Allspring Global Investments Holdings LLC Sells 29,144 Shares of Texas Instruments Incorporated $TXN

Allspring Global Investments Holdings LLC decreased its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 9.1% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 289,582 shares of the semiconductor company’s stock after selling 29,144 shares during the quarter. Allspring Global Investments Holdings LLC’s holdings in Texas Instruments were worth $51,407,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in TXN. Brighton Jones LLC lifted its holdings in shares of Texas Instruments by 33.4% during the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after acquiring an additional 4,218 shares during the period. Intech Investment Management LLC lifted its holdings in shares of Texas Instruments by 12.8% in the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock worth $1,632,000 after acquiring an additional 1,031 shares during the last quarter. Elevation Point Wealth Partners LLC bought a new position in shares of Texas Instruments in the second quarter worth about $44,000. Arrowstreet Capital Limited Partnership acquired a new stake in shares of Texas Instruments in the 2nd quarter valued at approximately $26,915,000. Finally, Blueshift Asset Management LLC bought a new stake in shares of Texas Instruments during the 2nd quarter valued at approximately $465,000. 84.99% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research analysts have recently issued reports on the stock. JPMorgan Chase & Co. upped 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. Deutsche Bank Aktiengesellschaft raised their price objective on shares of Texas Instruments from $185.00 to $205.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Rosenblatt Securities reiterated a “buy” rating and set a $240.00 target price on shares of Texas Instruments in a research report on Thursday, February 5th. Raymond James Financial set a $240.00 target price on Texas Instruments in a research report on Wednesday, January 28th. Finally, Morgan Stanley reaffirmed an “underweight” rating and set a $180.00 target price on shares of Texas Instruments 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 assigned a Hold rating and five have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $214.77.

Key Texas Instruments News

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

• Positive Sentiment: D.E. Shaw (a large, long-term quant investor) has been buying and holds a sizable TXN stake, which signals institutional confidence and can support the stock. D. E. Shaw Is Buying This Chip Stock
• Positive Sentiment: Product development: TI launched IsoShield isolated power modules aimed at data centers and EV power systems — a strategic expansion in high-growth, power-management end markets that could improve long-term revenue mix and margins if adoption scales. Texas Instruments IsoShield Power Modules Target Data Center And EV Demand
• Neutral Sentiment: Corporate calendar: TI scheduled a Q1 2026 earnings webcast for April 22 — a near-term catalyst that will likely drive trading volatility as management provides results and forward guidance. Texas Instruments to webcast Q1 2026 earnings conference call
• Neutral Sentiment: Investor attention: Multiple outlets (Zacks/Yahoo) note heightened investor interest and that TXN has outperformed the broader market today — this boosts liquidity and visibility but doesn’t guarantee sustained upside. Texas Instruments (TXN) Outperforms Broader Market: What You Need to Know
• Negative Sentiment: Analyst posture: Brokerages give TXN a consensus “Hold,” which may cap upside until the company demonstrates sustained revenue growth or raises guidance. Texas Instruments Incorporated (NASDAQ:TXN) Given Consensus Rating of “Hold” by Brokerages

Insider Buying and Selling

In other news, VP Hagop H. Kozanian sold 6,843 shares of the business’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $225.95, for a total transaction of $1,546,175.85. Following the completion of the sale, the vice president directly owned 75,425 shares of the company’s stock, valued at $17,042,278.75. The trade was a 8.32% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Rafael R. Lizardi sold 64,532 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $220.74, for a total transaction of $14,244,793.68. Following the completion of the transaction, the chief financial officer directly owned 92,550 shares in the company, valued at approximately $20,429,487. The trade was a 41.08% 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 over the last quarter. Corporate insiders own 0.60% of the company’s stock.

Texas Instruments Price Performance

Texas Instruments stock opened at $196.30 on Thursday. The stock has a market capitalization of $178.72 billion, a price-to-earnings ratio of 36.08, a PEG ratio of 1.76 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 company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35. The stock’s 50 day moving average price is $206.52 and its two-hundred day moving average price is $186.14.

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). Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. The company had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. 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 predict that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Dividend Announcement

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