Railway Pension Investments Ltd Has $165.24 Million Position in Texas Instruments Incorporated $TXN

Railway Pension Investments Ltd raised its position in Texas Instruments Incorporated (NASDAQ:TXN) by 156.5% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 899,386 shares of the semiconductor company’s stock after purchasing an additional 548,800 shares during the period. Texas Instruments makes up about 2.2% of Railway Pension Investments Ltd’s investment portfolio, making the stock its 17th biggest holding. Railway Pension Investments Ltd owned about 0.10% of Texas Instruments worth $165,244,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Norges Bank acquired a new stake in Texas Instruments during the 2nd quarter worth $2,836,310,000. Soundwatch Capital LLC grew its stake in Texas Instruments by 174,339.6% in the second quarter. Soundwatch Capital LLC now owns 2,974,196 shares of the semiconductor company’s stock valued at $617,503,000 after acquiring an additional 2,972,491 shares during the period. Assenagon Asset Management S.A. increased its holdings in shares of Texas Instruments by 117.1% in the second quarter. Assenagon Asset Management S.A. now owns 3,500,474 shares of the semiconductor company’s stock worth $726,768,000 after acquiring an additional 1,888,354 shares in the last quarter. Vanguard Group Inc. increased its holdings in shares of Texas Instruments by 1.5% in the second quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock worth $19,816,773,000 after acquiring an additional 1,426,360 shares in the last quarter. Finally, Corient Private Wealth LLC raised its position in shares of Texas Instruments by 94.9% during the second quarter. Corient Private Wealth LLC now owns 2,517,451 shares of the semiconductor company’s stock worth $522,559,000 after purchasing an additional 1,225,524 shares during the period. 84.99% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on TXN. The Goldman Sachs Group cut Texas Instruments from a “buy” rating to a “sell” rating and lowered their target price for the stock from $200.00 to $156.00 in a research note on Monday, December 15th. JPMorgan Chase & Co. reduced their price target on shares of Texas Instruments from $225.00 to $210.00 and set an “overweight” rating for the company in a report on Wednesday, October 22nd. Wells Fargo & Company lowered their price objective on shares of Texas Instruments from $195.00 to $170.00 and set an “equal weight” rating for the company in a research report on Wednesday, October 22nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Texas Instruments in a research report on Monday, December 29th. Finally, Stifel Nicolaus set a $170.00 target price on shares of Texas Instruments in a research note on Wednesday, October 22nd. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, ten have issued a Hold rating and seven have given a Sell rating to the company’s stock. According to MarketBeat, Texas Instruments currently has a consensus rating of “Hold” and an average price target of $191.49.

Texas Instruments Stock Performance

Shares of TXN opened at $177.52 on Monday. The stock has a market capitalization of $161.30 billion, a price-to-earnings ratio of 32.45, a PEG ratio of 2.86 and a beta of 1.00. Texas Instruments Incorporated has a 12 month low of $139.95 and a 12 month high of $221.69. The firm has a fifty day simple moving average of $169.43 and a 200 day simple moving average of $184.61. The company has a current ratio of 4.45, a quick ratio of 2.90 and a debt-to-equity ratio of 0.81.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Tuesday, October 21st. The semiconductor company reported $1.48 EPS for the quarter, hitting the consensus estimate of $1.48. Texas Instruments had a net margin of 29.21% and a return on equity of 30.41%. The firm had revenue of $4.74 billion for the quarter, compared to analysts’ expectations of $4.65 billion. During the same period in the previous year, the firm posted $1.44 EPS. The company’s revenue for the quarter was up 14.2% on a year-over-year basis. Texas Instruments has set its Q4 2025 guidance at 1.130-1.390 EPS. Research analysts forecast that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Insider Activity

In other 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 position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, Director Ronald Kirk sold 9,990 shares of the stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $162.33, for a total value of $1,621,676.70. Following the completion of the sale, the director directly owned 14,937 shares of the company’s stock, valued at approximately $2,424,723.21. The trade was a 40.08% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.57% of the company’s stock.

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.