Keybank National Association OH Sells 4,203 Shares of Texas Instruments Incorporated $TXN

Keybank National Association OH decreased its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 3.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 113,542 shares of the semiconductor company’s stock after selling 4,203 shares during the period. Keybank National Association OH’s holdings in Texas Instruments were worth $20,861,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the stock. Strategic Wealth Investment Group LLC bought a new stake in shares of Texas Instruments in the second quarter valued at about $25,000. Pacifica Partners Inc. increased its stake in Texas Instruments by 85.2% during the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 69 shares during the period. Grey Fox Wealth Advisors LLC acquired a new position in Texas Instruments in the 3rd quarter valued at approximately $29,000. LGT Financial Advisors LLC lifted its position in shares of Texas Instruments by 328.9% in the 2nd quarter. LGT Financial Advisors LLC now owns 193 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 148 shares during the period. Finally, Mid American Wealth Advisory Group Inc. acquired a new stake in shares of Texas Instruments during the 2nd quarter worth approximately $40,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the company. Exane BNP Paribas upgraded Texas Instruments from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 22nd. The Goldman Sachs Group increased their price objective on shares of Texas Instruments from $156.00 to $175.00 and gave the company a “sell” rating in a research note on Wednesday. Barclays set a $175.00 price objective on shares of Texas Instruments in a report on Wednesday. BNP Paribas Exane set a $190.00 target price on shares of Texas Instruments and gave the company a “neutral” rating in a research note on Thursday, January 22nd. Finally, Sanford C. Bernstein restated a “market perform” rating and set a $205.00 price target on shares of Texas Instruments in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $212.92.

Texas Instruments Stock Performance

NASDAQ TXN opened at $215.55 on Friday. The firm has a market cap of $195.85 billion, a price-to-earnings ratio of 39.62, a PEG ratio of 2.01 and a beta of 1.00. The company has a 50 day moving average of $183.05 and a 200-day moving average of $182.48. The company has a current ratio of 4.35, a quick ratio of 2.90 and a debt-to-equity ratio of 0.83. Texas Instruments Incorporated has a 1-year low of $139.95 and a 1-year high of $222.00.

Texas Instruments (NASDAQ:TXN) last announced its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing the consensus estimate of $1.29 by ($0.02). The business had revenue of $4.42 billion during the quarter, compared to analyst estimates of $4.44 billion. Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.During the same period in the previous year, the firm earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, equities analysts forecast that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th will be issued 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 is Friday, January 30th. Texas Instruments’s dividend payout ratio is presently 104.41%.

Insiders Place Their Bets

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

Texas Instruments News Summary

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

• Positive Sentiment: Multiple brokerages raised ratings or price targets this morning (signals of renewed analyst confidence). Rosenblatt and Benchmark issued bullish notes calling for further upside; Truist raised its price target to $225; TD Cowen to $240; Jefferies to $210; Stifel to $215; Mizuho nudged its target; and Bank of America upgraded the stock. These calls reinforce the re-rating narrative around TXN. Read More. Read More. Read More. Read More. Read More. Read More. Read More. Read More.
• Positive Sentiment: Corporate outlook and segment mix point to durable growth: management highlighted strong momentum in Industrial, Automotive and especially Data Center (Data Center up sharply year-over-year), prompting a re-rating of TXN as exposure to AI/infrastructure grows. Analysts are framing the guidance as proof of strengthening demand. Read More. Read More.
• Positive Sentiment: Heavy call-option activity and speculative positioning — nearly 395k calls traded in a day — indicates elevated bullish interest from options traders and can amplify short-term upside if momentum resumes. Read More.
• Neutral Sentiment: Analyst divergences: while many shops raised targets, price targets vary widely (street-highs vs. some lower estimates), so consensus is shifting but not yet uniform — watch follow-up revisions. Read More.
• Negative Sentiment: Q4 results had small topline and EPS misses and included a non-cash impairment and some gross-margin pressure — items that could justify near-term profit-taking or keep some traders cautious despite upbeat guidance. Read More.

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.