Global Retirement Partners LLC lifted its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 42.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,778 shares of the semiconductor company’s stock after purchasing an additional 4,987 shares during the quarter. Global Retirement Partners LLC’s holdings in Texas Instruments were worth $2,911,000 as of its most recent SEC filing.
Other institutional investors have also made changes to their positions in the company. Strategic Wealth Investment Group LLC bought a new stake in shares of Texas Instruments in the second quarter worth $25,000. High Point Wealth Management LLC bought a new stake in shares of Texas Instruments in the fourth quarter worth $25,000. Ares Financial Consulting LLC bought a new stake in shares of Texas Instruments in the fourth quarter worth $26,000. Tucker Asset Management LLC bought a new stake in shares of Texas Instruments in the fourth quarter worth $29,000. Finally, Nvest Wealth Strategies Inc. bought a new stake in shares of Texas Instruments in the fourth quarter worth $33,000. Institutional investors own 84.99% of the company’s stock.
Insiders Place Their Bets
In other Texas Instruments news, VP Shanon J. Leonard sold 4,963 shares of Texas Instruments stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $295.22, for a total value of $1,465,176.86. Following the completion of the sale, the vice president owned 24,867 shares in the company, valued at $7,341,235.74. The trade was a 16.64% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Ahmad Bahai sold 5,000 shares of Texas Instruments 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 completion of the sale, the vice president owned 42,519 shares of the company’s stock, valued at $13,143,898.47. This trade represents a 10.52% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 303,475 shares of company stock worth $85,666,638. 0.60% of the stock is currently owned by insiders.
Texas Instruments Price Performance
Texas Instruments (NASDAQ:TXN – Get Free Report) last released its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating the consensus estimate of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm had revenue of $4.83 billion for the quarter, compared to the consensus estimate of $4.85 billion. During the same period in the previous year, the company earned $1.23 earnings per share. The company’s quarterly revenue was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities analysts expect that Texas Instruments Incorporated will post 7.69 earnings per share for the current year.
Texas Instruments Announces Dividend
The firm also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were given a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend was Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is currently 97.26%.
Key Headlines Impacting Texas Instruments
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: Mizuho raised its price target on Texas Instruments after citing strong AI server demand, reinforcing the view that AI infrastructure is creating a new growth driver for the company. Mizuho Raises Texas Instruments (TXN) Price Target on Strong AI Server Demand
- Positive Sentiment: Seaport Research Partners upgraded TXN to Buy from Neutral and set a $400 target, signaling growing confidence that Texas Instruments can benefit from AI power-chip demand. Texas Instruments Has the Power Chips AI Needs. Buy the Stock, Says This Analyst.
- Positive Sentiment: Zacks highlighted TXN as a Strong Buy income stock, which may be adding to broader demand for the shares from income-oriented investors. Best Income Stocks to Buy for May 22nd
- Positive Sentiment: Analysts and recent commentary point to TXN’s AI infrastructure push and nearly 90% year-over-year growth in its data center business, suggesting the company could see further revenue upside. TXN’s AI Infrastructure Push Grows: Can It Boost Revenues Further?
Analysts Set New Price Targets
A number of brokerages have recently commented on TXN. DZ Bank raised shares of Texas Instruments to a “strong sell” rating in a research report on Monday, February 9th. Deutsche Bank Aktiengesellschaft boosted their target price on shares of Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a report on Wednesday, January 28th. Benchmark boosted their target price on shares of Texas Instruments from $250.00 to $315.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Robert W. Baird boosted their target price on shares of Texas Instruments from $225.00 to $300.00 and gave the stock an “outperform” rating in a report on Thursday, April 23rd. Finally, Cantor Fitzgerald boosted their target price on shares of Texas Instruments from $280.00 to $300.00 and gave the stock a “neutral” rating in a report on Wednesday, May 13th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have given a Hold rating and four have given a Sell rating to the stock. According to MarketBeat, Texas Instruments currently has an average rating of “Hold” and an average target price of $263.65.
Check Out Our Latest Report on TXN
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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