Mitsubishi UFJ Asset Management Co. Ltd. Buys 456,443 Shares of Texas Instruments Incorporated $TXN

Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 10.0% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 5,033,746 shares of the semiconductor company’s stock after buying an additional 456,443 shares during the period. Texas Instruments makes up 0.7% of Mitsubishi UFJ Asset Management Co. Ltd.’s portfolio, making the stock its 25th largest holding. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.55% of Texas Instruments worth $924,850,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of the stock. Strategic Wealth Investment Group LLC acquired a new position in Texas Instruments in the 2nd quarter valued at $25,000. Pacifica Partners Inc. grew 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 valued at $27,000 after acquiring an additional 69 shares in the last quarter. Grey Fox Wealth Advisors LLC acquired a new stake in Texas Instruments in the 3rd quarter worth about $29,000. Clal Insurance Enterprises Holdings Ltd boosted its holdings in Texas Instruments by 69.9% in the 2nd quarter. Clal Insurance Enterprises Holdings Ltd now owns 192 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 79 shares during the period. Finally, Osterweis Capital Management Inc. raised its position in shares of Texas Instruments by 1,810.0% in the second 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. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

TXN has been the topic of a number of recent research reports. Weiss Ratings restated a “hold (c)” rating on shares of Texas Instruments in a research note on Monday, December 29th. BNP Paribas Exane upgraded Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. Bank of America raised shares of Texas Instruments from an “underperform” rating to a “neutral” rating and upped their price objective for the stock from $185.00 to $235.00 in a research report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft raised their target price on shares of Texas Instruments from $185.00 to $205.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Finally, Jefferies Financial Group upped their price target on shares of Texas Instruments from $180.00 to $210.00 and gave the stock a “hold” rating in a report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have given a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat.com, Texas Instruments has a consensus rating of “Hold” and an average target price of $214.77.

Key Texas Instruments News

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

• Positive Sentiment: Cantor Fitzgerald raised its TXN price target to $250 (from $225) while keeping a Neutral rating, citing a balanced earnings outlook — this lifts perceived upside and supports higher valuation expectations. Cantor Fitzgerald Lifts Texas Instruments (TXN) Target, Sees Balanced Earnings Outlook
• Positive Sentiment: MarketBeat highlights TXN as a cornerstone of an industrial semiconductor “supercycle,” noting strong dividends, rising analyst coverage and bullish early-2026 price action — a thematic tailwind for longer-term demand and investor flows. 3 Industrial Chip Stocks Riding a New Semiconductor Supercycle in 2026
• Neutral Sentiment: TI CEO Haviv Ilan will speak at the Morgan Stanley Technology, Media & Telecom Conference on March 4 — a scheduled investor forum that could clarify strategy, market exposure and near-term outlook but is unlikely to produce immediate surprises. TI CEO Haviv Ilan to speak at Morgan Stanley investor conference
• Neutral Sentiment: Seeking Alpha published TI’s capital-management presentation and a transcript on capital allocation and free-cash-flow goals — useful detail for income and buyback-focused investors but not an immediate price driver absent new policy changes. Texas Instruments Incorporated (TXN) Capital Management – Presentation
• Neutral Sentiment: Coverage shows analyst divergence (some conflicted takes across outlets) — mixed opinions mean headline moves may be muted unless a consensus outlook shifts materially. Analysts Conflicted on These Technology Names: Block (XYZ) and Texas Instruments (TXN)
• Negative Sentiment: Madison Investments flagged that TXN shares fell earlier due to expectations of a quicker industry recovery (positioning shifts) — a reminder that cyclical re-rating and relative underperformance vs. the Dow can prompt short-term selling despite solid fundamentals. Texas Instruments (TXN) Fell Due to Quicker Recovery Expectation

Insider Activity

In other news, VP Ahmad Bahai sold 6,500 shares of the firm’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $230.79, for a total transaction of $1,500,135.00. Following the sale, the vice president owned 42,488 shares in the company, valued at approximately $9,805,805.52. This trade represents a 13.27% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Mark A. Blinn sold 3,144 shares of the firm’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $221.58, for a total value of $696,647.52. Following the transaction, the director directly owned 11,670 shares in the company, valued at approximately $2,585,838.60. This represents a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 114,284 shares of company stock worth $25,531,935. Company insiders own 0.57% of the company’s stock.

Texas Instruments Trading Up 0.3%

NASDAQ TXN opened at $213.90 on Thursday. Texas Instruments Incorporated has a 12 month low of $139.95 and a 12 month high of $231.32. The company has a current ratio of 4.35, a quick ratio of 2.83 and a debt-to-equity ratio of 0.83. The business has a fifty day simple moving average of $200.05 and a 200 day simple moving average of $185.97. The firm has a market capitalization of $194.12 billion, a P/E ratio of 39.32, a PEG ratio of 1.92 and a beta of 1.01.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share for the quarter, missing the consensus estimate 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 analysts’ expectations 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. On average, analysts predict that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th were issued a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend was Friday, January 30th. Texas Instruments’s dividend payout ratio (DPR) is presently 104.41%.

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.