Penserra Capital Management LLC Has $28.09 Million Stock Position in Texas Instruments Incorporated $TXN

Penserra Capital Management LLC grew its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 41.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 152,877 shares of the semiconductor company’s stock after purchasing an additional 44,949 shares during the period. Penserra Capital Management LLC’s holdings in Texas Instruments were worth $28,087,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in Texas Instruments by 1.5% in the second quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock valued at $19,816,773,000 after acquiring an additional 1,426,360 shares during the period. State Street Corp lifted its holdings in shares of Texas Instruments by 2.6% in the 2nd quarter. State Street Corp now owns 43,325,014 shares of the semiconductor company’s stock worth $8,995,139,000 after purchasing an additional 1,084,364 shares in the last quarter. Geode Capital Management LLC grew its position in Texas Instruments by 1.3% in the 2nd quarter. Geode Capital Management LLC now owns 22,224,770 shares of the semiconductor company’s stock valued at $4,595,478,000 after purchasing an additional 279,755 shares during the period. Invesco Ltd. grew its position in Texas Instruments by 3.3% in the 2nd quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock valued at $2,920,862,000 after purchasing an additional 443,738 shares during the period. Finally, Norges Bank bought a new stake in Texas Instruments during the 2nd quarter valued at $2,836,310,000. 84.99% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts have recently commented on TXN shares. Cantor Fitzgerald boosted their target price on shares of Texas Instruments from $190.00 to $225.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 28th. Truist Financial lifted their price target on Texas Instruments from $195.00 to $225.00 and gave the company a “hold” rating in a research note on Wednesday, January 28th. Barclays set a $175.00 price objective on Texas Instruments in a research note on Wednesday, January 28th. Rosenblatt Securities lifted their target price on Texas Instruments from $200.00 to $240.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. Finally, BNP Paribas Exane set a $190.00 price target on Texas Instruments and gave the stock a “neutral” rating in a report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fourteen have issued a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat, Texas Instruments has an average rating of “Hold” and an average target price of $212.92.

Texas Instruments Price Performance

TXN opened at $225.21 on Wednesday. Texas Instruments Incorporated has a fifty-two week low of $139.95 and a fifty-two week high of $228.83. The firm has a 50-day moving average of $185.60 and a 200 day moving average of $182.36. 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 firm has a market cap of $204.63 billion, a P/E ratio of 41.40, a PEG ratio of 2.03 and a beta of 1.01.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings data 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 return on equity of 30.44% and a net margin of 28.28%.The company had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. During the same period in the prior year, the firm posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, research analysts expect that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Dividend Announcement

The company 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. This represents a $5.68 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend is Friday, January 30th. Texas Instruments’s dividend payout ratio is 104.41%.

Insiders Place Their Bets

In other Texas Instruments news, VP Christine Witzsche sold 1,000 shares of the business’s stock in a transaction on Thursday, November 13th. The stock was sold at an average price of $164.31, for a total value of $164,310.00. Following the sale, the vice president directly owned 20,821 shares in the company, valued at $3,421,098.51. The trade was a 4.58% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Ronald Kirk sold 9,990 shares of the company’s stock in a transaction on Monday, November 24th. The shares were sold at an average price of $162.33, for a total value of $1,621,676.70. Following the transaction, the director directly owned 14,937 shares in the company, valued at $2,424,723.21. This represents a 40.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.57% of the company’s stock.

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.