Canada Post Corp Registered Pension Plan Has $16.47 Million Position in Texas Instruments Incorporated $TXN

Canada Post Corp Registered Pension Plan increased its position in Texas Instruments Incorporated (NASDAQ:TXN) by 4.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 94,953 shares of the semiconductor company’s stock after buying an additional 4,063 shares during the quarter. Canada Post Corp Registered Pension Plan’s holdings in Texas Instruments were worth $16,473,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Bogart Wealth LLC increased its stake in Texas Instruments by 7.8% in 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 during the period. Emerald Advisors LLC increased its stake in shares of Texas Instruments by 0.8% during the fourth quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company’s stock valued at $1,195,000 after buying an additional 52 shares during the period. Wagner Wealth Management LLC increased its stake in shares of Texas Instruments by 3.4% during the fourth 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 increased its stake in shares of Texas Instruments by 16.5% during the fourth 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 increased its stake in shares of Texas Instruments by 4.4% during the fourth 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. Institutional investors and hedge funds own 84.99% of the company’s stock.

Texas Instruments Trading Down 1.8%

NASDAQ TXN opened at $302.73 on Friday. 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 Incorporated has a twelve month low of $152.73 and a twelve month high of $310.29. The firm has a market capitalization of $275.51 billion, a PE ratio of 51.84, a P/E/G ratio of 1.51 and a beta of 1.31. The stock’s 50 day moving average is $227.87 and its 200 day moving average is $201.34.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results 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. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The company had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. During the same period in the previous year, the company posted $1.23 earnings per share. The firm’s revenue was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Research analysts forecast that Texas Instruments Incorporated will post 7.69 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The company 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 is Tuesday, May 5th. This represents a $5.68 annualized dividend and a dividend yield of 1.9%. Texas Instruments’s payout ratio is currently 97.26%.

Key Headlines Impacting Texas Instruments

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

Insider Activity at Texas Instruments

In related news, VP Ahmad Bahai sold 5,000 shares of Texas Instruments stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the sale, the vice president directly owned 42,519 shares in the company, valued at $13,143,898.47. The trade was a 10.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Rafael R. Lizardi sold 47,734 shares of the business’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $308.10, for a total value of $14,706,845.40. Following the completion of the sale, the chief financial officer directly owned 85,485 shares in the company, valued at $26,337,928.50. This trade represents a 35.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 310,318 shares of company stock valued at $87,212,814 over the last ninety days. Insiders own 0.60% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently issued reports on TXN. Sanford C. Bernstein reissued a “market perform” rating and set a $205.00 target price on shares of Texas Instruments in a research note on Wednesday, January 28th. Wells Fargo & Company boosted their target price on Texas Instruments from $215.00 to $260.00 and gave the company an “equal weight” rating in a research note on Thursday, April 23rd. Weiss Ratings raised Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. Raymond James Financial set a $240.00 target price on Texas Instruments in a research note on Wednesday, January 28th. Finally, Rosenblatt Securities boosted 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 research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $260.38.

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.