inc. Has $4.69 Million Stock Holdings in Texas Instruments Incorporated $TXN

Sumitomo Mitsui Financial Group Inc. raised its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 46.6% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 25,507 shares of the semiconductor company’s stock after buying an additional 8,104 shares during the period. Sumitomo Mitsui Financial Group Inc.’s holdings in Texas Instruments were worth $4,686,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Strategic Wealth Investment Group LLC acquired a new stake in shares of Texas Instruments during the 2nd quarter valued at $25,000. Pacifica Partners Inc. increased its holdings in Texas Instruments by 85.2% in the 3rd quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 69 shares in the last quarter. Grey Fox Wealth Advisors LLC bought a new position in Texas Instruments in the third quarter valued at about $29,000. Clal Insurance Enterprises Holdings Ltd boosted its stake in shares of Texas Instruments by 69.9% during the second quarter. Clal Insurance Enterprises Holdings Ltd now owns 192 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 79 shares in the last quarter. Finally, Osterweis Capital Management Inc. boosted its stake in shares of Texas Instruments by 1,810.0% during the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 181 shares in the last quarter. Institutional investors own 84.99% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on TXN. Rosenblatt Securities reaffirmed a “buy” rating and issued a $240.00 price objective on shares of Texas Instruments in a research note on Thursday, February 5th. Truist Financial set a $250.00 price objective on Texas Instruments in a report on Monday. JPMorgan Chase & Co. upped their price target on Texas Instruments from $210.00 to $227.00 and gave the company an “overweight” rating in a research report on Wednesday, January 28th. Mizuho increased their price target on Texas Instruments from $145.00 to $160.00 and gave the company an “underperform” rating in a research note on Wednesday, January 28th. Finally, Morgan Stanley reaffirmed an “underweight” rating and issued a $180.00 price objective on shares of Texas Instruments in a research note 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $214.77.

More Texas Instruments News

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

• Positive Sentiment: TI announced a major move into wireless connectivity via a roughly $7.5 billion deal for Silicon Labs, which should expand TI’s addressable market in wireless and connectivity chips and diversify growth beyond analog. Texas Instruments Seeks Growth In Wireless Connectivity With US$7.5b Silicon Labs Deal
• Positive Sentiment: Cantor Fitzgerald raised its TXN price target to $250 (from $225) and sees a balanced earnings outlook, which supports upside potential despite the firm’s Neutral rating. Analyst support can help limit downside and influence investor sentiment. Cantor Fitzgerald Lifts Texas Instruments (TXN) Target, Sees Balanced Earnings Outlook
• Neutral Sentiment: TI CEO Haviv Ilan will speak at the Morgan Stanley Technology, Media & Telecom Conference on March 4 — an event likely to provide fresh commentary on demand trends, margins and the Silicon Labs integration; could move the stock depending on tone. TI CEO Haviv Ilan to speak at Morgan Stanley investor conference
• Neutral Sentiment: Recent pieces (Yahoo/Zacks) note TXN is down since the last earnings report and dig into estimates — the coverage highlights modest EPS/revenue misses and tempered Q1 guidance that have weighed on sentiment but don’t indicate a structural downturn. Why Is Texas Instruments (TXN) Down 1.1% Since Last Earnings Report?
• Neutral Sentiment: Analyst comparisons (e.g., Credo vs. TXN) and capital-management presentations review TI’s scale, rising data-center exposure and capital allocation; these are context pieces that inform longer-term positioning rather than near-term price moves. CRDO vs. TXN: Which Semiconductor Stock Is the Better Buy?
• Negative Sentiment: Investor letters and notes (e.g., Madison Investments) point to a quicker-than-expected industry recovery that briefly pressured TXN shares as expectations shifted — highlights that short-term sentiment can swing on macro/demand outlook changes. Texas Instruments (TXN) Fell Due to Quicker Recovery Expectation
• Negative Sentiment: Broader geopolitical risk: reporting that US tech leaders were warned about a potential China move on Taiwan by 2027 underscores supply-chain and regional-risk concerns for semiconductor firms, a macro factor that can increase volatility and risk premium for TXN. Tim Cook, Jensen Huang, Lisa Su Were Reportedly Warned Of Potential China Move On Taiwan By 2027

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, CFO Rafael R. Lizardi sold 64,532 shares of the firm’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $220.74, for a total value of $14,244,793.68. Following the completion of the sale, the chief financial officer directly owned 92,550 shares in the company, valued at approximately $20,429,487. This trade represents a 41.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Hagop H. Kozanian sold 6,843 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $225.95, for a total transaction of $1,546,175.85. Following the transaction, the vice president owned 75,425 shares in the company, valued at $17,042,278.75. This represents a 8.32% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 114,284 shares of company stock valued at $25,531,935 over the last 90 days. Insiders own 0.57% of the company’s stock.

Texas Instruments Stock Performance

TXN stock opened at $212.63 on Friday. The firm has a market cap of $192.97 billion, a PE ratio of 39.09, a price-to-earnings-growth ratio of 1.92 and a beta of 1.01. The company has a current ratio of 4.35, a quick ratio of 2.83 and a debt-to-equity ratio of 0.83. The stock has a 50-day moving average price of $200.78 and a 200-day moving average price of $186.15. Texas Instruments Incorporated has a 1-year low of $139.95 and a 1-year high of $231.32.

Texas Instruments (NASDAQ:TXN) last released its 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 for the quarter, compared to analyst estimates of $4.44 billion. Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.During the same period in the prior year, the business earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, equities research analysts expect that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Investors 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 yield of 2.7%. Texas Instruments’s dividend payout ratio is currently 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.