Texas Instruments Incorporated $TXN Shares Bought by Sumitomo Mitsui DS Asset Management Company Ltd

Sumitomo Mitsui DS Asset Management Company Ltd grew its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 3.6% during the 3rd quarter, HoldingsChannel reports. The fund owned 134,990 shares of the semiconductor company’s stock after acquiring an additional 4,693 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Texas Instruments were worth $37,809,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the stock. Contravisory Investment Management Inc. bought a new position in Texas Instruments during the second quarter valued at approximately $1,493,000. Quantbot Technologies LP acquired a new stake in Texas Instruments in the second quarter valued at approximately $1,962,000. Ieq Capital LLC acquired a new stake in Texas Instruments in the second quarter valued at approximately $17,709,000. Liontrust Investment Partners LLP bought a new stake in Texas Instruments in the first quarter worth approximately $13,056,000. Finally, Heartland Advisors Inc. bought a new stake in Texas Instruments in the second quarter worth approximately $4,396,000. 84.99% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the stock. Truist Financial increased their price target on shares of Texas Instruments from $278.00 to $300.00 and gave the stock a “hold” rating in a research note on Thursday, July 23rd. JPMorgan Chase & Co. lifted their price objective on shares of Texas Instruments from $280.00 to $340.00 and gave the company an “overweight” rating in a research note on Thursday, July 23rd. TD Cowen reduced their price objective on shares of Texas Instruments from $360.00 to $340.00 and set a “buy” rating for the company in a research note on Thursday, July 23rd. Weiss Ratings upgraded shares of Texas Instruments from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, October 9th. Finally, Sanford C. Bernstein increased their target price on shares of Texas Instruments from $250.00 to $290.00 and gave the stock a “market perform” rating in a research report on Thursday, July 23rd. Sixteen equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $303.57.

Texas Instruments Price Performance

Shares of Texas Instruments stock opened at $276.15 on Tuesday. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44. The company has a market cap of $252.19 billion, a PE ratio of 42.03, a price-to-earnings-growth ratio of 1.54 and a beta of 1.35. The firm has a fifty day moving average price of $271.67 and a two-hundred day moving average price of $277.63. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $334.03.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.91 by $0.23. The company had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The business’s revenue was up 22.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Analysts expect that Texas Instruments Incorporated will post 8.48 EPS for the current year.

Texas Instruments Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, November 10th. Investors of record on Friday, October 30th will be paid a dividend of $1.52 per share. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.42. This represents a $6.08 annualized dividend and a yield of 2.2%. The ex-dividend date is Friday, October 30th. Texas Instruments’s dividend payout ratio is presently 86.45%.

Insider Transactions at Texas Instruments

In other Texas Instruments news, VP Tsedeniya Abraham sold 7,000 shares of the company’s stock in a transaction that occurred on Thursday, August 27th. The stock was sold at an average price of $264.63, for a total value of $1,852,410.00. Following the completion of the transaction, the vice president owned 23,181 shares of the company’s stock, valued at $6,134,388.03. This represents a 23.19% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.60% of the stock is owned by corporate insiders.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: UBS named TXN a top pick amid an expected upswing in the analog semiconductor cycle, a potential catalyst for revenue, margins and investor sentiment. UBS Identifies TXN as Top Pick Amid Upswing in Analog Chip Cycle
• Positive Sentiment: KeyCorp raised its forecast for TXN’s third-quarter earnings, suggesting confidence that near-term results could exceed prior expectations. Texas Instruments’ latest reported quarter also showed strong year-over-year revenue and earnings growth, supporting the earnings-recovery narrative. Texas Instruments Q3 Earnings Forecast Raised by KeyCorp
• Positive Sentiment: Coverage continues to emphasize TXN’s durable analog and embedded-chip franchises, recurring industrial and automotive demand, and appeal to long-term dividend investors. Its dividend profile and cash-generation potential remain important support factors. Texas Instruments: 3 Things to Watch Before Buying the Dividend Stock
• Neutral Sentiment: Comparisons with Sandisk and Broadcom frame TXN as a higher-quality, dividend-oriented semiconductor investment, but also highlight the trade-off between TXN’s dividend yield, valuation and the strength of competitors’ cash-flow coverage. Broadcom vs. Texas Instruments
• Negative Sentiment: TXN’s shares face valuation sensitivity after a substantial rally, with comparisons noting that its premium valuation requires sustained earnings and cash-flow improvement. ETF net selling on October 15 also represents a modest near-term technical headwind. ETFs Are Net Sellers of Texas Instruments

Texas Instruments Company Profile

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.