DNB Asset Management AS Boosts Stock Position in Texas Instruments Incorporated $TXN

DNB Asset Management AS increased its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 7.8% in the fourth quarter, HoldingsChannel reports. The firm owned 273,836 shares of the semiconductor company’s stock after buying an additional 19,862 shares during the quarter. DNB Asset Management AS’s holdings in Texas Instruments were worth $47,508,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Bogart Wealth LLC increased its position in Texas Instruments by 7.8% during the 4th quarter. Bogart Wealth LLC now owns 647 shares of the semiconductor company’s stock worth $112,000 after purchasing an additional 47 shares in the last quarter. Emerald Advisors LLC increased its position in Texas Instruments by 0.8% during the 4th quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company’s stock worth $1,195,000 after purchasing an additional 52 shares in the last quarter. Wagner Wealth Management LLC grew its holdings in Texas Instruments by 3.4% in the 4th quarter. Wagner Wealth Management LLC now owns 1,563 shares of the semiconductor company’s stock valued at $271,000 after buying an additional 52 shares during the period. McIlrath & Eck LLC grew its holdings in Texas Instruments by 16.5% in the 4th quarter. McIlrath & Eck LLC now owns 381 shares of the semiconductor company’s stock valued at $66,000 after buying an additional 54 shares during the period. Finally, BOS Asset Management LLC grew its holdings in Texas Instruments by 4.4% in the 4th quarter. BOS Asset Management LLC now owns 1,324 shares of the semiconductor company’s stock valued at $230,000 after buying an additional 56 shares during the period. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Key Texas Instruments News

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

• Positive Sentiment: Stifel raised its TXN price target to $340, citing a strengthening industrial recovery and rapid growth in data center demand. Article Title
• Positive Sentiment: Analysts have become more constructive overall, with multiple target increases and upgrades after TXN’s strong earnings and improved margin/revenue assumptions. Article Title
• Positive Sentiment: Texas Instruments’ analog business is rebounding, with Q1 analog revenue up 22% as industrial and AI data-center demand lift the outlook. Article Title
• Positive Sentiment: Recent coverage says TXN is drawing heavy investor attention and trading near its 52-week high, signaling strong momentum. Article Title
• Neutral Sentiment: One article questioned whether the stock has already priced in much of the recent surge, which could limit near-term upside. Article Title
• Negative Sentiment: Director Carrie Smith Cox sold 8,838 shares, a sizable insider sale that may be viewed cautiously by some investors. Article Title

Texas Instruments Stock Performance

NASDAQ TXN opened at $302.73 on Friday. The firm has a market capitalization of $275.51 billion, a P/E ratio of 51.84, a P/E/G ratio of 1.54 and a beta of 1.31. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $310.29. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94. The business’s 50-day simple moving average is $227.87 and its 200-day simple moving average is $201.34.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating the consensus estimate of $1.37 by $0.31. The business had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The company’s revenue was up 18.6% compared to the same quarter last year. During the same period in the previous year, the company posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities analysts predict that Texas Instruments Incorporated will post 7.69 EPS for the current year.

Texas Instruments Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th will be given a dividend of $1.42 per share. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $5.68 annualized dividend and a yield of 1.9%. Texas Instruments’s payout ratio is 97.26%.

Wall Street Analyst Weigh In

TXN has been the subject of several recent analyst reports. Raymond James Financial set a $240.00 price target on Texas Instruments in a report on Wednesday, January 28th. Barclays set a $175.00 price target on Texas Instruments in a report on Wednesday, January 28th. Stifel Nicolaus set a $340.00 price target on Texas Instruments in a report on Friday. Robert W. Baird lifted their price target on Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a report on Thursday, April 23rd. Finally, Sanford C. Bernstein restated a “market perform” rating and issued a $205.00 price target on shares of Texas Instruments in a report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat, Texas Instruments presently has a consensus rating of “Hold” and a consensus target price of $260.38.

Insider Activity

In related news, VP Mark T. Roberts sold 28,080 shares of the business’s stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $280.34, for a total transaction of $7,871,947.20. Following the transaction, the vice president directly owned 53,809 shares of the company’s stock, valued at approximately $15,084,815.06. The trade was a 34.29% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, VP Amichai Ron sold 18,365 shares of the business’s stock in a transaction that occurred 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. This trade represents a 18.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 310,318 shares of company stock worth $87,212,814 in the last ninety days. 0.60% of the stock is currently owned by company 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.