Mondrian Investment Partners LTD Acquires New Shares in Texas Instruments Incorporated $TXN

Mondrian Investment Partners LTD acquired a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 727,253 shares of the semiconductor company’s stock, valued at approximately $133,618,000. Texas Instruments comprises about 2.2% of Mondrian Investment Partners LTD’s investment portfolio, making the stock its 21st biggest position.

Several other large investors also recently bought and sold shares of TXN. Milestone Asset Management LLC raised its stake in shares of Texas Instruments by 1.9% during the 2nd quarter. Milestone Asset Management LLC now owns 2,929 shares of the semiconductor company’s stock worth $608,000 after buying an additional 54 shares during the last quarter. Cornerstone Advisory LLC increased its holdings in Texas Instruments by 2.4% during the 2nd quarter. Cornerstone Advisory LLC now owns 2,375 shares of the semiconductor company’s stock valued at $493,000 after acquiring an additional 55 shares in the last quarter. Pathway Financial Advisers LLC increased its holdings in Texas Instruments by 0.8% during the 2nd quarter. Pathway Financial Advisers LLC now owns 7,007 shares of the semiconductor company’s stock valued at $1,455,000 after acquiring an additional 55 shares in the last quarter. Aspect Partners LLC raised its position in Texas Instruments by 38.4% during the second quarter. Aspect Partners LLC now owns 209 shares of the semiconductor company’s stock worth $43,000 after acquiring an additional 58 shares during the last quarter. Finally, Prestige Wealth Management Group LLC lifted its holdings in shares of Texas Instruments by 3.4% in the second quarter. Prestige Wealth Management Group LLC now owns 1,788 shares of the semiconductor company’s stock valued at $371,000 after purchasing an additional 59 shares in the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on the stock. BNP Paribas Exane raised shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 22nd. Bank of America upgraded Texas Instruments from an “underperform” rating to a “neutral” rating and increased their target price for the company from $185.00 to $235.00 in a report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft raised their price target on Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. Raymond James Financial set a $240.00 price objective on Texas Instruments in a research report on Wednesday, January 28th. Finally, Truist Financial increased their price objective on Texas Instruments from $195.00 to $225.00 and gave the company a “hold” rating in a research note on Wednesday, January 28th. One 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 given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $212.92.

Texas Instruments Price Performance

TXN stock opened at $226.16 on Tuesday. The stock has a 50-day moving average price of $194.42 and a two-hundred day moving average price of $184.28. The company has a market cap of $205.25 billion, a PE ratio of 41.57, a price-to-earnings-growth ratio of 2.04 and a beta of 1.01. Texas Instruments Incorporated has a 12-month low of $139.95 and a 12-month 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.

Texas Instruments (NASDAQ:TXN) last posted 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 business had revenue of $4.42 billion during the quarter, compared to analysts’ expectations of $4.44 billion. During the same quarter in the previous year, the business posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, research analysts predict that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 30th were issued a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 2.5%. The ex-dividend date was Friday, January 30th. Texas Instruments’s dividend payout ratio (DPR) is presently 104.41%.

Insider Activity at Texas Instruments

In other news, Director Mark A. Blinn sold 3,144 shares of the company’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 transaction, the director directly owned 11,670 shares in the company, valued at approximately $2,585,838.60. This represents a 21.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Ahmad Bahai sold 6,500 shares of the company’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $230.79, for a total transaction of $1,500,135.00. Following the completion of the transaction, the vice president directly owned 42,488 shares of the company’s stock, valued at approximately $9,805,805.52. The trade was a 13.27% 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 117,431 shares of company stock valued at $25,607,436. 0.57% of the stock is currently owned by corporate insiders.

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.