Public Employees Retirement System of Ohio Has $73.10 Million Stock Holdings in Texas Instruments Incorporated $TXN

Public Employees Retirement System of Ohio boosted its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 2.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 376,524 shares of the semiconductor company’s stock after purchasing an additional 7,308 shares during the period. Public Employees Retirement System of Ohio’s holdings in Texas Instruments were worth $73,098,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the stock. High Point Wealth Management LLC acquired a new stake in Texas Instruments in the 4th quarter valued at $25,000. Strategic Wealth Investment Group LLC acquired a new position in Texas Instruments during the second quarter worth $25,000. Advocate Investing Services LLC acquired a new position in Texas Instruments during the fourth quarter worth $25,000. Ares Financial Consulting LLC bought a new position in shares of Texas Instruments during the fourth quarter valued at $26,000. Finally, Cornerstone Financial Management LLC bought a new position in shares of Texas Instruments during the fourth quarter valued at $27,000. 84.99% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the stock. TD Cowen lowered their target price on shares of Texas Instruments from $360.00 to $340.00 and set a “buy” rating on the stock in a report on Thursday. Cantor Fitzgerald reissued a “neutral” rating on shares of Texas Instruments in a report on Monday. UBS Group restated a “buy” rating and issued a $380.00 price target on shares of Texas Instruments in a research report on Thursday. HC Wainwright cut shares of Texas Instruments to a “neutral” rating in a research note on Friday, May 22nd. Finally, Wells Fargo & Company raised their price objective on shares of Texas Instruments from $300.00 to $310.00 and gave the stock an “equal weight” rating in a report on Thursday. Fourteen investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $307.60.

Insider Activity at Texas Instruments

In other news, VP Mohammad Yunus sold 51,098 shares of the stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total transaction of $13,818,943.12. Following the sale, the vice president directly owned 52,856 shares of the company’s stock, valued at $14,294,376.64. This represents a 49.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Mark T. Roberts sold 28,080 shares of the firm’s stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $280.34, for a total transaction of $7,871,947.20. Following the completion of the sale, the vice president directly owned 53,809 shares of the company’s stock, valued at approximately $15,084,815.06. This represents a 34.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 199,143 shares of company stock valued at $56,959,010 in the last three months. 0.60% of the stock is currently owned by corporate insiders.

Texas Instruments Stock Performance

Shares of NASDAQ:TXN opened at $284.99 on Friday. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $334.03. The firm has a market cap of $259.37 billion, a PE ratio of 43.38, a price-to-earnings-growth ratio of 1.51 and a beta of 1.32. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. The business has a fifty day moving average of $301.53 and a 200-day moving average of $247.14.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.91 by $0.23. Texas Instruments had a net margin of 31.11% and a return on equity of 36.55%. The business had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. During the same quarter in the prior year, the company earned $1.41 EPS. The firm’s quarterly revenue was up 22.8% on a year-over-year basis. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, equities research analysts predict that Texas Instruments Incorporated will post 7.69 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, August 11th. Shareholders 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 dividend on an annualized basis and a dividend yield of 2.0%. Texas Instruments’s payout ratio is currently 97.26%.

Key Texas Instruments News

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

• Positive Sentiment: Texas Instruments beat Q2 estimates, reporting EPS of $2.14 on revenue of $5.46 billion, with sales up 22.8% year over year and net income rising sharply. Article Title
• Positive Sentiment: Management also raised Q3 guidance above Wall Street expectations, signaling continued demand recovery in industrial, data center and automotive markets. Article Title
• Positive Sentiment: Several analysts turned more constructive: JPMorgan raised its target to $340 with an overweight rating, TD Cowen kept a buy rating and cut its target to $340, and KeyCorp lifted its target to $400. Article Title
• Positive Sentiment: Commentary around strong AI data center demand and broader semiconductor momentum is reinforcing the long-term growth narrative for TXN. Article Title
• Neutral Sentiment: Texas Instruments remains part of a strong semiconductor sector rally, which may provide support, but the stock is also vulnerable to post-earnings “sell the news” behavior after a strong run. Article Title
• Negative Sentiment: Despite the strong report, shares have slipped as investors question whether the results were already priced in after a big rally and high expectations for chip stocks. Article Title

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.