Texas Instruments Incorporated $TXN Shares Sold by Northwestern Mutual Wealth Management Co.

Northwestern Mutual Wealth Management Co. cut its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 70.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,308 shares of the semiconductor company’s stock after selling 77,683 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in Texas Instruments were worth $5,779,000 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. Phoenix Financial Ltd. raised its stake in Texas Instruments by 13.5% in the fourth quarter. Phoenix Financial Ltd. now owns 13,500 shares of the semiconductor company’s stock valued at $2,342,000 after buying an additional 1,604 shares in the last quarter. WHI TRUST Co LLC purchased a new stake in shares of Texas Instruments in the 4th quarter valued at about $220,000. Thrivent Financial for Lutherans lifted its holdings in shares of Texas Instruments by 126.0% in the 4th quarter. Thrivent Financial for Lutherans now owns 150,454 shares of the semiconductor company’s stock valued at $26,114,000 after purchasing an additional 83,884 shares during the last quarter. Avantax Planning Partners Inc. lifted its holdings in shares of Texas Instruments by 1.2% in the 4th quarter. Avantax Planning Partners Inc. now owns 51,577 shares of the semiconductor company’s stock valued at $8,948,000 after purchasing an additional 601 shares during the last quarter. Finally, Conning Inc. lifted its holdings in shares of Texas Instruments by 3.3% in the 4th quarter. Conning Inc. now owns 188,614 shares of the semiconductor company’s stock valued at $32,723,000 after purchasing an additional 6,036 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Texas Instruments Stock Performance

Shares of TXN stock opened at $309.21 on Friday. The stock has a market capitalization of $281.41 billion, a PE ratio of 52.95, a price-to-earnings-growth ratio of 1.55 and a beta of 1.31. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $315.57. The stock’s 50-day moving average price is $238.50 and its 200 day moving average price is $206.21. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77.

Texas Instruments (NASDAQ:TXN) last issued 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 firm had revenue of $4.83 billion for the quarter, compared to analysts’ expectations of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The firm’s revenue for the quarter was up 18.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, equities research analysts forecast that Texas Instruments Incorporated will post 7.69 EPS for the current year.

Texas Instruments Dividend Announcement

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

Texas Instruments News Summary

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

• Positive Sentiment: Mizuho raised its price target on Texas Instruments after citing strong AI server demand, reinforcing the view that AI infrastructure is creating a new growth driver for the company. Mizuho Raises Texas Instruments (TXN) Price Target on Strong AI Server Demand
• Positive Sentiment: Seaport Research Partners upgraded TXN to Buy from Neutral and set a $400 target, signaling growing confidence that Texas Instruments can benefit from AI power-chip demand. Texas Instruments Has the Power Chips AI Needs. Buy the Stock, Says This Analyst.
• Positive Sentiment: Zacks highlighted TXN as a Strong Buy income stock, which may be adding to broader demand for the shares from income-oriented investors. Best Income Stocks to Buy for May 22nd
• Positive Sentiment: Analysts and recent commentary point to TXN’s AI infrastructure push and nearly 90% year-over-year growth in its data center business, suggesting the company could see further revenue upside. TXN’s AI Infrastructure Push Grows: Can It Boost Revenues Further?

Insider Transactions at Texas Instruments

In related news, CEO Haviv Ilan sold 20,000 shares of the business’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $280.32, for a total value of $5,606,400.00. Following the transaction, the chief executive officer owned 204,339 shares in the company, valued at $57,280,308.48. The trade was a 8.92% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, VP Mohammad Yunus sold 51,098 shares of the business’s stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total value of $13,818,943.12. Following the completion of the transaction, the vice president owned 52,856 shares in the company, valued at $14,294,376.64. This trade represents a 49.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 303,475 shares of company stock worth $85,666,638 over the last three months. 0.60% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on TXN shares. Susquehanna reissued a “positive” rating and issued a $300.00 target price on shares of Texas Instruments in a report on Thursday, April 23rd. Weiss Ratings raised Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday, May 6th. Deutsche Bank Aktiengesellschaft boosted their target price on Texas Instruments from $185.00 to $205.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. JPMorgan Chase & Co. boosted their target price on Texas Instruments from $227.00 to $280.00 and gave the company an “overweight” rating in a report on Thursday, April 23rd. Finally, Benchmark boosted their target price on Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. One 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 given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Texas Instruments has an average rating of “Hold” and a consensus price target of $263.65.

Texas Instruments 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.