Palmer Knight Co Boosts Holdings in Texas Instruments Incorporated $TXN

Palmer Knight Co boosted its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 41.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 45,258 shares of the semiconductor company’s stock after purchasing an additional 13,162 shares during the quarter. Texas Instruments makes up approximately 4.1% of Palmer Knight Co’s holdings, making the stock its 11th biggest position. Palmer Knight Co’s holdings in Texas Instruments were worth $7,852,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Bogart Wealth LLC lifted its holdings in shares of Texas Instruments by 7.8% in the fourth quarter. Bogart Wealth LLC now owns 647 shares of the semiconductor company’s stock worth $112,000 after buying an additional 47 shares in the last quarter. Emerald Advisors LLC grew its stake in Texas Instruments by 0.8% during the fourth quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company’s stock valued at $1,195,000 after acquiring an additional 52 shares in the last quarter. Wagner Wealth Management LLC grew its stake in Texas Instruments by 3.4% during the fourth quarter. Wagner Wealth Management LLC now owns 1,563 shares of the semiconductor company’s stock valued at $271,000 after acquiring an additional 52 shares in the last quarter. McIlrath & Eck LLC increased its holdings in Texas Instruments by 16.5% in the 4th quarter. McIlrath & Eck LLC now owns 381 shares of the semiconductor company’s stock valued at $66,000 after acquiring an additional 54 shares during the last quarter. Finally, BOS Asset Management LLC lifted its stake in Texas Instruments by 4.4% in the 4th quarter. BOS Asset Management LLC now owns 1,324 shares of the semiconductor company’s stock worth $230,000 after purchasing an additional 56 shares in the last quarter. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Stock Performance

Texas Instruments stock opened at $281.00 on Wednesday. The company’s 50-day moving average price is $214.15 and its 200-day moving average price is $194.67. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The company has a market cap of $255.74 billion, a PE ratio of 48.12, a price-to-earnings-growth ratio of 1.42 and a beta of 1.31. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $287.83.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping the consensus estimate of $1.37 by $0.31. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The company had revenue of $4.83 billion during the quarter, compared to analyst estimates of $4.85 billion. During the same quarter last year, the business posted $1.23 earnings per share. The firm’s revenue was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, equities research analysts forecast that Texas Instruments Incorporated will post 7.6 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th will be given a dividend of $1.42 per share. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $5.68 annualized dividend and a dividend yield of 2.0%. Texas Instruments’s payout ratio is currently 97.26%.

Insider Activity

In related news, VP Mohammad Yunus sold 51,098 shares of the firm’s stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $270.44, for a total value of $13,818,943.12. Following the completion of the sale, the vice president directly owned 52,856 shares in the company, valued at $14,294,376.64. This trade represents a 49.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Amichai Ron sold 18,365 shares of Texas Instruments stock in a transaction on Friday, April 24th. The stock was sold at an average price of $272.43, for a total transaction of $5,003,176.95. Following 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. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 351,224 shares of company stock worth $90,772,849. Company insiders own 0.60% of the company’s stock.

Wall Street Analysts Forecast Growth

TXN has been the subject of several research reports. KeyCorp increased their price objective on shares of Texas Instruments from $240.00 to $325.00 and gave the company an “overweight” rating in a report on Thursday, April 23rd. BNP Paribas Exane upgraded Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. Robert W. Baird increased their price target on Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Wolfe Research restated an “outperform” rating and set a $315.00 price target on shares of Texas Instruments in a report on Thursday, April 23rd. Finally, Bank of America raised Texas Instruments from a “neutral” rating to a “buy” rating and lifted their price objective for the stock from $235.00 to $320.00 in a research note on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have issued a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $257.68.

Key Texas Instruments News

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

• Positive Sentiment: Unusual options flow — traders bought roughly 120,870 call contracts (about a 425% increase vs. typical volume), signaling short‑term bullish speculation or hedging that can amplify upside into expirations. (Options flow report)
• Positive Sentiment: Macro/AI lift and YTD gains — several news pieces highlight TXN’s ~62% YTD rally as AI demand boosts analog and embedded chip sales and data‑center revenue, underpinning investor enthusiasm and valuation re‑ratings. Texas Instruments Soars 62% YTD: Is TXN Stock Still Worth Buying?
• Neutral Sentiment: Sector and ETF context — coverage comparing TXN with peers (ON Semiconductor) and roundups of April’s top ETFs provide useful relative performance context but are not direct company catalysts. TXN vs ON Semiconductor in April
• Neutral Sentiment: Analyst and market notes — multiple “is it a buy?” pieces and Zacks commentary revisit valuation after the rally; coverage is mixed (buy/hold/underweight across shops) and keeps trading focused on forward growth and multiples. Zacks: TXN Coverage
• Neutral Sentiment: Dividend/ex‑dividend — TXN declared a $1.42 quarterly dividend (ex‑dividend May 5, pay May 19); steady income supports the case for income investors but the payout ratio is high, so it’s more a stability signal than growth catalyst.
• Negative Sentiment: Insider selling — CEO Haviv Ilan sold 20,000 shares on May 4 for ~$5.6M (avg $280.32); large insider sales can be perceived negatively by some investors. SEC filing: CEO Form 4
• Negative Sentiment: Additional insider selling — CAO Julie Knecht sold 9,956 shares (about $2.77M) and trimmed her stake by ~52%, which may add short‑term selling pressure or raise governance questions for some investors. SEC filing: CAO Form 4

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.