Lowe Brockenbrough & Co. Inc. raised its position in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 60.8% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 5,859 shares of the semiconductor company’s stock after acquiring an additional 2,216 shares during the period. Lowe Brockenbrough & Co. Inc.’s holdings in Texas Instruments were worth $1,016,000 as of its most recent filing with the SEC.
Other large investors also recently modified their holdings of the company. Artisan Partners Limited Partnership lifted its holdings in shares of Texas Instruments by 1.7% in the third quarter. Artisan Partners Limited Partnership now owns 758,349 shares of the semiconductor company’s stock valued at $139,331,000 after purchasing an additional 12,562 shares in the last quarter. Rothschild & Co Wealth Management UK Ltd lifted its holdings in shares of Texas Instruments by 1.3% in the third quarter. Rothschild & Co Wealth Management UK Ltd now owns 1,307,580 shares of the semiconductor company’s stock valued at $240,242,000 after purchasing an additional 16,260 shares in the last quarter. Swiss Life Asset Management Ltd lifted its holdings in shares of Texas Instruments by 10.1% in the fourth quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock valued at $96,321,000 after purchasing an additional 50,808 shares in the last quarter. Greenland Capital Management LP lifted its holdings in shares of Texas Instruments by 66.3% in the third quarter. Greenland Capital Management LP now owns 58,151 shares of the semiconductor company’s stock valued at $10,684,000 after purchasing an additional 23,177 shares in the last quarter. Finally, Providence Capital Advisors LLC bought a new position in shares of Texas Instruments in the third quarter valued at approximately $6,347,000. Institutional investors own 84.99% of the company’s stock.
Insider Buying and Selling at Texas Instruments
In related news, VP Mark T. Roberts sold 28,080 shares of the business’s stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $280.34, for a total transaction of $7,871,947.20. Following the completion of the transaction, the vice president directly owned 53,809 shares in the company, valued at $15,084,815.06. The trade was a 34.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Mohammad Yunus sold 51,098 shares of the company’s stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $270.44, for a total value of $13,818,943.12. Following the completion of the transaction, the vice president owned 52,856 shares of the company’s stock, valued at $14,294,376.64. The trade was a 49.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 303,475 shares of company stock valued at $85,666,638 over the last 90 days. Insiders own 0.60% of the company’s stock.
Texas Instruments Price Performance
Texas Instruments (NASDAQ:TXN – Get Free Report) last posted its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping the consensus estimate of $1.37 by $0.31. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The business had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.85 billion. During the same period in the previous year, the business earned $1.23 earnings per share. The firm’s 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. On average, research analysts forecast that Texas Instruments Incorporated will post 7.66 earnings per share for the current fiscal year.
Texas Instruments Dividend Announcement
The firm also recently announced 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 annualized dividend and a yield of 2.0%. The ex-dividend date was Tuesday, May 5th. Texas Instruments’s payout ratio is presently 97.26%.
Wall Street Analyst Weigh In
A number of analysts recently commented on TXN shares. Sanford C. Bernstein began coverage on Texas Instruments in a report on Friday, May 22nd. They set a “market perform” rating on the stock. UBS Group lifted their price target on Texas Instruments from $260.00 to $295.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. Truist Financial boosted their price objective on Texas Instruments from $225.00 to $278.00 and gave the company a “hold” rating in a research note on Thursday, April 23rd. Robert W. Baird boosted their price objective on Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Finally, Weiss Ratings upgraded Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have given a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, Texas Instruments currently has an average rating of “Hold” and an average target price of $265.57.
Check Out Our Latest Research Report on Texas Instruments
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.
Featured Stories
- Five stocks we like better than Texas Instruments
- Samsara Just Answered The AI Question—Is Wall Street Ready To Listen?
- IREN’s 800MW Bet Flips the AI Power Switch
- CrowdStrike Earnings Beat Sparks Selloff—Buy the Dip?
- Tesla’s EV Rebound Leaves Rivian and Lucid Facing a Tougher Investor Test
Want to see what other hedge funds are holding TXN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Texas Instruments Incorporated (NASDAQ:TXN – Free Report).
Receive News & Ratings for Texas Instruments Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Texas Instruments and related companies with MarketBeat.com's FREE daily email newsletter.
