Texas Instruments Incorporated $TXN Stock Position Raised by Americana Partners LLC

Posted by Geri Gentry on Oct 31st, 2026

Americana Partners LLC grew its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 6.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 31,914 shares of the semiconductor company’s stock after acquiring an additional 2,022 shares during the quarter. Americana Partners LLC’s holdings in Texas Instruments were worth $8,939,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the business. BlackRock Inc. purchased a new position in shares of Texas Instruments in the second quarter worth $24,607,313,000. Bank of New York Mellon Corp acquired a new position in shares of Texas Instruments in the 2nd quarter valued at $4,488,666,000. Bank of America Corp DE purchased a new position in Texas Instruments in the 2nd quarter worth $3,700,842,000. Primecap Management Co. CA purchased a new position in Texas Instruments in the 2nd quarter worth $2,538,063,000. Finally, Legal & General Group Plc acquired a new stake in Texas Instruments during the 2nd quarter worth about $1,918,277,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments Trading Down 3.9%

Shares of Texas Instruments stock opened at $300.84 on Friday. The firm has a 50-day simple moving average of $275.66 and a two-hundred day simple moving average of $258.76. The company has a market cap of $274.90 billion, a P/E ratio of 40.59, a price-to-earnings-growth ratio of 1.55 and a beta of 1.35. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $334.03. The company has a debt-to-equity ratio of 0.67, a quick ratio of 4.05 and a current ratio of 5.59.

Texas Instruments (NASDAQ:TXN – Get Free Report) last posted its earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 EPS for the quarter, beating analysts’ consensus estimates of $2.40 by $0.22. Texas Instruments had a return on equity of 40.51% and a net margin of 34.25%. The firm had revenue of $6.05 billion for the quarter, compared to analysts’ expectations of $5.94 billion. During the same period last year, the firm earned $1.48 EPS. The company’s quarterly revenue was up 27.7% on a year-over-year basis. As a group, equities analysts predict that Texas Instruments Incorporated will post 8.89 earnings per share for the current fiscal year.

Texas Instruments Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, November 10th. Stockholders of record on Friday, October 30th will be given a $1.52 dividend. This represents a $6.08 annualized dividend and a dividend yield of 2.0%. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.42. The ex-dividend date is Friday, October 30th. Texas Instruments’s dividend payout ratio (DPR) is 73.67%.

Key Headlines Impacting Texas Instruments

Here are the key news stories impacting Texas Instruments this week:

Positive Sentiment: Strong quarterly performance supports the investment case. Texas Instruments reported approximately $6.06 billion in revenue, up 27.7% year over year, while EPS of $2.62 exceeded the $2.40 consensus estimate. The company also guided for fourth-quarter revenue of $5.80 billion to $6.30 billion and EPS of $2.45 to $2.79. Texas Instruments Reports Revenue Growth
Positive Sentiment: Dividend growth and ETF buying provide support. TXN raised its quarterly dividend to $1.52 from $1.42, equivalent to $6.08 annually and a yield of roughly 1.9%. Reports also indicated that ETFs bought about $37 million of shares on October 26, while 41 ETFs added TXN on October 27. Texas Instruments Dividend Comparison
Neutral Sentiment: Analyst views are constructive but cautious. DZ Bank raised TXN to “Hold,” with a $300 price target. The broader analyst consensus remains “Moderate Buy,” although several firms maintain neutral, underweight or sell ratings and valuation targets vary widely. DZ Bank Raises Texas Instruments to Hold
Negative Sentiment: Valuation is making investors question further upside. Articles from Trefis and Yahoo Finance focus on whether TXN’s elevated earnings multiple can be justified by future free cash flow, particularly as the company continues investing heavily in manufacturing capacity. Should You Buy Texas Instruments Stock Now or Wait?
Negative Sentiment: Multiple directors sold shares. Directors Janet Clark, Robert Sanchez and Pamela Patsley sold a combined 14,903 shares near $302 per share, reducing their individual holdings by approximately 12% to 28%. Although these transactions may reflect personal financial decisions, they add a cautionary signal while TXN trades near its highs. Texas Instruments Insider Selling

Analyst Ratings Changes

Several analysts have weighed in on TXN shares. UBS Group dropped their price target on Texas Instruments from $380.00 to $360.00 and set a “buy” rating on the stock in a research note on Thursday, October 22nd. Benchmark lifted their target price on Texas Instruments from $315.00 to $360.00 and gave the stock a “buy” rating in a report on Thursday, July 23rd. Wells Fargo & Company dropped their target price on Texas Instruments from $310.00 to $300.00 and set an “equal weight” rating on the stock in a research report on Tuesday, October 20th. Weiss Ratings downgraded shares of Texas Instruments from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, October 23rd. Finally, Susquehanna restated a “positive” rating on shares of Texas Instruments in a research note on Thursday, October 22nd. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $315.37.

Get Our Latest Analysis on TXN

Insider Buying and Selling at Texas Instruments

In related news, Director Pamela Patsley sold 4,532 shares of the company’s stock in a transaction dated Tuesday, October 27th. The shares were sold at an average price of $301.56, for a total transaction of $1,366,669.92. Following the completion of the transaction, the director owned 34,487 shares in the company, valued at $10,399,899.72. This represents a 11.61% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Tsedeniya Abraham sold 7,000 shares of the firm’s stock in a transaction dated Thursday, August 27th. The shares were sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the completion of the transaction, the vice president directly owned 23,181 shares in the company, valued at $6,134,388.03. This represents a 23.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 27,968 shares of company stock valued at $8,236,892. Corporate insiders own 0.60% of the company’s stock.

Texas Instruments Profile

(Free Report)

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.