Forsta AP Fonden Reduces Stock Position in Texas Instruments Incorporated $TXN

Forsta AP Fonden reduced its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 1.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 195,600 shares of the semiconductor company’s stock after selling 2,700 shares during the quarter. Forsta AP Fonden’s holdings in Texas Instruments were worth $33,935,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. High Point Wealth Management LLC purchased a new stake in Texas Instruments in the 4th quarter worth approximately $25,000. Strategic Wealth Investment Group LLC purchased a new stake in Texas Instruments in the 2nd quarter worth approximately $25,000. Ares Financial Consulting LLC purchased a new stake in Texas Instruments in the 4th quarter worth approximately $26,000. Tucker Asset Management LLC purchased a new stake in Texas Instruments in the 4th quarter worth approximately $29,000. Finally, Nvest Wealth Strategies Inc. purchased a new stake in Texas Instruments in the 4th quarter worth approximately $33,000. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Texas Instruments Stock Performance

Texas Instruments stock opened at $305.68 on Friday. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $331.51. The firm’s fifty day moving average price is $250.76 and its 200-day moving average price is $211.58. The stock has a market cap of $278.20 billion, a P/E ratio of 52.34, a price-to-earnings-growth ratio of 1.59 and a beta of 1.31.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating the consensus estimate of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The company had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. During the same quarter last year, the firm earned $1.23 EPS. The firm’s quarterly revenue was up 18.6% compared to the same quarter last year. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, equities research analysts expect that Texas Instruments Incorporated will post 7.66 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were issued a dividend of $1.42 per share. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a $5.68 annualized dividend and a dividend yield of 1.9%. Texas Instruments’s dividend payout ratio (DPR) is currently 97.26%.

Insider Activity at Texas Instruments

In related news, CEO Haviv Ilan sold 20,000 shares of the stock in a transaction on Monday, May 4th. The shares were sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the transaction, the chief executive officer owned 204,339 shares of the company’s stock, valued at approximately $57,280,308.48. This trade represents a 8.92% 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 47,734 shares of the stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the transaction, the chief financial officer directly owned 85,485 shares in the company, valued at approximately $26,337,928.50. This represents a 35.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 303,475 shares of company stock worth $85,666,638 in the last 90 days. Corporate insiders own 0.60% of the company’s stock.

More Texas Instruments News

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

• Positive Sentiment: Market commentary highlighted Texas Instruments as one of the semiconductor names positioned to benefit from AI’s rising power-supply and analog-chip bottlenecks, which could support future demand. Article Link
• Positive Sentiment: Zacks included TXN in a list of AI stocks to buy, citing strong demand trends across the semiconductor space. Article Link
• Positive Sentiment: Industry coverage of the long-distance wireless connection MCU market named Texas Instruments among major players benefiting from growth in IoT, 5G, and energy-efficient devices. Article Link
• Neutral Sentiment: Texas Instruments presented at Bernstein’s annual strategic decisions conference, but the transcript headline does not indicate a major new catalyst by itself. Article Link
• Neutral Sentiment: Short-interest data showed no meaningful short position change, offering little directional signal for the stock.
• Negative Sentiment: A GuruFocus report said TXN has pulled back and still looks overvalued, which can weigh on investor sentiment and valuation expectations. Article Link

Wall Street Analysts Forecast Growth

Several research firms have issued reports on TXN. Rosenblatt Securities increased their target price on shares of Texas Instruments from $240.00 to $330.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. Weiss Ratings upgraded shares of Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. Jefferies Financial Group upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a research note on Friday, May 22nd. TD Cowen increased their target price on shares of Texas Instruments from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. Finally, Wells Fargo & Company increased their target price on shares of Texas Instruments from $215.00 to $260.00 and gave the stock an “equal weight” rating in a research note on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have assigned a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $265.57.

Texas Instruments Company 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.