Janus Henderson Group PLC Lowers Stock Holdings in Texas Instruments Incorporated $TXN - marketbeat.com

In Q1 2026, Janus Henderson Group PLC reduced its stake in Texas Instruments (TXN) by 36.7%, selling 892,791 shares, leaving it with approximately 1.54 million shares valued at $299 million. Despite t... Read original →

Janus Henderson's reduction in Texas Instruments (TXN) stake signals institutional caution amid elevated valuations, yet top analysts maintain bullish outlooks, underscoring enduring demand for analog and embedded chips. This move may trigger broader reassessments across the semiconductor sector, especially in AI and industrial applications. From a compliance standpoint, ongoing geopolitical tensions and supply chain fragility—particularly in Taiwan, China and Hong Kong, China—pose rising operational costs for firms. Competitors are likely to accelerate AI chip development to gain market share. Over the next 12–24 months, analog chip demand will be driven by AI, IoT, and automotive trends. If TXN sustains earnings growth and dividend payouts, it will likely retain long-term investor interest.