Private Advisor Group LLC Boosts Stock Holdings in Texas Instruments Incorporated $TXN

Private Advisor Group LLC lifted its position in Texas Instruments Incorporated (NASDAQ:TXN) by 4.4% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 71,836 shares of the semiconductor company’s stock after acquiring an additional 3,027 shares during the quarter. Private Advisor Group LLC’s holdings in Texas Instruments were worth $13,198,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Strategic Wealth Investment Group LLC purchased a new position in Texas Instruments during the second quarter worth about $25,000. Pacifica Partners Inc. increased its stake in Texas Instruments by 85.2% in the 3rd quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 69 shares during the last quarter. Grey Fox Wealth Advisors LLC purchased a new stake in Texas Instruments in the 3rd quarter valued at about $29,000. Osterweis Capital Management Inc. lifted its position in shares of Texas Instruments by 1,810.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after buying an additional 181 shares in the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd boosted its stake in shares of Texas Instruments by 69.9% in the 2nd quarter. Clal Insurance Enterprises Holdings Ltd now owns 192 shares of the semiconductor company’s stock worth $40,000 after buying an additional 79 shares during the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently issued reports on TXN. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $205.00 target price on shares of Texas Instruments in a report on Wednesday, January 28th. Barclays set a $175.00 price target on Texas Instruments in a report on Wednesday, January 28th. Stifel Nicolaus upped their price objective on Texas Instruments from $200.00 to $215.00 and gave the company a “hold” rating in a research note on Wednesday, January 28th. TD Cowen raised their target price on Texas Instruments from $225.00 to $240.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. Finally, Benchmark lifted their target price on Texas Instruments from $220.00 to $250.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have issued a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $214.77.

Insider Buying and Selling at Texas Instruments

In related news, Director Mark A. Blinn sold 3,144 shares of the company’s stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $221.58, for a total transaction of $696,647.52. Following the sale, the director owned 11,670 shares of the company’s stock, valued at approximately $2,585,838.60. This represents a 21.22% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Ahmad Bahai sold 6,500 shares of the stock in a transaction that occurred 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 completion of the sale, the vice president owned 42,488 shares in the company, valued at $9,805,805.52. This 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 worth $25,531,935 in the last ninety days. Insiders own 0.60% of the company’s stock.

Key Texas Instruments News

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

• Positive Sentiment: CEO Haviv Ilan told investors the industrial/business-to-business end markets — especially factory and automation — are showing signs of recovery, which supports demand for TI’s analog and embedded products. Texas Instruments (TXN) Signals Recovery in Factory and Automation Markets, CEO Says
• Positive Sentiment: Wall Street attention: Citi and other outlets are highlighting TI as a top semiconductor pick after the latest earnings cycle, which can drive investor interest and momentum. Broadcom, Nvidia, TI and Monolithic emerge as ‘top picks’ among semis after earnings: Citi
• Positive Sentiment: Product roadmap/upgrades: TI launched two new MCU families embedding its TinyEngine NPU to enable low-latency, low-power edge AI — a capability that broadens TAM and reinforces TI’s embedded leadership. TI expands microcontroller portfolio and software ecosystem to enable edge AI in every device
• Positive Sentiment: Ecosystem partnerships: Green Hills Software released a production-focused SDK for TI’s TDA5 SoC family, lowering integration friction for customers and accelerating time-to-market for safety/security applications. Green Hills Software Creates Complete Production-Focused Software Environment for Texas Instruments TDA5 Virtual Development Kit
• Neutral Sentiment: Media/analyst mentions: Several outlets highlighted TXN’s recent outperformance and solid fundamentals, keeping the stock on investors’ radar but not introducing new catalysts. Texas Instruments (TXN) Outperforms Broader Market: What You Need to Know
• Neutral Sentiment: Sector roundup pieces (Invezz, others) discuss AI chip opportunities and lists of favored names — these provide context for TI’s positioning but don’t change fundamentals on their own. These are 4 AI chip stocks Citi wants you buying now
• Negative Sentiment: Near-term technical and liquidity caution: trading volume is below average and the stock sits under its 50-day moving average, suggesting short-term resistance even as longer-term fundamentals look solid.

Texas Instruments Stock Performance

Shares of TXN opened at $197.46 on Wednesday. Texas Instruments Incorporated has a 52-week low of $139.95 and a 52-week high of $231.32. The stock’s 50-day simple moving average is $204.73 and its 200 day simple moving average is $186.35. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35. The stock has a market capitalization of $179.78 billion, a price-to-earnings ratio of 36.30, a price-to-earnings-growth ratio of 1.77 and a beta of 1.01.

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

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 30th were paid a dividend of $1.42 per share. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.68 annualized dividend and a yield of 2.9%. Texas Instruments’s payout ratio is currently 104.41%.

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.