Nykredit A S Invests $80.64 Million in Texas Instruments Incorporated $TXN

Nykredit A S bought a new position in Texas Instruments Incorporated (NASDAQ:TXN) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 270,524 shares of the semiconductor company’s stock, valued at approximately $80,635,000.

A number of other institutional investors have also recently added to or reduced their stakes in TXN. Brighton Jones LLC grew its holdings in shares of Texas Instruments by 33.4% during the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after purchasing an additional 4,218 shares during the period. Intech Investment Management LLC raised its holdings in Texas Instruments by 12.8% in the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after buying an additional 1,031 shares during the period. Osterweis Capital Management Inc. lifted its position in Texas Instruments by 1,810.0% during the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 181 shares in the last quarter. Main Street Financial Solutions LLC lifted its position in Texas Instruments by 1.7% during the second quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock valued at $1,540,000 after buying an additional 126 shares in the last quarter. Finally, HUB Investment Partners LLC lifted its position in Texas Instruments by 3.5% during the second quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after buying an additional 496 shares in the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Analyst sentiment improved on expectations for a stronger sales outlook, supporting the view that demand for Texas Instruments’ analog and embedded-processing chips is recovering. Texas Instruments: Rating Upgrade On Stronger Sales Outlook
• Positive Sentiment: Texas Instruments’ latest quarterly results exceeded expectations, with earnings per share of $2.14 versus the $1.91 consensus and revenue of $5.46 billion versus $5.26 billion. Revenue increased 22.8% year over year, and management guided to third-quarter EPS of $2.23 to $2.57.
• Positive Sentiment: The stock retains a “Moderate Buy” consensus rating, with analysts’ average price target of $312.12—above recent trading levels—while the company continues to offer a quarterly dividend of $1.42 per share, or $5.68 annualized. Brokerages Set Texas Instruments Price Target
• Neutral Sentiment: Texas Instruments has outperformed many semiconductor peers over the past year, but analysts maintain a cautiously optimistic outlook, reflecting valuation and macroeconomic risks. Texas Instruments Stock Performance Compared to Other Semiconductor Stocks
• Negative Sentiment: Shares weakened as a global bond selloff pushed long-term yields higher, pressuring high-multiple technology and semiconductor stocks. Surging oil prices added to inflation concerns and could keep interest rates elevated. Texas Instruments: Why Is the Chipmaker Back in the Spotlight?
• Negative Sentiment: A Texas Instruments vice president sold 7,000 shares worth approximately $1.85 million, reducing the executive’s direct holdings by 23.19%. The transaction is modest relative to the company’s size but may add a small negative signal for investors. Texas Instruments VP Stock Sale

Insiders Place Their Bets

In other news, VP Tsedeniya Abraham sold 7,000 shares of the firm’s stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the completion of the sale, the vice president directly owned 23,181 shares in the company, valued at $6,134,388.03. This trade represents a 23.19% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.60% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on TXN shares. Benchmark increased their price objective on shares of Texas Instruments from $315.00 to $360.00 and gave the stock a “buy” rating in a research report on Thursday, July 23rd. Citigroup restated a “buy” rating on shares of Texas Instruments in a report on Tuesday, July 14th. UBS Group reaffirmed a “buy” rating and set a $380.00 price target on shares of Texas Instruments in a research report on Thursday, July 23rd. Wall Street Zen upgraded Texas Instruments from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. Finally, KeyCorp raised their price objective on Texas Instruments from $390.00 to $400.00 and gave the company an “overweight” rating in a research report on Thursday, July 23rd. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have given a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $312.12.

Texas Instruments Trading Up 0.6%

TXN opened at $254.80 on Thursday. The firm’s 50 day moving average is $281.88 and its 200-day moving average is $261.05. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $334.03. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. The firm has a market capitalization of $232.70 billion, a P/E ratio of 38.78, a P/E/G ratio of 1.42 and a beta of 1.33.

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

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st were given a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend was Friday, July 31st. Texas Instruments’s dividend payout ratio is presently 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.