Mcdonald Partners LLC Has $2.01 Million Stake in Texas Instruments Incorporated $TXN

Mcdonald Partners LLC cut its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 13.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 11,555 shares of the semiconductor company’s stock after selling 1,800 shares during the period. Mcdonald Partners LLC’s holdings in Texas Instruments were worth $2,005,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the company. Bogart Wealth LLC increased its stake in shares of Texas Instruments by 7.8% during the 4th quarter. Bogart Wealth LLC now owns 647 shares of the semiconductor company’s stock worth $112,000 after purchasing an additional 47 shares during the last quarter. Emerald Advisors LLC increased its stake in shares of Texas Instruments by 0.8% during the 4th quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company’s stock worth $1,195,000 after purchasing an additional 52 shares during the last quarter. Wagner Wealth Management LLC increased its stake in shares of Texas Instruments by 3.4% during the 4th quarter. Wagner Wealth Management LLC now owns 1,563 shares of the semiconductor company’s stock worth $271,000 after purchasing an additional 52 shares during the last quarter. BOS Asset Management LLC increased its stake in shares of Texas Instruments by 4.4% during the 4th quarter. BOS Asset Management LLC now owns 1,324 shares of the semiconductor company’s stock worth $230,000 after purchasing an additional 56 shares during the last quarter. Finally, JNBA Financial Advisors increased its stake in shares of Texas Instruments by 5.8% during the 4th quarter. JNBA Financial Advisors now owns 1,026 shares of the semiconductor company’s stock worth $178,000 after purchasing an additional 56 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Texas Instruments news, VP Mark Gary sold 13,689 shares of Texas Instruments stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $279.25, for a total value of $3,822,653.25. Following the completion of the sale, the vice president owned 45,547 shares in the company, valued at $12,718,999.75. The trade was a 23.11% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Katharine Kane sold 6,125 shares of Texas Instruments stock in a transaction dated Monday, April 27th. The stock was sold at an average price of $270.41, for a total transaction of $1,656,261.25. Following the completion of the sale, the senior vice president owned 25,212 shares of the company’s stock, valued at $6,817,576.92. This trade represents a 19.55% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 321,268 shares of company stock worth $82,391,712. 0.60% of the stock is currently owned by insiders.

Texas Instruments Stock Performance

Shares of TXN stock opened at $280.70 on Friday. The company has a market capitalization of $255.46 billion, a price-to-earnings ratio of 48.06, a PEG ratio of 1.42 and a beta of 1.31. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. The company has a 50-day simple moving average of $212.93 and a 200 day simple moving average of $193.79. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $287.83.

Texas Instruments (NASDAQ:TXN) last announced its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping the consensus estimate of $1.37 by $0.31. The business had revenue of $4.83 billion during the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. Texas Instruments’s revenue was up 18.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, sell-side analysts predict that Texas Instruments Incorporated will post 7.6 earnings per share for the current year.

Texas Instruments Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be paid a $1.42 dividend. The ex-dividend date is Tuesday, May 5th. This represents a $5.68 annualized dividend and a yield of 2.0%. Texas Instruments’s payout ratio is 97.26%.

Key Headlines Impacting Texas Instruments

Here are the key news stories impacting Texas Instruments this week:

• Positive Sentiment: Q1 beat and constructive Q2 outlook — TXN reported an EPS beat for Q1 and set Q2 revenue of ~$5.0–$5.4B with EPS guidance $1.77–$2.05, signaling continued demand strength into the quarter. Texas Instruments (TXN) Sees Stable Pricing in Q2, Signals Possible H2 Increases
• Positive Sentiment: Analysts raising targets and reaffirming buy thesis — Several firms lifted price targets after the quarter, supporting momentum and institutional interest. Texas Instruments Incorporated (NASDAQ:TXN) Receives $257.68 Average PT from Analysts
• Positive Sentiment: Strategic edge‑AI partnership — A collaboration with Lattice to pair TI sensing tech with low‑latency sensor fusion broadens addressable markets in robotics/industrial edge AI. Is Lattice’s TI-Powered Real-Time Sensor Fusion Push Altering The Investment Case For Lattice Semiconductor?
• Neutral Sentiment: Momentum/technical breakout — Commentators note a steep multi‑week rally that has strengthened sentiment but raises cyclicality risk. Texas Instruments’ Breakout Was 5 Years in the Making. Does It Have Legs?
• Neutral Sentiment: Dividend supports income profile — TXN declared a $1.42 quarterly dividend (ex‑dividend May 5), attractive to income buyers but noted payout ratio is high.
• Negative Sentiment: Heavy insider selling — Multiple insiders disclosed large sales this week (including VP Mohammad Yunus’s ~51k‑share sale and reported senior exec/CFO sales), which can create short‑term selling pressure. Mohammad Yunus Sells 51,098 Shares of Texas Instruments (NASDAQ:TXN) Stock
• Negative Sentiment: Valuation and overbought warnings — Some market pieces flag the chip rally and high multiples as a risk, which may spur profit‑taking if momentum fades. 5 Overbought Tech Stocks to Sell for Profit

Analysts Set New Price Targets

Several research firms have recently weighed in on TXN. BNP Paribas Exane upgraded shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 22nd. Raymond James Financial set a $240.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. DZ Bank upgraded shares of Texas Instruments to a “strong sell” rating in a research note on Monday, February 9th. Zacks Research upgraded shares of Texas Instruments from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 24th. Finally, JPMorgan Chase & Co. lifted their target price on shares of Texas Instruments from $227.00 to $280.00 and gave the stock an “overweight” rating in a report on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $257.68.

Texas Instruments Company 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.