Texas Instruments Incorporated $TXN Shares Purchased by Campbell Newman Asset Management Inc.

Campbell Newman Asset Management Inc. boosted its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 1.4% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 174,290 shares of the semiconductor company’s stock after acquiring an additional 2,360 shares during the quarter. Texas Instruments comprises approximately 2.7% of Campbell Newman Asset Management Inc.’s portfolio, making the stock its 16th biggest holding. Campbell Newman Asset Management Inc.’s holdings in Texas Instruments were worth $33,837,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. State Street Corp boosted its position in shares of Texas Instruments by 0.5% during the 3rd quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock worth $8,002,381,000 after purchasing an additional 230,098 shares in the last quarter. Charles Schwab Investment Management Inc. increased its holdings in shares of Texas Instruments by 6.7% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 24,288,604 shares of the semiconductor company’s stock valued at $4,213,832,000 after purchasing an additional 1,517,420 shares in the last quarter. Geode Capital Management LLC lifted its stake in shares of Texas Instruments by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock valued at $3,952,933,000 after purchasing an additional 248,515 shares during the period. Invesco Ltd. lifted its stake in shares of Texas Instruments by 10.6% in the fourth quarter. Invesco Ltd. now owns 18,184,514 shares of the semiconductor company’s stock valued at $3,154,831,000 after purchasing an additional 1,749,513 shares during the period. Finally, Price T Rowe Associates Inc. MD boosted its holdings in Texas Instruments by 0.9% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 15,813,193 shares of the semiconductor company’s stock worth $2,743,432,000 after buying an additional 137,735 shares in the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

Analyst Ratings Changes

TXN has been the topic of several recent analyst reports. Susquehanna restated a “positive” rating and set a $300.00 target price on shares of Texas Instruments in a research report on Thursday, April 23rd. HC Wainwright downgraded shares of Texas Instruments to a “neutral” rating in a research report on Friday, May 22nd. Robert W. Baird boosted their price target on Texas Instruments from $225.00 to $300.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. Stifel Nicolaus set a $340.00 price target on Texas Instruments in a report on Friday, May 15th. Finally, Benchmark raised their price objective on Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a research note 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 issued a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $269.61.

Insider Transactions at Texas Instruments

In other Texas Instruments news, VP Ahmad Bahai sold 5,000 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the sale, the vice president owned 42,519 shares in the company, valued at approximately $13,143,898.47. This represents a 10.52% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Rafael R. Lizardi sold 47,734 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $308.10, for a total value of $14,706,845.40. Following the transaction, the chief financial officer directly owned 85,485 shares of the company’s stock, valued at $26,337,928.50. The trade was a 35.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 303,475 shares of company stock worth $85,666,638 in the last quarter. Insiders own 0.60% of the company’s stock.

Texas Instruments Stock Performance

NASDAQ:TXN opened at $322.86 on Monday. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77. The company has a market capitalization of $293.83 billion, a P/E ratio of 55.28, a price-to-earnings-growth ratio of 1.62 and a beta of 1.32. The firm has a 50-day moving average price of $283.01 and a two-hundred day moving average price of $226.79. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $331.51.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.37 by $0.31. The company had revenue of $4.83 billion for 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%. The company’s revenue for the quarter was up 18.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, research analysts expect that Texas Instruments Incorporated will post 7.66 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were paid a $1.42 dividend. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a yield of 1.8%. Texas Instruments’s dividend payout ratio is presently 97.26%.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Investors are buying into Texas Instruments’ growing role in AI infrastructure, with recent commentary highlighting stronger demand for power chips used in data centers and improved sentiment following its solid quarterly results and upbeat outlook.
• Positive Sentiment: The company’s recent earnings report showed revenue of $4.83 billion and EPS of $1.68, and management guided Q2 EPS above prior expectations, reinforcing the view that the business cycle is improving. 2 Pick-and-Shovel AI Stocks Powering the Data Center Boom
• Neutral Sentiment: Some analysts remain cautious on the near-term follow-through, noting that the latest earnings estimate revisions may not be enough to drive much more upside immediately. Strength Seen in Texas Instruments (TXN): Can Its 7.0% Jump Turn into More Strength?
• Neutral Sentiment: Broader semiconductor-sector skepticism could limit enthusiasm, even though the industry has rallied strongly on AI-related growth expectations. 3 Semiconductor Stocks We’re Skeptical Of

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.