Texas Instruments Incorporated $TXN Shares Bought by Fjarde AP Fonden Fourth Swedish National Pension Fund

Fjarde AP Fonden Fourth Swedish National Pension Fund raised its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 60.4% in the 1st quarter, HoldingsChannel.com reports. The fund owned 354,431 shares of the semiconductor company’s stock after purchasing an additional 133,400 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Texas Instruments were worth $68,809,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also modified their holdings of TXN. State Street Corp grew its position in Texas Instruments by 0.5% during the 3rd quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock worth $8,002,381,000 after purchasing an additional 230,098 shares during the last quarter. Charles Schwab Investment Management Inc. raised its stake in shares of Texas Instruments by 6.7% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 24,288,604 shares of the semiconductor company’s stock worth $4,213,832,000 after buying an additional 1,517,420 shares in the last quarter. Geode Capital Management LLC lifted its holdings in Texas Instruments by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock valued at $3,952,933,000 after acquiring an additional 248,515 shares during the period. Invesco Ltd. lifted its stake in shares of Texas Instruments by 10.6% in the fourth quarter. Invesco Ltd. now owns 18,184,514 shares of the semiconductor company’s stock valued at $3,154,831,000 after purchasing an additional 1,749,513 shares during the period. Finally, Price T Rowe Associates Inc. MD boosted its stake in shares of Texas Instruments by 0.9% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 15,813,193 shares of the semiconductor company’s stock worth $2,743,432,000 after acquiring an additional 137,735 shares in the last quarter. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Texas Instruments Price Performance

Shares of TXN stock opened at $293.08 on Friday. The firm has a fifty day moving average of $297.23 and a two-hundred day moving average of $234.46. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $334.03. The firm has a market cap of $266.73 billion, a P/E ratio of 50.19, a P/E/G ratio of 1.50 and a beta of 1.32. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping analysts’ consensus estimates of $1.37 by $0.31. The firm had revenue of $4.83 billion during the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm’s revenue was up 18.6% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, research analysts anticipate that Texas Instruments Incorporated will post 7.66 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were paid a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend was Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is presently 97.26%.

Analysts Set New Price Targets

TXN has been the topic of a number of research reports. Susquehanna reissued a “positive” rating and issued a $300.00 price objective on shares of Texas Instruments in a research note on Thursday, April 23rd. Jefferies Financial Group raised shares of Texas Instruments from a “hold” rating to a “buy” rating in a research note on Friday, May 22nd. Sanford C. Bernstein initiated coverage on Texas Instruments in a research note on Friday, May 22nd. They issued a “market perform” rating on the stock. Wells Fargo & Company raised their target price on shares of Texas Instruments from $260.00 to $300.00 and gave the company an “equal weight” rating in a research note on Tuesday, June 9th. Finally, Bank of America upped their target price on Texas Instruments from $320.00 to $370.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have issued a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $276.84.

Insider Transactions at Texas Instruments

In related news, VP Amichai Ron sold 18,365 shares of Texas Instruments stock in a transaction on Friday, April 24th. The stock was sold at an average price of $272.43, for a total value of $5,003,176.95. Following the transaction, the vice president directly owned 81,085 shares in the company, valued at $22,089,986.55. The trade was a 18.47% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Rafael R. Lizardi sold 47,734 shares of the business’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $308.10, for a total value of $14,706,845.40. Following the sale, the chief financial officer owned 85,485 shares in the company, valued at approximately $26,337,928.50. The trade was a 35.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 303,475 shares of company stock valued at $85,666,638 in the last 90 days. 0.60% of the stock is owned by corporate insiders.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Analysts and market commentary say Texas Instruments could benefit from rising AI infrastructure and data center demand, along with its internal manufacturing strategy and strong cash generation. TXN Stock Soars 52% in Three Months: Is There More Upside Ahead?
• Positive Sentiment: Texas Instruments was highlighted alongside other chipmakers as a semiconductor stock poised to benefit from rising AI infrastructure spending, reinforcing the favorable sector backdrop. TXN Stock Soars 52% in Three Months: Is There More Upside Ahead?
• Positive Sentiment: Texas Instruments announced it will webcast its Q2 2026 earnings conference call on July 22, keeping investors focused on upcoming results and guidance. Texas Instruments to webcast Q2 2026 earnings conference call

About Texas Instruments

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.