Capital Group Private Client Services Inc. Sells 173,638 Shares of Texas Instruments Incorporated $TXN

Capital Group Private Client Services Inc. trimmed its position in Texas Instruments Incorporated (NASDAQ:TXN) by 91.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 16,572 shares of the semiconductor company’s stock after selling 173,638 shares during the quarter. Capital Group Private Client Services Inc.’s holdings in Texas Instruments were worth $3,045,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. Vanguard Group Inc. raised its holdings in Texas Instruments by 1.0% in the 3rd quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock worth $17,720,020,000 after acquiring an additional 998,658 shares during the period. State Street Corp grew its position in shares of Texas Instruments by 2.6% in the second quarter. State Street Corp now owns 43,325,014 shares of the semiconductor company’s stock valued at $8,995,139,000 after purchasing an additional 1,084,364 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of Texas Instruments by 1.3% in the second quarter. Geode Capital Management LLC now owns 22,224,770 shares of the semiconductor company’s stock worth $4,595,478,000 after purchasing an additional 279,755 shares during the period. Invesco Ltd. increased its stake in shares of Texas Instruments by 3.3% in the second quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock worth $2,920,862,000 after purchasing an additional 443,738 shares during the period. Finally, Norges Bank acquired a new position in shares of Texas Instruments during the 2nd quarter worth about $2,836,310,000. 84.99% of the stock is owned by institutional investors.

Texas Instruments News Summary

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

• Positive Sentiment: CEO Haviv Ilan told investors the industrial/business-to-business end markets — especially factory and automation — are showing signs of recovery, which supports demand for TI’s analog and embedded products. Texas Instruments (TXN) Signals Recovery in Factory and Automation Markets, CEO Says
• Positive Sentiment: Wall Street attention: Citi and other outlets are highlighting TI as a top semiconductor pick after the latest earnings cycle, which can drive investor interest and momentum. Broadcom, Nvidia, TI and Monolithic emerge as ‘top picks’ among semis after earnings: Citi
• Positive Sentiment: Product roadmap/upgrades: TI launched two new MCU families embedding its TinyEngine NPU to enable low-latency, low-power edge AI — a capability that broadens TAM and reinforces TI’s embedded leadership. TI expands microcontroller portfolio and software ecosystem to enable edge AI in every device
• Positive Sentiment: Ecosystem partnerships: Green Hills Software released a production-focused SDK for TI’s TDA5 SoC family, lowering integration friction for customers and accelerating time-to-market for safety/security applications. Green Hills Software Creates Complete Production-Focused Software Environment for Texas Instruments TDA5 Virtual Development Kit
• Neutral Sentiment: Media/analyst mentions: Several outlets highlighted TXN’s recent outperformance and solid fundamentals, keeping the stock on investors’ radar but not introducing new catalysts. Texas Instruments (TXN) Outperforms Broader Market: What You Need to Know
• Neutral Sentiment: Sector roundup pieces (Invezz, others) discuss AI chip opportunities and lists of favored names — these provide context for TI’s positioning but don’t change fundamentals on their own. These are 4 AI chip stocks Citi wants you buying now
• Negative Sentiment: Near-term technical and liquidity caution: trading volume is below average and the stock sits under its 50-day moving average, suggesting short-term resistance even as longer-term fundamentals look solid.

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, VP Ahmad Bahai sold 6,500 shares of Texas Instruments stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $230.79, for a total transaction of $1,500,135.00. Following the sale, the vice president directly owned 42,488 shares of the company’s stock, valued at approximately $9,805,805.52. The trade was a 13.27% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Mark Gary sold 12,921 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $230.10, for a total value of $2,973,122.10. Following the completion of the sale, the vice president owned 45,547 shares in the company, valued at approximately $10,480,364.70. This represents a 22.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 114,284 shares of company stock worth $25,531,935 in the last 90 days. 0.60% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on TXN. Stifel Nicolaus raised their target price on Texas Instruments from $200.00 to $215.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. KeyCorp cut Texas Instruments from a “strong-buy” rating to a “hold” rating in a research report on Thursday, February 5th. Cantor Fitzgerald raised their price objective on shares of Texas Instruments from $225.00 to $250.00 and gave the stock a “neutral” rating in a research note on Monday, February 23rd. Raymond James Financial set a $240.00 target price on shares of Texas Instruments in a research report on Wednesday, January 28th. Finally, Bank of America raised shares of Texas Instruments from an “underperform” rating to a “neutral” rating and increased their price target for the company from $185.00 to $235.00 in a report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have given a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $214.77.

Texas Instruments Stock Performance

Shares of NASDAQ TXN opened at $197.46 on Wednesday. The firm has a market capitalization of $179.78 billion, a price-to-earnings ratio of 36.30, a PEG ratio of 1.77 and a beta of 1.01. Texas Instruments Incorporated has a one year low of $139.95 and a one year high of $231.32. The business has a fifty day simple moving average of $204.73 and a 200 day simple moving average of $186.35. The company has a current ratio of 4.35, a quick ratio of 2.83 and a debt-to-equity ratio of 0.83.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). The business had revenue of $4.42 billion for the quarter, compared to analyst estimates of $4.44 billion. Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.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. Sell-side analysts expect that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were given a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 2.9%. The ex-dividend date was Friday, January 30th. Texas Instruments’s payout ratio is 104.41%.

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.