DNB Asset Management AS Has $46.66 Million Position in Texas Instruments Incorporated $TXN

DNB Asset Management AS boosted its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 4.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 253,974 shares of the semiconductor company’s stock after acquiring an additional 10,299 shares during the period. DNB Asset Management AS’s holdings in Texas Instruments were worth $46,663,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Mesirow Financial Investment Management Inc. lifted its stake in shares of Texas Instruments by 2.6% during the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 9,848 shares of the semiconductor company’s stock worth $1,811,000 after buying an additional 251 shares during the last quarter. Interchange Capital Partners LLC raised its holdings in Texas Instruments by 24.9% in the 3rd quarter. Interchange Capital Partners LLC now owns 2,937 shares of the semiconductor company’s stock valued at $540,000 after acquiring an additional 585 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in Texas Instruments by 10.0% during the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 5,033,746 shares of the semiconductor company’s stock worth $924,850,000 after acquiring an additional 456,443 shares during the last quarter. Citizens Business Bank bought a new stake in shares of Texas Instruments during the third quarter worth approximately $243,000. Finally, AlphaCore Capital LLC boosted its holdings in shares of Texas Instruments by 9.9% during the third quarter. AlphaCore Capital LLC now owns 3,944 shares of the semiconductor company’s stock worth $725,000 after acquiring an additional 355 shares during the period. 84.99% of the stock is owned by institutional investors.

Texas Instruments News Roundup

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

• Positive Sentiment: TI announced a major move into wireless connectivity via a roughly $7.5 billion deal for Silicon Labs, which should expand TI’s addressable market in wireless and connectivity chips and diversify growth beyond analog. Texas Instruments Seeks Growth In Wireless Connectivity With US$7.5b Silicon Labs Deal
• Positive Sentiment: Cantor Fitzgerald raised its TXN price target to $250 (from $225) and sees a balanced earnings outlook, which supports upside potential despite the firm’s Neutral rating. Analyst support can help limit downside and influence investor sentiment. Cantor Fitzgerald Lifts Texas Instruments (TXN) Target, Sees Balanced Earnings Outlook
• Neutral Sentiment: TI CEO Haviv Ilan will speak at the Morgan Stanley Technology, Media & Telecom Conference on March 4 — an event likely to provide fresh commentary on demand trends, margins and the Silicon Labs integration; could move the stock depending on tone. TI CEO Haviv Ilan to speak at Morgan Stanley investor conference
• Neutral Sentiment: Recent pieces (Yahoo/Zacks) note TXN is down since the last earnings report and dig into estimates — the coverage highlights modest EPS/revenue misses and tempered Q1 guidance that have weighed on sentiment but don’t indicate a structural downturn. Why Is Texas Instruments (TXN) Down 1.1% Since Last Earnings Report?
• Neutral Sentiment: Analyst comparisons (e.g., Credo vs. TXN) and capital-management presentations review TI’s scale, rising data-center exposure and capital allocation; these are context pieces that inform longer-term positioning rather than near-term price moves. CRDO vs. TXN: Which Semiconductor Stock Is the Better Buy?
• Negative Sentiment: Investor letters and notes (e.g., Madison Investments) point to a quicker-than-expected industry recovery that briefly pressured TXN shares as expectations shifted — highlights that short-term sentiment can swing on macro/demand outlook changes. Texas Instruments (TXN) Fell Due to Quicker Recovery Expectation
• Negative Sentiment: Broader geopolitical risk: reporting that US tech leaders were warned about a potential China move on Taiwan by 2027 underscores supply-chain and regional-risk concerns for semiconductor firms, a macro factor that can increase volatility and risk premium for TXN. Tim Cook, Jensen Huang, Lisa Su Were Reportedly Warned Of Potential China Move On Taiwan By 2027

Insider Buying and Selling

In related news, VP Ahmad Bahai sold 6,500 shares of Texas Instruments stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $230.79, for a total transaction of $1,500,135.00. Following the sale, the vice president directly owned 42,488 shares of the company’s stock, valued at approximately $9,805,805.52. The trade was a 13.27% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Hagop H. Kozanian sold 6,843 shares of the stock in a transaction that occurred 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 transaction, the vice president directly owned 75,425 shares of the company’s stock, valued at approximately $17,042,278.75. The trade was a 8.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 114,284 shares of company stock worth $25,531,935 in the last quarter. Corporate insiders own 0.57% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on TXN. Weiss Ratings reiterated a “hold (c)” rating on shares of Texas Instruments in a research note on Monday, December 29th. KeyCorp downgraded Texas Instruments from a “strong-buy” rating to a “hold” rating in a report on Thursday, February 5th. Deutsche Bank Aktiengesellschaft raised their price target on shares of Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. DZ Bank upgraded shares of Texas Instruments to a “strong sell” rating in a research note on Monday, February 9th. Finally, Barclays set a $175.00 target price on shares of Texas Instruments in a research 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 stock. Based on data from MarketBeat.com, Texas Instruments currently has a consensus rating of “Hold” and an average price target of $214.77.

Texas Instruments Stock Down 0.6%

NASDAQ TXN opened at $212.63 on Friday. The business has a fifty day moving average price of $200.78 and a two-hundred day moving average price of $186.15. The stock has a market capitalization of $192.97 billion, a PE ratio of 39.09, a PEG ratio of 1.92 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 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 (EPS) 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 business had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. During the same quarter in the previous year, the business posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Equities analysts expect that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were issued a $1.42 dividend. The ex-dividend date of this dividend 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 is 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.