Meiji Yasuda Asset Management Co Ltd. Raises Stake in Texas Instruments Incorporated $TXN

Meiji Yasuda Asset Management Co Ltd. boosted its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 3.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 65,471 shares of the semiconductor company’s stock after purchasing an additional 2,334 shares during the period. Meiji Yasuda Asset Management Co Ltd.’s holdings in Texas Instruments were worth $11,359,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Amundi increased its position in Texas Instruments by 61.0% in the 3rd quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock valued at $1,717,240,000 after acquiring an additional 3,580,147 shares during the period. Invesco Ltd. increased its position in Texas Instruments by 16.8% in the 3rd quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock valued at $3,019,603,000 after acquiring an additional 2,366,695 shares during the period. Van ECK Associates Corp increased its position in Texas Instruments by 21.8% in the 3rd quarter. Van ECK Associates Corp now owns 9,134,203 shares of the semiconductor company’s stock valued at $1,678,227,000 after acquiring an additional 1,635,870 shares during the period. Marshall Wace LLP acquired a new position in Texas Instruments in the 3rd quarter valued at about $282,492,000. Finally, Corient Private Wealth LLC increased its position in Texas Instruments by 94.9% in the 2nd quarter. Corient Private Wealth LLC now owns 2,517,451 shares of the semiconductor company’s stock valued at $522,559,000 after acquiring an additional 1,225,524 shares during the period. 84.99% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

TXN has been the topic of several recent research reports. Raymond James Financial set a $240.00 price target on Texas Instruments in a research report on Wednesday, January 28th. JPMorgan Chase & Co. boosted their price target on Texas Instruments from $227.00 to $280.00 and gave the company an “overweight” rating in a research report on Thursday, April 23rd. Mizuho boosted their price objective on shares of Texas Instruments from $255.00 to $300.00 and gave the company a “neutral” rating in a research note on Tuesday. Zacks Research raised shares of Texas Instruments from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 24th. Finally, Sanford C. Bernstein reissued a “market perform” rating and issued a $205.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, Texas Instruments has an average rating of “Hold” and a consensus target price of $263.65.

Texas Instruments Stock Performance

NASDAQ TXN opened at $298.39 on Friday. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77. The business’s 50 day moving average is $236.29 and its two-hundred day moving average is $205.49. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $310.29. The stock has a market capitalization of $271.56 billion, a price-to-earnings ratio of 51.09, a PEG ratio of 1.53 and a beta of 1.31.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.37 by $0.31. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The company had revenue of $4.83 billion for the quarter, compared to analysts’ expectations of $4.85 billion. During the same quarter in the previous year, the firm posted $1.23 EPS. The firm’s quarterly revenue was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Research analysts expect that Texas Instruments Incorporated will post 7.69 EPS for the current year.

Texas Instruments Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th were paid a dividend of $1.42 per share. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.9%. Texas Instruments’s dividend payout ratio is 97.26%.

Insider Buying and Selling at Texas Instruments

In other news, CFO Rafael R. Lizardi sold 47,734 shares of the company’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the transaction, the chief financial officer directly owned 85,485 shares of the company’s stock, valued at $26,337,928.50. This represents a 35.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Haviv Ilan sold 20,000 shares of the company’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the transaction, the chief executive officer directly owned 204,339 shares in the company, valued at approximately $57,280,308.48. This trade represents a 8.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 303,475 shares of company stock worth $85,666,638. Company insiders own 0.60% of the company’s stock.

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.