Texas Instruments Incorporated $TXN Shares Sold by Impax Asset Management Group plc

Impax Asset Management Group plc lowered its position in Texas Instruments Incorporated (NASDAQ:TXN) by 47.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 497,310 shares of the semiconductor company’s stock after selling 442,467 shares during the quarter. Impax Asset Management Group plc owned about 0.05% of Texas Instruments worth $91,371,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. increased its holdings in shares of Texas Instruments by 1.5% during the 2nd 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 last quarter. State Street Corp grew its position in Texas Instruments by 2.6% in the second quarter. State Street Corp now owns 43,325,014 shares of the semiconductor company’s stock worth $8,995,139,000 after acquiring an additional 1,084,364 shares during the period. Geode Capital Management LLC increased its stake in Texas Instruments by 1.3% during the second quarter. Geode Capital Management LLC now owns 22,224,770 shares of the semiconductor company’s stock worth $4,595,478,000 after acquiring an additional 279,755 shares during the last quarter. Invesco Ltd. increased its stake in Texas Instruments by 3.3% during the second quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock worth $2,920,862,000 after acquiring an additional 443,738 shares during the last quarter. Finally, Norges Bank purchased a new stake in Texas Instruments in the second quarter valued at $2,836,310,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

TXN has been the subject of a number of research analyst reports. BNP Paribas Exane upgraded Texas Instruments from a “strong sell” rating to a “hold” rating in a report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Texas Instruments from $185.00 to $205.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. Morgan Stanley restated an “underweight” rating and issued a $180.00 price objective on shares of Texas Instruments in a report on Wednesday, January 28th. Rosenblatt Securities reaffirmed a “buy” rating and set a $240.00 price objective on shares of Texas Instruments in a research report on Thursday, February 5th. Finally, TD Cowen boosted their target price on Texas Instruments from $225.00 to $240.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have assigned a Hold rating and five have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $212.92.

Insider Buying and Selling

In other news, Director Mark A. Blinn sold 3,144 shares of Texas Instruments stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $221.58, for a total value of $696,647.52. Following the completion of the transaction, the director owned 11,670 shares in the company, valued at approximately $2,585,838.60. This trade represents a 21.22% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Ronald Kirk sold 9,990 shares of the company’s stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the sale, the director owned 14,937 shares in the company, valued at $2,424,723.21. The trade was a 40.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 17,134 shares of company stock valued at $3,153,014. Company insiders own 0.57% of the company’s stock.

Texas Instruments Price Performance

Shares of TXN opened at $220.92 on Wednesday. The company has a market cap of $200.50 billion, a P/E ratio of 40.61, a PEG ratio of 1.98 and a beta of 1.01. Texas Instruments Incorporated has a fifty-two week low of $139.95 and a fifty-two week high of $228.83. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. The firm’s 50 day moving average price is $190.90 and its 200 day moving average price is $183.22.

Texas Instruments (NASDAQ:TXN) last issued its quarterly 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). Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. The business had revenue of $4.42 billion during the quarter, compared to analysts’ expectations of $4.44 billion. 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. On average, research analysts forecast that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

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. This represents a $5.68 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend was Friday, January 30th. Texas Instruments’s payout ratio is presently 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.