Artisan Partners Limited Partnership Grows Holdings in Texas Instruments Incorporated $TXN

Artisan Partners Limited Partnership grew its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 1.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 758,349 shares of the semiconductor company’s stock after purchasing an additional 12,562 shares during the quarter. Artisan Partners Limited Partnership owned approximately 0.08% of Texas Instruments worth $139,331,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Shelton Capital Management increased its holdings in shares of Texas Instruments by 2.6% during the second quarter. Shelton Capital Management now owns 151,568 shares of the semiconductor company’s stock valued at $31,469,000 after acquiring an additional 3,840 shares in the last quarter. Rothschild & Co Wealth Management UK Ltd grew its position in Texas Instruments by 1.3% during 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 purchasing an additional 16,260 shares during the last quarter. Invesco Ltd. increased its stake in Texas Instruments by 3.3% during the 2nd quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock valued at $2,920,862,000 after purchasing an additional 443,738 shares in the last quarter. Vanguard Group Inc. raised its holdings in shares of Texas Instruments by 1.5% in the second quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock worth $19,816,773,000 after buying an additional 1,426,360 shares during the last quarter. Finally, Providence Capital Advisors LLC acquired a new stake in shares of Texas Instruments during the third quarter worth $6,347,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments Trading Down 0.2%

Texas Instruments stock opened at $212.11 on Friday. The firm has a market cap of $192.50 billion, a PE ratio of 38.99, a P/E/G ratio of 1.92 and a beta of 1.01. Texas Instruments Incorporated has a 12 month low of $139.95 and a 12 month high of $231.32. The stock’s 50 day simple moving average is $201.49 and its two-hundred day simple moving average is $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 earnings results 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 firm had revenue of $4.42 billion during the quarter, compared to analyst estimates 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 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Analysts anticipate that Texas Instruments Incorporated will post 5.35 earnings per share 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. 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%.

Wall Street Analyst Weigh In

TXN has been the subject of a number of research analyst reports. Barclays set a $175.00 target price on Texas Instruments in a research note on Wednesday, January 28th. JPMorgan Chase & Co. raised their price objective on Texas Instruments from $210.00 to $227.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 28th. Raymond James Financial set a $240.00 target price on Texas Instruments in a report on Wednesday, January 28th. Mizuho increased their price target on shares of Texas Instruments from $145.00 to $160.00 and gave the stock an “underperform” rating in a report on Wednesday, January 28th. Finally, BNP Paribas Exane upgraded shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have assigned a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat, Texas Instruments currently has a consensus rating of “Hold” and a consensus price target of $214.77.

Insider Transactions at Texas Instruments

In other news, VP Ahmad Bahai sold 6,500 shares of the business’s stock in a transaction that occurred on 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 sale, the vice president directly owned 42,488 shares in the company, valued at $9,805,805.52. The trade was a 13.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available 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 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 directly owned 45,547 shares of the company’s stock, valued at approximately $10,480,364.70. The trade was a 22.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 114,284 shares of company stock worth $25,531,935 over the last quarter. Company 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.