Texas Instruments Incorporated $TXN Shares Sold by First Horizon Corp

First Horizon Corp reduced its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 49.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 22,785 shares of the semiconductor company’s stock after selling 22,307 shares during the quarter. First Horizon Corp’s holdings in Texas Instruments were worth $3,953,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of TXN. Strategic Wealth Investment Group LLC acquired a new stake in Texas Instruments in the second quarter valued at approximately $25,000. Grey Fox Wealth Advisors LLC acquired a new position in shares of Texas Instruments during the third quarter worth $29,000. Osterweis Capital Management Inc. lifted its position in shares of Texas Instruments by 1,810.0% during the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 181 shares in the last quarter. Winnow Wealth LLC purchased a new position in shares of Texas Instruments in the third quarter valued at $42,000. Finally, Y.D. More Investments Ltd purchased a new position in shares of Texas Instruments in the third quarter valued at $45,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Mizuho’s analyst actions uplift TXN sentiment — the firm upgraded Texas Instruments to Neutral (from Underperform) while downgrading a competitor (NXP), making TXN look comparatively safer for portfolio allocation. NXP Semi Gets Hit With a Double Downgrade. Why Texas Instruments Stock Is a Better Bet.
• Positive Sentiment: Broad semiconductor rally after Taiwan Semiconductor (TSMC) reported a big profit beat and strong AI-driven demand lifted bellwether names and afternoon session movers, helping TXN alongside peers. Monolithic Power Systems, Impinj, Microchip Technology, and Texas Instruments Shares Skyrocket, What You Need To Know
• Positive Sentiment: Board declared a $1.42 quarterly dividend (payable May 19; ex-div May 5), reinforcing TXN’s shareholder-return profile and appealing to income-focused investors. Texas Instruments board declares second quarter 2026 quarterly dividend
• Neutral Sentiment: Wall Street previews and metric-level previews ahead of TXN’s Q1 results are drawing attention — investors are positioning based on channel inventory, bookings, and demand trends. These previews add scrutiny but not a clear directional push. Wall Street’s Insights Into Key Metrics Ahead of Texas Instruments (TXN) Q1 Earnings
• Neutral Sentiment: TXN released prepared remarks/transcript for a shareholder/analyst call — increases transparency but is informational rather than a catalyst. Texas Instruments Incorporated (TXN) Shareholder/Analyst Call Prepared Remarks Transcript
• Neutral Sentiment: Sector write-ups (hedge-fund favorites / “overrated” stock lists) are keeping semiconductors in focus; these pieces can drive retail flows but don’t change underlying fundamentals. This Hedge Fund-Favored Semi Stock is on the Cusp of a Multi-Year Breakout
• Negative Sentiment: TXN’s most recent quarterly report (Jan 27) showed a small EPS and revenue miss versus consensus and guidance ranges that investors still parse for demand softness; that lingering fundamental caution caps upside. Texas Instruments (TXN) Stock Dips While Market Gains: Key Facts

Texas Instruments Trading Up 3.0%

NASDAQ TXN opened at $229.82 on Friday. Texas Instruments Incorporated has a 12 month low of $142.64 and a 12 month high of $231.32. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.83. The company has a market capitalization of $209.24 billion, a price-to-earnings ratio of 42.25, a price-to-earnings-growth ratio of 2.03 and a beta of 1.01. The company’s fifty day moving average price is $206.16 and its two-hundred day moving average price is $188.63.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.02). Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.The company had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. During the same period in the previous year, the firm posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, research analysts predict that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be issued a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend is Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is currently 104.41%.

Insider Activity at Texas Instruments

In related news, VP Hagop H. Kozanian sold 6,843 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $225.95, for a total transaction of $1,546,175.85. Following the sale, the vice president directly owned 75,425 shares of the company’s stock, valued at approximately $17,042,278.75. This represents a 8.32% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Mark Gary sold 12,921 shares of the firm’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $230.10, for a total value of $2,973,122.10. Following the transaction, the vice president owned 45,547 shares in the company, valued at $10,480,364.70. This trade represents a 22.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 114,284 shares of company stock worth $25,531,935 over the last quarter. 0.60% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on TXN. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. KeyCorp cut shares of Texas Instruments from a “strong-buy” rating to a “hold” rating in a research report on Thursday, February 5th. Barclays set a $175.00 target price on Texas Instruments in a research note on Wednesday, January 28th. Susquehanna boosted their price target on Texas Instruments from $200.00 to $225.00 and gave the stock a “positive” rating in a research note on Thursday, January 22nd. Finally, Raymond James Financial set a $240.00 price target on Texas Instruments in a report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, fourteen have issued a Hold rating and four have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $218.10.

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.