Palisade Asset Management LLC Reduces Stake in Texas Instruments Incorporated $TXN

Posted by Francis Steltz on Jun 15th, 2026

Palisade Asset Management LLC reduced its position in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 4.8% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 68,858 shares of the semiconductor company’s stock after selling 3,436 shares during the period. Palisade Asset Management LLC’s holdings in Texas Instruments were worth $11,946,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. PYA Waltman Capital LLC boosted its stake in shares of Texas Instruments by 28.7% in the 4th quarter. PYA Waltman Capital LLC now owns 23,013 shares of the semiconductor company’s stock worth $3,992,000 after buying an additional 5,125 shares during the last quarter. Piedmont Capital Management LLC NC purchased a new position in shares of Texas Instruments in the 4th quarter worth $388,000. MML Investors Services LLC lifted its position in Texas Instruments by 2.6% during the fourth quarter. MML Investors Services LLC now owns 163,708 shares of the semiconductor company’s stock valued at $28,402,000 after purchasing an additional 4,080 shares in the last quarter. Fieldview Capital Management LLC purchased a new position in Texas Instruments during the fourth quarter valued at $313,000. Finally, Focus Partners Wealth lifted its position in Texas Instruments by 194.7% during the fourth quarter. Focus Partners Wealth now owns 213,579 shares of the semiconductor company’s stock valued at $37,119,000 after purchasing an additional 141,117 shares in the last quarter. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Texas Instruments

In other Texas Instruments news, Director Carrie Smith Cox sold 8,838 shares of the business’s stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $306.41, for a total transaction of $2,708,051.58. Following the sale, the director directly owned 37,626 shares of the company’s stock, valued at $11,528,982.66. The trade was a 19.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, VP Shanon J. Leonard sold 4,963 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $295.22, for a total value of $1,465,176.86. Following the sale, the vice president directly owned 24,867 shares in the company, valued at $7,341,235.74. The trade was a 16.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 303,475 shares of company stock valued at $85,666,638 over the last ninety days. 0.60% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research firms recently weighed in on TXN. Truist Financial lifted their target price on Texas Instruments from $225.00 to $278.00 and gave the company a “hold” rating in a research report on Thursday, April 23rd. Wolfe Research reiterated an “outperform” rating and set a $315.00 target price on shares of Texas Instruments in a research report on Thursday, April 23rd. TD Cowen lifted their target price on Texas Instruments from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. UBS Group lifted their target price on Texas Instruments from $260.00 to $295.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. Finally, Robert W. Baird lifted their target price on Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a research report on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have issued a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $267.11.

Check Out Our Latest Analysis on TXN

Texas Instruments Price Performance

Shares of Texas Instruments stock opened at $301.12 on Monday. The stock’s 50-day simple moving average is $271.64 and its 200-day simple moving average is $221.60. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $331.51. The company has a market capitalization of $274.05 billion, a price-to-earnings ratio of 51.56, a PEG ratio of 1.51 and a beta of 1.32. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77.

Texas Instruments (NASDAQ:TXN – Get Free Report) last announced 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 return on equity of 32.49% and a net margin of 29.11%.The business 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 business earned $1.23 earnings per share. The business’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. As a group, analysts expect that Texas Instruments Incorporated will post 7.66 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 1.9%. The ex-dividend date of this dividend was Tuesday, May 5th. Texas Instruments’s payout ratio is presently 97.26%.

About Texas Instruments

(Free Report)

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.