Fort Washington Investment Advisors Inc. OH boosted its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 0.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,053,514 shares of the semiconductor company’s stock after purchasing an additional 8,604 shares during the quarter. Texas Instruments comprises 1.0% of Fort Washington Investment Advisors Inc. OH’s investment portfolio, making the stock its 23rd largest holding. Fort Washington Investment Advisors Inc. OH owned 0.12% of Texas Instruments worth $182,774,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors also recently bought and sold shares of TXN. Norges Bank acquired a new position in Texas Instruments in the second quarter valued at $2,836,310,000. Amundi boosted its stake in shares of Texas Instruments by 61.0% during the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock worth $1,717,240,000 after buying an additional 3,580,147 shares during the period. Invesco Ltd. grew its holdings 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 buying an additional 2,366,695 shares during the last quarter. Van ECK Associates Corp grew its holdings in shares of Texas Instruments by 21.8% during the third quarter. Van ECK Associates Corp now owns 9,134,203 shares of the semiconductor company’s stock worth $1,678,227,000 after buying an additional 1,635,870 shares during the last quarter. Finally, Marshall Wace LLP acquired a new position in Texas Instruments in the 3rd quarter valued at about $282,492,000. 84.99% of the stock is owned by hedge funds and other institutional investors.
Texas Instruments News Roundup
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: U.S. government and industry support for semiconductors could boost the sector and benefit large analog suppliers like TI; that sector tailwind helped peer stocks rally earlier. Entegris, Texas Instruments, Photronics, FormFactor, and Amkor Shares Are Soaring, What You Need To Know
- Positive Sentiment: Direxion launched 2x single-stock ETFs that include TXN, which can increase trading volume and short-term volatility — potentially amplifying rallies when momentum turns positive. Direxion Launches 2X ETFs for ADBU, PYPU, TXN, & UNH
- Positive Sentiment: TI awarded supplier excellence to yoummday — a small operational positive signaling supply-chain partnership quality but unlikely to move the stock materially on its own. yoummday Wins a Texas Instruments 2025 Supplier Excellence Award
- Neutral Sentiment: Round-up pieces on Q4 show TI performed in line with many analog peers — useful context but not new company-specific catalyst. Q4 Earnings Highlights: Texas Instruments (NASDAQ:TXN) Vs The Rest Of The Analog Semiconductors Stocks
- Neutral Sentiment: Market write-ups suggesting TXN could be worth watching debate upside potential after recent moves; these are analytical views rather than new fundamentals. Why Texas Instruments Incorporated (NASDAQ:TXN) Could Be Worth Watching
- Neutral Sentiment: TI will webcast its annual meeting (Apr 16) — standard shareholder event; watch for any management commentary but it’s not expected to be a major catalyst. Texas Instruments to webcast its 2026 annual meeting of stockholders
- Negative Sentiment: Analyst/earnings pressure: Wells Fargo reiterated a Hold rating, and investors are digesting a small Q4 EPS miss (by ~$0.02) and a slight revenue miss plus Q1 guidance range that leaves uncertainty — these factors are the main near-term drag on the share price. Wells Fargo Keeps Their Hold Rating on Texas Instruments (TXN)
Insider Buying and Selling
Texas Instruments Price Performance
Shares of TXN opened at $193.41 on Friday. The company has a current ratio of 4.35, a quick ratio of 2.83 and a debt-to-equity ratio of 0.83. The stock’s 50 day moving average is $206.52 and its two-hundred day moving average is $185.92. Texas Instruments Incorporated has a twelve month low of $139.95 and a twelve month high of $231.32. The firm has a market capitalization of $176.09 billion, a PE ratio of 35.55, a P/E/G ratio of 1.79 and a beta of 1.01.
Texas Instruments (NASDAQ:TXN – Get Free Report) last issued its earnings results 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 business had revenue of $4.42 billion for the quarter, compared to analysts’ expectations 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 last year, the company posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Research analysts anticipate that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.
Texas Instruments Announces Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th were given a $1.42 dividend. The ex-dividend date was Friday, January 30th. This represents a $5.68 annualized dividend and a yield of 2.9%. Texas Instruments’s dividend payout ratio is presently 104.41%.
Analyst Ratings Changes
TXN has been the subject of several analyst reports. Cantor Fitzgerald upped their price objective on Texas Instruments from $225.00 to $250.00 and gave the company a “neutral” rating in a research note on Monday, February 23rd. TD Cowen boosted their target price on Texas Instruments from $225.00 to $240.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Bank of America upgraded Texas Instruments from an “underperform” rating to a “neutral” rating and upped their price target for the stock from $185.00 to $235.00 in a research note on Wednesday, January 28th. KeyCorp downgraded Texas Instruments from a “strong-buy” rating to a “hold” rating in a report on Thursday, February 5th. Finally, Raymond James Financial set a $240.00 price objective 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 assigned a Buy rating, fourteen have issued a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $214.77.
View Our Latest Stock Report on Texas Instruments
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.
Further Reading
Want to see what other hedge funds are holding TXN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Texas Instruments Incorporated (NASDAQ:TXN – Free Report).
Receive News & Ratings for Texas Instruments Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Texas Instruments and related companies with MarketBeat.com's FREE daily email newsletter.
