E. Ohman J:or Asset Management 13F: Adds $20M to TXN Stake

E. Ohman J:or Asset Management raised its stake in Texas Instruments Incorporated TXN by 70,000 shares during the quarter, according to a Form 13F filing disclosed with the SEC on October 22, 2026.

TXN Texas Instruments Incorporated

$284.65 ▲ +63.05% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in E. Ohman J:or Asset Management's Texas Instruments Position

The asset management firm grew its position by 215.1%, moving from 32,541 shares up to 102,541 shares. The reported value of the holding reached about $28.7 million at the close of the period, up from its prior value.

Other Institutional Activity in Texas Instruments

Other large financial institutions adjusted their positions in the semiconductor firm around the same period. Nisa Investment Advisors reduced its holdings by 11,706 shares, ending with 326,980 shares worth about $91.6 million. Bank of New York Mellon Corporation trimmed its stake by 1,343,361 shares, wrapping up the period with 15,059,099 shares valued at approximately $4.2 billion.

Texas Instruments Incorporated Stock Up 2.0%

Texas Instruments shares recently traded around $283.47 as of October 22, 2026, after closing at $281.39 on the filing date. The stock sits below its 52-week high of $334.03 and well above its 52-week low of $152.73.

Recent Earnings

The semiconductor company reported trailing-twelve-month revenue of $19.45 billion and basic earnings per share of $7.71. It achieved a net profit margin of 31.1% and a return on equity of 35.2% over the same period.

Dividend

Texas Instruments pays an annual dividend rate of $6.08 per share, giving it a dividend yield of 2.14% based on recent trading levels. The payout ratio sits at 85.5% of earnings.

Insider Buying and Selling at Texas Instruments Incorporated

Company insiders completed several transactions prior to the filing. Officer Ahmad Bahai sold 5,000 shares on May 14, 2026, at an average price of $309.13 for a total value of $1.5 million. Chief Financial Officer Rafael R. Lizardi disposed of 47,734 shares valued at $14.7 million on May 14, 2026. Director Martin S. Craighead sold 10,000 shares worth about $3.2 million on May 28, 2026, and Officer Tsedeniya Abraham shed 7,000 shares worth $1.85 million on August 27, 2026.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock on October 22, 2026. Morgan Stanley maintained its Underweight rating and lifted its target to $278.00 from $255.00. Barclays kept an Equal-Weight rating and raised its target to $280.00 from $250.00. JP Morgan maintained an Overweight rating while boosting its target from $340.00 to $365.00. Stifel held a Buy rating and raised its target to $370.00 from $360.00, and Rosenblatt kept a Buy rating while lifting its target to $360.00 from $350.00. The stock carries a consensus buy recommendation with a mean price target of $331.11 from 28 analysts.

About Texas Instruments

Texas Instruments designs, manufactures, and sells analog and embedded processing semiconductors to electronics makers across the globe. Headquartered in Dallas, Texas, the company serves customers in industrial, automotive, personal electronics, and enterprise markets.

Bottom Line

Institutional investors tracking Texas Instruments will want to watch upcoming earnings reports and future SEC filings to see how fund sentiment evolves. The mix of insider sales and shifting analyst targets provides additional context for the stock's valuation.