Texas Instruments Incorporated $TXN Shares Purchased by Envestnet Portfolio Solutions Inc.

Posted by Francis Steltz on May 21st, 2026

Envestnet Portfolio Solutions Inc. boosted its stake in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 13.1% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 47,760 shares of the semiconductor company’s stock after purchasing an additional 5,535 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Texas Instruments were worth $8,286,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently modified their holdings of the business. Alta Capital Management LLC grew its stake in shares of Texas Instruments by 23.0% in the fourth quarter. Alta Capital Management LLC now owns 27,084 shares of the semiconductor company’s stock worth $4,699,000 after purchasing an additional 5,073 shares in the last quarter. Entrust Financial LLC purchased a new stake in shares of Texas Instruments in the 4th quarter valued at approximately $91,000. Cascade Financial Partners LLC boosted its position in Texas Instruments by 10.1% during the 4th quarter. Cascade Financial Partners LLC now owns 7,686 shares of the semiconductor company’s stock worth $1,333,000 after acquiring an additional 703 shares during the period. Intrua Financial LLC boosted its position in Texas Instruments by 6.9% during the 4th quarter. Intrua Financial LLC now owns 3,703 shares of the semiconductor company’s stock worth $642,000 after acquiring an additional 239 shares during the period. Finally, TD Private Client Wealth LLC boosted its position in Texas Instruments by 95.7% during the 4th quarter. TD Private Client Wealth LLC now owns 15,768 shares of the semiconductor company’s stock worth $2,736,000 after acquiring an additional 7,709 shares during the period. Institutional investors own 84.99% of the company’s stock.

Texas Instruments News Roundup

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

Positive Sentiment: A Mizuho analyst raised Texas Instruments’ price target from $255 to $300 while keeping a neutral rating, signaling continued confidence in the semiconductor maker’s fundamentals and earnings outlook.
Positive Sentiment: Investor enthusiasm around AI infrastructure has helped push TXN shares sharply higher this year, reflecting expectations that analog and power chips will benefit from broader data-center and industrial demand.
Neutral Sentiment: One recent article argued that TXN’s rapid run-up has stretched valuation and lowered its value ranking, which could make some investors cautious about buying after the strong rally. Texas Instruments Stock Rally Amid AI Boom Sparks Overvaluation Concerns— Value Rank Tumbles
Neutral Sentiment: Broader tech weakness and rising bond yields weighed on semiconductor and growth stocks overall, which may have limited upside for TXN despite its company-specific momentum. Stocks Pressured by Tech Weakness and Rising Bond Yields

Insider Buying and Selling

In related news, Director Carrie Smith Cox sold 8,838 shares of the stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $306.41, for a total transaction of $2,708,051.58. Following the completion of the transaction, the director directly owned 37,626 shares in the company, valued at approximately $11,528,982.66. This trade represents a 19.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Ahmad Bahai sold 5,000 shares of the business’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the completion of the sale, the vice president directly owned 42,519 shares in the company, valued at approximately $13,143,898.47. This represents a 10.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 303,475 shares of company stock valued at $85,666,638. 0.60% of the stock is owned by company insiders.

Texas Instruments Trading Up 0.9%

Shares of TXN opened at $304.88 on Thursday. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $310.29. The firm has a market capitalization of $277.47 billion, a PE ratio of 52.21, a price-to-earnings-growth ratio of 1.51 and a beta of 1.31. The stock’s fifty day simple moving average is $234.27 and its 200-day simple moving average is $204.52.

Texas Instruments (NASDAQ:TXN – Get Free Report) last issued its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (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 analyst estimates of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The firm’s revenue for the quarter was up 18.6% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, research analysts predict that Texas Instruments Incorporated will post 7.69 earnings per share for the current year.

Texas Instruments Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were issued a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Tuesday, May 5th. Texas Instruments’s dividend payout ratio is 97.26%.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. BNP Paribas Exane upgraded Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. Zacks Research raised Texas Instruments from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 24th. Raymond James Financial set a $240.00 target price on Texas Instruments in a report on Wednesday, January 28th. Robert W. Baird raised their target price on Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a report on Thursday, April 23rd. Finally, UBS Group boosted their price objective on Texas Instruments from $260.00 to $295.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $263.65.

Check Out Our Latest Analysis on TXN

Texas Instruments Company Profile

(Free Report)

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.