Aberdeen Group plc cut its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 3.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 902,106 shares of the semiconductor company’s stock after selling 27,693 shares during the quarter. Aberdeen Group plc owned about 0.10% of Texas Instruments worth $156,506,000 at the end of the most recent reporting period.
Several other large investors also recently bought and sold shares of TXN. Artisan Partners Limited Partnership raised its holdings in shares of Texas Instruments by 1.7% during the 3rd quarter. Artisan Partners Limited Partnership now owns 758,349 shares of the semiconductor company’s stock worth $139,331,000 after acquiring an additional 12,562 shares during the period. Rothschild & Co Wealth Management UK Ltd grew its holdings in shares of Texas Instruments by 1.3% in the third quarter. Rothschild & Co Wealth Management UK Ltd now owns 1,307,580 shares of the semiconductor company’s stock valued at $240,242,000 after purchasing an additional 16,260 shares during the period. Greenland Capital Management LP grew its holdings in shares of Texas Instruments by 66.3% in the third quarter. Greenland Capital Management LP now owns 58,151 shares of the semiconductor company’s stock valued at $10,684,000 after purchasing an additional 23,177 shares during the period. Providence Capital Advisors LLC acquired a new stake in Texas Instruments during the third quarter worth about $6,347,000. Finally, Rakuten Investment Management Inc. purchased a new position in Texas Instruments during the third quarter worth about $7,461,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.
Texas Instruments Trading Down 0.7%
Shares of NASDAQ TXN opened at $194.87 on Friday. Texas Instruments Incorporated has a twelve month low of $139.95 and a twelve month high of $231.32. The company has a current ratio of 4.35, a quick ratio of 2.83 and a debt-to-equity ratio of 0.83. The stock has a fifty day simple moving average of $206.52 and a 200-day simple moving average of $186.20. The stock has a market capitalization of $177.42 billion, a PE ratio of 35.82, a PEG ratio of 1.78 and a beta of 1.01.
Texas Instruments Announces Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were paid a $1.42 dividend. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.68 annualized dividend and a dividend yield of 2.9%. Texas Instruments’s dividend payout ratio (DPR) is presently 104.41%.
Analyst Ratings Changes
Several equities analysts have weighed in on TXN shares. Susquehanna boosted their target price on shares of Texas Instruments from $200.00 to $225.00 and gave the company a “positive” rating in a report on Thursday, January 22nd. BNP Paribas Exane raised shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. Raymond James Financial set a $240.00 price objective on Texas Instruments in a report on Wednesday, January 28th. The Goldman Sachs Group increased their price objective on Texas Instruments from $156.00 to $175.00 and gave the stock a “sell” rating in a research report on Wednesday, January 28th. Finally, Morgan Stanley reissued an “underweight” rating and set a $180.00 target price on shares of Texas Instruments in a research note on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have given a Hold rating and five have issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and an average price target of $214.77.
View Our Latest Stock Report on TXN
Texas Instruments News Summary
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: Completed acquisition of Silicon Labs for ~$7.5B and reset of capex path — Management lowered 2026 capital-expenditure guidance and expects improved free cash flow plus meaningful cost synergies from the integration, which should bolster FCF generation and shareholder returns over time. Texas Instruments Acquisition Resets Capex Path And Free Cash Flow Outlook
- Positive Sentiment: Institutional buying: D. E. Shaw is listed as a long-term owner/increasing interest in TXN — institutional accumulation is a supportive technical/fundamental signal for the stock. Texas Instruments Incorporated (TXN): D. E. Shaw Is Buying This Chip Stock
- Positive Sentiment: New product expansion: TI launched IsoShield isolated power modules aimed at data center and EV power markets — product improvements that address growing end markets can help sustain revenue mix and margin expansion. Texas Instruments IsoShield Power Modules Target Data Center And EV Demand
- Neutral Sentiment: Upcoming Q1 2026 earnings webcast scheduled for April 22 — the call is the next near-term catalyst where management can detail integration progress, capex plans and guidance. Texas Instruments to webcast Q1 2026 earnings conference call
- Neutral Sentiment: Recent media/analyst pieces note short-term outperformance and elevated investor attention — these stories reflect momentum but not a material change to fundamentals by themselves. Texas Instruments (TXN) Outperforms Broader Market: What You Need to Know
- Negative Sentiment: Execution and valuation risks remain — the Silicon Labs deal increases integration risk and the company’s valuation (PE in the mid-30s) plus a modest earnings miss in the prior quarter create a backdrop for profit-taking until management provides clearer post-deal guidance on margins and FCF. Texas Instruments Stock Profile & Recent Results
Insider Transactions at Texas Instruments
In other news, VP Ahmad Bahai sold 6,500 shares of the company’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $230.79, for a total transaction of $1,500,135.00. Following the sale, the vice president owned 42,488 shares of the company’s stock, valued at approximately $9,805,805.52. This represents a 13.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Mark Gary sold 12,921 shares of the stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $230.10, for a total value of $2,973,122.10. Following the completion of the sale, the vice president owned 45,547 shares in the company, 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. In the last ninety days, insiders have sold 114,284 shares of company stock valued at $25,531,935. 0.60% of the stock is owned by corporate insiders.
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.
See Also
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