Texas Instruments Incorporated $TXN Shares Sold by Bank of New York Mellon Corp

Bank of New York Mellon Corp decreased its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 7.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,023,059 shares of the semiconductor company’s stock after selling 849,530 shares during the period. Bank of New York Mellon Corp owned approximately 1.10% of Texas Instruments worth $1,841,537,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of TXN. Norges Bank acquired a new stake in Texas Instruments in the second quarter valued at approximately $2,836,310,000. Soundwatch Capital LLC boosted its stake in shares of 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 purchasing an additional 2,972,491 shares during the period. Vanguard Group Inc. grew its holdings in Texas Instruments by 1.5% during 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 purchasing an additional 1,426,360 shares in the last quarter. Corient Private Wealth LLC increased its stake in Texas Instruments by 94.9% during the 2nd quarter. Corient Private Wealth LLC now owns 2,517,451 shares of the semiconductor company’s stock worth $522,559,000 after buying an additional 1,225,524 shares during the period. Finally, State Street Corp increased its stake 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 buying an additional 1,084,364 shares during the period. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, Director Ronald Kirk sold 9,990 shares of the company’s stock in a transaction 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 completion of the transaction, the director directly owned 14,937 shares in the company, valued at $2,424,723.21. This represents a 40.08% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Christine Witzsche sold 1,000 shares of the stock in a transaction on Thursday, November 13th. The stock was sold at an average price of $164.31, for a total value of $164,310.00. Following the completion of the sale, the vice president directly 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 disclosure for this sale is available in the SEC filing. Insiders own 0.57% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently weighed in on the company. The Goldman Sachs Group downgraded Texas Instruments from a “buy” rating to a “sell” rating and lowered their target price for the company from $200.00 to $156.00 in a research note on Monday, December 15th. Truist Financial raised their price objective on Texas Instruments from $175.00 to $195.00 and gave the company a “hold” rating in a research note on Friday, December 19th. TD Cowen reaffirmed a “buy” rating on shares of Texas Instruments in a research report on Wednesday, October 22nd. Weiss Ratings reiterated a “hold (c)” rating on shares of Texas Instruments in a research note on Monday, December 29th. Finally, Benchmark restated a “buy” rating on shares of Texas Instruments in a research note on Wednesday, October 22nd. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have given a Hold rating and six have assigned a Sell rating to the stock. According to data from MarketBeat, Texas Instruments currently has a consensus rating of “Hold” and an average price target of $195.12.

More Texas Instruments News

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

• Positive Sentiment: Management issued Q1 revenue guidance with the midpoint above Street expectations, which traders read as a sign of demand stabilization and drove a positive after‑hours reaction. Texas Instruments rises as Q1 guidance tops expectations at midpoint
• Positive Sentiment: Several analysts raised price targets ahead of or after the print (Stifel, Susquehanna), citing early signs of industrial restocking and a recovering end‑market outlook for analog chips. These upgrades support investor confidence in near‑term demand improvement. Stifel Sees Signs of a Demand Recovery for Texas Instruments (TXN)
• Neutral Sentiment: Revenue rose to $4.42B and net income was $1.16B, showing sales strength but mixed margin dynamics; these topline gains temper concern even as margins compressed slightly. Texas Instruments Sales Rise, But Profit Slips
• Neutral Sentiment: Company filed its Q4 press release and will host a conference call; the release confirms the headline numbers and the management commentary investors will parse on the call. TI reports Q4 2025 and 2025 financial results and shareholder returns
• Negative Sentiment: EPS of $1.27 and revenue of $4.42B missed consensus modestly (EPS ≈ $1.28; revenue ≈ $4.44B), leaving a small execution gap versus Street expectations that could constrain upside until guidance is proven. Texas Instruments (TXN) Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: Macro exposure to China remains a watch point; several reports flagged China demand as a wildcard that could dampen follow‑through even if guidance is initially encouraging. Texas Instruments Reports Earnings Today. China Is a Wildcard.

Texas Instruments Price Performance

Shares of NASDAQ TXN opened at $196.63 on Wednesday. The company has a current ratio of 4.45, a quick ratio of 2.90 and a debt-to-equity ratio of 0.81. The company has a market capitalization of $178.66 billion, a price-to-earnings ratio of 35.95, a price-to-earnings-growth ratio of 3.09 and a beta of 1.00. Texas Instruments Incorporated has a twelve month low of $139.95 and a twelve month high of $221.69. The business has a 50 day simple moving average of $179.44 and a 200-day simple moving average of $182.27.

Texas Instruments (NASDAQ:TXN) last posted 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). The business had revenue of $4.42 billion during the quarter, compared to analyst estimates of $4.44 billion. Texas Instruments had a net margin of 29.21% and a return on equity of 30.41%. During the same period last year, the firm posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, equities research analysts expect that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Announces Dividend

The business also recently declared 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. The ex-dividend date of this dividend is Friday, January 30th. This represents a $5.68 annualized dividend and a dividend yield of 2.9%. Texas Instruments’s dividend payout ratio (DPR) is 103.84%.

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.