Corient Private Wealth LLC Increases Holdings in Texas Instruments Incorporated $TXN

Corient Private Wealth LLC raised its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 1.1% in the fourth quarter, HoldingsChannel reports. The firm owned 1,238,377 shares of the semiconductor company’s stock after buying an additional 13,460 shares during the quarter. Corient Private Wealth LLC’s holdings in Texas Instruments were worth $214,928,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Artisan Partners Limited Partnership boosted its holdings in Texas Instruments by 1.7% in the third quarter. Artisan Partners Limited Partnership now owns 758,349 shares of the semiconductor company’s stock valued at $139,331,000 after acquiring an additional 12,562 shares in the last quarter. Swiss Life Asset Management Ltd raised its holdings in Texas Instruments by 10.1% in the 4th quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock worth $96,321,000 after purchasing an additional 50,808 shares in the last quarter. Greenland Capital Management LP raised its holdings in Texas Instruments by 66.3% in 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. CI Investments Inc. lifted its position in shares of Texas Instruments by 39.8% in the 3rd quarter. CI Investments Inc. now owns 523,484 shares of the semiconductor company’s stock worth $96,180,000 after purchasing an additional 149,099 shares during the period. Finally, OVERSEA CHINESE BANKING Corp Ltd purchased a new stake in shares of Texas Instruments in the 4th quarter worth about $640,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently issued reports on TXN. Benchmark boosted their price target on shares of Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. KeyCorp upgraded shares of Texas Instruments from an “overweight” rating to a “sector weight” rating in a report on Friday, May 22nd. Wells Fargo & Company lifted their price objective on Texas Instruments from $260.00 to $300.00 and gave the company an “equal weight” rating in a research report on Tuesday, June 9th. The Goldman Sachs Group upped their target price on Texas Instruments from $175.00 to $200.00 and gave the stock a “sell” rating in a report on Thursday, April 23rd. Finally, Bank of America increased their target price on Texas Instruments from $320.00 to $370.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have assigned a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $269.61.

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

Insider Transactions at Texas Instruments

In other Texas Instruments news, Director Carrie Smith Cox sold 8,838 shares of Texas Instruments stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $306.41, for a total transaction of $2,708,051.58. Following the completion of the transaction, the director owned 37,626 shares in the company, valued at approximately $11,528,982.66. The trade was a 19.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Rafael R. Lizardi sold 47,734 shares of the business’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 completion of the sale, the chief financial officer directly owned 85,485 shares in the company, valued at $26,337,928.50. This trade represents a 35.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 303,475 shares of company stock worth $85,666,638. Company insiders own 0.60% of the company’s stock.

Texas Instruments Price Performance

Shares of Texas Instruments stock opened at $322.86 on Friday. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $331.51. The firm has a market cap of $293.83 billion, a price-to-earnings ratio of 55.28, a PEG ratio of 1.62 and a beta of 1.32. The company has a 50-day moving average of $283.01 and a 200 day moving average of $226.38. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping the consensus estimate of $1.37 by $0.31. The business had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. Texas Instruments’s quarterly revenue was up 18.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, sell-side analysts anticipate that Texas Instruments Incorporated will post 7.66 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th were issued a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 1.8%. The ex-dividend date was Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is presently 97.26%.

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.