AIA Group Ltd Trims Holdings in Texas Instruments Incorporated $TXN

AIA Group Ltd decreased its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 38.8% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 131,129 shares of the semiconductor company’s stock after selling 83,090 shares during the quarter. AIA Group Ltd’s holdings in Texas Instruments were worth $24,092,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of TXN. Strategic Wealth Investment Group LLC purchased a new position in shares of Texas Instruments during the 2nd quarter valued at about $25,000. Pacifica Partners Inc. grew its holdings in Texas Instruments by 85.2% during the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 69 shares during the period. Grey Fox Wealth Advisors LLC purchased a new position in Texas Instruments during the third quarter valued at approximately $29,000. Clal Insurance Enterprises Holdings Ltd raised its position in Texas Instruments by 69.9% during the second quarter. Clal Insurance Enterprises Holdings Ltd now owns 192 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 79 shares in the last quarter. Finally, Osterweis Capital Management Inc. lifted its holdings in Texas Instruments by 1,810.0% in the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 181 shares during the period. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Insider Activity at Texas Instruments

In other Texas Instruments news, VP Mark Gary sold 12,921 shares of the firm’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $230.10, for a total value of $2,973,122.10. Following the transaction, the vice president owned 45,547 shares in the company, valued at approximately $10,480,364.70. This trade represents a 22.10% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, VP Hagop H. Kozanian sold 6,843 shares of Texas Instruments stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $225.95, for a total transaction of $1,546,175.85. Following the sale, the vice president directly owned 75,425 shares in the company, valued at approximately $17,042,278.75. This trade represents a 8.32% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 114,284 shares of company stock worth $25,531,935 in the last quarter. Corporate insiders own 0.60% of the company’s stock.

Analyst Ratings Changes

Several research firms have commented on TXN. Wells Fargo & Company upped their price objective on Texas Instruments from $185.00 to $215.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 28th. KeyCorp cut shares of Texas Instruments from a “strong-buy” rating to a “hold” rating in a research note on Thursday, February 5th. JPMorgan Chase & Co. increased their price target on shares of Texas Instruments from $210.00 to $227.00 and gave the stock an “overweight” rating in a report on Wednesday, January 28th. Benchmark raised their price target on shares of Texas Instruments from $220.00 to $250.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. Finally, The Goldman Sachs Group lifted their price objective on shares of Texas Instruments from $156.00 to $175.00 and gave the company a “sell” rating in a report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the stock. Based on data from MarketBeat, Texas Instruments presently has a consensus rating of “Hold” and an average target price of $214.77.

Texas Instruments Price Performance

Shares of NASDAQ TXN opened at $190.78 on Thursday. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35. The firm has a fifty day moving average of $206.32 and a 200 day moving average of $185.99. The firm has a market cap of $173.70 billion, a PE ratio of 35.07, a PEG ratio of 1.76 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.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.29 by ($0.02). The company had revenue of $4.42 billion for the quarter, compared to analysts’ expectations of $4.44 billion. Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. During the same period in the previous year, the business earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, research analysts predict that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 30th were issued a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 3.0%. The ex-dividend date was Friday, January 30th. Texas Instruments’s payout ratio is presently 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.