HF Advisory Group LLC grew its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 267.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 45,713 shares of the semiconductor company’s stock after acquiring an additional 33,264 shares during the quarter. HF Advisory Group LLC’s holdings in Texas Instruments were worth $7,931,000 at the end of the most recent reporting period.
Several other hedge funds have also recently modified their holdings of the stock. Amundi boosted its stake in Texas Instruments by 61.0% in the 3rd quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock worth $1,717,240,000 after purchasing an additional 3,580,147 shares in the last quarter. Invesco Ltd. raised its holdings in shares of Texas Instruments by 16.8% in the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock worth $3,019,603,000 after buying an additional 2,366,695 shares during the last quarter. Van ECK Associates Corp lifted its stake in shares of Texas Instruments by 21.8% during the third quarter. Van ECK Associates Corp now owns 9,134,203 shares of the semiconductor company’s stock worth $1,678,227,000 after buying an additional 1,635,870 shares during the period. Marshall Wace LLP purchased a new stake in shares of Texas Instruments during the third quarter valued at $282,492,000. Finally, Corient Private Wealth LLC increased its position in shares of 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. Institutional investors and hedge funds own 84.99% of the company’s stock.
More Texas Instruments News
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: D.E. Shaw (a large, long-term quant investor) has been buying and holds a sizable TXN stake, which signals institutional confidence and can support the stock. D. E. Shaw Is Buying This Chip Stock
- Positive Sentiment: Product development: TI launched IsoShield isolated power modules aimed at data centers and EV power systems — a strategic expansion in high-growth, power-management end markets that could improve long-term revenue mix and margins if adoption scales. Texas Instruments IsoShield Power Modules Target Data Center And EV Demand
- Neutral Sentiment: Corporate calendar: TI scheduled a Q1 2026 earnings webcast for April 22 — a near-term catalyst that will likely drive trading volatility as management provides results and forward guidance. Texas Instruments to webcast Q1 2026 earnings conference call
- Neutral Sentiment: Investor attention: Multiple outlets (Zacks/Yahoo) note heightened investor interest and that TXN has outperformed the broader market today — this boosts liquidity and visibility but doesn’t guarantee sustained upside. Texas Instruments (TXN) Outperforms Broader Market: What You Need to Know
- Negative Sentiment: Analyst posture: Brokerages give TXN a consensus “Hold,” which may cap upside until the company demonstrates sustained revenue growth or raises guidance. Texas Instruments Incorporated (NASDAQ:TXN) Given Consensus Rating of “Hold” by Brokerages
Insider Activity at Texas Instruments
Analysts Set New Price Targets
TXN has been the subject of a number of research reports. UBS Group lifted their price target on Texas Instruments from $245.00 to $260.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Cantor Fitzgerald raised their price objective on Texas Instruments from $225.00 to $250.00 and gave the stock a “neutral” rating in a research note on Monday, February 23rd. JPMorgan Chase & Co. increased their price objective on shares of Texas Instruments from $210.00 to $227.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 28th. Raymond James Financial set a $240.00 target price on shares of Texas Instruments in a report on Wednesday, January 28th. Finally, Morgan Stanley reaffirmed an “underweight” rating and issued a $180.00 price target on shares of Texas Instruments in a report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have assigned a Hold rating and five have given a Sell rating to the stock. Based on data from MarketBeat.com, Texas Instruments has an average rating of “Hold” and a consensus target price of $214.77.
Read Our Latest Research Report on Texas Instruments
Texas Instruments Stock Up 1.1%
TXN stock opened at $196.30 on Thursday. Texas Instruments Incorporated has a one year low of $139.95 and a one year high of $231.32. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35. The firm’s fifty day moving average is $206.52 and its 200 day moving average is $186.14. The firm has a market cap of $178.72 billion, a PE ratio of 36.08, a P/E/G ratio of 1.76 and a beta of 1.01.
Texas Instruments (NASDAQ:TXN – Get Free Report) last issued its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.The firm had revenue of $4.42 billion during the quarter, compared to analyst estimates of $4.44 billion. During the same quarter last year, the company posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, research analysts forecast that Texas Instruments Incorporated will post 5.35 EPS for the current year.
Texas Instruments Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 30th were issued a $1.42 dividend. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.68 dividend on an annualized basis and a yield of 2.9%. Texas Instruments’s dividend payout ratio is presently 104.41%.
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.
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