SG Americas Securities LLC Boosts Stake in Texas Instruments Incorporated $TXN

SG Americas Securities LLC boosted its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 427.6% in the fourth quarter, HoldingsChannel reports. The fund owned 708,481 shares of the semiconductor company’s stock after acquiring an additional 574,197 shares during the period. SG Americas Securities LLC’s holdings in Texas Instruments were worth $122,914,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Norges Bank purchased a new stake in Texas Instruments during the 2nd quarter valued at $2,836,310,000. Amundi raised its position in Texas Instruments by 61.0% in the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock worth $1,717,240,000 after acquiring an additional 3,580,147 shares during the period. Invesco Ltd. lifted its position in Texas Instruments by 16.8% during the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock valued at $3,019,603,000 after purchasing an additional 2,366,695 shares in the last quarter. Van ECK Associates Corp raised its stake in shares of Texas Instruments by 21.8% in the third quarter. Van ECK Associates Corp now owns 9,134,203 shares of the semiconductor company’s stock worth $1,678,227,000 after buying an additional 1,635,870 shares during the period. Finally, Marshall Wace LLP purchased a new stake in Texas Instruments in the 3rd quarter worth approximately $282,492,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Texas Instruments

In related news, Director Mark A. Blinn sold 3,144 shares of the business’s stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $221.58, for a total value of $696,647.52. Following the sale, the director 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 is accessible through this hyperlink. 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 transaction of $1,637,614.88. Following the sale, the chief financial officer directly owned 85,454 shares in the company, valued at approximately $19,721,074.12. The trade was a 7.67% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 114,284 shares of company stock worth $25,531,935. Company insiders own 0.60% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently weighed in on TXN. Raymond James Financial set a $240.00 target price on shares of Texas Instruments in a research note on Wednesday, January 28th. Morgan Stanley restated an “underweight” rating and issued a $180.00 price objective on shares of Texas Instruments in a research report on Wednesday, January 28th. Benchmark upped their price objective on Texas Instruments from $220.00 to $250.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Rosenblatt Securities reiterated a “buy” rating and set a $240.00 target price on shares of Texas Instruments in a research report on Thursday, February 5th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Texas Instruments in a research note on Monday, December 29th. One investment 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 given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $214.77.

Texas Instruments Stock Up 1.0%

TXN opened at $189.02 on Tuesday. The company has a market capitalization of $172.09 billion, a PE ratio of 34.75, a price-to-earnings-growth ratio of 1.70 and a beta of 1.01. The firm has a 50-day simple moving average of $206.25 and a two-hundred day simple moving average of $185.75. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. Texas Instruments Incorporated has a 52 week low of $139.95 and a 52 week high of $231.32.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.29 by ($0.02). The firm had revenue of $4.42 billion during the quarter, compared to the consensus estimate 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 last year, the firm posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Analysts forecast that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th were paid a $1.42 dividend. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.68 dividend on an annualized basis and a yield of 3.0%. 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.