Bristol John W & Co. Inc. NY Cuts Stake in Texas Instruments Incorporated $TXN

Bristol John W & Co. Inc. NY cut its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 2.6% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 540,622 shares of the semiconductor company’s stock after selling 14,679 shares during the quarter. Texas Instruments accounts for 1.6% of Bristol John W & Co. Inc. NY’s investment portfolio, making the stock its 29th largest position. Bristol John W & Co. Inc. NY owned approximately 0.06% of Texas Instruments worth $99,328,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. Vanguard Group Inc. increased its position in shares of Texas Instruments by 1.0% during the third quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock worth $17,720,020,000 after acquiring an additional 998,658 shares during the period. State Street Corp boosted its holdings in Texas Instruments by 2.6% in the second quarter. State Street Corp now owns 43,325,014 shares of the semiconductor company’s stock valued at $8,995,139,000 after purchasing an additional 1,084,364 shares during the period. Invesco Ltd. grew its stake in Texas Instruments by 16.8% during the 3rd quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock worth $3,019,603,000 after purchasing an additional 2,366,695 shares in the last quarter. Norges Bank acquired a new position in Texas Instruments during the 2nd quarter worth $2,836,310,000. Finally, Alliancebernstein L.P. increased its holdings in Texas Instruments by 5.8% during the 2nd quarter. Alliancebernstein L.P. now owns 11,252,791 shares of the semiconductor company’s stock worth $2,336,304,000 after purchasing an additional 616,859 shares during the period. Institutional investors and hedge funds own 84.99% of the company’s stock.

Analyst Upgrades and Downgrades

TXN has been the subject of several recent research reports. Citigroup reiterated a “buy” rating on shares of Texas Instruments in a research note on Thursday, January 15th. Barclays set a $175.00 target price on shares of Texas Instruments in a report on Wednesday, January 28th. Susquehanna lifted their price target on shares of Texas Instruments from $200.00 to $225.00 and gave the stock a “positive” rating in a research note on Thursday, January 22nd. BNP Paribas Exane upgraded shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a report on Thursday, January 22nd. Finally, Stifel Nicolaus increased their price objective on shares of Texas Instruments from $200.00 to $215.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have issued a Hold rating and five have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $214.77.

Insider Activity

In related news, Director Mark A. Blinn sold 3,144 shares of the business’s stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $221.58, for a total value of $696,647.52. Following the completion of the sale, the director directly owned 11,670 shares of the company’s stock, valued at $2,585,838.60. The trade was a 21.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Rafael R. Lizardi sold 7,096 shares of the company’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $230.78, for a total transaction of $1,637,614.88. Following the completion of the transaction, the chief financial officer owned 85,454 shares of the company’s stock, valued at $19,721,074.12. This represents a 7.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 114,284 shares of company stock worth $25,531,935 over the last three months. Company insiders own 0.60% of the company’s stock.

Texas Instruments Price Performance

TXN stock opened at $190.05 on Friday. The business has a 50 day moving average price of $205.56 and a 200 day moving average price of $186.46. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. The stock has a market cap of $173.03 billion, a price-to-earnings ratio of 34.94, a PEG ratio of 1.79 and a beta of 1.01. Texas Instruments Incorporated has a fifty-two week low of $139.95 and a fifty-two week high of $231.32.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing the consensus estimate 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 during the quarter, compared to analysts’ expectations of $4.44 billion. During the same quarter 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. Equities research analysts anticipate that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The business also recently declared 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. This represents a $5.68 annualized dividend and a yield of 3.0%. The ex-dividend date was Friday, January 30th. Texas Instruments’s dividend payout ratio (DPR) is currently 104.41%.

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.