NBT Bank N A NY Reduces Stock Position in Texas Instruments Incorporated $TXN

NBT Bank N A NY trimmed its position in Texas Instruments Incorporated (NASDAQ:TXN) by 31.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,796 shares of the semiconductor company’s stock after selling 3,127 shares during the period. NBT Bank N A NY’s holdings in Texas Instruments were worth $1,218,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Shelton Capital Management increased its position in shares of Texas Instruments by 2.6% during the second quarter. Shelton Capital Management now owns 151,568 shares of the semiconductor company’s stock worth $31,469,000 after acquiring an additional 3,840 shares during the last quarter. Jennison Associates LLC grew its stake in Texas Instruments by 35.1% during the 2nd quarter. Jennison Associates LLC now owns 2,992,090 shares of the semiconductor company’s stock valued at $621,218,000 after purchasing an additional 777,619 shares in the last quarter. Howard Capital Management Inc. increased its holdings in Texas Instruments by 11.3% during the 2nd quarter. Howard Capital Management Inc. now owns 26,745 shares of the semiconductor company’s stock worth $5,553,000 after purchasing an additional 2,709 shares during the last quarter. Invesco Ltd. raised its position in shares of Texas Instruments by 3.3% in the 2nd quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock valued at $2,920,862,000 after purchasing an additional 443,738 shares in the last quarter. Finally, Vanguard Group Inc. boosted its stake in shares of Texas Instruments by 1.5% during the 2nd 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 last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently issued reports on TXN shares. Benchmark reaffirmed a “buy” rating on shares of Texas Instruments in a report on Wednesday, October 22nd. Mizuho set a $145.00 target price on shares of Texas Instruments in a research report on Wednesday, October 22nd. Bank of America cut shares of Texas Instruments from a “neutral” rating to an “underperform” rating and reduced their price target for the stock from $208.00 to $190.00 in a research report on Monday, October 13th. Robert W. Baird set a $195.00 price objective on Texas Instruments and gave the company an “outperform” rating in a report on Wednesday, October 22nd. Finally, Stifel Nicolaus increased their target price on Texas Instruments from $170.00 to $200.00 and gave the stock a “hold” rating in a report on Friday. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, ten have given a Hold rating and seven have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Texas Instruments has an average rating of “Hold” and a consensus price target of $194.22.

Texas Instruments Stock Up 1.3%

NASDAQ:TXN opened at $191.58 on Friday. The company has a current ratio of 4.45, a quick ratio of 2.90 and a debt-to-equity ratio of 0.81. The stock has a 50 day moving average of $174.64 and a 200-day moving average of $183.63. The firm has a market capitalization of $174.07 billion, a PE ratio of 35.02, a price-to-earnings-growth ratio of 3.09 and a beta of 1.00. Texas Instruments Incorporated has a 52 week low of $139.95 and a 52 week high of $221.69.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Tuesday, October 21st. The semiconductor company reported $1.48 earnings per share for the quarter, hitting the consensus estimate of $1.48. Texas Instruments had a return on equity of 30.41% and a net margin of 29.21%.The firm had revenue of $4.74 billion for the quarter, compared to analyst estimates of $4.65 billion. During the same period last year, the company earned $1.44 earnings per share. The firm’s revenue for the quarter was up 14.2% on a year-over-year basis. Texas Instruments has set its Q4 2025 guidance at 1.130-1.390 EPS. Analysts predict that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th will be paid a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date of this dividend is Friday, January 30th. Texas Instruments’s payout ratio is presently 103.84%.

More Texas Instruments News

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

• Positive Sentiment: Jim Cramer voiced confidence in Texas Instruments, saying the business cycle and demand trends should “come around,” a high-profile bullish endorsement that can boost investor sentiment. Jim Cramer on Texas Instruments: “It’ll Come Around”
• Positive Sentiment: Stifel Nicolaus raised its price target on TXN from $170 to $200 while keeping a “hold” rating — the higher target signals more upside in analysts’ models and likely contributed to buying interest. Benzinga
• Positive Sentiment: The board declared a quarterly cash dividend of $1.42 per share (record Jan. 30; payable Feb. 10), reaffirming cash returns to shareholders and supporting income-oriented demand for the stock. Texas Instruments board declares first quarter 2026 quarterly dividend
• Positive Sentiment: Coverage highlighting TXN’s transition “from CapEx heavyweight to free cash flow machine” reinforces a narrative of improving capital efficiency and stronger cash generation, which is constructive for valuation and dividends. CapEx to free cash flow article
• Neutral Sentiment: Long-term performance pieces (e.g., “Here’s How Much $100 Invested … 10 Years Ago”) and general market wrap-ups highlight TXN’s historical returns and recent intraday moves; these are informative for sentiment but less likely to change fundamentals today. Benzinga 10-year performance
• Neutral Sentiment: Brokerage consensus remains broadly a “hold,” per coverage summaries — that keeps analyst conviction mixed despite isolated target increases. Consensus recommendation
• Neutral Sentiment: Market reports noting an intraday uptick for TXN reflect the net effect of the items above but don’t add new company-specific catalysts. Zacks market wrap

Insider Activity

In other news, Director Ronald Kirk sold 9,990 shares of Texas Instruments stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the sale, the director owned 14,937 shares of the company’s stock, valued at approximately $2,424,723.21. The trade was a 40.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, VP Christine Witzsche sold 1,000 shares of the business’s stock in a transaction that occurred on Thursday, November 13th. The stock was sold at an average price of $164.31, for a total value of $164,310.00. Following the transaction, the vice president owned 20,821 shares of the company’s stock, valued at approximately $3,421,098.51. This represents a 4.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.57% of the stock is currently 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.