Forsta AP Fonden Sells 2,700 Shares of Texas Instruments Incorporated $TXN

Forsta AP Fonden lessened its position in Texas Instruments Incorporated (NASDAQ:TXN) by 1.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 195,600 shares of the semiconductor company’s stock after selling 2,700 shares during the period. Forsta AP Fonden’s holdings in Texas Instruments were worth $33,935,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Strategic Wealth Investment Group LLC bought a new stake in Texas Instruments in the 2nd quarter worth $25,000. High Point Wealth Management LLC bought a new stake in Texas Instruments in the 4th quarter worth $25,000. Ares Financial Consulting LLC bought a new stake in Texas Instruments in the 4th quarter worth $26,000. Tucker Asset Management LLC bought a new stake in Texas Instruments in the 4th quarter worth $29,000. Finally, Nvest Wealth Strategies Inc. bought a new stake in Texas Instruments in the 4th quarter worth $33,000. Institutional investors own 84.99% of the company’s stock.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Market commentary highlighted Texas Instruments as one of the semiconductor names positioned to benefit from AI’s rising power-supply and analog-chip bottlenecks, which could support future demand. Article Link
• Positive Sentiment: Zacks included TXN in a list of AI stocks to buy, citing strong demand trends across the semiconductor space. Article Link
• Positive Sentiment: Industry coverage of the long-distance wireless connection MCU market named Texas Instruments among major players benefiting from growth in IoT, 5G, and energy-efficient devices. Article Link
• Neutral Sentiment: Texas Instruments presented at Bernstein’s annual strategic decisions conference, but the transcript headline does not indicate a major new catalyst by itself. Article Link
• Neutral Sentiment: Short-interest data showed no meaningful short position change, offering little directional signal for the stock.
• Negative Sentiment: A GuruFocus report said TXN has pulled back and still looks overvalued, which can weigh on investor sentiment and valuation expectations. Article Link

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the stock. Sanford C. Bernstein assumed coverage on shares of Texas Instruments in a report on Friday, May 22nd. They issued a “market perform” rating on the stock. TD Cowen raised their price target on shares of Texas Instruments from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Stifel Nicolaus set a $340.00 price target on shares of Texas Instruments in a report on Friday, May 15th. Benchmark raised their target price on shares of Texas Instruments from $250.00 to $315.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. Finally, Truist Financial raised their target price on shares of Texas Instruments from $225.00 to $278.00 and gave the stock a “hold” rating in a research report on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $265.57.

Insider Transactions at Texas Instruments

In other news, VP Mohammad Yunus sold 51,098 shares of the company’s stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total value of $13,818,943.12. Following the transaction, the vice president owned 52,856 shares in the company, valued at approximately $14,294,376.64. This represents a 49.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, VP Mark T. Roberts sold 28,080 shares of the company’s stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $280.34, for a total transaction of $7,871,947.20. Following the completion of the transaction, the vice president owned 53,809 shares in the company, valued at approximately $15,084,815.06. This represents a 34.29% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 303,475 shares of company stock valued at $85,666,638. 0.60% of the stock is currently owned by insiders.

Texas Instruments Stock Down 3.3%

TXN stock opened at $305.68 on Friday. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $331.51. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The firm has a market cap of $278.20 billion, a PE ratio of 52.34, a price-to-earnings-growth ratio of 1.59 and a beta of 1.31. The business has a 50 day moving average of $250.76 and a 200 day moving average of $211.58.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating analysts’ consensus estimates of $1.37 by $0.31. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The company had revenue of $4.83 billion during the quarter, compared to analyst estimates of $4.85 billion. During the same quarter last year, the company earned $1.23 EPS. The firm’s revenue for the quarter was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, research analysts forecast that Texas Instruments Incorporated will post 7.66 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th were paid a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Tuesday, May 5th. Texas Instruments’s dividend payout ratio is currently 97.26%.

About Texas Instruments

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.