Avanza Fonder AB Invests $740,000 in Texas Instruments Incorporated $TXN

Avanza Fonder AB acquired a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the fourth quarter, HoldingsChannel reports. The fund acquired 4,265 shares of the semiconductor company’s stock, valued at approximately $740,000.

A number of other hedge funds also recently made changes to their positions in TXN. Strategic Wealth Investment Group LLC bought a new stake in Texas Instruments during the 2nd quarter worth approximately $25,000. Pacifica Partners Inc. boosted its position in shares of Texas Instruments by 85.2% in the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 69 shares during the period. Grey Fox Wealth Advisors LLC purchased a new stake in shares of Texas Instruments in the third quarter worth $29,000. Osterweis Capital Management Inc. increased its stake in shares of Texas Instruments by 1,810.0% in the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 181 shares in the last quarter. Finally, Howard Hughes Medical Institute bought a new stake in shares of Texas Instruments during the 2nd quarter valued at $41,000. 84.99% of the stock is currently owned by institutional investors.

Texas Instruments News Summary

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)

Texas Instruments Stock Up 1.1%

TXN opened at $196.77 on Thursday. The company has a market capitalization of $179.15 billion, a PE ratio of 36.17, a price-to-earnings-growth ratio of 1.77 and a beta of 1.01. The firm has a 50-day simple moving average of $206.44 and a two-hundred day simple moving average 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 Incorporated has a 52 week low of $139.95 and a 52 week high of $231.32.

Texas Instruments (NASDAQ:TXN) last issued 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). Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.The firm had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. During the same period last year, the firm posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Analysts forecast that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

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

Analysts Set New Price Targets

Several research analysts recently weighed in on TXN shares. Benchmark upped their target price on shares of Texas Instruments from $220.00 to $250.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Susquehanna raised their price target on 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 Texas Instruments from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 22nd. JPMorgan Chase & Co. increased their target price on Texas Instruments from $210.00 to $227.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 28th. Finally, Citigroup reissued a “buy” rating on shares of Texas Instruments in a research note on Thursday, January 15th. One research 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 stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $214.77.

Insider Buying and Selling at Texas Instruments

In related news, Director Mark A. Blinn sold 3,144 shares of the business’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 sale, the director 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. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Rafael R. Lizardi sold 7,096 shares of the company’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $230.78, for a total transaction of $1,637,614.88. Following the sale, the chief financial officer directly owned 85,454 shares in the company, valued at approximately $19,721,074.12. The trade was a 7.67% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 114,284 shares of company stock worth $25,531,935. Company insiders own 0.60% of the company’s stock.

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.