Public Sector Pension Investment Board Purchases 9,945 Shares of Texas Instruments Incorporated $TXN

Public Sector Pension Investment Board lifted its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 11.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 95,871 shares of the semiconductor company’s stock after acquiring an additional 9,945 shares during the period. Public Sector Pension Investment Board’s holdings in Texas Instruments were worth $17,614,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. lifted 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 during the period. State Street Corp increased its stake in shares of Texas Instruments by 2.6% in the 2nd quarter. State Street Corp now owns 43,325,014 shares of the semiconductor company’s stock valued at $8,995,139,000 after acquiring an additional 1,084,364 shares in the last quarter. Geode Capital Management LLC increased its stake 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 in the last quarter. Invesco Ltd. lifted 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 valued at $2,920,862,000 after acquiring an additional 443,738 shares during the period. Finally, Norges Bank bought a new position in Texas Instruments during the second quarter worth $2,836,310,000. Institutional investors own 84.99% of the company’s stock.

Analysts Set New Price Targets

Several research firms have weighed in on TXN. Truist Financial lifted their price target on shares of Texas Instruments from $195.00 to $225.00 and gave the company a “hold” rating in a research note on Wednesday, January 28th. Mizuho raised their target price on Texas Instruments from $145.00 to $160.00 and gave the company an “underperform” rating in a research note on Wednesday, January 28th. Cantor Fitzgerald boosted their target price on Texas Instruments from $190.00 to $225.00 and gave the company a “neutral” rating in a research report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft increased their price target on Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a report on Wednesday, January 28th. Finally, Morgan Stanley reissued an “underweight” rating and issued a $180.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have given a Hold rating and five have given a Sell rating to the stock. According to MarketBeat, Texas Instruments presently has an average rating of “Hold” and an average price target of $212.92.

Texas Instruments Stock Performance

Shares of TXN opened at $226.16 on Friday. The firm has a market capitalization of $205.25 billion, a P/E ratio of 41.57, a P/E/G ratio of 2.04 and a beta of 1.01. Texas Instruments Incorporated has a 52 week low of $139.95 and a 52 week high of $231.32. The stock has a 50 day moving average price of $193.51 and a two-hundred day moving average price of $184.00. 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 announced its 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). Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. The company had revenue of $4.42 billion for the quarter, compared to analysts’ expectations of $4.44 billion. During the same period in the previous year, the firm earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Equities analysts forecast that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were paid a $1.42 dividend. The ex-dividend date was Friday, January 30th. This represents a $5.68 annualized dividend and a dividend yield of 2.5%. Texas Instruments’s dividend payout ratio is presently 104.41%.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Zacks research raised near‑ and medium‑term EPS estimates for TXN, improving the earnings outlook and giving investors a cleaner growth story to support valuation expectations. Read More.
• Neutral Sentiment: Valuation and post‑earnings analyses are circulating (intrinsic‑value and buy/hold/sell pieces). These generate interest and trading but offer mixed conclusions for different investor horizons. Read More.
• Neutral Sentiment: Media commentary reviewing TXN’s Q4 results and strategy (buy/sell/hold debates) may amplify short‑term flows without adding new operational facts. Read More.
• Negative Sentiment: Large insider selling by CFO Rafael R. Lizardi: 64,532 shares sold on Feb 10 at ~$220.74 (~$14.2M), a ~41% reduction in that holding — a material disposal that markets often view as negative for near‑term insider conviction. Read More.
• Negative Sentiment: CFO Lizardi sold an additional 7,096 shares on Feb 11 at ~$230.78 (~$1.64M), further trimming his stake. Read More.
• Negative Sentiment: VP Mark Gary executed sizable sales (12,921 shares on Feb 11 at ~$230.10 and 10,248 shares on Feb 10 at ~$220.83), representing meaningful percentage reductions in his position. Read More.
• Negative Sentiment: VP Ahmad Bahai sold 6,500 shares on Feb 11 at ~$230.79 (~$1.50M), another notable insider reduction. Read More.
• Negative Sentiment: DZ Bank AG flagged TXN with a “strong sell” rating (reported Feb 12), a broker action that can weigh on sentiment and trigger short‑term selling by momentum/quant strategies. Read More.

Insider Buying and Selling

In related news, VP Ahmad Bahai sold 6,500 shares of the business’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $230.79, for a total transaction of $1,500,135.00. Following the transaction, the vice president directly owned 42,488 shares in the company, valued at approximately $9,805,805.52. The trade was a 13.27% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Mark Gary sold 12,921 shares of the company’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $230.10, for a total transaction of $2,973,122.10. Following the completion of the sale, the vice president directly owned 45,547 shares of the company’s stock, valued at $10,480,364.70. The trade was a 22.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 117,431 shares of company stock valued at $25,607,436 over the last 90 days. 0.57% of the stock is currently owned by company insiders.

Texas Instruments 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.