Texas Instruments Incorporated (TXN)

In October 2025, Texas Instruments' stock fell approximately 8% following mixed third-quarter results and a weaker outlook. An August 2025 analysis suggested that TI's recent analog revenue rebound might be seasonal, with long-term growth and demand stability remaining uncertain. In the past three months, Texas Instruments insiders have sold more company stock than they have bought, with sales totaling $1,785,987.00. As of January 13, 2026, TXN shares were trading at $187.80, down 1.06% over the past 12 months but up 6.24% over the past 30 days. Texas Instruments has consistently returned capital to shareholders, raising its dividend for 22 consecutive years, and pays a dividend of 3.00%.

Demand for Texas Instruments' products can exhibit seasonality, with fourth-quarter guidance often anticipating a decline in revenue. There is an expectation for seasonality to continue into March, indicating that the first quarter may also experience softness. Historically, a seasonal strength period for Texas Instruments runs from November 10 to March 10. However, recent observations in late 2025 indicated that the expected cyclical recovery for the Analog group was on pause, and there was a surprise in the lack of upside versus seasonal trends in the second half of 2025. The analog chip market is also described as competitive and cyclical.

Texas Instruments Incorporated (TI) is a multinational semiconductor company based in Dallas, Texas, focusing on designing, manufacturing, and selling analog and embedded processing chips used in various electronic systems across industries like industrial, automotive, personal electronics, communications, and enterprise systems. The company operates primarily through its Analog and Embedded Processing segments, with Analog circuits accounting for 77.8% of total revenues in 2024. The Analog segment offers power and signal chain products, while the Embedded Processing segment includes microcontrollers, DSPs, applications processors, wireless connectivity, and radar products. TI also produces Digital Light Processing (DLP) technology and educational technology products like calculators.

Texas Instruments has a global presence with design centers, manufacturing facilities, sales offices, and application support teams worldwide, operating in the United States, China, Rest of Asia, Europe, Middle East and Africa (EMEA), Japan, and Rest of World. In fiscal year 2024, the United States was the largest revenue-generating region, accounting for 33.19% of its total revenue, followed by EMEA and China. TI has 15 manufacturing sites worldwide, including 12 wafer fabs and 7 assembly and test factories as of early 2024. Approximately 14,000 employees are in the Americas, 18,000 in Asia-Pacific, and 2,000 in Europe.

In the past year, Texas Instruments has been recognized by Barron's as one of the Top 100 Most Sustainable Companies, by Forbes as one of the Best Employers for New Grads and Veterans, by WayUp as one of the Top 100 Internship Programs, by Glassdoor as one of the Best Places to Work, and by EcoVadis as a Silver Medal recipient for Environmental Sustainability. The company's headquarters in Dallas, Texas, is also seen as a major technology anchor in the North Texas region.

Texas Instruments' ownership is primarily institutional, with approximately 73.40% of the company's stock owned by institutional investors, 0.15% by insiders, and 26.45% by public companies and individual investors. Major institutional shareholders include The Vanguard Group, BlackRock Institutional Trust, State Street Investment Management, Charles Schwab Investment Management, Geode Capital Management, Invesco Capital (QQQ Trust), Wellington Management, JP Morgan Asset Management, Capital Research Global Investors, and T. Rowe Price Associates.