Knights of Columbus Asset Advisors LLC Buys 6,696 Shares of Texas Instruments Incorporated $TXN

Knights of Columbus Asset Advisors LLC raised its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 9.7% in the 3rd quarter, Holdings Channel reports. The firm owned 76,013 shares of the semiconductor company’s stock after acquiring an additional 6,696 shares during the period. Texas Instruments makes up 0.8% of Knights of Columbus Asset Advisors LLC’s investment portfolio, making the stock its 26th largest holding. Knights of Columbus Asset Advisors LLC’s holdings in Texas Instruments were worth $13,966,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Shelton Capital Management boosted its stake in shares of Texas Instruments by 2.6% during the 2nd quarter. Shelton Capital Management now owns 151,568 shares of the semiconductor company’s stock worth $31,469,000 after purchasing an additional 3,840 shares during the period. Jennison Associates LLC lifted its holdings in Texas Instruments by 35.1% during the 2nd quarter. Jennison Associates LLC now owns 2,992,090 shares of the semiconductor company’s stock valued at $621,218,000 after buying an additional 777,619 shares in the last quarter. Howard Capital Management Inc. grew its stake in Texas Instruments by 11.3% in the 2nd quarter. Howard Capital Management Inc. now owns 26,745 shares of the semiconductor company’s stock worth $5,553,000 after acquiring an additional 2,709 shares in the last quarter. Invesco Ltd. increased its position in shares of Texas Instruments by 3.3% during the second quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock worth $2,920,862,000 after acquiring an additional 443,738 shares during the period. Finally, Vanguard Group Inc. boosted its holdings in shares of 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 purchasing an additional 1,426,360 shares during the period. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Multiple brokerages raised price targets and ratings (Rosenblatt, Benchmark, TD Cowen, Truist, JPMorgan), citing the company’s bullish 2026 outlook and data-center/industrial strength. Texas Instruments (NASDAQ:TXN) Stock Price Expected to Rise, Rosenblatt Securities Analyst Says
• Positive Sentiment: Benchmark and other shops lifted targets substantially (Benchmark to $250, TD Cowen to $240), signaling analyst re-rating after TI’s guidance. Benchmark Forecasts Strong Price Appreciation for Texas Instruments (NASDAQ:TXN) Stock
• Positive Sentiment: Company guidance (Q1 revenue/earnings above consensus) and commentary highlighted accelerating growth in industrial, automotive and especially data-center end markets — data center revenue up sharply. Texas Instruments Outlook Highlights Shift Toward Industrial And Data Center Growth
• Positive Sentiment: Unusually large call-option activity points to speculative bullish positioning (surge in call volumes), which can amplify upside intraday. Unpacking the Latest Options Trading Trends in Texas Instruments
• Neutral Sentiment: Q4 results: revenue grew year-over-year but GAAP EPS missed consensus by a small amount (non-cash impairment affected GAAP), while adjusted metrics and margins showed resilience. Analysts focused on guidance rather than the small miss. Texas Instruments Q4 2025 Update
• Neutral Sentiment: TI scheduled a Feb. 24 capital-management webcast (investor-day style event) that could influence longer-term sentiment depending on buyback/dividend detail. TI to webcast capital management presentation
• Negative Sentiment: Not all analysts are uniformly bullish — some firms (e.g., Mizuho) still maintain cautious/underperform views and lower relative targets, underscoring valuation and execution risks. Mizuho Increases Texas Instruments (NASDAQ:TXN) Price Target to $160.00

Texas Instruments Stock Performance

Shares of TXN opened at $218.97 on Friday. The company has a current ratio of 4.35, a quick ratio of 2.90 and a debt-to-equity ratio of 0.83. The firm has a market cap of $198.96 billion, a PE ratio of 40.25, a P/E/G ratio of 3.36 and a beta of 1.00. The stock has a fifty day moving average price of $181.93 and a 200-day moving average price of $182.76. Texas Instruments Incorporated has a 12 month low of $139.95 and a 12 month high of $222.00.

Texas Instruments (NASDAQ:TXN) last issued 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 firm had revenue of $4.42 billion for the quarter, compared to analyst estimates 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. Equities research analysts predict that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th will be paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend is Friday, January 30th. Texas Instruments’s dividend payout ratio is presently 103.84%.

Insider Activity at Texas Instruments

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

Wall Street Analyst Weigh In

A number of brokerages have weighed in on TXN. Mizuho lifted their target price on Texas Instruments from $145.00 to $160.00 and gave the company an “underperform” rating in a research report on Wednesday. The Goldman Sachs Group raised their price target on Texas Instruments from $156.00 to $175.00 and gave the company a “sell” rating in a research note on Wednesday. Stifel Nicolaus increased their target price on shares of Texas Instruments from $200.00 to $215.00 and gave the stock a “hold” rating in a report on Wednesday. Wells Fargo & Company boosted their price target on shares of Texas Instruments from $185.00 to $215.00 and gave the company an “equal weight” rating in a report on Wednesday. Finally, Susquehanna upped their price target on shares of Texas Instruments from $200.00 to $225.00 and gave the stock a “positive” rating in a research report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have issued a Hold rating and five have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Texas Instruments has an average rating of “Hold” and an average target price of $212.92.

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.