WestEnd Advisors LLC Increases Stock Position in Texas Instruments Incorporated $TXN

WestEnd Advisors LLC raised its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 8.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 226,295 shares of the semiconductor company’s stock after buying an additional 17,461 shares during the quarter. WestEnd Advisors LLC’s holdings in Texas Instruments were worth $39,260,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in TXN. Vanguard Group Inc. increased its holdings in shares of Texas Instruments by 1.0% during the third quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock valued at $17,720,020,000 after acquiring an additional 998,658 shares in the last quarter. State Street Corp increased its holdings in shares of Texas Instruments by 0.5% during 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 acquiring an additional 230,098 shares in the last quarter. Invesco Ltd. increased its holdings in shares of Texas Instruments by 16.8% during the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock valued at $3,019,603,000 after acquiring an additional 2,366,695 shares in the last quarter. Alliancebernstein L.P. increased its holdings in shares of Texas Instruments by 2.7% during the third quarter. Alliancebernstein L.P. now owns 11,557,813 shares of the semiconductor company’s stock valued at $2,123,517,000 after acquiring an additional 305,022 shares in the last quarter. Finally, Amundi increased its holdings in shares of Texas Instruments by 61.0% during the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock valued at $1,717,240,000 after acquiring an additional 3,580,147 shares in the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the company. Truist Financial set a $250.00 price target on Texas Instruments in a report on Monday, February 23rd. UBS Group raised their price target on Texas Instruments from $245.00 to $260.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. JPMorgan Chase & Co. raised their price target on Texas Instruments from $210.00 to $227.00 and gave the company an “overweight” rating in a report on Wednesday, January 28th. BNP Paribas Exane upgraded Texas Instruments from a “strong sell” rating to a “hold” rating in a report on Thursday, January 22nd. Finally, Citigroup restated a “buy” rating on shares of Texas Instruments in a report on Thursday, January 15th. One investment 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 given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $218.10.

Texas Instruments Price Performance

NASDAQ TXN opened at $229.82 on Friday. Texas Instruments Incorporated has a one year low of $142.64 and a one year high of $231.32. The stock has a 50-day moving average of $206.16 and a 200 day moving average of $188.63. The company has a market capitalization of $209.24 billion, a price-to-earnings ratio of 42.25, a PEG ratio of 2.03 and a beta of 1.01. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 EPS 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 business had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. During the same quarter in the previous year, the business posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, sell-side analysts forecast that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th will be issued a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 2.5%. The ex-dividend date is Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is presently 104.41%.

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

Insider Buying and Selling

In other Texas Instruments news, Director Mark A. Blinn sold 3,144 shares of the firm’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $221.58, for a total value of $696,647.52. Following the transaction, the director directly owned 11,670 shares of the company’s stock, valued at approximately $2,585,838.60. This trade represents a 21.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Hagop H. Kozanian sold 6,843 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $225.95, for a total value of $1,546,175.85. Following the completion of the transaction, the vice president directly owned 75,425 shares in the company, valued at $17,042,278.75. The trade was a 8.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 114,284 shares of company stock worth $25,531,935 in the last three months. 0.60% of the stock is currently owned by company insiders.

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.