PensionDanmark Pensionsforsikringsaktieselskab Sells 7,301 Shares of Texas Instruments Incorporated $TXN

PensionDanmark Pensionsforsikringsaktieselskab decreased its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 4.2% in the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 165,824 shares of the semiconductor company’s stock after selling 7,301 shares during the quarter. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in Texas Instruments were worth $49,427,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of TXN. Norges Bank purchased a new stake in Texas Instruments during the 4th quarter valued at $2,516,628,000. Bank of New York Mellon Corp raised its stake in shares of Texas Instruments by 33.6% in the first quarter. Bank of New York Mellon Corp now owns 16,402,834 shares of the semiconductor company’s stock valued at $3,184,446,000 after acquiring an additional 4,129,601 shares during the period. Amundi lifted its holdings in shares of Texas Instruments by 61.0% in the 3rd quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock worth $1,717,240,000 after acquiring an additional 3,580,147 shares during the last quarter. Van ECK Associates Corp lifted its holdings in shares of Texas Instruments by 27.1% in the 4th quarter. Van ECK Associates Corp now owns 11,608,265 shares of the semiconductor company’s stock worth $2,013,918,000 after acquiring an additional 2,474,062 shares during the last quarter. Finally, Franklin Resources Inc. boosted its stake in shares of Texas Instruments by 26.9% during the 4th quarter. Franklin Resources Inc. now owns 9,153,622 shares of the semiconductor company’s stock worth $1,588,062,000 after purchasing an additional 1,938,788 shares during the period. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Trading Up 0.2%

TXN stock opened at $278.40 on Friday. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $334.03. The firm’s 50-day moving average is $295.23 and its 200 day moving average is $253.38. The company has a market capitalization of $254.25 billion, a PE ratio of 42.37, a P/E/G ratio of 1.10 and a beta of 1.33. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, topping analysts’ consensus estimates of $1.91 by $0.23. The business had revenue of $5.46 billion for 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 company’s revenue for the quarter was up 22.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, research analysts anticipate that Texas Instruments Incorporated will post 8.35 EPS for the current year.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 11th. Investors of record on Friday, July 31st will be paid a $1.42 dividend. The ex-dividend date of this dividend is Friday, July 31st. This represents a $5.68 annualized dividend and a yield of 2.0%. Texas Instruments’s dividend payout ratio is 86.45%.

Analyst Ratings Changes

TXN has been the subject of several analyst reports. Susquehanna raised their price objective on shares of Texas Instruments from $300.00 to $340.00 and gave the stock a “positive” rating in a research note on Tuesday, July 21st. Wall Street Zen raised Texas Instruments from a “hold” rating to a “buy” rating in a research note on Saturday, July 18th. Arete Research set a $405.00 price target on Texas Instruments and gave the stock a “buy” rating in a report on Wednesday, July 29th. Mizuho raised their price target on Texas Instruments from $300.00 to $305.00 and gave the stock a “neutral” rating in a research note on Thursday, July 23rd. Finally, Morgan Stanley boosted their price objective on Texas Instruments from $230.00 to $255.00 and gave the company an “underweight” rating in a report on Thursday, July 23rd. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, nine have assigned a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat.com, Texas Instruments has an average rating of “Hold” and a consensus target price of $312.12.

Key Texas Instruments News

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

• Positive Sentiment: Zacks names TXN a Strong Buy. Texas Instruments was added to Zacks’ Rank #1 (Strong Buy) lists for momentum, income and overall stock selection. This reinforces favorable near-term technical and fundamental sentiment. New Strong Buy Stocks for August 6th
• Positive Sentiment: Several longer-term EPS forecasts increased. Zacks Research raised estimates for Q4 2026, Q1 2027, Q4 2027, FY2027 and FY2028. The FY2027 forecast increased to $9.13 from $8.54, while FY2028 rose to $10.34 from $10.15, suggesting expectations for improving earnings momentum. Texas Instruments analyst estimates
• Positive Sentiment: Industrial and data-center growth remain key catalysts. Recent coverage highlighted Texas Instruments’ strong industrial performance, doubled year-over-year data-center revenue and accelerating automotive sales. GE Appliances also plans to use TI microcontrollers and connectivity products in its next generation of connected appliances, expanding the company’s embedded-chip opportunity. Texas Instruments Lands GE Appliances Role
• Neutral Sentiment: Analyst views remain constructive but not uniformly bullish. Despite the estimate increases, Zacks Research maintains a “Hold” rating. Analysts have cited TXN’s long-term growth prospects and a consensus price target near $312, but the stock’s elevated valuation makes continued execution important. Are Wall Street Analysts Bullish on Texas Instruments Stock?
• Negative Sentiment: Broader chip-sector weakness is a risk. Sandisk’s weak outlook triggered a selloff in AI-linked semiconductor stocks, while Qualcomm’s handset-chip revenue is reportedly shrinking on both Android and Apple exposure. Although neither development directly changes TXN’s fundamentals, it can weigh on sentiment across semiconductor stocks. Sandisk’s Weak Guidance Sends AI Chip Stocks Tumbling

Insider Transactions at Texas Instruments

In other Texas Instruments news, CFO Rafael R. Lizardi sold 47,734 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the transaction, 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 position. The transaction was disclosed in a document filed with the SEC, 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 shares were sold at an average price of $295.22, for a total value of $1,465,176.86. Following the sale, the vice president directly owned 24,867 shares of the company’s stock, valued at approximately $7,341,235.74. This trade represents a 16.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 66,535 shares of company stock worth $20,425,724 in the last ninety days. 0.60% of the stock is owned by company insiders.

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.