1,909 Shares in Texas Instruments Incorporated $TXN Acquired by J. Derek Lewis & Associates Inc.

J. Derek Lewis & Associates Inc. acquired a new stake in Texas Instruments Incorporated (NASDAQ:TXN) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 1,909 shares of the semiconductor company’s stock, valued at approximately $331,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of TXN. State Street Corp increased its stake in shares of Texas Instruments by 0.5% in the third quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock valued at $8,002,381,000 after buying an additional 230,098 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its position in Texas Instruments by 6.7% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 24,288,604 shares of the semiconductor company’s stock worth $4,213,832,000 after buying an additional 1,517,420 shares in the last quarter. Geode Capital Management LLC lifted its position in Texas Instruments by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock worth $3,952,933,000 after buying an additional 248,515 shares in the last quarter. Invesco Ltd. grew its holdings in Texas Instruments by 10.6% during the 4th quarter. Invesco Ltd. now owns 18,184,514 shares of the semiconductor company’s stock worth $3,154,831,000 after acquiring an additional 1,749,513 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD increased its position in Texas Instruments by 0.9% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 15,813,193 shares of the semiconductor company’s stock valued at $2,743,432,000 after acquiring an additional 137,735 shares in the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

Key Texas Instruments News

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

Texas Instruments Price Performance

Shares of NASDAQ TXN 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’s 50-day moving average is $283.01 and its 200-day moving average is $226.38. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77. The firm has a market capitalization of $293.83 billion, a PE ratio of 55.28, a price-to-earnings-growth ratio of 1.62 and a beta of 1.32.

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

Texas Instruments Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on TXN shares. Benchmark boosted their target price on shares of Texas Instruments from $250.00 to $315.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. Citigroup raised their price target on shares of Texas Instruments from $280.00 to $345.00 and gave the company a “buy” rating in a report on Monday, June 15th. TD Cowen boosted their price objective on shares of Texas Instruments from $250.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. Wolfe Research reaffirmed an “outperform” rating and set a $315.00 price objective on shares of Texas Instruments in a report on Thursday, April 23rd. Finally, Zacks Research upgraded Texas Instruments from a “hold” rating to a “strong-buy” rating in a research report on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have given a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $269.61.

Insiders Place Their Bets

In other Texas Instruments news, Director Carrie Smith Cox sold 8,838 shares of the firm’s stock in a transaction dated 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 transaction, the director owned 37,626 shares in the company, valued at approximately $11,528,982.66. This trade represents a 19.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, 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 of the company’s stock, valued at $57,280,308.48. The trade was a 8.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 303,475 shares of company stock valued at $85,666,638 in the last ninety days. 0.60% of the stock is currently owned by insiders.

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.