First Fiduciary Investment Counsel Inc. Has $8.97 Million Stock Position in Texas Instruments Incorporated $TXN

First Fiduciary Investment Counsel Inc. cut its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 4.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 48,845 shares of the semiconductor company’s stock after selling 2,283 shares during the period. Texas Instruments makes up 1.7% of First Fiduciary Investment Counsel Inc.’s holdings, making the stock its 26th biggest holding. First Fiduciary Investment Counsel Inc.’s holdings in Texas Instruments were worth $8,974,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC lifted its holdings in shares of Texas Instruments by 33.4% in the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after purchasing an additional 4,218 shares in the last quarter. Intech Investment Management LLC lifted its stake in 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 acquiring an additional 1,031 shares in the last quarter. Trueblood Wealth Management LLC purchased a new position in Texas Instruments during the 2nd quarter worth $203,000. Shell Asset Management Co. grew its stake in shares of Texas Instruments by 64.9% in the 2nd quarter. Shell Asset Management Co. now owns 22,857 shares of the semiconductor company’s stock worth $4,746,000 after acquiring an additional 8,995 shares in the last quarter. Finally, BankPlus Trust Department raised its holdings in shares of Texas Instruments by 8.7% in the second quarter. BankPlus Trust Department now owns 18,776 shares of the semiconductor company’s stock valued at $3,898,000 after purchasing an additional 1,496 shares during the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: TXN announced it will acquire Silicon Labs in an all‑cash transaction valued at about $7.5B ($231.00 per share), citing expanded embedded wireless connectivity capabilities and expected ~$450M of annual manufacturing/operational synergies within three years — a clear strategic rationale for revenue/cross‑sell upside. Texas Instruments to acquire Silicon Labs
• Positive Sentiment: Market reaction has been strong: TXN traded to a fresh annual peak during the session and Silicon Labs stock surged on the buyout news, signaling investor approval of the strategic move and immediate market momentum. Texas Instruments Sets Fresh Annual Peak
• Positive Sentiment: An analyst price target was raised (reported increase of ~12.8% to $213.95), reflecting improved analyst sentiment after the M&A announcement. Upgraded targets and analyst attention support further upside. Price Target Increased
• Neutral Sentiment: Commentary and analysis view the deal as consistent with TXN’s strategy to augment growth via M&A (adds wireless connectivity IP to its analog/embedded portfolio), but analysts note execution risk and integration work ahead. M&A Strategy Analysis
• Neutral Sentiment: TXN’s recent quarterly results were broadly in‑line (small EPS and revenue misses), with management guiding Q1 and flagging elevated capex historically; earnings are not derailing the bull case but temper expectations for near‑term FCF. Earnings Takeaway
• Negative Sentiment: Two law firms have announced investigations into the Silicon Labs sale process and price (claims that the board may not have gotten fair value), which could lead to litigation or deal complications — a near‑term legal overhang to monitor. KSF Investor Alert Brodsky & Smith Notice

Texas Instruments Price Performance

Texas Instruments stock opened at $222.92 on Thursday. Texas Instruments Incorporated has a 12 month low of $139.95 and a 12 month high of $228.83. 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’s 50 day simple moving average is $186.75 and its 200 day simple moving average is $182.65. The company has a market cap of $202.55 billion, a price-to-earnings ratio of 40.98, a PEG ratio of 2.03 and a beta of 1.01.

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

Texas Instruments Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th will be issued a dividend of $1.42 per share. The ex-dividend date of this dividend is Friday, January 30th. This represents a $5.68 annualized dividend and a yield of 2.5%. Texas Instruments’s dividend payout ratio is 104.41%.

Insider Activity

In related news, VP Christine Witzsche sold 1,000 shares of the company’s stock in a transaction that occurred on Thursday, November 13th. The shares were sold at an average price of $164.31, for a total transaction of $164,310.00. Following the sale, the vice president directly owned 20,821 shares in the company, valued at approximately $3,421,098.51. This represents a 4.58% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Ronald Kirk sold 9,990 shares of the firm’s stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the completion of the transaction, the director directly owned 14,937 shares of the company’s stock, valued at approximately $2,424,723.21. This trade represents a 40.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.57% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several research analysts recently weighed in on the stock. BNP Paribas Exane set a $190.00 price target on shares of Texas Instruments and gave the stock a “neutral” rating in a report on Thursday, January 22nd. TD Cowen boosted their target price on Texas Instruments from $225.00 to $240.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Raymond James Financial set a $240.00 target price on Texas Instruments in a report on Wednesday, January 28th. The Goldman Sachs Group lifted their price target on Texas Instruments from $156.00 to $175.00 and gave the stock a “sell” rating in a report on Wednesday, January 28th. Finally, Barclays set a $175.00 price objective on Texas Instruments in a research report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, fourteen have issued a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat, Texas Instruments presently has a consensus rating of “Hold” and a consensus target price of $212.92.

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.