Rathbones Group PLC Cuts Stock Holdings in Texas Instruments Incorporated $TXN

Posted by Geri Gentry on May 21st, 2026

Rathbones Group PLC lowered its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 5.5% during the fourth quarter, Holdings Channel reports. The fund owned 239,481 shares of the semiconductor company’s stock after selling 13,917 shares during the period. Rathbones Group PLC’s holdings in Texas Instruments were worth $41,548,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Artisan Partners Limited Partnership increased its position in shares of Texas Instruments by 1.7% during the third quarter. Artisan Partners Limited Partnership now owns 758,349 shares of the semiconductor company’s stock worth $139,331,000 after acquiring an additional 12,562 shares during the period. Rothschild & Co Wealth Management UK Ltd increased its position in shares of Texas Instruments by 1.3% during the third quarter. Rothschild & Co Wealth Management UK Ltd now owns 1,307,580 shares of the semiconductor company’s stock worth $240,242,000 after acquiring an additional 16,260 shares during the period. Swiss Life Asset Management Ltd increased its position in shares of Texas Instruments by 10.1% during the fourth quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock worth $96,321,000 after acquiring an additional 50,808 shares during the period. Greenland Capital Management LP increased its holdings in Texas Instruments by 66.3% in the third quarter. Greenland Capital Management LP now owns 58,151 shares of the semiconductor company’s stock valued at $10,684,000 after buying an additional 23,177 shares during the last quarter. Finally, Providence Capital Advisors LLC purchased a new position in Texas Instruments in the third quarter valued at $6,347,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Insider Buying and Selling at Texas Instruments

In other news, CEO Haviv Ilan sold 20,000 shares of the stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the completion of the sale, the chief executive officer owned 204,339 shares in the company, valued at approximately $57,280,308.48. This represents a 8.92% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, VP Ahmad Bahai sold 5,000 shares of the stock in a transaction dated 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 sale, the vice president owned 42,519 shares of the company’s stock, valued at $13,143,898.47. This trade represents a 10.52% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 303,475 shares of company stock valued at $85,666,638. Corporate insiders own 0.60% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently commented on the company. Wells Fargo & Company increased their target price on Texas Instruments from $215.00 to $260.00 and gave the company an “equal weight” rating in a report on Thursday, April 23rd. Rosenblatt Securities increased their target price on Texas Instruments from $240.00 to $330.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Benchmark increased their target price on Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Raymond James Financial set a $240.00 target price on Texas Instruments in a report on Wednesday, January 28th. Finally, Morgan Stanley reissued an “underweight” rating and issued a $180.00 target price on shares of Texas Instruments in a report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat.com, Texas Instruments currently has an average rating of “Hold” and a consensus price target of $263.65.

Check Out Our Latest Stock Analysis on TXN

Trending Headlines about Texas Instruments

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

Texas Instruments Stock Performance

Shares of TXN stock opened at $304.88 on Thursday. The stock’s 50-day moving average is $234.27 and its two-hundred day moving average is $204.52. The firm has a market cap of $277.47 billion, a price-to-earnings ratio of 52.21, a PEG ratio of 1.51 and a beta of 1.31. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $310.29. 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 issued 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. The company 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 business’s quarterly revenue was up 18.6% compared to the same quarter last year. During the same quarter last year, the company posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. 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 announced a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th were paid a dividend of $1.42 per share. The ex-dividend date was Tuesday, May 5th. This represents a $5.68 annualized dividend and a dividend yield of 1.9%. Texas Instruments’s dividend payout ratio is 97.26%.

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.