Fifth Third Bancorp Sells 20,799 Shares of Texas Instruments Incorporated $TXN

Fifth Third Bancorp decreased its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 4.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 461,765 shares of the semiconductor company’s stock after selling 20,799 shares during the period. Fifth Third Bancorp owned about 0.05% of Texas Instruments worth $84,840,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of TXN. Norges Bank bought a new stake in Texas Instruments during the 2nd quarter worth $2,836,310,000. Soundwatch Capital LLC boosted its stake in shares of Texas Instruments by 174,339.6% during 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 in the last quarter. Vanguard Group Inc. grew its holdings in shares of Texas Instruments by 1.5% during the second quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock worth $19,816,773,000 after purchasing an additional 1,426,360 shares during the last quarter. Corient Private Wealth LLC increased its stake in shares of Texas Instruments by 94.9% in the second quarter. Corient Private Wealth LLC now owns 2,517,451 shares of the semiconductor company’s stock valued at $522,559,000 after buying an additional 1,225,524 shares during the period. Finally, State Street Corp raised its holdings in Texas Instruments by 2.6% in the 2nd quarter. State Street Corp now owns 43,325,014 shares of the semiconductor company’s stock valued at $8,995,139,000 after buying an additional 1,084,364 shares during the last quarter. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Price Performance

Shares of TXN opened at $226.16 on Monday. The firm has a market cap of $205.25 billion, a PE ratio of 41.57, a price-to-earnings-growth ratio of 2.04 and a beta of 1.01. Texas Instruments Incorporated has a 52-week low of $139.95 and a 52-week high of $231.32. The business’s 50 day moving average price is $193.51 and its two-hundred day moving average price is $183.96. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35.

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

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th were paid a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend was Friday, January 30th. Texas Instruments’s dividend payout ratio (DPR) is 104.41%.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the stock. BNP Paribas Exane raised shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft raised their target price on Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. UBS Group increased their price target on Texas Instruments from $245.00 to $260.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Barclays set a $175.00 price objective on Texas Instruments in a research report on Wednesday, January 28th. Finally, Jefferies Financial Group increased their target price on shares of Texas Instruments from $180.00 to $210.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have given a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat.com, Texas Instruments has a consensus rating of “Hold” and a consensus price target of $212.92.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Zacks research raised near‑ and medium‑term EPS estimates for TXN, improving the earnings outlook and giving investors a cleaner growth story to support valuation expectations. Read More.
• Neutral Sentiment: Valuation and post‑earnings analyses are circulating (intrinsic‑value and buy/hold/sell pieces). These generate interest and trading but offer mixed conclusions for different investor horizons. Read More.
• Neutral Sentiment: Media commentary reviewing TXN’s Q4 results and strategy (buy/sell/hold debates) may amplify short‑term flows without adding new operational facts. Read More.
• Negative Sentiment: Large insider selling by CFO Rafael R. Lizardi: 64,532 shares sold on Feb 10 at ~$220.74 (~$14.2M), a ~41% reduction in that holding — a material disposal that markets often view as negative for near‑term insider conviction. Read More.
• Negative Sentiment: CFO Lizardi sold an additional 7,096 shares on Feb 11 at ~$230.78 (~$1.64M), further trimming his stake. Read More.
• Negative Sentiment: VP Mark Gary executed sizable sales (12,921 shares on Feb 11 at ~$230.10 and 10,248 shares on Feb 10 at ~$220.83), representing meaningful percentage reductions in his position. Read More.
• Negative Sentiment: VP Ahmad Bahai sold 6,500 shares on Feb 11 at ~$230.79 (~$1.50M), another notable insider reduction. Read More.
• Negative Sentiment: DZ Bank AG flagged TXN with a “strong sell” rating (reported Feb 12), a broker action that can weigh on sentiment and trigger short‑term selling by momentum/quant strategies. Read More.

Insider Activity

In other news, Director Ronald Kirk sold 9,990 shares of Texas Instruments stock in a transaction dated Monday, November 24th. The shares were 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 trade represents a 40.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Mark A. Blinn sold 3,144 shares of the company’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $221.58, for a total transaction of $696,647.52. Following the completion of the sale, the director owned 11,670 shares in the company, valued at $2,585,838.60. This represents a 21.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 117,431 shares of company stock valued at $25,607,436. Corporate insiders own 0.57% of the company’s stock.

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.