SEB Asset Management AB bought a new position in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) during the 1st quarter, Holdings Channel reports. The institutional investor bought 312,670 shares of the semiconductor company’s stock, valued at approximately $60,702,000.
A number of other institutional investors have also recently added to or reduced their stakes in TXN. High Point Wealth Management LLC acquired a new stake in Texas Instruments during the fourth quarter worth about $25,000. Strategic Wealth Investment Group LLC acquired a new position in shares of Texas Instruments in the 2nd quarter valued at about $25,000. Advocate Investing Services LLC purchased a new stake in shares of Texas Instruments during the 4th quarter worth about $25,000. Ares Financial Consulting LLC purchased a new stake in shares of Texas Instruments during the 4th quarter worth about $26,000. Finally, Cornerstone Financial Management LLC acquired a new stake in Texas Instruments during the 4th quarter worth approximately $27,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.
Wall Street Analyst Weigh In
TXN has been the topic of a number of recent research reports. Truist Financial lifted their price target on shares of Texas Instruments from $225.00 to $278.00 and gave the company a “hold” rating in a research report on Thursday, April 23rd. Sanford C. Bernstein started coverage on shares of Texas Instruments in a research report on Friday, May 22nd. They issued a “market perform” rating for the company. TD Cowen raised their target price on shares of Texas Instruments from $300.00 to $360.00 and gave the company a “buy” rating in a research note on Monday, July 13th. Robert W. Baird lifted their target price on shares of Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a report on Thursday, April 23rd. Finally, HC Wainwright cut shares of Texas Instruments to a “neutral” rating in a research report on Friday, May 22nd. Thirteen analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $281.84.
Trending Headlines about Texas Instruments
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: Multiple reports suggest TXN could beat Q2 earnings estimates as demand improves across analog and embedded chips, especially in industrial, data center, and automotive markets. That strengthens the case for an earnings-driven rally. TXN Likely to Beat Q2 Earnings Estimates: How to Play the Stock?
- Positive Sentiment: Texas Instruments declared a quarterly dividend of $1.42 per share, reinforcing its appeal as an income stock and highlighting the company’s long record of returning cash to shareholders. Texas Instruments board declares third quarter 2026 quarterly dividend
- Positive Sentiment: TXN was also named to a Zacks Rank #1 (Strong Buy) income stocks list, which may be supporting investor sentiment around the stock’s dividend quality and relative defensiveness. Best Income Stocks to Buy for July 17th
- Neutral Sentiment: Analyst coverage remains constructive, with KeyCorp maintaining an Overweight rating and a $390 price target, implying Wall Street still sees upside if execution stays strong. Analysts Have Conflicting Sentiments on These Technology Companies: Texas Instruments (TXN) and ASMPT Ltd (OtherASMVF)
- Negative Sentiment: One analyst note called TXN a “dangerous setup” into Q2 earnings, arguing expectations are elevated and the stock already reflects a bullish inflection in margins, free cash flow, and growth. That raises the risk of disappointment if results are merely solid rather than exceptional. Texas Instruments: Dangerous Setup Into Q2 Earnings
Texas Instruments Price Performance
TXN opened at $284.02 on Friday. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $334.03. The firm has a market cap of $258.48 billion, a price-to-earnings ratio of 48.63, a PEG ratio of 1.42 and a beta of 1.32. 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 company has a fifty day simple moving average of $302.59 and a 200 day simple moving average of $243.46.
Texas Instruments (NASDAQ:TXN – Get Free Report) last issued its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping analysts’ consensus estimates of $1.37 by $0.31. The firm 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%. The firm’s revenue was up 18.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities research analysts expect that Texas Instruments Incorporated will post 7.7 EPS for the current fiscal year.
Texas Instruments Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st will be paid a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is 97.26%.
Insider Activity at Texas Instruments
In other news, CEO Haviv Ilan sold 20,000 shares of the firm’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the completion of the sale, the chief executive officer owned 204,339 shares of the company’s stock, valued at approximately $57,280,308.48. This trade represents a 8.92% decrease in their ownership of the stock. The transaction 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 company’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $308.10, for a total transaction 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 represents a 35.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 303,475 shares of company stock worth $85,666,638 over the last ninety days. Company insiders own 0.60% of the company’s stock.
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.
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