Allianz SE Buys 7,964 Shares of Texas Instruments Incorporated $TXN

Allianz SE raised its position in Texas Instruments Incorporated (NASDAQ:TXN) by 1,852.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,394 shares of the semiconductor company’s stock after purchasing an additional 7,964 shares during the quarter. Allianz SE’s holdings in Texas Instruments were worth $1,542,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Andra AP fonden lifted its holdings in shares of Texas Instruments by 216.7% in the 3rd quarter. Andra AP fonden now owns 117,800 shares of the semiconductor company’s stock worth $21,643,000 after buying an additional 80,600 shares during the period. Sumitomo Mitsui Financial Group Inc. raised its holdings in shares of Texas Instruments by 46.6% in the third quarter. Sumitomo Mitsui Financial Group Inc. now owns 25,507 shares of the semiconductor company’s stock valued at $4,686,000 after acquiring an additional 8,104 shares in the last quarter. Camrose Capital Investment Partners LLP lifted its stake in Texas Instruments by 10.9% in the third quarter. Camrose Capital Investment Partners LLP now owns 224,619 shares of the semiconductor company’s stock worth $41,269,000 after acquiring an additional 22,095 shares during the period. Banco Santander S.A. grew its holdings in Texas Instruments by 66.5% during the 3rd quarter. Banco Santander S.A. now owns 20,152 shares of the semiconductor company’s stock worth $3,703,000 after acquiring an additional 8,051 shares in the last quarter. Finally, R Squared Ltd bought a new position in Texas Instruments during the 3rd quarter worth about $208,000. 84.99% of the stock is currently owned by institutional investors.

Texas Instruments Trading Down 0.2%

Shares of NASDAQ:TXN opened at $212.11 on Friday. The business’s 50-day moving average is $201.49 and its 200 day moving average is $186.30. Texas Instruments Incorporated has a 1 year low of $139.95 and a 1 year high of $231.32. The firm has a market capitalization of $192.50 billion, a P/E ratio of 38.99, 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 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). Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.The business had revenue of $4.42 billion for the quarter, compared to analysts’ expectations of $4.44 billion. During the same quarter in the previous year, the firm posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, research analysts predict that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th were paid 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 yield of 2.7%. Texas Instruments’s dividend payout ratio is presently 104.41%.

Insiders Place Their Bets

In other news, VP Hagop H. Kozanian sold 6,843 shares of Texas Instruments stock in a transaction on 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 in the company, valued at approximately $17,042,278.75. The trade was a 8.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Mark A. Blinn sold 3,144 shares of the company’s stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $221.58, for a total value of $696,647.52. Following the completion of the transaction, the director directly owned 11,670 shares in the company, valued at approximately $2,585,838.60. The trade was a 21.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 114,284 shares of company stock valued at $25,531,935. Corporate insiders own 0.57% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently commented on TXN. The Goldman Sachs Group boosted their price target 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. JPMorgan Chase & Co. boosted their price objective on shares of Texas Instruments from $210.00 to $227.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 28th. Truist Financial set a $250.00 target price on Texas Instruments in a research report on Monday, February 23rd. Wells Fargo & Company lifted their price target on Texas Instruments from $185.00 to $215.00 and gave the company an “equal weight” rating in a report on Wednesday, January 28th. Finally, Mizuho upped their price objective on Texas Instruments from $145.00 to $160.00 and gave the stock an “underperform” rating in a research note on Wednesday, January 28th. One equities 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 issued a Sell rating to the stock. Based on data from MarketBeat, Texas Instruments has a consensus rating of “Hold” and a consensus price target of $214.77.

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.