North Dakota State Investment Board Buys Shares of 31,169 Texas Instruments Incorporated $TXN

North Dakota State Investment Board bought a new stake in Texas Instruments Incorporated (NASDAQ:TXN) during the fourth quarter, Holdings Channel.com reports. The firm bought 31,169 shares of the semiconductor company’s stock, valued at approximately $5,408,000.

A number of other hedge funds also recently added to or reduced their stakes in TXN. Brighton Jones LLC lifted its stake in Texas Instruments by 33.4% in the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after buying an additional 4,218 shares during the last quarter. Intech Investment Management LLC lifted its stake 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 last quarter. Osterweis Capital Management Inc. lifted its stake in Texas Instruments by 1,810.0% in 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 during the last quarter. Main Street Financial Solutions LLC lifted its stake in Texas Instruments by 1.7% in 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 during the last quarter. Finally, HUB Investment Partners LLC lifted its stake in Texas Instruments by 3.5% in 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 during the last quarter. 84.99% of the stock is currently owned by institutional investors.

Trending Headlines about 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

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on TXN. BNP Paribas Exane upgraded Texas Instruments from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 22nd. The Goldman Sachs Group lifted their price objective on shares of Texas Instruments from $175.00 to $200.00 and gave the company a “sell” rating in a research note on Thursday, April 23rd. Wells Fargo & Company lifted their price objective on shares of Texas Instruments from $215.00 to $260.00 and gave the company an “equal weight” rating in a research note on Thursday, April 23rd. Bank of America upgraded shares of Texas Instruments from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $235.00 to $320.00 in a research note on Thursday, April 23rd. Finally, Morgan Stanley restated an “underweight” rating and set a $180.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $260.38.

Insider Transactions at Texas Instruments

In related news, VP Mark T. Roberts sold 28,080 shares of Texas Instruments stock in a transaction dated 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 of the company’s stock, valued at approximately $15,084,815.06. This trade represents a 34.29% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Amichai Ron sold 18,365 shares of Texas Instruments stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $272.43, for a total value of $5,003,176.95. Following the completion of the transaction, the vice president directly owned 81,085 shares in the company, valued at $22,089,986.55. This represents a 18.47% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 310,318 shares of company stock worth $87,212,814 in the last three months. Insiders own 0.60% of the company’s stock.

Texas Instruments Price Performance

Shares of Texas Instruments stock opened at $302.73 on Monday. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77. The company’s 50-day moving average price is $227.87 and its two-hundred day moving average price is $201.57. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $310.29. The stock has a market cap of $275.51 billion, a PE ratio of 51.84, a price-to-earnings-growth ratio of 1.51 and a beta of 1.31.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping the consensus estimate of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm had revenue of $4.83 billion for the quarter, compared to analysts’ expectations of $4.85 billion. During the same period in the previous year, the business earned $1.23 earnings per share. Texas Instruments’s revenue for the quarter was up 18.6% compared to the same quarter last year. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, sell-side analysts anticipate that Texas Instruments Incorporated will post 7.69 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th will be paid a $1.42 dividend. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a yield of 1.9%. Texas Instruments’s dividend payout ratio (DPR) is currently 97.26%.

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.