Empowered Funds LLC lifted its position in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 17.9% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 154,343 shares of the semiconductor company’s stock after acquiring an additional 23,416 shares during the quarter. Empowered Funds LLC’s holdings in Texas Instruments were worth $29,964,000 at the end of the most recent reporting period.
Several other large investors have also made changes to their positions in TXN. IMG Wealth Management Inc. grew its position in shares of Texas Instruments by 135.9% during the 1st quarter. IMG Wealth Management Inc. now owns 276 shares of the semiconductor company’s stock worth $54,000 after buying an additional 159 shares during the period. Excelsior Advisor Network LLC bought a new stake in shares of Texas Instruments during the first quarter worth approximately $413,000. Quantinno Capital Management LP lifted its holdings in Texas Instruments by 23.0% in the first quarter. Quantinno Capital Management LP now owns 432,136 shares of the semiconductor company’s stock valued at $83,895,000 after buying an additional 80,874 shares during the period. Cardiff Park Advisors LLC acquired a new position in Texas Instruments in the first quarter valued at approximately $211,000. Finally, Gateway Wealth Partners LLC bought a new position in Texas Instruments in the first quarter valued at approximately $421,000. Institutional investors and hedge funds own 84.99% of the company’s stock.
Insider Buying and Selling at Texas Instruments
In related news, CFO Rafael R. Lizardi sold 47,734 shares of Texas Instruments stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $308.10, for a total value of $14,706,845.40. Following the sale, the chief financial officer owned 85,485 shares of the company’s stock, valued at approximately $26,337,928.50. This trade represents a 35.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Mohammad Yunus sold 51,098 shares of the business’s stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total value of $13,818,943.12. Following the completion of the sale, the vice president owned 52,856 shares in the company, valued at $14,294,376.64. The trade was a 49.15% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 189,358 shares of company stock valued at $54,320,405 in the last 90 days. 0.60% of the stock is currently owned by corporate insiders.
Key Headlines Impacting Texas Instruments
- Positive Sentiment: Zacks upgraded TXN to Rank #1 (Strong Buy). The upgrade reflects increasing confidence in the company’s earnings outlook and could attract additional near-term buying interest. What Makes Texas Instruments (TXN) a New Strong Buy Stock
- Positive Sentiment: TXN was added to Zacks’ Strong Buy lists for both income and momentum stocks, reinforcing its appeal to dividend-oriented and growth-focused investors. Best Income Stocks to Buy for July 27th Best Momentum Stock to Buy for July 27th
- Positive Sentiment: A comparison with ON Semiconductor concluded that Texas Instruments’ higher margins, stronger cash generation and better 2026 growth outlook outweigh ON’s lower valuation, positioning TXN as the preferred semiconductor investment. TXN vs. ON: Which Semiconductor Stock Is the Better Buy Right Now?
- Positive Sentiment: Rosenblatt raised its price target for TXN to $350, implying meaningful upside from the recent trading level and signaling confidence in the company’s longer-term prospects. Rosenblatt Securities Increases Texas Instruments Price Target
- Positive Sentiment: Commentary highlights Texas Instruments’ analog chips as essential links between electrical infrastructure and AI processors, offering the company an indirect way to benefit from continued AI data-center investment. Texas Instruments Can Ride AI Demand to New Highs
- Neutral Sentiment: Investors are also evaluating international revenue trends, which could influence Wall Street estimates depending on the pace of overseas demand and broader industrial recovery. Unlocking Texas Instruments International Revenues
- Negative Sentiment: Truist maintained a Hold rating, indicating that some analysts remain cautious about TXN’s valuation and the timing of its expected growth despite the favorable bullish commentary. Truist Financial Sticks to Their Hold Rating for Texas Instruments
Analyst Upgrades and Downgrades
TXN has been the subject of a number of analyst reports. Bank of America lifted their target price on shares of Texas Instruments from $320.00 to $370.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. HC Wainwright lowered Texas Instruments to a “neutral” rating in a research report on Friday, May 22nd. Susquehanna raised their price target on Texas Instruments from $300.00 to $340.00 and gave the stock a “positive” rating in a research report on Tuesday, July 21st. UBS Group reaffirmed a “buy” rating and set a $380.00 price objective on shares of Texas Instruments in a research note on Thursday. Finally, Rosenblatt Securities upped their price objective on Texas Instruments from $330.00 to $350.00 and gave the company a “buy” rating in a report on Friday. Fourteen equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $308.40.
View Our Latest Stock Report on Texas Instruments
Texas Instruments Trading Down 0.1%
TXN opened at $279.41 on Tuesday. The stock has a market capitalization of $254.29 billion, a P/E ratio of 42.53, a P/E/G ratio of 1.13 and a beta of 1.32. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $334.03. The firm’s fifty day simple moving average is $300.64 and its 200 day simple moving average is $248.48.
Texas Instruments (NASDAQ:TXN – Get Free Report) last released its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.91 by $0.23. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The firm had revenue of $5.46 billion during the quarter, compared to analysts’ expectations of $5.26 billion. During the same quarter in the prior year, the company earned $1.41 EPS. The company’s revenue was up 22.8% on a year-over-year basis. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, research analysts anticipate that Texas Instruments Incorporated will post 8.17 EPS for the current fiscal year.
Texas Instruments Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st will be given a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Friday, July 31st. Texas Instruments’s dividend payout ratio is currently 86.45%.
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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