Texas Instruments Incorporated $TXN Shares Purchased by Brighton Jones LLC

Brighton Jones LLC boosted its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 29.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 24,203 shares of the semiconductor company’s stock after acquiring an additional 5,453 shares during the quarter. Brighton Jones LLC’s holdings in Texas Instruments were worth $6,779,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the stock. BlackRock Inc. acquired a new stake in shares of Texas Instruments during the 2nd quarter worth approximately $24,607,313,000. Bank of New York Mellon Corp increased its holdings in shares of Texas Instruments by 33.6% during the 1st 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 purchasing an additional 4,129,601 shares in the last quarter. Bank of America Corp DE acquired a new position in shares of Texas Instruments in the 2nd quarter valued at $3,700,842,000. Van ECK Associates Corp lifted its stake in shares of Texas Instruments by 1.5% in the 2nd quarter. Van ECK Associates Corp now owns 12,149,167 shares of the semiconductor company’s stock valued at $3,621,302,000 after purchasing an additional 177,511 shares during the period. Finally, Amundi lifted its stake in shares of Texas Instruments by 9.0% in the 1st quarter. Amundi now owns 9,064,214 shares of the semiconductor company’s stock valued at $1,759,727,000 after purchasing an additional 752,139 shares during the period. 84.99% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on TXN shares. Arete Research lowered their price target on shares of Texas Instruments from $405.00 to $381.00 and set a “buy” rating on the stock in a report on Thursday, August 20th. TD Cowen cut their price objective on shares of Texas Instruments from $340.00 to $330.00 and set a “buy” rating for the company in a report on Monday, October 19th. Truist Financial set a $305.00 price objective on shares of Texas Instruments in a research report on Thursday, October 22nd. Barclays increased their target price on shares of Texas Instruments from $250.00 to $280.00 and gave the stock an “equal weight” rating in a research note on Thursday, October 22nd. Finally, Susquehanna restated a “positive” rating on shares of Texas Instruments in a research report on Thursday, October 22nd. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Texas Instruments has a consensus rating of “Moderate Buy” and a consensus price target of $315.37.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Zacks Research raised its Texas Instruments earnings estimates across multiple periods and maintained a “Strong-Buy” rating. It now projects EPS of $8.89 for FY2026, $10.78 for FY2027 and $12.33 for FY2028, suggesting improving expectations for earnings growth. Texas Instruments coverage
• Positive Sentiment: TI announced a compact, pre-certified multiprotocol Industrial Ethernet module and an IO-Link master aimed at connected factories. The products expand its industrial communications portfolio, though the announcement’s near-term financial impact is unclear. Product announcement
• Neutral Sentiment: TI priced $2.0 billion in senior unsecured notes to help finance its planned acquisition of Silicon Laboratories and transaction costs. The financing supports the deal but adds debt; investors will likely focus on the acquisition’s eventual returns. Debt and acquisition coverage
• Negative Sentiment: Recent weakness in TXN has been linked to a broad technology selloff and an AMD quantum-computing announcement that rattled analog-chip shares. These appear to be sector sentiment pressures rather than company-specific deterioration. Sector selloff coverage

Insiders Place Their Bets

In other news, Director Pamela Patsley sold 4,532 shares of the business’s stock in a transaction dated Tuesday, October 27th. The shares were sold at an average price of $301.56, for a total transaction of $1,366,669.92. Following the completion of the sale, the director owned 34,487 shares of the company’s stock, valued at $10,399,899.72. The trade was a 11.61% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Janet Clark sold 4,306 shares of the company’s stock in a transaction dated Tuesday, October 27th. The stock was sold at an average price of $302.46, for a total transaction of $1,302,392.76. Following the transaction, the director owned 11,341 shares of the company’s stock, valued at approximately $3,430,198.86. This trade represents a 27.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 27,968 shares of company stock valued at $8,236,892. 0.60% of the stock is owned by company insiders.

Texas Instruments Trading Down 0.3%

Shares of NASDAQ:TXN opened at $277.36 on Friday. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $334.03. The firm has a market capitalization of $253.44 billion, a price-to-earnings ratio of 35.97, a price-to-earnings-growth ratio of 1.36 and a beta of 1.39. The company has a debt-to-equity ratio of 0.67, a current ratio of 5.59 and a quick ratio of 4.05. The business’s 50 day moving average price is $279.06 and its 200-day moving average price is $261.41.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.40 by $0.22. The firm had revenue of $6.05 billion for the quarter, compared to analysts’ expectations of $5.94 billion. Texas Instruments had a net margin of 34.25% and a return on equity of 40.51%. The firm’s revenue for the quarter was up 27.7% compared to the same quarter last year. During the same quarter last year, the company earned $1.48 EPS. On average, equities research analysts forecast that Texas Instruments Incorporated will post 8.97 earnings per share for the current fiscal year.

Texas Instruments Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, November 10th. Stockholders of record on Friday, October 30th will be given a $1.52 dividend. This represents a $6.08 annualized dividend and a dividend yield of 2.2%. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.42. The ex-dividend date is Friday, October 30th. Texas Instruments’s dividend payout ratio (DPR) is 78.86%.

About Texas Instruments

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.