Allspring Global Investments Holdings LLC Decreases Stock Holdings in Texas Instruments Incorporated $TXN

Allspring Global Investments Holdings LLC lessened its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 9.1% in the fourth quarter, Holdings Channel reports. The firm owned 289,582 shares of the semiconductor company’s stock after selling 29,144 shares during the period. Allspring Global Investments Holdings LLC’s holdings in Texas Instruments were worth $51,407,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently made changes to their positions in TXN. Vanguard Group Inc. raised its holdings 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 period. State Street Corp increased its holdings in Texas Instruments by 0.5% in the 3rd quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock worth $8,002,381,000 after acquiring an additional 230,098 shares during the last quarter. Invesco Ltd. boosted its position in 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 period. Alliancebernstein L.P. increased its stake in shares of 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. Finally, Amundi increased its stake in shares of Texas Instruments by 61.0% in the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock worth $1,717,240,000 after purchasing an additional 3,580,147 shares in the last quarter. 84.99% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

TXN has been the topic of a number of recent research reports. UBS Group upped their price target on shares of Texas Instruments from $245.00 to $260.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Susquehanna lifted their price objective on shares of Texas Instruments from $200.00 to $225.00 and gave the company a “positive” rating in a research note on Thursday, January 22nd. Raymond James Financial set a $240.00 target price on Texas Instruments in a research report on Wednesday, January 28th. Robert W. Baird set a $225.00 price target on Texas Instruments in a report on Wednesday, January 28th. Finally, Stifel Nicolaus lifted their price target on Texas Instruments from $200.00 to $215.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have assigned a Hold rating and five have assigned a Sell rating to the stock. According to data from MarketBeat.com, Texas Instruments has an average rating of “Hold” and a consensus price target of $214.77.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: D.E. Shaw (a large, long-term quant investor) has been buying and holds a sizable TXN stake, which signals institutional confidence and can support the stock. D. E. Shaw Is Buying This Chip Stock
• Positive Sentiment: Product development: TI launched IsoShield isolated power modules aimed at data centers and EV power systems — a strategic expansion in high-growth, power-management end markets that could improve long-term revenue mix and margins if adoption scales. Texas Instruments IsoShield Power Modules Target Data Center And EV Demand
• Neutral Sentiment: Corporate calendar: TI scheduled a Q1 2026 earnings webcast for April 22 — a near-term catalyst that will likely drive trading volatility as management provides results and forward guidance. Texas Instruments to webcast Q1 2026 earnings conference call
• Neutral Sentiment: Investor attention: Multiple outlets (Zacks/Yahoo) note heightened investor interest and that TXN has outperformed the broader market today — this boosts liquidity and visibility but doesn’t guarantee sustained upside. Texas Instruments (TXN) Outperforms Broader Market: What You Need to Know
• Negative Sentiment: Analyst posture: Brokerages give TXN a consensus “Hold,” which may cap upside until the company demonstrates sustained revenue growth or raises guidance. Texas Instruments Incorporated (NASDAQ:TXN) Given Consensus Rating of “Hold” by Brokerages

Texas Instruments Price Performance

Shares of NASDAQ TXN opened at $196.30 on Thursday. The stock’s 50-day simple moving average is $206.52 and its two-hundred day simple moving average is $186.14. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. The firm has a market capitalization of $178.72 billion, a P/E ratio of 36.08, a P/E/G ratio of 1.76 and a beta of 1.01. Texas Instruments Incorporated has a twelve month low of $139.95 and a twelve month high of $231.32.

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). The company had revenue of $4.42 billion for the quarter, compared to the consensus estimate of $4.44 billion. Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.During the same period in the prior year, the firm posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, equities analysts anticipate that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders 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 dividend yield of 2.9%. Texas Instruments’s dividend payout ratio (DPR) is 104.41%.

Insider Activity

In related news, VP Hagop H. Kozanian sold 6,843 shares of the stock in a transaction 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 transaction, the vice president owned 75,425 shares of the company’s stock, valued at approximately $17,042,278.75. This trade represents a 8.32% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Rafael R. Lizardi sold 64,532 shares of Texas Instruments stock in a transaction on 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 completion of the transaction, the chief financial officer owned 92,550 shares in the company, valued at approximately $20,429,487. The trade was a 41.08% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 114,284 shares of company stock valued at $25,531,935. Insiders own 0.60% of the company’s stock.

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.