Railway Pension Investments Ltd Increases Stake in Texas Instruments Incorporated $TXN

by · The Cerbat Gem

Railway Pension Investments Ltd grew its position in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 12.4% during the 4th quarter, HoldingsChannel reports. The fund owned 1,011,211 shares of the semiconductor company’s stock after purchasing an additional 111,825 shares during the period. Texas Instruments comprises about 2.1% of Railway Pension Investments Ltd’s investment portfolio, making the stock its 21st largest holding. Railway Pension Investments Ltd’s holdings in Texas Instruments were worth $175,435,000 at the end of the most recent reporting period.

Other institutional investors also recently added to or reduced their stakes in the company. Artisan Partners Limited Partnership increased its stake in Texas Instruments by 1.7% in the 3rd quarter. Artisan Partners Limited Partnership now owns 758,349 shares of the semiconductor company’s stock worth $139,331,000 after buying an additional 12,562 shares during the period. Rothschild & Co Wealth Management UK Ltd increased its stake in Texas Instruments by 1.3% in the 3rd quarter. Rothschild & Co Wealth Management UK Ltd now owns 1,307,580 shares of the semiconductor company’s stock worth $240,242,000 after buying an additional 16,260 shares during the period. Swiss Life Asset Management Ltd increased its stake in Texas Instruments by 10.1% in the 4th quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock worth $96,321,000 after buying an additional 50,808 shares during the period. Greenland Capital Management LP increased its stake in Texas Instruments by 66.3% in the 3rd quarter. Greenland Capital Management LP now owns 58,151 shares of the semiconductor company’s stock worth $10,684,000 after buying an additional 23,177 shares during the period. Finally, Providence Capital Advisors LLC purchased a new position in Texas Instruments in the 3rd quarter worth about $6,347,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments Stock Performance

Shares of Texas Instruments stock opened at $305.68 on Friday. The firm has a market capitalization of $278.20 billion, a P/E ratio of 52.34, a PEG ratio of 1.53 and a beta of 1.31. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The company has a 50 day moving average price of $250.76 and a 200 day moving average price of $211.58. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $331.51.

Texas Instruments (NASDAQ:TXN – Get Free Report) last announced its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating the consensus estimate of $1.37 by $0.31. The firm had revenue of $4.83 billion during the quarter, compared to analyst estimates of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. Texas Instruments’s revenue was up 18.6% on a year-over-year basis. During the same period last year, the firm posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Sell-side analysts expect that Texas Instruments Incorporated will post 7.66 EPS for the current year.

Texas Instruments Announces Dividend

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

Wall Street Analysts Forecast Growth

TXN has been the topic of several recent research reports. Bank of America increased their target price on shares of Texas Instruments from $320.00 to $370.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. Jefferies Financial Group upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a report on Friday, May 22nd. Zacks Research upgraded shares of Texas Instruments from a “hold” rating to a “strong-buy” rating in a report on Friday, April 24th. 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 report on Thursday, April 23rd. Finally, Stifel Nicolaus set a $340.00 price objective on shares of Texas Instruments in a research report on Friday, May 15th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have issued a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $265.57.

Check Out Our Latest Research Report on TXN

Key Texas Instruments News

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 Transactions at Texas Instruments

In other Texas Instruments news, CEO Haviv Ilan sold 20,000 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the chief executive officer directly owned 204,339 shares of the company’s stock, valued at approximately $57,280,308.48. This trade represents a 8.92% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Rafael R. Lizardi sold 47,734 shares of the firm’s stock in a transaction that occurred 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 of the company’s stock, valued at $26,337,928.50. This represents a 35.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 303,475 shares of company stock worth $85,666,638 over the last ninety days. 0.60% of the stock is currently owned by insiders.

About Texas Instruments

(Free Report)

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.

Read More

Want to see what other hedge funds are holding TXN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Texas Instruments Incorporated (NASDAQ:TXN – Free Report).