Texas Instruments (NASDAQ:TXN) CAO Sells $2,774,737.20 in Stock

Texas Instruments Incorporated (NASDAQ:TXN) CAO Julie Knecht sold 9,956 shares of the company’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $278.70, for a total value of $2,774,737.20. Following the transaction, the chief accounting officer directly owned 9,120 shares of the company’s stock, valued at $2,541,744. This represents a 52.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website.

Texas Instruments Stock Up 3.0%

NASDAQ:TXN opened at $289.44 on Thursday. The company has a market cap of $263.42 billion, a PE ratio of 49.56, a PEG ratio of 1.42 and a beta of 1.31. The stock has a 50-day simple moving average of $215.54 and a 200 day simple moving average of $195.48. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $292.64.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, topping the consensus estimate of $1.37 by $0.31. The company had revenue of $4.83 billion during 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 business’s quarterly revenue was up 18.6% on a year-over-year basis. During the same period last year, the business earned $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, sell-side analysts expect that Texas Instruments Incorporated will post 7.6 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be given a dividend of $1.42 per share. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $5.68 annualized dividend and a yield of 2.0%. Texas Instruments’s payout ratio is 97.26%.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Q1 beat and raised guidance: TXN topped EPS expectations and set Q2 revenue and EPS guidance above street assumptions, a direct catalyst for the rally as investors reprice growth and margin leverage. Read More.
• Positive Sentiment: AI/data‑center demand lift: Coverage highlights stronger demand from data centers and AI-related markets that supports higher utilization and justifies capex/manufacturing investments, boosting sentiment. Read More.
• Neutral Sentiment: Analyst landscape and targets: Wall Street is mixed — several firms raised targets while some remain cautious; the stock’s strong YTD move has prompted re‑ratings but consensus remains varied. Read More.
• Neutral Sentiment: Long‑term track record and income angle: Articles recap TXN’s multi‑year total‑return story and note the recent quarterly dividend (high payout ratio), which supports income investors but limits free‑cash growth expectations. Read More.
• Negative Sentiment: Insider selling — CEO sale: CEO Haviv Ilan sold 20,000 shares (~$5.6M) on May 4; large insider sales can create short‑term worry even if for non‑operational reasons. Read More.
• Negative Sentiment: Insider selling — CAO sale: CAO Julie Knecht sold ~9,956 shares (~$2.8M) and materially reduced her holding, adding to the perception of insider liquidity taking. Read More.

Institutional Trading of Texas Instruments

Several institutional investors and hedge funds have recently bought and sold shares of TXN. Artisan Partners Limited Partnership increased its stake in Texas Instruments by 1.7% during the 3rd quarter. Artisan Partners Limited Partnership now owns 758,349 shares of the semiconductor company’s stock worth $139,331,000 after acquiring an additional 12,562 shares during the period. Rothschild & Co Wealth Management UK Ltd lifted its position in shares of Texas Instruments by 1.3% during the 3rd quarter. Rothschild & Co Wealth Management UK Ltd now owns 1,307,580 shares of the semiconductor company’s stock valued at $240,242,000 after acquiring an additional 16,260 shares during the period. Greenland Capital Management LP grew its holdings in shares of Texas Instruments by 66.3% during 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 in the last quarter. Providence Capital Advisors LLC acquired a new stake in shares of Texas Instruments during the 3rd quarter worth $6,347,000. Finally, Rakuten Investment Management Inc. bought a new position in shares of Texas Instruments in the third quarter worth $7,461,000. Institutional investors own 84.99% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently issued reports on TXN. Morgan Stanley reaffirmed an “underweight” rating and issued a $180.00 target price on shares of Texas Instruments in a research report on Wednesday, January 28th. Rosenblatt Securities raised their price target on Texas Instruments from $240.00 to $330.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Cantor Fitzgerald upped their price objective on Texas Instruments from $250.00 to $280.00 and gave the stock a “neutral” rating in a research note on Thursday, April 23rd. Susquehanna reissued a “positive” rating and issued a $300.00 target price on shares of Texas Instruments in a research note on Thursday, April 23rd. Finally, Wolfe Research restated an “outperform” rating and set a $315.00 target price on shares of Texas Instruments in a report on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $257.68.

Texas Instruments Company 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.