Texas Instruments Incorporated $TXN Shares Sold by First Eagle Investment Management LLC

First Eagle Investment Management LLC lowered its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 6.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,630,721 shares of the semiconductor company’s stock after selling 240,796 shares during the period. First Eagle Investment Management LLC owned approximately 0.40% of Texas Instruments worth $667,072,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC grew its holdings in shares of Texas Instruments by 33.4% during the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after purchasing an additional 4,218 shares during the period. Intech Investment Management LLC grew its stake in Texas Instruments by 12.8% during the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock worth $1,632,000 after buying an additional 1,031 shares during the period. Sigma Planning Corp increased its position in shares of Texas Instruments by 6.7% in the second quarter. Sigma Planning Corp now owns 12,488 shares of the semiconductor company’s stock worth $2,593,000 after acquiring an additional 786 shares in the last quarter. Telos Capital Management Inc. purchased a new position in shares of Texas Instruments in the 2nd quarter valued at $223,000. Finally, Torray Investment Partners LLC lifted its holdings in shares of Texas Instruments by 30.4% during the 2nd quarter. Torray Investment Partners LLC now owns 131,793 shares of the semiconductor company’s stock valued at $27,363,000 after acquiring an additional 30,695 shares in the last quarter. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Texas Instruments Stock Performance

Texas Instruments stock opened at $209.82 on Tuesday. Texas Instruments Incorporated has a 52 week low of $139.95 and a 52 week 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 stock has a market cap of $190.42 billion, a P/E ratio of 38.57, a price-to-earnings-growth ratio of 1.92 and a beta of 1.01. The stock has a 50 day moving average of $202.11 and a 200-day moving average of $186.37.

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

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Investors 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 payout ratio is currently 104.41%.

Insider Activity

In other Texas Instruments news, VP Hagop H. Kozanian sold 6,843 shares of Texas Instruments stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $225.95, for a total value of $1,546,175.85. Following the completion of the transaction, the vice president owned 75,425 shares of the company’s stock, valued at $17,042,278.75. The trade was a 8.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, VP Ahmad Bahai sold 6,500 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $230.79, for a total transaction of $1,500,135.00. Following the sale, the vice president directly owned 42,488 shares in the company, valued at $9,805,805.52. This trade represents a 13.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 114,284 shares of company stock valued at $25,531,935 over the last three months. Company insiders own 0.57% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have commented on TXN. Jefferies Financial Group raised their price objective on Texas Instruments from $180.00 to $210.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. UBS Group increased their target price on Texas Instruments from $245.00 to $260.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. JPMorgan Chase & Co. raised their target price on Texas Instruments from $210.00 to $227.00 and gave the company an “overweight” rating in a report on Wednesday, January 28th. Stifel Nicolaus upped their price target on Texas Instruments from $200.00 to $215.00 and gave the stock a “hold” rating in a report on Wednesday, January 28th. Finally, Wells Fargo & Company lifted their price objective on shares of Texas Instruments from $185.00 to $215.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 28th. One 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 given a Sell rating to the stock. According to data from MarketBeat.com, Texas Instruments has an average rating of “Hold” and an average target price of $214.77.

Texas Instruments Company 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.