Lockheed Martin Investment Management Co. Buys 17,660 Shares of Texas Instruments Incorporated $TXN

Lockheed Martin Investment Management Co. raised its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 29.3% in the 4th quarter, Holdings Channel reports. The firm owned 77,980 shares of the semiconductor company’s stock after purchasing an additional 17,660 shares during the quarter. Lockheed Martin Investment Management Co.’s holdings in Texas Instruments were worth $13,529,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. High Point Wealth Management LLC bought a new position in shares of Texas Instruments in the 4th quarter worth about $25,000. Strategic Wealth Investment Group LLC bought a new position in shares of Texas Instruments in the 2nd quarter worth about $25,000. Ares Financial Consulting LLC bought a new position in shares of Texas Instruments in the 4th quarter worth about $26,000. Grey Fox Wealth Advisors LLC bought a new position in shares of Texas Instruments in the 3rd quarter worth about $29,000. Finally, Nvest Wealth Strategies Inc. bought a new position in shares of Texas Instruments in the 4th quarter worth about $33,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

TXN has been the subject of several research analyst reports. Sanford C. Bernstein reissued a “market perform” rating and issued a $205.00 price objective on shares of Texas Instruments in a research report on Wednesday, January 28th. DZ Bank raised Texas Instruments to a “strong sell” rating in a research report on Monday, February 9th. Weiss Ratings raised shares of Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday, May 6th. KeyCorp increased their price objective on shares of Texas Instruments from $240.00 to $325.00 and gave the stock an “overweight” rating in a research report on Thursday, April 23rd. Finally, Rosenblatt Securities increased their price objective on shares of Texas Instruments from $240.00 to $330.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have given a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat, Texas Instruments has a consensus rating of “Hold” and an average price target of $260.38.

Texas Instruments Price Performance

TXN stock opened at $302.73 on Friday. The stock has a market capitalization of $275.51 billion, a PE ratio of 51.84, a price-to-earnings-growth ratio of 1.54 and a beta of 1.31. The company’s 50-day moving average is $227.87 and its 200-day moving average is $201.34. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $310.29.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating the consensus estimate of $1.37 by $0.31. The business had revenue of $4.83 billion for the quarter, compared to analysts’ expectations of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm’s revenue for the quarter was up 18.6% compared to the same quarter last year. During the same quarter last year, the firm earned $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities research analysts expect that Texas Instruments Incorporated will post 7.69 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be paid a dividend of $1.42 per share. The ex-dividend date is Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a yield of 1.9%. Texas Instruments’s payout ratio is 97.26%.

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, CEO Haviv Ilan sold 20,000 shares of Texas Instruments stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the completion of the transaction, the chief executive officer owned 204,339 shares in the company, valued at approximately $57,280,308.48. The trade was a 8.92% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Rafael R. Lizardi sold 47,734 shares of Texas Instruments stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $308.10, for a total value of $14,706,845.40. Following the transaction, the chief financial officer owned 85,485 shares of the company’s stock, valued at $26,337,928.50. This trade represents a 35.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 310,318 shares of company stock worth $87,212,814. 0.60% of the stock is currently owned by corporate insiders.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Stifel raised its TXN price target to $340, citing a strengthening industrial recovery and rapid growth in data center demand. Article Title
• Positive Sentiment: Analysts have become more constructive overall, with multiple target increases and upgrades after TXN’s strong earnings and improved margin/revenue assumptions. Article Title
• Positive Sentiment: Texas Instruments’ analog business is rebounding, with Q1 analog revenue up 22% as industrial and AI data-center demand lift the outlook. Article Title
• Positive Sentiment: Recent coverage says TXN is drawing heavy investor attention and trading near its 52-week high, signaling strong momentum. Article Title
• Neutral Sentiment: One article questioned whether the stock has already priced in much of the recent surge, which could limit near-term upside. Article Title
• Negative Sentiment: Director Carrie Smith Cox sold 8,838 shares, a sizable insider sale that may be viewed cautiously by some investors. Article Title

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.