Fayez Sarofim & Co Sells 381,555 Shares of Texas Instruments Incorporated $TXN

Fayez Sarofim & Co cut its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 8.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,096,612 shares of the semiconductor company’s stock after selling 381,555 shares during the quarter. Texas Instruments comprises about 1.8% of Fayez Sarofim & Co’s portfolio, making the stock its 14th biggest position. Fayez Sarofim & Co owned approximately 0.45% of Texas Instruments worth $757,861,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Strategic Wealth Investment Group LLC bought a new stake in Texas Instruments during the second quarter valued at about $25,000. Pacifica Partners Inc. lifted its position in shares of Texas Instruments by 85.2% during the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 69 shares during the last quarter. Grey Fox Wealth Advisors LLC bought a new stake in shares of Texas Instruments in the 3rd quarter valued at about $29,000. Clal Insurance Enterprises Holdings Ltd grew its position in shares of Texas Instruments by 69.9% in the 2nd quarter. Clal Insurance Enterprises Holdings Ltd now owns 192 shares of the semiconductor company’s stock worth $40,000 after buying an additional 79 shares during the last quarter. Finally, Osterweis Capital Management Inc. raised its stake in shares of Texas Instruments by 1,810.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 181 shares in the last quarter. 84.99% of the stock is owned by institutional investors.

Texas Instruments Price Performance

NASDAQ TXN opened at $190.78 on Monday. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.83. The stock’s fifty day moving average price is $205.83 and its 200 day moving average price is $186.09. Texas Instruments Incorporated has a 1 year low of $139.95 and a 1 year high of $231.32. The company has a market cap of $173.70 billion, a price-to-earnings ratio of 35.07, a PEG ratio of 1.72 and a beta of 1.01.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.The firm had revenue of $4.42 billion during the quarter, compared to analysts’ expectations of $4.44 billion. During the same quarter last year, the business earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, equities research analysts forecast that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were paid a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 3.0%. The ex-dividend date was Friday, January 30th. Texas Instruments’s dividend payout ratio (DPR) is presently 104.41%.

Insider Activity

In related news, CFO Rafael R. Lizardi sold 7,096 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $230.78, for a total value of $1,637,614.88. Following the sale, the chief financial officer owned 85,454 shares in the company, valued at $19,721,074.12. This represents a 7.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Mark Gary sold 12,921 shares of the stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $230.10, for a total transaction of $2,973,122.10. Following the completion of the transaction, the vice president owned 45,547 shares in the company, valued at approximately $10,480,364.70. This trade represents a 22.10% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 114,284 shares of company stock valued at $25,531,935. 0.60% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on TXN shares. The Goldman Sachs Group lifted their price target on shares of Texas Instruments from $156.00 to $175.00 and gave the stock a “sell” rating in a report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft boosted their target price on Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. Jefferies Financial Group increased their price target on Texas Instruments from $180.00 to $210.00 and gave the company a “hold” rating in a research note on Wednesday, January 28th. DZ Bank raised Texas Instruments to a “strong sell” rating in a report on Monday, February 9th. Finally, Stifel Nicolaus boosted their price target on Texas Instruments from $200.00 to $215.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have issued a Hold rating and five have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $214.77.

Texas Instruments 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.