Mirae Asset Global Investments Co. Ltd. Has $204.22 Million Stake in Texas Instruments Incorporated $TXN

Mirae Asset Global Investments Co. Ltd. increased its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 2.2% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 1,111,516 shares of the semiconductor company’s stock after purchasing an additional 23,538 shares during the quarter. Texas Instruments makes up 0.6% of Mirae Asset Global Investments Co. Ltd.’s investment portfolio, making the stock its 21st largest holding. Mirae Asset Global Investments Co. Ltd. owned approximately 0.12% of Texas Instruments worth $204,219,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Strategic Wealth Investment Group LLC bought a new stake in shares of Texas Instruments during the 2nd quarter worth $25,000. Pacifica Partners Inc. increased its stake in shares of Texas Instruments by 85.2% in the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 69 shares during the period. Grey Fox Wealth Advisors LLC acquired a new stake in Texas Instruments in the 3rd quarter valued at approximately $29,000. Osterweis Capital Management Inc. lifted its holdings in shares of Texas Instruments by 1,810.0% during the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after buying an additional 181 shares during the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd grew its stake in shares of Texas Instruments by 69.9% in the second quarter. Clal Insurance Enterprises Holdings Ltd now owns 192 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 79 shares during the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

Texas Instruments News Roundup

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

• Positive Sentiment: Company issued stronger?than?expected Q1 guidance and flagged robust AI data?center demand, driving a sharp premarket rally. Investors viewed the outlook as evidence that AI spending is lifting chip demand beyond high?end GPUs. Reuters: TXN outlook
• Positive Sentiment: Multiple analysts raised price targets and moved to more bullish stances (examples: Rosenblatt to $240 buy; Benchmark to $250 buy; TD Cowen to $240 buy; BofA upgraded from underperform to neutral with $235 PT), adding momentum and validating the guidance-driven move. Benzinga: analyst actions
• Neutral Sentiment: Q4 results were mixed: revenue rose year?over?year to $4.42B but slightly missed consensus and GAAP EPS came in $0.02 below estimates; adjusted metrics and the guidance midpoint were the market’s focus. These mixed fundamentals explain the divergence between the headline miss and the positive price action. MarketBeat: Q4 transcript
• Neutral Sentiment: TI’s long?term capital return policy (dividend + buybacks) remains a structural support for valuation; investors should weigh near?term growth versus TXN’s premium multiple. MarketBeat: investor note
• Negative Sentiment: Not all shops are bullish—Mizuho still rates TXN underperform even after raising its PT to $160 (implies material downside versus recent levels), a reminder of differing views on the sustainability of the recovery. TickerReport: Mizuho note
• Negative Sentiment: GAAP EPS was pressured by a one?time, non?cash impairment that widened the gap between GAAP and adjusted results; investors focused on adjusted earnings, but the accounting item is a near?term headwind for headline profitability. MarketBeat: analysis

Insider Transactions at Texas Instruments

In related news, Director Ronald Kirk sold 9,990 shares of the company’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the completion of the sale, 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, VP Christine Witzsche sold 1,000 shares of Texas Instruments stock in a transaction on Thursday, November 13th. The shares were sold at an average price of $164.31, for a total value of $164,310.00. Following the completion of the transaction, the vice president owned 20,821 shares in the company, valued at approximately $3,421,098.51. The trade was a 4.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.57% of the stock is owned by insiders.

Analyst Ratings Changes

TXN has been the topic of a number of research analyst reports. Deutsche Bank Aktiengesellschaft increased their price objective on shares of Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a report on Wednesday. Stifel Nicolaus upped their price objective on Texas Instruments from $200.00 to $215.00 and gave the stock a “hold” rating in a report on Wednesday. UBS Group reissued a “buy” rating on shares of Texas Instruments in a research note on Wednesday. Morgan Stanley reiterated an “underweight” rating and issued a $180.00 price objective on shares of Texas Instruments in a research report on Wednesday. Finally, Barclays set a $175.00 target price on shares of Texas Instruments in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, twelve have assigned a Hold rating and five have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Texas Instruments has an average rating of “Hold” and a consensus price target of $208.51.

Texas Instruments Price Performance

NASDAQ:TXN opened at $213.10 on Wednesday. The company has a quick ratio of 2.90, a current ratio of 4.45 and a debt-to-equity ratio of 0.81. Texas Instruments Incorporated has a 12-month low of $139.95 and a 12-month high of $221.69. The stock’s 50 day moving average price is $179.44 and its two-hundred day moving average price is $182.27. The firm has a market capitalization of $193.63 billion, a price-to-earnings ratio of 38.72, a P/E/G ratio of 3.09 and a beta of 1.00.

Texas Instruments (NASDAQ:TXN) last released 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). The company had revenue of $4.42 billion for the quarter, compared to the consensus estimate of $4.44 billion. Texas Instruments had a return on equity of 30.41% and a net margin of 29.21%.During the same period last year, the firm earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, analysts anticipate that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th will be paid a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date is Friday, January 30th. Texas Instruments’s dividend payout ratio (DPR) is 103.84%.

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.