Federated Hermes Inc. Has $8.61 Million Stake in Texas Instruments Incorporated $TXN

Federated Hermes Inc. increased its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 8.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 46,836 shares of the semiconductor company’s stock after acquiring an additional 3,495 shares during the quarter. Federated Hermes Inc.’s holdings in Texas Instruments were worth $8,605,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in shares of Texas Instruments by 33.4% during the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after buying an additional 4,218 shares during the last quarter. Intech Investment Management LLC lifted its position in Texas Instruments by 12.8% during the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock worth $1,632,000 after acquiring an additional 1,031 shares during the last quarter. Triad Wealth Partners LLC acquired a new position in shares of Texas Instruments in the second quarter valued at approximately $206,000. Mount Vernon Associates Inc. MD increased its stake in shares of Texas Instruments by 1.2% during the second quarter. Mount Vernon Associates Inc. MD now owns 10,450 shares of the semiconductor company’s stock worth $2,170,000 after purchasing an additional 125 shares during the period. Finally, Simplicity Wealth LLC increased its stake in shares of Texas Instruments by 120.2% during the second quarter. Simplicity Wealth LLC now owns 14,330 shares of the semiconductor company’s stock worth $2,975,000 after purchasing an additional 7,823 shares during the period. Institutional investors own 84.99% of the company’s stock.

Analyst Upgrades and Downgrades

TXN has been the topic of a number of research reports. Deutsche Bank Aktiengesellschaft upped their price objective on Texas Instruments from $185.00 to $205.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Truist Financial upped 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. Citigroup reiterated a “buy” rating on shares of Texas Instruments in a research note on Thursday, January 15th. KeyCorp boosted their price objective on shares of Texas Instruments from $220.00 to $240.00 and gave the company an “overweight” rating in a report on Wednesday. Finally, Rosenblatt Securities raised their target price on shares of Texas Instruments from $200.00 to $240.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, fourteen have assigned a Hold rating and five have assigned a Sell rating to the company. According to data from MarketBeat, Texas Instruments currently has a consensus rating of “Hold” and an average target price of $212.92.

Texas Instruments Stock Down 1.6%

Shares of TXN opened at $215.55 on Monday. The firm has a 50 day simple moving average of $183.05 and a two-hundred day simple moving average of $182.24. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.83. Texas Instruments Incorporated has a one year low of $139.95 and a one year high of $222.00. The company has a market cap of $195.85 billion, a P/E ratio of 39.62, a P/E/G ratio of 1.95 and a beta of 1.01.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). The business had revenue of $4.42 billion for the quarter, compared to analyst estimates of $4.44 billion. Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.During the same period last year, the firm posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Research analysts forecast that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Announces Dividend

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

More Texas Instruments News

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

• Positive Sentiment: Multiple brokerages raised ratings or price targets this morning (signals of renewed analyst confidence). Rosenblatt and Benchmark issued bullish notes calling for further upside; Truist raised its price target to $225; TD Cowen to $240; Jefferies to $210; Stifel to $215; Mizuho nudged its target; and Bank of America upgraded the stock. These calls reinforce the re-rating narrative around TXN. Read More. Read More. Read More. Read More. Read More. Read More. Read More. Read More.
• Positive Sentiment: Corporate outlook and segment mix point to durable growth: management highlighted strong momentum in Industrial, Automotive and especially Data Center (Data Center up sharply year-over-year), prompting a re-rating of TXN as exposure to AI/infrastructure grows. Analysts are framing the guidance as proof of strengthening demand. Read More. Read More.
• Positive Sentiment: Heavy call-option activity and speculative positioning — nearly 395k calls traded in a day — indicates elevated bullish interest from options traders and can amplify short-term upside if momentum resumes. Read More.
• Neutral Sentiment: Analyst divergences: while many shops raised targets, price targets vary widely (street-highs vs. some lower estimates), so consensus is shifting but not yet uniform — watch follow-up revisions. Read More.
• Negative Sentiment: Q4 results had small topline and EPS misses and included a non-cash impairment and some gross-margin pressure — items that could justify near-term profit-taking or keep some traders cautious despite upbeat guidance. Read More.

Insider Buying and Selling

In related news, Director Ronald Kirk sold 9,990 shares of the stock in a transaction that occurred 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 transaction, the director owned 14,937 shares of the company’s stock, valued at $2,424,723.21. This represents a 40.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Christine Witzsche sold 1,000 shares of the firm’s stock in a transaction that occurred on Thursday, November 13th. The shares were sold at an average price of $164.31, for a total transaction of $164,310.00. Following the completion of the sale, the vice president owned 20,821 shares in the company, valued at $3,421,098.51. This represents a 4.58% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.57% of the stock is owned by corporate 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.