Danica Pension Livsforsikringsaktieselskab Takes Position in Texas Instruments Incorporated $TXN

Danica Pension Livsforsikringsaktieselskab bought a new position in Texas Instruments Incorporated (NASDAQ:TXN) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor bought 75,946 shares of the semiconductor company’s stock, valued at approximately $22,637,000.

Several other institutional investors also recently modified their holdings of TXN. Brighton Jones LLC lifted its holdings in shares of Texas Instruments by 33.4% during the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after purchasing an additional 4,218 shares during the last quarter. Intech Investment Management LLC increased its position in Texas Instruments by 12.8% during the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after buying an additional 1,031 shares in the last quarter. Osterweis Capital Management Inc. increased its position in Texas Instruments by 1,810.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 181 shares in the last quarter. Main Street Financial Solutions LLC raised its stake in Texas Instruments by 1.7% during the second quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock valued at $1,540,000 after buying an additional 126 shares during the last quarter. Finally, HUB Investment Partners LLC boosted its holdings in Texas Instruments by 3.5% in the second quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock worth $3,046,000 after acquiring an additional 496 shares in the last quarter. 84.99% of the stock is currently owned by institutional investors.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Texas Instruments’ automotive recovery is reportedly accelerating as electric-vehicle and hybrid demand improves, customer inventories normalize and broader semiconductor conditions strengthen. A sustained automotive rebound could support additional 2026 revenue growth. TXN’s Automotive Recovery Gains Pace: Can It Lift 2026 Growth Further?
• Positive Sentiment: GE Appliances selected U.S.-manufactured TI microcontrollers, Wi-Fi products and analog components for a new Louisville laundry plant. The relationship is expected to nearly double GE Appliances’ chip spending with TI and reinforces the value of the company’s domestic manufacturing footprint and broad product portfolio. How GE Appliances’ U.S. Chip Deal Could Shape Texas Instruments’ Domestic Manufacturing Narrative
• Positive Sentiment: Cantor Fitzgerald reaffirmed its neutral rating but raised or maintained a $340 price target, implying substantial potential upside from the referenced share price. The target suggests analysts see value in TXN’s long-term positioning, even though the rating remains cautious. Cantor Fitzgerald rating update
• Neutral Sentiment: Investor commentary remains constructive on TXN’s strategic advantages and long-term growth profile, while a Zacks report identifies the company as a potential long-term growth stock. These are opinion-based assessments rather than new financial guidance. Texas Instruments Incorporated (TXN) Attractive on Strategic Advantages
• Neutral Sentiment: The enduring popularity of TI-84 calculators supports brand recognition, but competition from cheaper alternatives could pressure the education-products franchise over time; this business is unlikely to materially drive near-term TXN results. The TI-84 has ruled math classes for decades. Can cheaper calculators gain ground?

Analyst Ratings Changes

A number of equities research analysts have recently commented on TXN shares. Cantor Fitzgerald reissued a “neutral” rating and issued a $340.00 target price on shares of Texas Instruments in a research note on Monday. Jefferies Financial Group upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a research note on Friday, May 22nd. HC Wainwright downgraded shares of Texas Instruments to a “neutral” rating in a research report on Friday, May 22nd. Citigroup restated a “buy” rating on shares of Texas Instruments in a research note on Tuesday, July 14th. Finally, TD Cowen decreased their target price on shares of Texas Instruments from $360.00 to $340.00 and set a “buy” rating for the company in a report on Thursday, July 23rd. Two analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eight have issued a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $312.12.

Texas Instruments Trading Down 3.8%

Shares of TXN stock opened at $272.24 on Wednesday. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $334.03. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72. The firm’s 50 day moving average is $292.17 and its 200 day moving average is $258.02. The stock has a market capitalization of $248.62 billion, a P/E ratio of 41.44, a P/E/G ratio of 1.10 and a beta of 1.33.

Texas Instruments (NASDAQ:TXN) last announced its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, beating analysts’ consensus estimates of $1.91 by $0.23. The business had revenue of $5.46 billion during the quarter, compared to analyst estimates of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The company’s quarterly revenue was up 22.8% compared to the same quarter last year. During the same period in the previous year, the business earned $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Research analysts expect that Texas Instruments Incorporated will post 8.42 earnings per share for the current year.

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, August 11th. Investors of record on Friday, July 31st were given a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date was Friday, July 31st. Texas Instruments’s dividend payout ratio is 86.45%.

About Texas Instruments

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.