TD Waterhouse Canada Inc. Purchases 7,405 Shares of Texas Instruments Incorporated $TXN

TD Waterhouse Canada Inc. increased its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 25.6% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 36,275 shares of the semiconductor company’s stock after acquiring an additional 7,405 shares during the period. TD Waterhouse Canada Inc.’s holdings in Texas Instruments were worth $6,542,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the business. Woodmont Investment Counsel LLC increased its position in Texas Instruments by 2.9% in the 2nd quarter. Woodmont Investment Counsel LLC now owns 1,650 shares of the semiconductor company’s stock valued at $343,000 after acquiring an additional 47 shares in the last quarter. Confluence Wealth Services Inc. boosted its position in Texas Instruments by 0.4% in the 2nd quarter. Confluence Wealth Services Inc. now owns 10,996 shares of the semiconductor company’s stock valued at $2,283,000 after buying an additional 48 shares during the last quarter. Milestone Asset Management LLC increased its stake in shares of Texas Instruments by 1.9% in the 2nd quarter. Milestone Asset Management LLC now owns 2,929 shares of the semiconductor company’s stock valued at $608,000 after buying an additional 54 shares during the period. Roundview Capital LLC raised its position in shares of Texas Instruments by 0.3% during the second quarter. Roundview Capital LLC now owns 21,327 shares of the semiconductor company’s stock worth $4,428,000 after acquiring an additional 55 shares during the last quarter. Finally, Cornerstone Advisory LLC lifted its stake in shares of Texas Instruments by 2.4% during the second quarter. Cornerstone Advisory LLC now owns 2,375 shares of the semiconductor company’s stock valued at $493,000 after acquiring an additional 55 shares during the period. Institutional investors own 84.99% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently commented on TXN. TD Cowen lifted their price objective on Texas Instruments from $225.00 to $240.00 and gave the stock a “buy” rating in a research report on Wednesday. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a research report on Wednesday. Bank of America upgraded shares of Texas Instruments from an “underperform” rating to a “neutral” rating and increased their price objective for the company from $185.00 to $235.00 in a report on Wednesday. BNP Paribas Exane set a $190.00 price objective on shares of Texas Instruments and gave the company a “neutral” rating in a research note on Thursday, January 22nd. Finally, JPMorgan Chase & Co. lifted their target price on shares of Texas Instruments from $210.00 to $227.00 and gave the stock an “overweight” rating in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fourteen have issued a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $212.92.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Multiple brokerages raised ratings or price targets this morning (signals of renewed analyst confidence). Rosenblatt and Benchmark issued bullish notes calling for further upside; Truist raised its price target to $225; TD Cowen to $240; Jefferies to $210; Stifel to $215; Mizuho nudged its target; and Bank of America upgraded the stock. These calls reinforce the re-rating narrative around TXN. Read More. Read More. Read More. Read More. Read More. Read More. Read More. Read More.
• Positive Sentiment: Corporate outlook and segment mix point to durable growth: management highlighted strong momentum in Industrial, Automotive and especially Data Center (Data Center up sharply year-over-year), prompting a re-rating of TXN as exposure to AI/infrastructure grows. Analysts are framing the guidance as proof of strengthening demand. Read More. Read More.
• Positive Sentiment: Heavy call-option activity and speculative positioning — nearly 395k calls traded in a day — indicates elevated bullish interest from options traders and can amplify short-term upside if momentum resumes. Read More.
• Neutral Sentiment: Analyst divergences: while many shops raised targets, price targets vary widely (street-highs vs. some lower estimates), so consensus is shifting but not yet uniform — watch follow-up revisions. Read More.
• Negative Sentiment: Q4 results had small topline and EPS misses and included a non-cash impairment and some gross-margin pressure — items that could justify near-term profit-taking or keep some traders cautious despite upbeat guidance. Read More.

Texas Instruments Price Performance

Shares of TXN stock opened at $215.55 on Friday. The firm has a market capitalization of $195.85 billion, a price-to-earnings ratio of 39.62, a price-to-earnings-growth ratio of 2.01 and a beta of 1.00. Texas Instruments Incorporated has a 12-month low of $139.95 and a 12-month high of $222.00. The company has a quick ratio of 2.90, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. The firm has a fifty day moving average of $183.05 and a 200-day moving average of $182.73.

Texas Instruments (NASDAQ:TXN) last posted 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 during the quarter, compared to analyst estimates of $4.44 billion. Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. During the same period in the previous year, the firm posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, equities research analysts forecast that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th will be paid a $1.42 dividend. The ex-dividend date of this dividend is Friday, January 30th. This represents a $5.68 dividend on an annualized basis and a yield of 2.6%. Texas Instruments’s payout ratio is presently 104.41%.

Insider Activity at Texas Instruments

In other news, Director Ronald Kirk sold 9,990 shares of the stock in a transaction on Monday, November 24th. The shares were sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the completion of the sale, the director owned 14,937 shares of the company’s stock, valued at $2,424,723.21. This represents a 40.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Christine Witzsche sold 1,000 shares of the business’s stock in a transaction on Thursday, November 13th. The shares were sold at an average price of $164.31, for a total transaction of $164,310.00. Following the completion of the sale, the vice president directly owned 20,821 shares in the company, valued at $3,421,098.51. This represents a 4.58% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.57% of the stock is owned by corporate insiders.

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.