Texas Instruments Incorporated $TXN Shares Acquired by AEGON ASSET MANAGEMENT UK Plc

AEGON ASSET MANAGEMENT UK Plc grew its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 17.9% during the first quarter, Holdings Channel.com reports. The fund owned 494,275 shares of the semiconductor company’s stock after acquiring an additional 75,123 shares during the period. Texas Instruments accounts for about 1.3% of AEGON ASSET MANAGEMENT UK Plc’s investment portfolio, making the stock its 17th biggest position. AEGON ASSET MANAGEMENT UK Plc’s holdings in Texas Instruments were worth $95,427,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Strategic Wealth Investment Group LLC acquired a new stake in Texas Instruments in the 2nd quarter valued at approximately $25,000. High Point Wealth Management LLC purchased a new stake in Texas Instruments in the fourth quarter valued at approximately $25,000. Advocate Investing Services LLC acquired a new position in Texas Instruments during the fourth quarter worth $25,000. Ares Financial Consulting LLC acquired a new position in Texas Instruments during the fourth quarter worth $26,000. Finally, Cornerstone Financial Management LLC purchased a new position in shares of Texas Instruments during the fourth quarter worth $27,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Texas Instruments Stock Performance

Shares of TXN stock opened at $322.86 on Friday. The firm has a 50 day moving average of $283.01 and a two-hundred day moving average of $226.38. The stock has a market capitalization of $293.83 billion, a PE ratio of 55.28, a P/E/G ratio of 1.62 and a beta of 1.32. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $331.51.

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

Texas Instruments Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were issued a dividend of $1.42 per share. The ex-dividend date was Tuesday, May 5th. This represents a $5.68 annualized dividend and a yield of 1.8%. Texas Instruments’s dividend payout ratio is 97.26%.

Insider Activity at Texas Instruments

In other Texas Instruments news, Director Carrie Smith Cox sold 8,838 shares of the stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $306.41, for a total value of $2,708,051.58. Following the sale, the director owned 37,626 shares of the company’s stock, valued at $11,528,982.66. This trade represents a 19.02% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Shanon J. Leonard sold 4,963 shares of Texas Instruments stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $295.22, for a total value of $1,465,176.86. Following the completion of the transaction, the vice president owned 24,867 shares of the company’s stock, valued at $7,341,235.74. The trade was a 16.64% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 303,475 shares of company stock worth $85,666,638 over the last quarter. 0.60% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the company. Rosenblatt Securities lifted their price objective on Texas Instruments from $240.00 to $330.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Jefferies Financial Group raised Texas Instruments from a “hold” rating to a “buy” rating in a research note on Friday, May 22nd. JPMorgan Chase & Co. raised their target price on Texas Instruments from $227.00 to $280.00 and gave the company an “overweight” rating in a report on Thursday, April 23rd. Wolfe Research reaffirmed an “outperform” rating and issued a $315.00 target price on shares of Texas Instruments in a research report on Thursday, April 23rd. Finally, Citigroup lifted their target price on Texas Instruments from $280.00 to $345.00 and gave the company a “buy” rating in a research report on Monday, June 15th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have issued a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat.com, Texas Instruments has a consensus rating of “Hold” and a consensus target price of $269.61.

More Texas Instruments News

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

• Positive Sentiment: Investors are buying into Texas Instruments’ growing role in AI infrastructure, with recent commentary highlighting stronger demand for power chips used in data centers and improved sentiment following its solid quarterly results and upbeat outlook.
• Positive Sentiment: The company’s recent earnings report showed revenue of $4.83 billion and EPS of $1.68, and management guided Q2 EPS above prior expectations, reinforcing the view that the business cycle is improving. 2 Pick-and-Shovel AI Stocks Powering the Data Center Boom
• Neutral Sentiment: Some analysts remain cautious on the near-term follow-through, noting that the latest earnings estimate revisions may not be enough to drive much more upside immediately. Strength Seen in Texas Instruments (TXN): Can Its 7.0% Jump Turn into More Strength?
• Neutral Sentiment: Broader semiconductor-sector skepticism could limit enthusiasm, even though the industry has rallied strongly on AI-related growth expectations. 3 Semiconductor Stocks We’re Skeptical Of

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.