American Trust Has $2.54 Million Stock Position in Texas Instruments Incorporated $TXN

American Trust lowered its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 18.7% in the first quarter, HoldingsChannel reports. The firm owned 13,081 shares of the semiconductor company’s stock after selling 3,005 shares during the period. American Trust’s holdings in Texas Instruments were worth $2,540,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Montz Harcus Wealth Management LLC raised its stake in Texas Instruments by 2.9% in the first quarter. Montz Harcus Wealth Management LLC now owns 1,338 shares of the semiconductor company’s stock valued at $260,000 after buying an additional 38 shares during the period. Severin Investments LLC boosted its stake in shares of Texas Instruments by 3.3% during the 1st quarter. Severin Investments LLC now owns 1,349 shares of the semiconductor company’s stock worth $262,000 after acquiring an additional 43 shares during the period. CFS Investment Advisory Services LLC increased its holdings in shares of Texas Instruments by 1.8% during the 1st quarter. CFS Investment Advisory Services LLC now owns 2,426 shares of the semiconductor company’s stock worth $471,000 after acquiring an additional 43 shares during the last quarter. Millstone Evans Group LLC increased its holdings in shares of Texas Instruments by 7.1% during the 1st quarter. Millstone Evans Group LLC now owns 666 shares of the semiconductor company’s stock worth $129,000 after acquiring an additional 44 shares during the last quarter. Finally, Tred Avon Family Wealth LLC raised its stake in Texas Instruments by 1.3% in the 1st quarter. Tred Avon Family Wealth LLC now owns 3,413 shares of the semiconductor company’s stock valued at $663,000 after acquiring an additional 45 shares during the period. Institutional investors and hedge funds own 84.99% of the company’s stock.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Analysts say Texas Instruments’ embedded processing segment has returned to healthy growth, with improving industrial demand and higher chip content in connected devices, vehicles, and factory automation supporting long-term earnings potential.
• Positive Sentiment: Texas Instruments has also been moving through Russell index changes, including additions to the Russell 1000 Dynamic Index and Russell Top 50 Index, which can increase visibility among investors and index-tracking funds.
• Positive Sentiment: Recent market commentary noted TXN has been outperforming over the past several months, reflecting continued confidence in the company’s fundamentals and semiconductor demand trends.
• Neutral Sentiment: A report on short interest showed no meaningful change in the data available, so it does not appear to be a major driver for the stock today.
• Neutral Sentiment: Broader semiconductor coverage has been constructive for chip stocks overall, but some of the articles referenced competitors such as Broadcom and Allegro MicroSystems rather than Texas Instruments directly.
• Negative Sentiment: No major company-specific negative catalyst was reported in the latest articles, though one market note said TXN underperformed peers despite gains, suggesting investors may still be selective within the chip sector.

Analysts Set New Price Targets

Several brokerages have issued reports on TXN. HC Wainwright downgraded Texas Instruments to a “neutral” rating in a report on Friday, May 22nd. JPMorgan Chase & Co. upped their price objective on shares of Texas Instruments from $227.00 to $280.00 and gave the company an “overweight” rating in a report on Thursday, April 23rd. Jefferies Financial Group raised shares of Texas Instruments from a “hold” rating to a “buy” rating in a research report on Friday, May 22nd. Stifel Nicolaus raised their target price on shares of Texas Instruments from $340.00 to $360.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Finally, Truist Financial lifted their target price on shares of Texas Instruments from $225.00 to $278.00 and gave the stock a “hold” rating in a report on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $276.84.

Texas Instruments Stock Performance

Shares of TXN traded up $2.93 during midday trading on Friday, reaching $311.46. 4,141,464 shares of the stock were exchanged, compared to its average volume of 9,345,491. The stock’s 50 day simple moving average is $301.47 and its 200 day simple moving average is $239.31. The company has a market cap of $283.46 billion, a P/E ratio of 53.33, a PEG ratio of 1.56 and a beta of 1.32. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $334.03. 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 released its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping analysts’ consensus estimates 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 last year, the firm earned $1.23 earnings per share. Texas Instruments’s revenue for the quarter 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. On average, sell-side analysts expect that Texas Instruments Incorporated will post 7.66 earnings per share for the current 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. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a $5.68 annualized dividend and a dividend yield of 1.8%. Texas Instruments’s dividend payout ratio (DPR) is currently 97.26%.

Insider Buying and Selling

In other Texas Instruments news, CFO Rafael R. Lizardi sold 47,734 shares of Texas Instruments 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 transaction, the chief financial officer directly owned 85,485 shares of the company’s stock, valued at $26,337,928.50. The trade was a 35.83% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Haviv Ilan sold 20,000 shares of the stock in a transaction on 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 sale, the chief executive officer directly owned 204,339 shares in the company, valued at approximately $57,280,308.48. This trade represents a 8.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 303,475 shares of company stock valued at $85,666,638 in the last quarter. Corporate insiders own 0.60% of the company’s stock.

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.