Northside Capital Management LLC Has $68.75 Million Stock Position in Texas Instruments Incorporated $TXN

Northside Capital Management LLC decreased its position in Texas Instruments Incorporated (NASDAQ:TXN) by 2.7% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 230,637 shares of the semiconductor company’s stock after selling 6,500 shares during the period. Texas Instruments accounts for 5.6% of Northside Capital Management LLC’s investment portfolio, making the stock its 2nd biggest holding. Northside Capital Management LLC’s holdings in Texas Instruments were worth $68,746,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the company. Norges Bank bought a new position in shares of Texas Instruments in the fourth quarter valued at approximately $2,516,628,000. Bank of New York Mellon Corp increased its position in shares of Texas Instruments by 33.6% during the first quarter. Bank of New York Mellon Corp now owns 16,402,834 shares of the semiconductor company’s stock valued at $3,184,446,000 after acquiring an additional 4,129,601 shares during the last quarter. Amundi lifted its holdings in Texas Instruments by 61.0% during the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock worth $1,717,240,000 after acquiring an additional 3,580,147 shares during the period. Van ECK Associates Corp lifted its holdings in Texas Instruments by 27.1% during the fourth quarter. Van ECK Associates Corp now owns 11,608,265 shares of the semiconductor company’s stock worth $2,013,918,000 after acquiring an additional 2,474,062 shares during the period. Finally, Franklin Resources Inc. boosted its position in Texas Instruments by 26.9% in the fourth quarter. Franklin Resources Inc. now owns 9,153,622 shares of the semiconductor company’s stock worth $1,588,062,000 after purchasing an additional 1,938,788 shares during the last quarter. Institutional investors own 84.99% of the company’s stock.

Insider Activity

In other Texas Instruments news, CFO Rafael R. Lizardi sold 47,734 shares of the stock in a transaction dated 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 transaction, the chief financial officer 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. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Ahmad Bahai sold 5,000 shares of the stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the transaction, the vice president owned 42,519 shares of the company’s stock, valued at $13,143,898.47. This represents a 10.52% decrease in their position. The SEC filing for this sale provides additional information. 0.60% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

TXN has been the subject of a number of recent analyst reports. Truist Financial upped their price objective on Texas Instruments from $278.00 to $300.00 and gave the company a “hold” rating in a research note on Thursday, July 23rd. Bank of America lifted their target price on Texas Instruments from $320.00 to $370.00 and gave the stock a “buy” rating in a research note on Tuesday, May 26th. The Goldman Sachs Group boosted their price target on shares of Texas Instruments from $200.00 to $225.00 and gave the stock a “sell” rating in a report on Thursday, July 23rd. Jefferies Financial Group upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a research report on Friday, May 22nd. Finally, HC Wainwright downgraded shares of Texas Instruments to a “neutral” rating in a report on Friday, May 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eight have given a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat.com, Texas Instruments presently has a consensus rating of “Moderate Buy” and an average target price of $312.12.

Texas Instruments Stock Performance

NASDAQ:TXN opened at $281.24 on Wednesday. The company has a market capitalization of $256.84 billion, a P/E ratio of 42.81, a P/E/G ratio of 1.10 and a beta of 1.33. The business has a fifty day simple moving average of $294.04 and a two-hundred day simple moving average of $255.29. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $334.03.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, beating analysts’ consensus estimates of $1.91 by $0.23. The firm had revenue of $5.46 billion for the quarter, compared to analysts’ expectations of $5.26 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The business’s revenue for the quarter was up 22.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, analysts expect that Texas Instruments Incorporated will post 8.42 earnings per share for the current year.

Texas Instruments Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st were issued a dividend of $1.42 per share. The ex-dividend date of this dividend was Friday, July 31st. This represents a $5.68 annualized dividend and a yield of 2.0%. Texas Instruments’s dividend payout ratio is 86.45%.

Texas Instruments Company 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.