Texas Instruments Incorporated $TXN Stake Increased by Czech National Bank

Czech National Bank boosted its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 3.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 239,591 shares of the semiconductor company’s stock after acquiring an additional 8,689 shares during the period. Czech National Bank’s holdings in Texas Instruments were worth $41,567,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in TXN. Vanguard Group Inc. increased its position in shares of Texas Instruments by 1.0% in the 3rd quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock worth $17,720,020,000 after purchasing an additional 998,658 shares during the last quarter. State Street Corp lifted its position in shares of Texas Instruments by 0.5% during the third quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock worth $8,002,381,000 after purchasing an additional 230,098 shares during the last quarter. Invesco Ltd. lifted its position in shares of Texas Instruments by 16.8% during the third 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 last quarter. Norges Bank acquired a new position in Texas Instruments in the second quarter worth about $2,836,310,000. Finally, Alliancebernstein L.P. grew its stake in Texas Instruments by 2.7% in the third quarter. Alliancebernstein L.P. now owns 11,557,813 shares of the semiconductor company’s stock worth $2,123,517,000 after purchasing an additional 305,022 shares in the last quarter. 84.99% of the stock is currently owned by institutional investors.

Key Stories Impacting Texas Instruments

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)

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on TXN. Barclays set a $175.00 price objective on Texas Instruments in a research note on Wednesday, January 28th. Susquehanna lifted their target price on Texas Instruments from $200.00 to $225.00 and gave the stock a “positive” rating in a research report on Thursday, January 22nd. Mizuho upped their price target on Texas Instruments from $145.00 to $160.00 and gave the company an “underperform” rating in a research report on Wednesday, January 28th. Morgan Stanley restated an “underweight” rating and set a $180.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. Finally, DZ Bank raised shares of Texas Instruments to a “strong sell” rating in a report on Monday, February 9th. One research 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, Texas Instruments presently has a consensus rating of “Hold” and a consensus price target of $214.77.

Texas Instruments Stock Up 1.1%

NASDAQ:TXN opened at $196.77 on Thursday. The firm 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 stock has a 50 day moving average of $206.44 and a 200-day moving average of $185.87. Texas Instruments Incorporated has a 52 week low of $139.95 and a 52 week 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.

Texas Instruments (NASDAQ:TXN) last announced 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 return on equity of 30.44% and a net margin of 28.28%.The company 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 business posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Analysts predict that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th were paid a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date was Friday, January 30th. Texas Instruments’s dividend payout ratio (DPR) is presently 104.41%.

Insider Buying and Selling

In related news, Director Mark A. Blinn sold 3,144 shares of the stock in a transaction dated 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 of the company’s stock, valued at $2,585,838.60. This trade represents a 21.22% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Mark Gary sold 12,921 shares of Texas Instruments stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $230.10, for a total transaction 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. This represents a 22.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 114,284 shares of company stock valued at $25,531,935 in the last three months. 0.60% of the stock is owned by corporate insiders.

Texas Instruments 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.