Texas Instruments Incorporated $TXN Stake Lifted by Crossmark Global Holdings Inc.

Crossmark Global Holdings Inc. raised its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 104.6% in the 3rd quarter, Holdings Channel.com reports. The firm owned 207,574 shares of the semiconductor company’s stock after acquiring an additional 106,111 shares during the quarter. Texas Instruments comprises 0.7% of Crossmark Global Holdings Inc.’s holdings, making the stock its 23rd biggest holding. Crossmark Global Holdings Inc.’s holdings in Texas Instruments were worth $58,139,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Portus Wealth Advisors LLC bought a new position in Texas Instruments in the 1st quarter worth approximately $27,000. Scarborough Advisors LLC bought a new position in shares of Texas Instruments in the first quarter worth approximately $29,000. Kilter Group LLC bought a new stake in shares of Texas Instruments during the 2nd quarter worth $31,000. Main Street Group LTD bought a new stake in Texas Instruments during the first quarter worth about $32,000. Finally, Nvwm LLC lifted its position in Texas Instruments by 550.0% in the 3rd quarter. Nvwm LLC now owns 117 shares of the semiconductor company’s stock worth $33,000 after buying an additional 99 shares during the last quarter. Institutional investors own 84.99% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently commented on TXN shares. Benchmark boosted their target price on shares of Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a report on Thursday, July 23rd. Robert W. Baird lifted their price objective on Texas Instruments from $300.00 to $385.00 and gave the stock an “outperform” rating in a report on Thursday, July 23rd. Morgan Stanley boosted their target price on shares of Texas Instruments from $230.00 to $255.00 and gave the company an “underweight” rating in a research note on Thursday, July 23rd. Weiss Ratings raised shares of Texas Instruments from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, October 9th. Finally, Wells Fargo & Company dropped their price target on shares of Texas Instruments from $310.00 to $300.00 and set an “equal weight” rating on the stock in a research note on Tuesday. Sixteen investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $302.88.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Strong quarterly beat: Texas Instruments reported third-quarter revenue of approximately $6.06 billion and earnings per share of $2.62, exceeding Wall Street expectations of roughly $5.94 billion and $2.43, respectively. EPS also rose substantially from $1.48 a year earlier. TI reports third quarter 2026 financial results and shareholder returns
• Positive Sentiment: Broad-based demand growth: Profit reached $2.43 billion, supported by growth across industrial, automotive and data-center markets. The results suggest that recovering analog-chip demand is beginning to benefit Texas Instruments as heavy factory investment starts to moderate. Texas Instruments Posts Higher Profit, Revenue
• Positive Sentiment: Sales outlook exceeded expectations: Management’s quarterly sales forecast was reported above analyst estimates, providing an additional catalyst after the earnings beat and potentially reinforcing expectations for continued recovery. Analog chipmaker Texas Instruments sees quarterly sales above estimates
• Positive Sentiment: Shareholder returns remain supportive: Texas Instruments recently raised its quarterly dividend 7% to $1.52 per share, strengthening the stock’s appeal to income-focused investors.
• Neutral Sentiment: Valuation remains demanding: Despite improving results, TXN trades at more than 40 times trailing earnings, leaving the stock sensitive to any disappointment in future growth, capacity utilization or guidance.
• Negative Sentiment: Insider selling is a cautionary signal: Recent disclosed activity showed numerous executives selling shares and no reported insider purchases over the past six months. These transactions may reflect compensation or diversification, but they could temper enthusiasm at the current valuation.

Texas Instruments Price Performance

NASDAQ:TXN opened at $284.65 on Thursday. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $334.03. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72. The business’s 50-day moving average is $271.76 and its 200 day moving average is $278.84. The company has a market capitalization of $259.96 billion, a P/E ratio of 43.33, a P/E/G ratio of 1.55 and a beta of 1.35.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings data on Wednesday, October 21st. The semiconductor company reported $2.62 EPS for the quarter, topping analysts’ consensus estimates of $2.40 by $0.22. The business had revenue of $6.05 billion during the quarter, compared to analysts’ expectations of $5.94 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The business’s revenue was up 27.7% on a year-over-year basis. During the same period last year, the company posted $1.48 EPS. On average, equities research analysts forecast that Texas Instruments Incorporated will post 8.49 earnings per share for the current fiscal year.

Texas Instruments Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, November 10th. Shareholders of record on Friday, October 30th will be given a dividend of $1.52 per share. This represents a $6.08 annualized dividend and a dividend yield of 2.1%. This is a boost from Texas Instruments’s previous quarterly dividend of $1.42. The ex-dividend date is Friday, October 30th. Texas Instruments’s dividend payout ratio (DPR) is presently 86.45%.

Insider Transactions at Texas Instruments

In related news, VP Tsedeniya Abraham sold 7,000 shares of the business’s stock in a transaction on Thursday, August 27th. The stock was sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the completion of the transaction, the vice president owned 23,181 shares in the company, valued at $6,134,388.03. The trade was a 23.19% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.60% of the stock is currently owned by insiders.

Texas Instruments Company Profile

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.