Mitsubishi UFJ Asset Management Co. Ltd. Takes $1.21 Billion Position in Texas Instruments Incorporated $TXN

Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the 2nd quarter, Holdings Channel.com reports. The institutional investor purchased 4,044,637 shares of the semiconductor company’s stock, valued at approximately $1,205,585,000. Texas Instruments makes up 0.7% of Mitsubishi UFJ Asset Management Co. Ltd.’s holdings, making the stock its 26th largest position.

Other institutional investors also recently bought and sold shares of the company. Swiss Life Asset Management Ltd lifted its stake in shares of Texas Instruments by 10.1% in the 4th quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock valued at $96,321,000 after purchasing an additional 50,808 shares during the period. OVERSEA CHINESE BANKING Corp Ltd purchased a new stake in Texas Instruments in the fourth quarter worth $640,000. Contravisory Investment Management Inc. bought a new position in Texas Instruments in the second quarter worth $1,493,000. K.J. Harrison & Partners Inc bought a new position in Texas Instruments in the fourth quarter worth $1,735,000. Finally, Thrivent Financial for Lutherans lifted its position in Texas Instruments by 126.0% during the fourth quarter. Thrivent Financial for Lutherans now owns 150,454 shares of the semiconductor company’s stock valued at $26,114,000 after buying an additional 83,884 shares during the period. 84.99% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

TXN has been the topic of a number of research reports. Sanford C. Bernstein boosted their target price on shares of Texas Instruments from $250.00 to $290.00 and gave the company a “market perform” rating in a report on Thursday, July 23rd. Morgan Stanley increased their price target on shares of Texas Instruments from $230.00 to $255.00 and gave the stock an “underweight” rating in a research note on Thursday, July 23rd. Stifel Nicolaus lifted their price target on shares of Texas Instruments from $340.00 to $360.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. The Goldman Sachs Group boosted their price objective on shares of Texas Instruments from $200.00 to $225.00 and gave the stock a “sell” rating in a research note on Thursday, July 23rd. Finally, Susquehanna upped their price objective on shares of Texas Instruments from $300.00 to $340.00 and gave the stock a “positive” rating in a report on Tuesday, July 21st. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have issued a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $312.12.

Texas Instruments Stock Performance

NASDAQ TXN opened at $279.58 on Monday. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $334.03. The stock has a market cap of $255.33 billion, a P/E ratio of 42.55, a P/E/G ratio of 1.10 and a beta of 1.33. The stock’s fifty day moving average price is $292.66 and its 200-day moving average price is $257.02. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.91 by $0.23. The firm had revenue of $5.46 billion during the quarter, compared to analyst estimates of $5.26 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.Texas Instruments’s quarterly revenue was up 22.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, equities analysts forecast that Texas Instruments Incorporated will post 8.42 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st were paid a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date was Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is currently 86.45%.

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.