Hamlin Capital Management LLC Sells 140,370 Shares of Texas Instruments Incorporated $TXN

Hamlin Capital Management LLC lowered its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 13.6% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 890,524 shares of the semiconductor company’s stock after selling 140,370 shares during the quarter. Texas Instruments comprises approximately 3.7% of Hamlin Capital Management LLC’s holdings, making the stock its 14th largest holding. Hamlin Capital Management LLC owned 0.10% of Texas Instruments worth $163,616,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Brighton Jones LLC raised its position in shares of Texas Instruments by 33.4% in the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after acquiring an additional 4,218 shares during the period. Intech Investment Management LLC grew its holdings in Texas Instruments by 12.8% during the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after purchasing an additional 1,031 shares during the period. Foundations Investment Advisors LLC increased its stake in Texas Instruments by 2.3% in the second quarter. Foundations Investment Advisors LLC now owns 7,196 shares of the semiconductor company’s stock valued at $1,494,000 after purchasing an additional 160 shares in the last quarter. Cetera Investment Advisers increased its stake in Texas Instruments by 1.5% in the second quarter. Cetera Investment Advisers now owns 200,036 shares of the semiconductor company’s stock valued at $41,532,000 after purchasing an additional 2,942 shares in the last quarter. Finally, Avantax Advisory Services Inc. raised its holdings in Texas Instruments by 11.4% in the second quarter. Avantax Advisory Services Inc. now owns 80,219 shares of the semiconductor company’s stock worth $16,655,000 after purchasing an additional 8,179 shares during the period. 84.99% of the stock is owned by institutional investors and hedge funds.

Texas Instruments Trading Up 0.4%

Shares of NASDAQ:TXN opened at $190.78 on Monday. The firm 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 Incorporated has a 12 month low of $139.95 and a 12 month high of $231.32. The company’s fifty day simple moving average is $205.83 and its 200 day simple moving average is $186.09. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83.

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

Texas Instruments Announces Dividend

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

Insiders Place Their Bets

In other news, Director Mark A. Blinn sold 3,144 shares of the firm’s stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $221.58, for a total transaction of $696,647.52. Following the completion of the transaction, the director directly owned 11,670 shares of the company’s stock, valued at $2,585,838.60. This trade represents a 21.22% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Ahmad Bahai sold 6,500 shares of Texas Instruments stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $230.79, for a total transaction of $1,500,135.00. Following the completion of the sale, the vice president owned 42,488 shares in the company, valued at $9,805,805.52. This trade represents a 13.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 114,284 shares of company stock worth $25,531,935 in the last 90 days. Company insiders own 0.60% of the company’s stock.

Analyst Ratings Changes

TXN has been the topic of a number of recent analyst reports. UBS Group boosted their price target on shares of Texas Instruments from $245.00 to $260.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. JPMorgan Chase & Co. raised their price objective on Texas Instruments from $210.00 to $227.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 28th. Morgan Stanley reiterated an “underweight” rating and set a $180.00 target price on shares of Texas Instruments in a report on Wednesday, January 28th. TD Cowen boosted their target price on Texas Instruments from $225.00 to $240.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Finally, Robert W. Baird set a $225.00 price target on Texas Instruments in a report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have issued a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Texas Instruments has a consensus rating of “Hold” and a consensus target price of $214.77.

About Texas Instruments

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.