DNB Asset Management AS Acquires 10,299 Shares of Texas Instruments Incorporated $TXN

DNB Asset Management AS grew its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 4.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 253,974 shares of the semiconductor company’s stock after purchasing an additional 10,299 shares during the period. DNB Asset Management AS’s holdings in Texas Instruments were worth $46,663,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of the stock. Shelton Capital Management grew its stake in Texas Instruments by 2.6% during the second quarter. Shelton Capital Management now owns 151,568 shares of the semiconductor company’s stock worth $31,469,000 after buying an additional 3,840 shares during the last quarter. Rothschild & Co Wealth Management UK Ltd boosted its holdings in shares of Texas Instruments by 1.3% in the 3rd quarter. Rothschild & Co Wealth Management UK Ltd now owns 1,307,580 shares of the semiconductor company’s stock worth $240,242,000 after acquiring an additional 16,260 shares in the last quarter. Invesco Ltd. grew its position in Texas Instruments by 3.3% during the 2nd 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. Vanguard Group Inc. increased 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. Finally, Providence Capital Advisors LLC acquired a new stake in Texas Instruments during the 3rd quarter valued at $6,347,000. 84.99% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, VP Ahmad Bahai sold 6,500 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $230.79, for a total value of $1,500,135.00. Following the completion of the transaction, the vice president owned 42,488 shares in the company, valued at $9,805,805.52. This trade represents a 13.27% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Mark Gary sold 12,921 shares of the firm’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $230.10, for a total transaction of $2,973,122.10. Following the completion of the transaction, the vice president directly owned 45,547 shares of the company’s stock, valued at $10,480,364.70. This represents a 22.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 114,284 shares of company stock valued at $25,531,935 over the last 90 days. 0.57% of the stock is currently owned by company insiders.

Analyst Ratings Changes

TXN has been the topic of a number of recent analyst reports. Morgan Stanley reissued an “underweight” rating and issued a $180.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. Benchmark upped their price target on shares of Texas Instruments from $220.00 to $250.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. The Goldman Sachs Group increased their price objective on shares of Texas Instruments from $156.00 to $175.00 and gave the stock a “sell” rating in a report on Wednesday, January 28th. Cantor Fitzgerald boosted their target price on shares of Texas Instruments from $225.00 to $250.00 and gave the stock a “neutral” rating in a research note on Monday. Finally, Barclays set a $175.00 price target on shares of Texas Instruments in a research note on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $214.77.

Texas Instruments News Summary

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

• Positive Sentiment: TI announced a major move into wireless connectivity via a roughly $7.5 billion deal for Silicon Labs, which should expand TI’s addressable market in wireless and connectivity chips and diversify growth beyond analog. Texas Instruments Seeks Growth In Wireless Connectivity With US$7.5b Silicon Labs Deal
• Positive Sentiment: Cantor Fitzgerald raised its TXN price target to $250 (from $225) and sees a balanced earnings outlook, which supports upside potential despite the firm’s Neutral rating. Analyst support can help limit downside and influence investor sentiment. Cantor Fitzgerald Lifts Texas Instruments (TXN) Target, Sees Balanced Earnings Outlook
• Neutral Sentiment: TI CEO Haviv Ilan will speak at the Morgan Stanley Technology, Media & Telecom Conference on March 4 — an event likely to provide fresh commentary on demand trends, margins and the Silicon Labs integration; could move the stock depending on tone. TI CEO Haviv Ilan to speak at Morgan Stanley investor conference
• Neutral Sentiment: Recent pieces (Yahoo/Zacks) note TXN is down since the last earnings report and dig into estimates — the coverage highlights modest EPS/revenue misses and tempered Q1 guidance that have weighed on sentiment but don’t indicate a structural downturn. Why Is Texas Instruments (TXN) Down 1.1% Since Last Earnings Report?
• Neutral Sentiment: Analyst comparisons (e.g., Credo vs. TXN) and capital-management presentations review TI’s scale, rising data-center exposure and capital allocation; these are context pieces that inform longer-term positioning rather than near-term price moves. CRDO vs. TXN: Which Semiconductor Stock Is the Better Buy?
• Negative Sentiment: Investor letters and notes (e.g., Madison Investments) point to a quicker-than-expected industry recovery that briefly pressured TXN shares as expectations shifted — highlights that short-term sentiment can swing on macro/demand outlook changes. Texas Instruments (TXN) Fell Due to Quicker Recovery Expectation
• Negative Sentiment: Broader geopolitical risk: reporting that US tech leaders were warned about a potential China move on Taiwan by 2027 underscores supply-chain and regional-risk concerns for semiconductor firms, a macro factor that can increase volatility and risk premium for TXN. Tim Cook, Jensen Huang, Lisa Su Were Reportedly Warned Of Potential China Move On Taiwan By 2027

Texas Instruments Stock Down 0.6%

Shares of NASDAQ:TXN opened at $212.63 on Friday. The company has a 50 day moving average of $200.78 and a 200-day moving average of $186.15. Texas Instruments Incorporated has a one year low of $139.95 and a one year high of $231.32. The stock has a market cap of $192.97 billion, a price-to-earnings ratio of 39.09, a P/E/G ratio of 1.92 and a beta of 1.01. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.83.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.The company had revenue of $4.42 billion for the quarter, compared to the consensus estimate of $4.44 billion. During the same quarter last year, the business posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, sell-side analysts forecast that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were issued a $1.42 dividend. The ex-dividend date was Friday, January 30th. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.7%. Texas Instruments’s dividend payout ratio (DPR) is 104.41%.

Texas Instruments Company 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.