Norges Bank Acquires Shares of 14,505,898 Texas Instruments Incorporated $TXN

Norges Bank acquired a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 14,505,898 shares of the semiconductor company’s stock, valued at approximately $2,516,628,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Eurizon Capital SGR S.p.A. purchased a new stake in Texas Instruments during the fourth quarter valued at approximately $104,814,000. Triglav Investments D.O.O. raised its position in Texas Instruments by 344.6% during the fourth quarter. Triglav Investments D.O.O. now owns 20,895 shares of the semiconductor company’s stock valued at $3,625,000 after purchasing an additional 16,195 shares during the period. Fideuram Asset Management Ireland dac bought a new position in shares of Texas Instruments during the fourth quarter valued at approximately $5,759,000. Fiducient Advisors LLC bought a new position in shares of Texas Instruments during the fourth quarter valued at approximately $258,000. Finally, National Pension Service grew its stake in shares of Texas Instruments by 5.2% during the fourth quarter. National Pension Service now owns 2,048,051 shares of the semiconductor company’s stock valued at $355,316,000 after buying an additional 100,708 shares during the last quarter. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Texas Instruments Trading Down 3.3%

TXN opened at $305.68 on Friday. The stock’s fifty day moving average is $250.76 and its two-hundred day moving average is $211.58. The company has a market capitalization of $278.20 billion, a P/E ratio of 52.34, a PEG ratio of 1.59 and a beta of 1.31. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $331.51. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77.

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 the consensus estimate of $1.37 by $0.31. The company had revenue of $4.83 billion for the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.Texas Instruments’s quarterly revenue was up 18.6% on a year-over-year basis. During the same period last year, the business posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Analysts forecast that Texas Instruments Incorporated will post 7.66 earnings per share for the current year.

Texas Instruments Dividend Announcement

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

Analysts Set New Price Targets

A number of research analysts have recently commented on TXN shares. Sanford C. Bernstein started coverage on Texas Instruments in a research note on Friday, May 22nd. They set a “market perform” rating on the stock. Mizuho upped their target price on Texas Instruments from $255.00 to $300.00 and gave the company a “neutral” rating in a research note on Tuesday, May 19th. Susquehanna reaffirmed a “positive” rating and set a $300.00 target price on shares of Texas Instruments in a research note on Thursday, April 23rd. KeyCorp raised Texas Instruments from an “overweight” rating to a “sector weight” rating in a research note on Friday, May 22nd. Finally, Rosenblatt Securities upped their target price on Texas Instruments from $240.00 to $330.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have issued a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $265.57.

Key Texas Instruments News

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

• Positive Sentiment: Market commentary highlighted Texas Instruments as one of the semiconductor names positioned to benefit from AI’s rising power-supply and analog-chip bottlenecks, which could support future demand. Article Link
• Positive Sentiment: Zacks included TXN in a list of AI stocks to buy, citing strong demand trends across the semiconductor space. Article Link
• Positive Sentiment: Industry coverage of the long-distance wireless connection MCU market named Texas Instruments among major players benefiting from growth in IoT, 5G, and energy-efficient devices. Article Link
• Neutral Sentiment: Texas Instruments presented at Bernstein’s annual strategic decisions conference, but the transcript headline does not indicate a major new catalyst by itself. Article Link
• Neutral Sentiment: Short-interest data showed no meaningful short position change, offering little directional signal for the stock.
• Negative Sentiment: A GuruFocus report said TXN has pulled back and still looks overvalued, which can weigh on investor sentiment and valuation expectations. Article Link

Insider Activity at Texas Instruments

In other Texas Instruments news, CEO Haviv Ilan sold 20,000 shares of the firm’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the transaction, the chief executive officer directly owned 204,339 shares in the company, valued at $57,280,308.48. This trade represents a 8.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, VP Mark T. Roberts sold 28,080 shares of the firm’s stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $280.34, for a total value of $7,871,947.20. Following the transaction, the vice president owned 53,809 shares in the company, valued at $15,084,815.06. The trade was a 34.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 303,475 shares of company stock worth $85,666,638 over the last three months. Corporate insiders own 0.60% of the company’s stock.

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.