Triglav Investments D.O.O. Grows Stake in Texas Instruments Incorporated $TXN

Triglav Investments D.O.O. grew its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 344.6% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 20,895 shares of the semiconductor company’s stock after acquiring an additional 16,195 shares during the period. Triglav Investments D.O.O.’s holdings in Texas Instruments were worth $3,625,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Strategic Wealth Investment Group LLC purchased a new stake in Texas Instruments in the 2nd quarter worth approximately $25,000. High Point Wealth Management LLC purchased a new stake in Texas Instruments in the 4th quarter worth approximately $25,000. Ares Financial Consulting LLC purchased a new stake in Texas Instruments in the 4th quarter worth approximately $26,000. Tucker Asset Management LLC purchased a new stake in Texas Instruments in the 4th quarter worth approximately $29,000. Finally, Nvest Wealth Strategies Inc. purchased a new stake in Texas Instruments in the 4th quarter worth approximately $33,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the company. Rosenblatt Securities increased their price objective on Texas Instruments from $240.00 to $330.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Jefferies Financial Group upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a report on Friday, May 22nd. JPMorgan Chase & Co. raised their price objective on shares of Texas Instruments from $227.00 to $280.00 and gave the stock an “overweight” rating in a report on Thursday, April 23rd. Zacks Research upgraded shares of Texas Instruments from a “hold” rating to a “strong-buy” rating in a report on Friday, April 24th. Finally, Stifel Nicolaus set a $340.00 price objective on shares of Texas Instruments in a report on Friday, May 15th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have issued a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $265.57.

Texas Instruments Price Performance

TXN stock opened at $305.68 on Friday. The firm has a 50 day moving average price of $250.76 and a 200-day moving average price of $211.58. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $331.51. The firm has a market capitalization of $278.20 billion, a price-to-earnings ratio of 52.34, a PEG ratio of 1.59 and a beta of 1.31. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46.

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, beating the consensus estimate of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm had revenue of $4.83 billion during the quarter, compared to analyst estimates of $4.85 billion. During the same period last year, the business earned $1.23 earnings per share. The business’s 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. Equities research analysts forecast that Texas Instruments Incorporated will post 7.66 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th were issued a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is presently 97.26%.

Texas Instruments News Summary

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

• Positive Sentiment: Market commentary highlighted Texas Instruments as one of the semiconductor names positioned to benefit from AI’s rising power-supply and analog-chip bottlenecks, which could support future demand. Article Link
• Positive Sentiment: Zacks included TXN in a list of AI stocks to buy, citing strong demand trends across the semiconductor space. Article Link
• Positive Sentiment: Industry coverage of the long-distance wireless connection MCU market named Texas Instruments among major players benefiting from growth in IoT, 5G, and energy-efficient devices. Article Link
• Neutral Sentiment: Texas Instruments presented at Bernstein’s annual strategic decisions conference, but the transcript headline does not indicate a major new catalyst by itself. Article Link
• Neutral Sentiment: Short-interest data showed no meaningful short position change, offering little directional signal for the stock.
• Negative Sentiment: A GuruFocus report said TXN has pulled back and still looks overvalued, which can weigh on investor sentiment and valuation expectations. Article Link

Insider Activity

In other news, VP Mark T. Roberts sold 28,080 shares of Texas Instruments stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $280.34, for a total transaction of $7,871,947.20. Following the completion of the transaction, the vice president directly owned 53,809 shares in the company, valued at approximately $15,084,815.06. This trade represents a 34.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Amichai Ron sold 18,365 shares of Texas Instruments stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $272.43, for a total transaction of $5,003,176.95. Following the transaction, the vice president owned 81,085 shares of the company’s stock, valued at $22,089,986.55. The trade was a 18.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 303,475 shares of company stock valued at $85,666,638. 0.60% of the stock is currently owned by 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.