Ninety One UK Ltd Increases Position in Texas Instruments Incorporated $TXN

Ninety One UK Ltd lifted its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 25.2% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 522,465 shares of the semiconductor company’s stock after buying an additional 105,035 shares during the quarter. Ninety One UK Ltd owned approximately 0.06% of Texas Instruments worth $95,993,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC raised its stake in Texas Instruments by 33.4% during the 4th 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 period. EP Wealth Advisors LLC raised its position in shares of Texas Instruments by 23.8% during the first quarter. EP Wealth Advisors LLC now owns 37,437 shares of the semiconductor company’s stock valued at $6,727,000 after buying an additional 7,203 shares during the last quarter. Federation des caisses Desjardins du Quebec raised its position in shares of Texas Instruments by 7.4% during the first quarter. Federation des caisses Desjardins du Quebec now owns 91,473 shares of the semiconductor company’s stock valued at $16,444,000 after buying an additional 6,275 shares during the last quarter. Advisors Asset Management Inc. lifted its holdings in shares of Texas Instruments by 8.1% in the first quarter. Advisors Asset Management Inc. now owns 131,156 shares of the semiconductor company’s stock worth $23,569,000 after buying an additional 9,795 shares in the last quarter. Finally, Atalanta Sosnoff Capital LLC boosted its position in shares of Texas Instruments by 19.1% during the first quarter. Atalanta Sosnoff Capital LLC now owns 4,351 shares of the semiconductor company’s stock worth $782,000 after acquiring an additional 698 shares during the last quarter. Institutional investors own 84.99% of the company’s stock.

Analysts Set New Price Targets

TXN has been the topic of a number of research reports. Morgan Stanley set a $175.00 price target on shares of Texas Instruments in a report on Wednesday, October 22nd. Robert W. Baird set a $195.00 price target on Texas Instruments and gave the company an “outperform” rating in a research note on Wednesday, October 22nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Texas Instruments in a research note on Monday. Stifel Nicolaus set a $170.00 target price on Texas Instruments in a research report on Wednesday, October 22nd. Finally, Wells Fargo & Company reduced their price target on shares of Texas Instruments from $195.00 to $170.00 and set an “equal weight” rating on the stock in a research report on Wednesday, October 22nd. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, ten have given a Hold rating and seven have issued a Sell rating to the stock. According to MarketBeat.com, Texas Instruments presently has a consensus rating of “Hold” and an average price target of $191.49.

Insider Transactions at Texas Instruments

In related news, VP Christine Witzsche sold 1,000 shares of the stock in a transaction dated Thursday, November 13th. The shares were sold at an average price of $164.31, for a total value of $164,310.00. Following the sale, the vice president directly owned 20,821 shares of the company’s stock, valued at $3,421,098.51. This represents a 4.58% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Ronald Kirk sold 9,990 shares of the company’s stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $162.33, for a total value of $1,621,676.70. Following the transaction, the director directly owned 14,937 shares in the company, valued at approximately $2,424,723.21. This represents a 40.08% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.57% of the company’s stock.

Texas Instruments Stock Performance

NASDAQ TXN opened at $173.49 on Thursday. The business’s 50 day moving average price is $169.23 and its 200-day moving average price is $185.03. Texas Instruments Incorporated has a fifty-two week low of $139.95 and a fifty-two week high of $221.69. The company has a market cap of $157.64 billion, a P/E ratio of 31.72, a P/E/G ratio of 3.11 and a beta of 1.01. The company has a debt-to-equity ratio of 0.81, a quick ratio of 2.90 and a current ratio of 4.45.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Tuesday, October 21st. The semiconductor company reported $1.48 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $1.48. The company had revenue of $4.74 billion during the quarter, compared to the consensus estimate of $4.65 billion. Texas Instruments had a return on equity of 30.41% and a net margin of 29.21%.Texas Instruments’s revenue was up 14.2% on a year-over-year basis. During the same period last year, the company earned $1.44 earnings per share. Texas Instruments has set its Q4 2025 guidance at 1.130-1.390 EPS. Sell-side analysts predict that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

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.