Jensen Investment Management Inc. Decreases Stake in Texas Instruments Incorporated $TXN

Jensen Investment Management Inc. cut its position in Texas Instruments Incorporated (NASDAQ:TXN) by 39.6% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,095 shares of the semiconductor company’s stock after selling 6,632 shares during the period. Jensen Investment Management Inc.’s holdings in Texas Instruments were worth $1,855,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also modified their holdings of the company. Vanguard Group Inc. raised its stake in Texas Instruments by 1.5% in the second quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock valued at $19,816,773,000 after buying an additional 1,426,360 shares in the last quarter. State Street Corp boosted its position in shares of Texas Instruments by 2.6% during the 2nd quarter. State Street Corp now owns 43,325,014 shares of the semiconductor company’s stock worth $8,995,139,000 after acquiring an additional 1,084,364 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of Texas Instruments by 1.3% in the 2nd quarter. Geode Capital Management LLC now owns 22,224,770 shares of the semiconductor company’s stock valued at $4,595,478,000 after acquiring an additional 279,755 shares during the last quarter. Invesco Ltd. raised its position in shares of Texas Instruments by 3.3% during the 2nd quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock worth $2,920,862,000 after acquiring an additional 443,738 shares in the last quarter. Finally, Norges Bank purchased a new stake in Texas Instruments during the second quarter worth approximately $2,836,310,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, Director Ronald Kirk sold 9,990 shares of the firm’s stock in a transaction on Monday, November 24th. The shares were sold at an average price of $162.33, for a total value of $1,621,676.70. Following the completion of the sale, the director owned 14,937 shares in the company, valued at approximately $2,424,723.21. This trade represents a 40.08% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Mark A. Blinn sold 3,144 shares of the business’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $221.58, for a total transaction of $696,647.52. Following the transaction, the director owned 11,670 shares in the company, valued at approximately $2,585,838.60. This trade represents a 21.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 17,134 shares of company stock valued at $3,153,014 in the last ninety days. Company insiders own 0.57% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have commented on TXN. BNP Paribas Exane upgraded shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 22nd. Cantor Fitzgerald upped their target price on shares of Texas Instruments from $190.00 to $225.00 and gave the company a “neutral” rating in a report on Wednesday, January 28th. Barclays set a $175.00 price target on shares of Texas Instruments in a research note on Wednesday, January 28th. Bank of America upgraded shares of Texas Instruments from an “underperform” rating to a “neutral” rating and upped their price objective for the company from $185.00 to $235.00 in a research note on Wednesday, January 28th. Finally, Citigroup reaffirmed a “buy” rating on shares of Texas Instruments in a report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the company’s stock. Based on data from MarketBeat, Texas Instruments presently has a consensus rating of “Hold” and an average price target of $212.92.

Texas Instruments Price Performance

Shares of NASDAQ:TXN opened at $220.92 on Wednesday. Texas Instruments Incorporated has a one year low of $139.95 and a one year high of $228.83. The stock has a market capitalization of $200.50 billion, a price-to-earnings ratio of 40.61, a PEG ratio of 1.98 and a beta of 1.01. The company has a 50-day simple moving average of $190.90 and a 200-day simple moving average of $183.22. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.29 by ($0.02). The company 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 quarter last year, the firm earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, analysts predict that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 2.6%. The ex-dividend date was Friday, January 30th. Texas Instruments’s dividend payout ratio is 104.41%.

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.