MUFG Securities EMEA plc Boosts Stake in Texas Instruments Incorporated $TXN

MUFG Securities EMEA plc increased its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 114.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 37,250 shares of the semiconductor company’s stock after purchasing an additional 19,849 shares during the period. MUFG Securities EMEA plc’s holdings in Texas Instruments were worth $6,463,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in the stock. Bogart Wealth LLC boosted its position in Texas Instruments by 7.8% in the 4th quarter. Bogart Wealth LLC now owns 647 shares of the semiconductor company’s stock valued at $112,000 after buying an additional 47 shares during the period. Larson Financial Group LLC boosted its position in Texas Instruments by 0.5% in the 4th quarter. Larson Financial Group LLC now owns 10,228 shares of the semiconductor company’s stock valued at $1,775,000 after buying an additional 47 shares during the period. Emerald Advisors LLC boosted its position in Texas Instruments by 0.8% in the 4th 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 boosted its position in Texas Instruments by 3.4% in the 4th 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. Finally, McIlrath & Eck LLC boosted its position in Texas Instruments by 16.5% in the 4th 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. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments News Summary

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

• Positive Sentiment: Market commentary highlighted Texas Instruments as one of the semiconductor names positioned to benefit from AI’s rising power-supply and analog-chip bottlenecks, which could support future demand. Article Link
• Positive Sentiment: Zacks included TXN in a list of AI stocks to buy, citing strong demand trends across the semiconductor space. Article Link
• Positive Sentiment: Industry coverage of the long-distance wireless connection MCU market named Texas Instruments among major players benefiting from growth in IoT, 5G, and energy-efficient devices. Article Link
• Neutral Sentiment: Texas Instruments presented at Bernstein’s annual strategic decisions conference, but the transcript headline does not indicate a major new catalyst by itself. Article Link
• Neutral Sentiment: Short-interest data showed no meaningful short position change, offering little directional signal for the stock.
• Negative Sentiment: A GuruFocus report said TXN has pulled back and still looks overvalued, which can weigh on investor sentiment and valuation expectations. Article Link

Insider Activity

In related news, CEO Haviv Ilan sold 20,000 shares of Texas Instruments stock in a transaction on Monday, May 4th. The shares were sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the sale, the chief executive officer directly owned 204,339 shares in the company, valued at $57,280,308.48. This trade represents a 8.92% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Shanon J. Leonard sold 4,963 shares of Texas Instruments stock in a transaction on Monday, May 11th. The stock was sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the sale, the vice president owned 24,867 shares in the company, valued at $7,341,235.74. This represents a 16.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 303,475 shares of company stock worth $85,666,638 over the last three months. Company insiders own 0.60% of the company’s stock.

Texas Instruments Price Performance

Shares of TXN opened at $305.68 on Monday. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $331.51. The firm’s fifty day simple moving average is $250.76 and its 200-day simple moving average is $211.94. The firm has a market capitalization of $278.20 billion, a price-to-earnings ratio of 52.34, a PEG ratio of 1.53 and a beta of 1.32. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77.

Texas Instruments (NASDAQ:TXN) last announced 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 analyst estimates of $4.85 billion. During the same period last year, the business earned $1.23 EPS. 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. Equities analysts forecast that Texas Instruments Incorporated will post 7.66 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the stock. Citigroup raised their price target on shares of Texas Instruments from $235.00 to $280.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. Rosenblatt Securities raised their price target on shares of Texas Instruments from $240.00 to $330.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. DZ Bank raised shares of Texas Instruments to a “strong sell” rating in a research report on Monday, February 9th. Wells Fargo & Company raised their price target on shares of Texas Instruments from $215.00 to $260.00 and gave the company an “equal weight” rating in a research report on Thursday, April 23rd. Finally, Mizuho raised their price target on shares of Texas Instruments from $255.00 to $300.00 and gave the company a “neutral” rating in a research report on Tuesday, May 19th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have given a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $265.57.

About Texas Instruments

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.