Texas Instruments Incorporated $TXN Stock Position Raised by Impact Partnership Wealth LLC

Impact Partnership Wealth LLC lifted its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 134.6% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 2,860 shares of the semiconductor company’s stock after buying an additional 1,641 shares during the period. Impact Partnership Wealth LLC’s holdings in Texas Instruments were worth $496,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of TXN. Artisan Partners Limited Partnership grew its position in Texas Instruments by 1.7% in the 3rd quarter. Artisan Partners Limited Partnership now owns 758,349 shares of the semiconductor company’s stock worth $139,331,000 after purchasing an additional 12,562 shares during the last quarter. Rothschild & Co Wealth Management UK Ltd grew its position in Texas Instruments by 1.3% in the 3rd quarter. Rothschild & Co Wealth Management UK Ltd now owns 1,307,580 shares of the semiconductor company’s stock worth $240,242,000 after purchasing an additional 16,260 shares during the last quarter. Swiss Life Asset Management Ltd grew its position in Texas Instruments by 10.1% in the 4th quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock worth $96,321,000 after purchasing an additional 50,808 shares during the last quarter. Greenland Capital Management LP grew its position in Texas Instruments by 66.3% in the 3rd quarter. Greenland Capital Management LP now owns 58,151 shares of the semiconductor company’s stock worth $10,684,000 after purchasing an additional 23,177 shares during the last quarter. Finally, Providence Capital Advisors LLC bought a new position in Texas Instruments in the 3rd quarter worth about $6,347,000. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Stock Down 3.3%

TXN stock opened at $305.68 on Friday. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $331.51. The firm has a market cap of $278.20 billion, a PE ratio of 52.34, a P/E/G ratio of 1.53 and a beta of 1.31. The firm has a 50 day simple moving average of $250.76 and a 200 day simple moving average of $211.58. 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 (NASDAQ:TXN) last released its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating the consensus estimate of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The business had revenue of $4.83 billion during the quarter, compared to analyst estimates of $4.85 billion. During the same period in the prior year, the business earned $1.23 earnings per share. The business’s quarterly revenue was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities research analysts forecast that Texas Instruments Incorporated will post 7.66 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were paid a dividend of $1.42 per share. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a $5.68 annualized dividend and a yield of 1.9%. Texas Instruments’s dividend payout ratio is currently 97.26%.

Analyst Ratings Changes

TXN has been the subject of several recent analyst reports. Truist Financial increased their price objective on shares of Texas Instruments from $225.00 to $278.00 and gave the company a “hold” rating in a report on Thursday, April 23rd. UBS Group increased their price objective on shares of Texas Instruments from $260.00 to $295.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Bank of America increased their price objective on shares of Texas Instruments from $320.00 to $370.00 and gave the company a “buy” rating in a report on Tuesday, May 26th. Robert W. Baird increased their price objective on shares of Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a report on Thursday, April 23rd. Finally, Benchmark increased their price objective on shares of Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have assigned a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $265.57.

Insider Buying and Selling at Texas Instruments

In related news, CEO Haviv Ilan sold 20,000 shares of the stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the completion of the sale, the chief executive officer directly owned 204,339 shares of the company’s stock, valued at $57,280,308.48. This represents a 8.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Ahmad Bahai sold 5,000 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the sale, the vice president directly owned 42,519 shares of the company’s stock, valued at approximately $13,143,898.47. This represents a 10.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 303,475 shares of company stock valued at $85,666,638. Corporate insiders own 0.60% of the company’s stock.

Texas Instruments News Roundup

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

• Positive Sentiment: Market commentary highlighted Texas Instruments as one of the semiconductor names positioned to benefit from AI’s rising power-supply and analog-chip bottlenecks, which could support future demand. Article Link
• Positive Sentiment: Zacks included TXN in a list of AI stocks to buy, citing strong demand trends across the semiconductor space. Article Link
• Positive Sentiment: Industry coverage of the long-distance wireless connection MCU market named Texas Instruments among major players benefiting from growth in IoT, 5G, and energy-efficient devices. Article Link
• Neutral Sentiment: Texas Instruments presented at Bernstein’s annual strategic decisions conference, but the transcript headline does not indicate a major new catalyst by itself. Article Link
• Neutral Sentiment: Short-interest data showed no meaningful short position change, offering little directional signal for the stock.
• Negative Sentiment: A GuruFocus report said TXN has pulled back and still looks overvalued, which can weigh on investor sentiment and valuation expectations. Article Link

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.