Sarasin & Partners LLP Buys New Holdings in Texas Instruments Incorporated $TXN

Sarasin & Partners LLP bought a new position in Texas Instruments Incorporated (NASDAQ:TXN) in the 4th quarter, HoldingsChannel.com reports. The firm bought 171,457 shares of the semiconductor company’s stock, valued at approximately $29,746,000.

A number of other institutional investors have also recently bought and sold shares of the business. Strategic Wealth Investment Group LLC acquired a new position in shares of Texas Instruments in the 2nd quarter valued at $25,000. Pacifica Partners Inc. boosted its position in shares of Texas Instruments by 85.2% during the 3rd quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 69 shares in the last quarter. Grey Fox Wealth Advisors LLC bought a new stake in Texas Instruments in the third quarter valued at about $29,000. Osterweis Capital Management Inc. raised its position in Texas Instruments by 1,810.0% in the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 181 shares in the last quarter. Finally, Howard Hughes Medical Institute acquired a new position in Texas Instruments in the second quarter worth about $41,000. Institutional investors and hedge funds own 84.99% of the company’s stock.

Texas Instruments Stock Performance

NASDAQ:TXN opened at $187.19 on Friday. The stock has a market capitalization of $170.43 billion, a P/E ratio of 34.41, a price-to-earnings-growth ratio of 1.69 and a beta of 1.01. 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 Incorporated has a 1 year low of $139.95 and a 1 year high of $231.32. The firm has a 50 day moving average of $206.25 and a 200-day moving average of $185.81.

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

Texas Instruments Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders 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 3.0%. The ex-dividend date was Friday, January 30th. Texas Instruments’s dividend payout ratio is presently 104.41%.

Analyst Ratings Changes

A number of research firms have weighed in on TXN. The Goldman Sachs Group lifted their price objective on Texas Instruments from $156.00 to $175.00 and gave the company a “sell” rating in a report on Wednesday, January 28th. Truist Financial set a $250.00 target price on Texas Instruments in a research report on Monday, February 23rd. Bank of America raised Texas Instruments from an “underperform” rating to a “neutral” rating and boosted their price target for the company from $185.00 to $235.00 in a research note on Wednesday, January 28th. KeyCorp cut Texas Instruments from a “strong-buy” rating to a “hold” rating in a research report on Thursday, February 5th. Finally, Morgan Stanley reiterated an “underweight” rating and set a $180.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have given a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $214.77.

Insider Buying and Selling

In related news, Director Mark A. Blinn sold 3,144 shares of Texas Instruments stock in a transaction dated Thursday, February 5th. The stock was 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 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 transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Hagop H. Kozanian sold 6,843 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $225.95, for a total transaction of $1,546,175.85. Following the transaction, the vice president owned 75,425 shares in the company, valued at approximately $17,042,278.75. This trade represents a 8.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 114,284 shares of company stock valued at $25,531,935 in the last 90 days. 0.60% of the stock is owned by corporate insiders.

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.