Bridges Investment Management Inc. Decreases Stake in Texas Instruments Incorporated $TXN

Bridges Investment Management Inc. lowered its position in Texas Instruments Incorporated (NASDAQ:TXN) by 12.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 26,606 shares of the semiconductor company’s stock after selling 3,661 shares during the period. Bridges Investment Management Inc.’s holdings in Texas Instruments were worth $4,888,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in TXN. Vanguard Group Inc. grew its holdings 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 worth $19,816,773,000 after purchasing an additional 1,426,360 shares during the period. State Street Corp raised its holdings in Texas Instruments by 2.6% in the second quarter. State Street Corp now owns 43,325,014 shares of the semiconductor company’s stock valued at $8,995,139,000 after acquiring an additional 1,084,364 shares in the last quarter. Geode Capital Management LLC grew its stake in Texas Instruments by 1.3% in the second quarter. Geode Capital Management LLC now owns 22,224,770 shares of the semiconductor company’s stock worth $4,595,478,000 after purchasing an additional 279,755 shares in the last quarter. Invesco Ltd. raised its position in shares of Texas Instruments by 3.3% during the 2nd quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock valued at $2,920,862,000 after acquiring an additional 443,738 shares in the last quarter. Finally, Norges Bank acquired a new stake in shares of Texas Instruments during the second quarter worth $2,836,310,000. 84.99% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on TXN shares. Benchmark boosted their price target on shares of Texas Instruments from $220.00 to $250.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. JPMorgan Chase & Co. lifted their target price on Texas Instruments from $210.00 to $227.00 and gave the stock an “overweight” rating in a report on Wednesday, January 28th. Robert W. Baird set a $225.00 target price on Texas Instruments in a report on Wednesday. Stifel Nicolaus increased their price target on shares of Texas Instruments from $200.00 to $215.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. Finally, Truist Financial lifted their price objective on Texas Instruments from $195.00 to $225.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, fourteen have given a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat, Texas Instruments has a consensus rating of “Hold” and a consensus price target of $212.92.

Insider Activity at Texas Instruments

In other Texas Instruments news, VP Christine Witzsche sold 1,000 shares of Texas Instruments stock in a transaction dated Thursday, November 13th. The stock was sold at an average price of $164.31, for a total value of $164,310.00. Following the sale, the vice president owned 20,821 shares of the company’s stock, valued at $3,421,098.51. This trade represents a 4.58% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Ronald Kirk sold 9,990 shares of the stock in a transaction 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 transaction, the director owned 14,937 shares of the company’s stock, valued at $2,424,723.21. The trade was a 40.08% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.57% of the company’s stock.

Texas Instruments Stock Down 1.6%

NASDAQ TXN opened at $215.55 on Monday. The stock’s 50 day moving average is $183.05 and its two-hundred day moving average is $182.24. Texas Instruments Incorporated has a 1-year low of $139.95 and a 1-year high of $222.00. The company has a market capitalization of $195.85 billion, a price-to-earnings ratio of 39.62, a PEG ratio of 1.95 and a beta of 1.01. The company has a current ratio of 4.35, a quick ratio of 2.83 and a debt-to-equity ratio of 0.83.

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

Texas Instruments Announces Dividend

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

Texas Instruments News Roundup

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.

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.