Quent Long Short Global Small Cap Fund LP Makes New $815,000 Investment in Texas Instruments Incorporated $TXN

Quent Long Short Global Small Cap Fund LP acquired a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 4,698 shares of the semiconductor company’s stock, valued at approximately $815,000.

A number of other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. increased its position in Texas Instruments by 1.0% during the third quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock valued at $17,720,020,000 after acquiring an additional 998,658 shares during the last quarter. State Street Corp increased its position in Texas Instruments by 0.5% during the third quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock valued at $8,002,381,000 after acquiring an additional 230,098 shares during the last quarter. Invesco Ltd. increased its position in Texas Instruments by 16.8% during the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock valued at $3,019,603,000 after acquiring an additional 2,366,695 shares during the last quarter. Alliancebernstein L.P. increased its position in Texas Instruments by 2.7% during the third quarter. Alliancebernstein L.P. now owns 11,557,813 shares of the semiconductor company’s stock valued at $2,123,517,000 after acquiring an additional 305,022 shares during the last quarter. Finally, Amundi increased its position in Texas Instruments by 61.0% during the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock valued at $1,717,240,000 after acquiring an additional 3,580,147 shares during the last quarter. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Stock Up 19.4%

Shares of NASDAQ:TXN opened at $282.23 on Friday. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $284.12. The stock has a market cap of $256.96 billion, a P/E ratio of 48.33, a price-to-earnings-growth ratio of 2.14 and a beta of 1.01. The business’s 50 day moving average is $208.08 and its 200 day moving average is $190.39. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.37 by $0.31. Texas Instruments had a return on equity of 32.66% and a net margin of 29.11%.The company had revenue of $4.83 billion for the quarter, compared to analysts’ expectations of $4.85 billion. During the same quarter in the prior year, the firm earned $1.23 earnings per share. Texas Instruments’s revenue 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. Sell-side analysts predict that Texas Instruments Incorporated will post 6.35 EPS for the current year.

Texas Instruments Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be issued a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 2.0%. The ex-dividend date is Tuesday, May 5th. Texas Instruments’s dividend payout ratio is presently 104.41%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on TXN shares. Benchmark upped their target price on Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a research note on Thursday. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $205.00 target price on shares of Texas Instruments in a research note on Wednesday, January 28th. JPMorgan Chase & Co. upped their target price on Texas Instruments from $227.00 to $280.00 and gave the company an “overweight” rating in a research note on Thursday. Cantor Fitzgerald upped their target price on Texas Instruments from $250.00 to $280.00 and gave the company a “neutral” rating in a research note on Thursday. Finally, Weiss Ratings cut Texas Instruments from a “hold (c+)” rating to a “hold (c)” rating in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have given a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $257.68.

Key Texas Instruments News

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

• Positive Sentiment: Q1 results beat Street estimates (EPS and revenue), and TI issued Q2 guidance well above consensus — the core trigger for the rally as investors reprice earnings durability and margins. Texas Instruments’ stock jumps 18%, heads for best day since 2000 as AI demand soars
• Positive Sentiment: Bank of America upgraded TXN to Buy and raised its price target to $320, amplifying bullish investor sentiment and providing a high‑profile validation of the “industrial + AI/data‑center” thesis. BofA Just Upgraded Texas Instruments to Buy With a $320 Target. Is This the Ultimate Industrial AI Chip Play?
• Positive Sentiment: Multiple firms raised ratings and targets (examples: JPMorgan to $280/Overweight, Rosenblatt and others boosting targets into the $300s), reinforcing buying momentum from institutions and analysts. These Analysts Boost Their Forecasts On Texas Instruments After Upbeat Q1 Earnings
• Positive Sentiment: Analysts and outlets point to a twin demand driver — industrial (manufacturing, aero/defense) recovery plus accelerating data‑center infrastructure spending — which supports both revenue growth and higher margins. Texas Instruments To Benefit From Industrial Resurgence, Data Center Demand, BofA Says
• Neutral Sentiment: Broader market volatility (midday declines tied to oil price moves and macro headlines) could cap gains or produce pullbacks despite company‑specific strength. US Equity Indexes Decline as Corporate Earnings Weigh, Hormuz Standstill Continues
• Neutral Sentiment: TI’s strong outlook has buoyed other analog/semiconductor names (On Semi, ADI), suggesting sector‑wide positioning may amplify flows into TXN but also raise correlation risk. On Semi and Analog Devices Stocks Head for Record Highs. Thank Texas Instruments.
• Negative Sentiment: Notable insider selling has been reported recently, which some investors view as a cautionary signal even as results are strong. Monitor insider activity and whether demand proves persistent. Texas Instruments Insiders Sold US$6.6m Of Shares Suggesting Hesitancy

Insider Activity at Texas Instruments

In other Texas Instruments news, VP Ahmad Bahai sold 6,500 shares of the stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $230.79, for a total transaction of $1,500,135.00. Following the transaction, the vice president directly owned 42,488 shares in the company, valued at $9,805,805.52. This represents a 13.27% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Mark Gary sold 12,921 shares of the stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $230.10, for a total transaction of $2,973,122.10. Following the transaction, the vice president owned 45,547 shares in the company, valued at approximately $10,480,364.70. The trade was a 22.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 114,284 shares of company stock worth $25,531,935 over the last quarter. Corporate insiders own 0.60% of the company’s stock.

Texas Instruments 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.