Cannell & Spears LLC Has $23.53 Million Stake in Texas Instruments Incorporated $TXN

Posted by Francis Steltz on Jul 25th, 2026

Cannell & Spears LLC raised its position in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 33.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 124,757 shares of the semiconductor company’s stock after buying an additional 31,412 shares during the quarter. Cannell & Spears LLC’s holdings in Texas Instruments were worth $23,526,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in TXN. Gamco Investors INC. ET AL lifted its holdings in shares of Texas Instruments by 2.7% during the 1st quarter. Gamco Investors INC. ET AL now owns 104,982 shares of the semiconductor company’s stock worth $20,381,000 after acquiring an additional 2,761 shares during the period. Public Employees Retirement System of Ohio increased its stake in Texas Instruments by 2.0% in the first quarter. Public Employees Retirement System of Ohio now owns 376,524 shares of the semiconductor company’s stock valued at $73,098,000 after acquiring an additional 7,308 shares during the last quarter. Compound Planning Inc. raised its position in Texas Instruments by 4.6% during the first quarter. Compound Planning Inc. now owns 7,639 shares of the semiconductor company’s stock valued at $1,483,000 after purchasing an additional 336 shares in the last quarter. Klingman & Associates LLC raised its position in Texas Instruments by 1.5% during the first quarter. Klingman & Associates LLC now owns 4,618 shares of the semiconductor company’s stock valued at $897,000 after purchasing an additional 67 shares in the last quarter. Finally, Modern Wealth Management LLC lifted its stake in Texas Instruments by 0.9% during the first quarter. Modern Wealth Management LLC now owns 27,771 shares of the semiconductor company’s stock worth $5,451,000 after purchasing an additional 256 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. The Goldman Sachs Group raised their target price on Texas Instruments from $200.00 to $225.00 and gave the company a “sell” rating in a report on Thursday. HC Wainwright lowered Texas Instruments to a “neutral” rating in a research note on Friday, May 22nd. Weiss Ratings upgraded Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday, May 6th. Jefferies Financial Group raised Texas Instruments from a “hold” rating to a “buy” rating in a research note on Friday, May 22nd. Finally, Evercore reissued an “outperform” rating and issued a $330.00 target price on shares of Texas Instruments in a report on Thursday. Fourteen investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $308.40.

Get Our Latest Analysis on TXN

Texas Instruments News Summary

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

Positive Sentiment: Rosenblatt Securities raised its price target to $350 and kept a buy rating, while JPMorgan, TD Cowen, and KeyCorp also reiterated bullish views and lifted targets, suggesting analysts see further upside after the earnings beat. Article
Positive Sentiment: Texas Instruments reported Q2 earnings of $2.14 per share on revenue of $5.46 billion, both above estimates, with revenue up 22.8% year over year and management issuing stronger forward guidance tied to industrial, data center, and automotive demand.
Positive Sentiment: Commentary highlighted improving inventory levels, broad demand recovery, and strong free cash flow, all of which support the long-term investment case for TXN.
Neutral Sentiment: Several articles framed TXN as a strong growth, wide-moat, or undervalued stock, reinforcing a constructive but largely unchanged fundamental outlook.
Negative Sentiment: The broader semiconductor group has pulled back as investors rotate out of AI chip winners, unwind leveraged trades, and take profits after a powerful run, pressuring TXN along with the rest of the sector.
Negative Sentiment: Despite the earnings beat and raised outlook, the stock sold off after the report, suggesting expectations were already very high and leaving little room for short-term disappointment.

Texas Instruments Stock Down 1.9%

Shares of TXN opened at $279.58 on Friday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 2.94 and a current ratio of 4.86. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03. The stock has a market capitalization of $254.44 billion, a price-to-earnings ratio of 42.55, a PEG ratio of 1.44 and a beta of 1.32. The stock has a fifty day moving average of $301.06 and a 200-day moving average of $247.37.

Texas Instruments (NASDAQ:TXN – Get Free Report) last issued its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, topping analysts’ consensus estimates of $1.91 by $0.23. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The business had revenue of $5.46 billion for the quarter, compared to analyst estimates of $5.26 billion. During the same quarter in the previous year, the company posted $1.41 EPS. Texas Instruments’s quarterly revenue was up 22.8% compared to the same quarter last year. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, sell-side analysts anticipate that Texas Instruments Incorporated will post 7.78 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st 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 2.0%. The ex-dividend date of this dividend is Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is presently 86.45%.

Insider Activity at Texas Instruments

In other news, CEO Haviv Ilan sold 20,000 shares of the company’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $280.32, for a total value of $5,606,400.00. Following the completion of the transaction, the chief executive officer owned 204,339 shares of the company’s stock, valued at $57,280,308.48. This represents a 8.92% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, VP Shanon J. Leonard sold 4,963 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the completion of the transaction, the vice president owned 24,867 shares of the company’s stock, valued at approximately $7,341,235.74. This trade represents a 16.64% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 199,143 shares of company stock valued at $56,959,010. Corporate insiders own 0.60% of the company’s stock.

About Texas Instruments

(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.