SG Trading Solutions LLC acquired a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 6,730 shares of the semiconductor company’s stock, valued at approximately $1,168,000.
Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC increased its holdings in shares of Texas Instruments by 33.4% during the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after purchasing an additional 4,218 shares during the period. Intech Investment Management LLC grew its position in Texas Instruments by 12.8% during the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock worth $1,632,000 after buying an additional 1,031 shares in the last quarter. Osterweis Capital Management Inc. increased its stake in Texas Instruments by 1,810.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 181 shares during the period. Main Street Financial Solutions LLC raised its holdings in Texas Instruments by 1.7% in the 2nd quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock valued at $1,540,000 after acquiring an additional 126 shares in the last quarter. Finally, HUB Investment Partners LLC raised its holdings in Texas Instruments by 3.5% in the 2nd quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after acquiring an additional 496 shares in the last quarter. Institutional investors own 84.99% of the company’s stock.
Key Texas Instruments News
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: Investors are reacting to Texas Instruments’ strong first-quarter results and upbeat second-quarter guidance, which reinforced the view that demand is improving across industrial and data-center markets. The company beat EPS expectations and guided for continued growth, helping support the stock. Can onsemi’s Treo Platform Unlock New Automotive Opportunities?
- Positive Sentiment: Analysts and market commentators highlighted TXN as a beneficiary of rising power-semiconductor demand for AI infrastructure, which is boosting sentiment around the stock’s long-term growth potential. Texas Instruments Rises as AI Power-Semiconductor Optimism Builds on Strong Guidance
- Positive Sentiment: Recent coverage also emphasized Texas Instruments’ 300-millimeter wafer manufacturing expansion, which could improve factory efficiency and margins as the semiconductor cycle recovers. TXN’s Manufacturing Expansion Continues: Can It Strengthen Margins?
- Positive Sentiment: Brokerage coverage has remained constructive, with recent bullish analyst calls and price targets suggesting Wall Street sees further upside versus current levels. Why Citi keeps pounding the table on Texas Instruments stock
- Neutral Sentiment: Some institutional holders trimmed positions in the latest quarter, while others added, indicating mixed but still substantial professional interest in TXN.
- Negative Sentiment: Insider selling has been heavy over the past six months, which can sometimes weigh on investor sentiment even when fundamentals are improving.
Analyst Ratings Changes
Get Our Latest Research Report on Texas Instruments
Insiders Place Their Bets
In other Texas Instruments news, VP Amichai Ron sold 18,365 shares of the firm’s stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $272.43, for a total value of $5,003,176.95. Following the sale, the vice president owned 81,085 shares in the company, valued at $22,089,986.55. This trade represents a 18.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CFO Rafael R. Lizardi sold 47,734 shares of the company’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the transaction, the chief financial officer owned 85,485 shares of the company’s stock, valued at $26,337,928.50. This trade represents a 35.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 303,475 shares of company stock worth $85,666,638 over the last 90 days. Insiders own 0.60% of the company’s stock.
Texas Instruments Stock Performance
Texas Instruments stock opened at $322.86 on Friday. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The stock has a market cap of $293.83 billion, a PE ratio of 55.28, a P/E/G ratio of 1.51 and a beta of 1.32. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $331.51. The business’s 50-day moving average price is $280.73 and its two-hundred day moving average price is $225.70.
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 analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $4.85 billion. During the same quarter in the prior year, the business earned $1.23 earnings per share. The business’s revenue for the quarter was up 18.6% compared to the same quarter last year. 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 Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were paid a $1.42 dividend. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a $5.68 annualized dividend and a yield of 1.8%. Texas Instruments’s dividend payout ratio is presently 97.26%.
About Texas Instruments
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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