Texas Instruments Incorporated $TXN Shares Purchased by Thrivent Financial for Lutherans

Thrivent Financial for Lutherans grew its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 23.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 66,570 shares of the semiconductor company’s stock after acquiring an additional 12,466 shares during the quarter. Thrivent Financial for Lutherans’ holdings in Texas Instruments were worth $12,232,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of TXN. Vanguard Group Inc. raised its stake in shares of Texas Instruments by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock valued at $19,816,773,000 after acquiring an additional 1,426,360 shares during the period. State Street Corp boosted its position in Texas Instruments by 2.6% during the 2nd quarter. State Street Corp now owns 43,325,014 shares of the semiconductor company’s stock worth $8,995,139,000 after purchasing an additional 1,084,364 shares during the period. Geode Capital Management LLC increased its holdings in Texas Instruments by 1.3% in 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 in the last quarter. Invesco Ltd. raised its position in Texas Instruments by 3.3% in the second quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock valued at $2,920,862,000 after purchasing an additional 443,738 shares during the period. Finally, Norges Bank acquired a new position in shares of Texas Instruments during the second quarter worth about $2,836,310,000. 84.99% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the company. Robert W. Baird set a $225.00 target price on Texas Instruments in a research note on Wednesday, January 28th. Bank of America upgraded Texas Instruments from an “underperform” rating to a “neutral” rating and upped their price target for the stock from $185.00 to $235.00 in a report on Wednesday, January 28th. Truist Financial increased their price objective on shares of Texas Instruments from $195.00 to $225.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. Mizuho boosted their target price on shares of Texas Instruments from $145.00 to $160.00 and gave the stock an “underperform” rating in a research report on Wednesday, January 28th. Finally, The Goldman Sachs Group upped their target price on shares of Texas Instruments from $156.00 to $175.00 and gave the company a “sell” rating in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have given a Hold rating and five have assigned a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $212.92.

Insider Activity

In other Texas Instruments news, VP Christine Witzsche sold 1,000 shares of the company’s stock in a transaction that occurred on Thursday, November 13th. The stock was sold at an average price of $164.31, for a total transaction of $164,310.00. Following the sale, the vice president owned 20,821 shares in the company, valued at $3,421,098.51. This represents a 4.58% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Ronald Kirk sold 9,990 shares of the stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $162.33, for a total value of $1,621,676.70. Following the transaction, the director directly owned 14,937 shares in the company, valued at approximately $2,424,723.21. This represents a 40.08% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.57% of the stock is owned by insiders.

Key Texas Instruments News

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

• Positive Sentiment: TXN announced it will acquire Silicon Labs in an all‑cash transaction valued at about $7.5B ($231.00 per share), citing expanded embedded wireless connectivity capabilities and expected ~$450M of annual manufacturing/operational synergies within three years — a clear strategic rationale for revenue/cross‑sell upside. Texas Instruments to acquire Silicon Labs
• Positive Sentiment: Market reaction has been strong: TXN traded to a fresh annual peak during the session and Silicon Labs stock surged on the buyout news, signaling investor approval of the strategic move and immediate market momentum. Texas Instruments Sets Fresh Annual Peak
• Positive Sentiment: An analyst price target was raised (reported increase of ~12.8% to $213.95), reflecting improved analyst sentiment after the M&A announcement. Upgraded targets and analyst attention support further upside. Price Target Increased
• Neutral Sentiment: Commentary and analysis view the deal as consistent with TXN’s strategy to augment growth via M&A (adds wireless connectivity IP to its analog/embedded portfolio), but analysts note execution risk and integration work ahead. M&A Strategy Analysis
• Neutral Sentiment: TXN’s recent quarterly results were broadly in‑line (small EPS and revenue misses), with management guiding Q1 and flagging elevated capex historically; earnings are not derailing the bull case but temper expectations for near‑term FCF. Earnings Takeaway
• Negative Sentiment: Two law firms have announced investigations into the Silicon Labs sale process and price (claims that the board may not have gotten fair value), which could lead to litigation or deal complications — a near‑term legal overhang to monitor. KSF Investor Alert Brodsky & Smith Notice

Texas Instruments Stock Down 1.0%

Shares of NASDAQ:TXN opened at $222.92 on Thursday. The firm has a market cap of $202.55 billion, a PE ratio of 40.98, a price-to-earnings-growth ratio of 2.03 and a beta of 1.01. The company has a fifty day simple moving average of $186.75 and a 200 day simple moving average of $182.65. The company has a current ratio of 4.35, a quick ratio of 2.83 and a debt-to-equity ratio of 0.83. Texas Instruments Incorporated has a 12-month low of $139.95 and a 12-month high of $228.83.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). The company had revenue of $4.42 billion for the quarter, compared to the consensus estimate 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 last year, the company earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, equities research analysts anticipate that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 30th will be issued a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend is Friday, January 30th. Texas Instruments’s 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.