Texas Instruments Incorporated $TXN Holdings Cut by Evercore Wealth Management LLC

Evercore Wealth Management LLC lowered its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 6.8% in the first quarter, HoldingsChannel reports. The institutional investor owned 39,972 shares of the semiconductor company’s stock after selling 2,934 shares during the period. Evercore Wealth Management LLC’s holdings in Texas Instruments were worth $7,760,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Strategic Wealth Investment Group LLC purchased a new stake in shares of Texas Instruments during the second quarter worth $25,000. Portus Wealth Advisors LLC acquired a new stake in Texas Instruments during the first quarter valued at $27,000. High Point Wealth Management LLC purchased a new position in Texas Instruments in the fourth quarter valued at about $25,000. Advocate Investing Services LLC purchased a new position in Texas Instruments in the fourth quarter valued at about $25,000. Finally, Scarborough Advisors LLC acquired a new position in Texas Instruments in the 1st quarter worth about $29,000. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Texas Instruments Price Performance

Shares of NASDAQ:TXN opened at $279.41 on Tuesday. The stock has a market capitalization of $254.29 billion, a P/E ratio of 42.53, a P/E/G ratio of 1.13 and a beta of 1.32. The business has a 50-day moving average of $300.64 and a two-hundred day moving average of $248.48. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $334.03. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, beating analysts’ consensus estimates of $1.91 by $0.23. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The business had revenue of $5.46 billion for the quarter, compared to analyst estimates of $5.26 billion. During the same quarter in the prior year, the firm posted $1.41 EPS. The firm’s revenue for the quarter was up 22.8% on a year-over-year basis. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, equities research analysts predict that Texas Instruments Incorporated will post 8.17 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st will be issued a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 2.0%. The ex-dividend date is Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is 86.45%.

Insider Activity at Texas Instruments

In related news, VP Mohammad Yunus sold 51,098 shares of the company’s stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total transaction of $13,818,943.12. Following the completion of the sale, the vice president directly owned 52,856 shares of the company’s stock, valued at approximately $14,294,376.64. This represents a 49.15% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Mark Gary sold 13,689 shares of the firm’s stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $279.25, for a total transaction of $3,822,653.25. Following the completion of the transaction, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 189,358 shares of company stock valued at $54,320,405. 0.60% of the stock is owned by company insiders.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Zacks upgraded TXN to Rank #1 (Strong Buy). The upgrade reflects increasing confidence in the company’s earnings outlook and could attract additional near-term buying interest. What Makes Texas Instruments (TXN) a New Strong Buy Stock
• Positive Sentiment: TXN was added to Zacks’ Strong Buy lists for both income and momentum stocks, reinforcing its appeal to dividend-oriented and growth-focused investors. Best Income Stocks to Buy for July 27th Best Momentum Stock to Buy for July 27th
• Positive Sentiment: A comparison with ON Semiconductor concluded that Texas Instruments’ higher margins, stronger cash generation and better 2026 growth outlook outweigh ON’s lower valuation, positioning TXN as the preferred semiconductor investment. TXN vs. ON: Which Semiconductor Stock Is the Better Buy Right Now?
• Positive Sentiment: Rosenblatt raised its price target for TXN to $350, implying meaningful upside from the recent trading level and signaling confidence in the company’s longer-term prospects. Rosenblatt Securities Increases Texas Instruments Price Target
• Positive Sentiment: Commentary highlights Texas Instruments’ analog chips as essential links between electrical infrastructure and AI processors, offering the company an indirect way to benefit from continued AI data-center investment. Texas Instruments Can Ride AI Demand to New Highs
• Neutral Sentiment: Investors are also evaluating international revenue trends, which could influence Wall Street estimates depending on the pace of overseas demand and broader industrial recovery. Unlocking Texas Instruments International Revenues
• Negative Sentiment: Truist maintained a Hold rating, indicating that some analysts remain cautious about TXN’s valuation and the timing of its expected growth despite the favorable bullish commentary. Truist Financial Sticks to Their Hold Rating for Texas Instruments

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on TXN shares. Sanford C. Bernstein raised their price target on Texas Instruments from $250.00 to $290.00 and gave the stock a “market perform” rating in a research note on Thursday. Weiss Ratings upgraded Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday, May 6th. Rosenblatt Securities raised their price objective on shares of Texas Instruments from $330.00 to $350.00 and gave the company a “buy” rating in a research report on Friday. HC Wainwright downgraded shares of Texas Instruments to a “neutral” rating in a research report on Friday, May 22nd. Finally, Truist Financial increased their price target on shares of Texas Instruments from $278.00 to $300.00 and gave the stock a “hold” rating in a research note on Thursday. Fourteen research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $308.40.

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.