United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Raises Stock Holdings in Texas Instruments Incorporated $TXN

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund grew its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 994.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,315,992 shares of the semiconductor company’s stock after buying an additional 1,195,773 shares during the period. Texas Instruments makes up 3.2% of United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s portfolio, making the stock its 6th biggest position. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s holdings in Texas Instruments were worth $228,311,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in TXN. Brighton Jones LLC boosted its holdings in Texas Instruments by 33.4% during the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after buying an additional 4,218 shares during the last quarter. Intech Investment Management LLC lifted its holdings in shares of Texas Instruments by 12.8% during the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after purchasing an additional 1,031 shares in the last quarter. Osterweis Capital Management Inc. lifted its holdings 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 valued at $40,000 after purchasing an additional 181 shares in the last quarter. Main Street Financial Solutions LLC lifted its holdings in shares of Texas Instruments by 1.7% during the 2nd quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock valued at $1,540,000 after purchasing an additional 126 shares in the last quarter. Finally, HUB Investment Partners LLC lifted its holdings in shares of Texas Instruments by 3.5% during the 2nd quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after purchasing an additional 496 shares in the last quarter. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Stock Down 0.5%

NASDAQ:TXN opened at $315.95 on Friday. The firm has a market capitalization of $287.54 billion, a price-to-earnings ratio of 54.10, a price-to-earnings-growth ratio of 1.59 and a beta of 1.31. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $331.51. The stock’s 50 day moving average price is $248.47 and its two-hundred day moving average price is $210.91. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, topping the consensus estimate of $1.37 by $0.31. The firm had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The business’s quarterly revenue was up 18.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities research analysts expect that Texas Instruments Incorporated will post 7.66 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, May 19th. Shareholders of record on Tuesday, May 5th were given a dividend of $1.42 per share. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a $5.68 annualized dividend and a dividend yield of 1.8%. Texas Instruments’s payout ratio is 97.26%.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the company. UBS Group lifted their price objective on Texas Instruments from $260.00 to $295.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Benchmark lifted their price objective on Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Jefferies Financial Group upgraded Texas Instruments from a “hold” rating to a “buy” rating in a report on Friday, May 22nd. Citigroup lifted their price objective on Texas Instruments from $235.00 to $280.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Finally, Sanford C. Bernstein assumed coverage on Texas Instruments in a report on Friday, May 22nd. They set a “market perform” rating on the stock. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have given a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $265.57.

Insider Activity

In related news, VP Amichai Ron sold 18,365 shares of the business’s stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $272.43, for a total transaction of $5,003,176.95. Following the transaction, the vice president directly owned 81,085 shares of the company’s stock, valued at approximately $22,089,986.55. The trade was a 18.47% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Mohammad Yunus sold 51,098 shares of the business’s stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $270.44, for a total value of $13,818,943.12. Following the transaction, the vice president directly owned 52,856 shares in the company, valued at $14,294,376.64. The trade was a 49.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 303,475 shares of company stock worth $85,666,638. Corporate insiders own 0.60% of the company’s stock.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Analysts and industry commentary highlight Texas Instruments as a beneficiary of AI’s power bottleneck, since its analog and power chips are key in high-voltage data center architectures. AI’s Biggest Bottleneck Could Make These 2 Stocks Soar
• Positive Sentiment: Multiple pieces argue that TXN is well positioned for AI-driven demand, with its power-management and 300mm wafer capacity expected to support margin expansion and stronger operating leverage. Texas Instruments: On A Tear As The Market Realizes The Potential Of 300mm Capacity
• Positive Sentiment: A fresh valuation check said TXN continues to benefit from strong Q1 results, AI data center demand, industrial recovery, and upbeat guidance, reinforcing the bullish earnings narrative. Texas Instruments (TXN) Valuation Check After Strong Q1 Results And Growing AI Data Center Demand
• Neutral Sentiment: TXN appeared in a number of “watchlist” and trend pieces, suggesting investor interest remains elevated, but these items did not add new company-specific fundamentals. Here is What to Know Beyond Why Texas Instruments Incorporated (TXN) is a Trending Stock
• Neutral Sentiment: A conference transcript from Bernstein likely keeps TXN in focus with investors, but the headline alone does not signal a major surprise or catalyst. Texas Instruments Incorporated (TXN) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
• Negative Sentiment: One market item noted Texas Instruments’ short interest data, but the figures were effectively flat/meaningless, so it is not a meaningful bearish signal by itself. Short interest update

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.