Texas Instruments Incorporated $TXN Shares Bought by Czech National Bank

Czech National Bank grew its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 3.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 239,591 shares of the semiconductor company’s stock after buying an additional 8,689 shares during the period. Czech National Bank’s holdings in Texas Instruments were worth $41,567,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Norges Bank purchased a new stake in Texas Instruments during the second quarter valued at about $2,836,310,000. Amundi increased its stake in Texas Instruments by 61.0% during the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock worth $1,717,240,000 after acquiring an additional 3,580,147 shares during the last quarter. Invesco Ltd. raised its holdings in shares of Texas Instruments by 16.8% in the 3rd quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock worth $3,019,603,000 after purchasing an additional 2,366,695 shares during the period. Van ECK Associates Corp lifted its stake in shares of Texas Instruments by 21.8% in the 3rd quarter. Van ECK Associates Corp now owns 9,134,203 shares of the semiconductor company’s stock valued at $1,678,227,000 after purchasing an additional 1,635,870 shares in the last quarter. Finally, Marshall Wace LLP acquired a new position in shares of Texas Instruments in the 3rd quarter valued at about $282,492,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Texas Instruments News Roundup

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

• Positive Sentiment: Improved sector sentiment and analyst target hikes are supporting the rally — market commentary links TXN’s gains to optimism that the analog chip cycle is recovering, plus several recent price-target increases that lift conviction in upside and free-cash-flow potential. Texas Instruments jumps 3.7% as chip-cycle recovery optimism and fresh analyst target hikes lift sentiment
• Positive Sentiment: U.S. policy momentum: reports that the administration is promoting a large voluntary investment consortium for semiconductor supply chains (boosting sentiment across chip names) helped lift TXN and peers. Policy support increases the probability of demand and capital flows into the sector. Trump Trade: TotalEnergies to shift capital from wind to natural gas
• Positive Sentiment: New leveraged ETF exposure: Direxion launched 2x single-stock ETFs including one for TXN — that can increase trading flows and short-term liquidity/volatility, which may accentuate moves on positive headlines. Direxion Launches 2X ETFs for ADBU, PYPU, TXN, & UNH
• Neutral Sentiment: Intraday/recap coverage notes TXN outperformed the broader market in the latest session, reflecting the items above rather than company-specific fundamentals reported today. Texas Instruments (TXN) Beats Stock Market Upswing: What Investors Need to Know
• Neutral Sentiment: Corporate calendar: TI will webcast its 2026 annual meeting on April 16 — routine governance event; may be watched for any management commentary but not expected to move the stock materially. Texas Instruments to webcast its 2026 annual meeting of stockholders
• Neutral Sentiment: Short-interest data reported appears anomalous/zeroed in recent feeds — not a reliable signal from these notices; ignore until validated by official exchange filings.
• Negative Sentiment: Insider and mixed analyst signals: filings/showings of substantial insider sales and a handful of lower analyst ratings/targets (and at least one Underperform) are reminders of divergent views — these could cap multiple re-ratings if fundamentals disappoint. The same market commentary that highlights higher targets also flags recent insider selling and some sell/underperform calls. Texas Instruments jumps 3.7% as chip-cycle recovery optimism and fresh analyst target hikes lift sentiment
• Negative Sentiment: Wells Fargo maintained a Hold rating — a reminder that some major brokers favor a cautious stance despite the optimism, which can limit upside until clearer demand recovery is visible. Wells Fargo Keeps Their Hold Rating on Texas Instruments (TXN)

Insider Transactions at Texas Instruments

In other news, CFO Rafael R. Lizardi sold 64,532 shares of Texas Instruments stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $220.74, for a total transaction of $14,244,793.68. Following the sale, the chief financial officer directly owned 92,550 shares of the company’s stock, valued at approximately $20,429,487. The trade was a 41.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Mark A. Blinn sold 3,144 shares of the business’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $221.58, for a total value of $696,647.52. Following the completion of the transaction, the director owned 11,670 shares in the company, valued at approximately $2,585,838.60. This trade represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 114,284 shares of company stock worth $25,531,935 over the last three months. Insiders own 0.60% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on TXN shares. Rosenblatt Securities reissued a “buy” rating and set a $240.00 target price on shares of Texas Instruments in a research report on Thursday, February 5th. Morgan Stanley reaffirmed an “underweight” rating and set a $180.00 price target on shares of Texas Instruments in a research report on Wednesday, January 28th. DZ Bank raised shares of Texas Instruments to a “strong sell” rating in a research report on Monday, February 9th. Cantor Fitzgerald raised their target price on shares of Texas Instruments from $225.00 to $250.00 and gave the company a “neutral” rating in a research note on Monday, February 23rd. Finally, UBS Group lifted their target price on shares of Texas Instruments from $245.00 to $260.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $214.77.

Texas Instruments Stock Up 1.1%

NASDAQ TXN opened at $196.77 on Thursday. The stock has a market cap of $179.15 billion, a PE ratio of 36.17, a P/E/G ratio of 1.77 and a beta of 1.01. Texas Instruments Incorporated has a fifty-two week low of $139.95 and a fifty-two week high of $231.32. The business has a 50 day moving average price of $206.44 and a two-hundred day moving average price of $185.87. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83.

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 analysts’ consensus estimates of $1.29 by ($0.02). Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. The firm had revenue of $4.42 billion for the quarter, compared to analysts’ expectations of $4.44 billion. During the same quarter in the prior year, the business earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, sell-side analysts predict that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

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

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.