Rock Point Advisors LLC grew its position in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 6.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 36,301 shares of the semiconductor company’s stock after purchasing an additional 2,347 shares during the period. Texas Instruments comprises about 1.6% of Rock Point Advisors LLC’s portfolio, making the stock its 23rd largest position. Rock Point Advisors LLC’s holdings in Texas Instruments were worth $6,298,000 at the end of the most recent reporting period.
A number of other large investors also recently made changes to their positions in the company. Brighton Jones LLC boosted its stake in shares of Texas Instruments by 33.4% in the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after buying an additional 4,218 shares during the last quarter. Intech Investment Management LLC lifted its holdings 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 acquiring an additional 1,031 shares during the period. Osterweis Capital Management Inc. lifted its holdings in Texas Instruments by 1,810.0% during the second 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 boosted its position in Texas Instruments by 1.7% in the second quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock worth $1,540,000 after purchasing an additional 126 shares during the last quarter. Finally, HUB Investment Partners LLC grew its stake 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 purchasing an additional 496 shares during the period. 84.99% of the stock is owned by institutional investors.
Analyst Upgrades and Downgrades
A number of research firms have recently commented on TXN. Stifel Nicolaus lifted their target price on Texas Instruments from $250.00 to $290.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. BNP Paribas Exane raised shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. DZ Bank upgraded shares of Texas Instruments to a “strong sell” rating in a research note on Monday, February 9th. Susquehanna reissued a “positive” rating and set a $300.00 target price on shares of Texas Instruments in a research report on Thursday, April 23rd. Finally, Weiss Ratings upgraded shares of Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. 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. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $257.68.
Texas Instruments Trading Down 0.9%
Shares of TXN opened at $295.17 on Wednesday. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $298.18. The business has a 50-day moving average of $221.82 and a 200 day moving average of $198.70. The firm has a market cap of $268.63 billion, a P/E ratio of 50.54, a price-to-earnings-growth ratio of 1.49 and a beta of 1.31. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46.
Texas Instruments (NASDAQ:TXN – Get Free Report) last released 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. The business had revenue of $4.83 billion for the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The company’s revenue was up 18.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, research analysts forecast that Texas Instruments Incorporated will post 7.69 EPS for the current year.
Texas Instruments Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th will be paid a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date is Tuesday, May 5th. Texas Instruments’s dividend payout ratio is presently 97.26%.
Insider Buying and Selling
In other Texas Instruments news, CEO Haviv Ilan sold 20,000 shares of the stock in a transaction on Monday, May 4th. The stock was sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the sale, the chief executive officer owned 204,339 shares in the company, valued at $57,280,308.48. This represents a 8.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Amichai Ron sold 18,365 shares of the firm’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $272.43, for a total value of $5,003,176.95. Following the completion of the transaction, the vice president directly owned 81,085 shares of the company’s stock, valued at $22,089,986.55. The trade was a 18.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 248,746 shares of company stock worth $68,252,267 in the last 90 days. 0.60% of the stock is currently owned by company insiders.
Texas Instruments Company 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.
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