Texas Instruments Incorporated $TXN Stock: Sumitomo Mitsui DS Asset Management Company Ltd Grows Holdings

Sumitomo Mitsui DS Asset Management Company Ltd raised its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 3.6% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 134,990 shares of the semiconductor company’s stock after purchasing an additional 4,693 shares during the quarter. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Texas Instruments were worth $37,809,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the company. BlackRock Inc. bought a new position in Texas Instruments during the second quarter valued at about $24,607,313,000. Bank of New York Mellon Corp acquired a new position in Texas Instruments during the second quarter worth about $4,488,666,000. Bank of America Corp DE bought a new stake in Texas Instruments in the second quarter worth about $3,700,842,000. Primecap Management Co. CA bought a new stake in Texas Instruments in the second quarter worth about $2,538,063,000. Finally, Legal & General Group Plc bought a new stake in Texas Instruments in the second quarter worth about $1,918,277,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, VP Tsedeniya Abraham sold 7,000 shares of the company’s stock in a transaction on Thursday, August 27th. The stock was sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the transaction, the vice president directly owned 23,181 shares of the company’s stock, valued at approximately $6,134,388.03. The trade was a 23.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.60% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the stock. Arete Research cut their price target on shares of Texas Instruments from $405.00 to $381.00 and set a “buy” rating for the company in a report on Thursday, August 20th. Mizuho lifted their price objective on shares of Texas Instruments from $300.00 to $305.00 and gave the stock a “neutral” rating in a research note on Thursday, July 23rd. Susquehanna lifted their price objective on shares of Texas Instruments from $300.00 to $340.00 and gave the stock a “positive” rating in a research note on Tuesday, July 21st. Sanford C. Bernstein boosted their target price on shares of Texas Instruments from $250.00 to $290.00 and gave the stock a “market perform” rating in a report on Thursday, July 23rd. Finally, Evercore reissued an “outperform” rating and set a $330.00 target price (up from $316.00) on shares of Texas Instruments in a research note on Thursday, July 23rd. Sixteen equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $303.57.

Texas Instruments Trading Down 0.1%

NASDAQ TXN opened at $276.15 on Tuesday. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $334.03. The company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86. The stock has a market cap of $252.19 billion, a price-to-earnings ratio of 42.03, a PEG ratio of 1.54 and a beta of 1.35. The firm’s 50 day moving average price is $271.67 and its two-hundred day moving average price is $277.63.

Texas Instruments (NASDAQ:TXN) last announced its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.91 by $0.23. The company had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The company’s revenue was up 22.8% on a year-over-year basis. 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. Equities analysts anticipate that Texas Instruments Incorporated will post 8.48 EPS for the current year.

Texas Instruments Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, November 10th. Stockholders of record on Friday, October 30th will be issued a dividend of $1.52 per share. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.42. This represents a $6.08 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Friday, October 30th. Texas Instruments’s dividend payout ratio is presently 86.45%.

Texas Instruments News Summary

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

• Positive Sentiment: UBS named TXN a top pick amid an expected upswing in the analog semiconductor cycle, a potential catalyst for revenue, margins and investor sentiment. UBS Identifies TXN as Top Pick Amid Upswing in Analog Chip Cycle
• Positive Sentiment: KeyCorp raised its forecast for TXN’s third-quarter earnings, suggesting confidence that near-term results could exceed prior expectations. Texas Instruments’ latest reported quarter also showed strong year-over-year revenue and earnings growth, supporting the earnings-recovery narrative. Texas Instruments Q3 Earnings Forecast Raised by KeyCorp
• Positive Sentiment: Coverage continues to emphasize TXN’s durable analog and embedded-chip franchises, recurring industrial and automotive demand, and appeal to long-term dividend investors. Its dividend profile and cash-generation potential remain important support factors. Texas Instruments: 3 Things to Watch Before Buying the Dividend Stock
• Neutral Sentiment: Comparisons with Sandisk and Broadcom frame TXN as a higher-quality, dividend-oriented semiconductor investment, but also highlight the trade-off between TXN’s dividend yield, valuation and the strength of competitors’ cash-flow coverage. Broadcom vs. Texas Instruments
• Negative Sentiment: TXN’s shares face valuation sensitivity after a substantial rally, with comparisons noting that its premium valuation requires sustained earnings and cash-flow improvement. ETF net selling on October 15 also represents a modest near-term technical headwind. ETFs Are Net Sellers of Texas Instruments

About Texas Instruments

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.