NewEdge Wealth LLC Increases Stake in Texas Instruments Incorporated $TXN

NewEdge Wealth LLC grew its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 7.8% in the fourth quarter, Holdings Channel reports. The institutional investor owned 37,686 shares of the semiconductor company’s stock after buying an additional 2,731 shares during the period. NewEdge Wealth LLC’s holdings in Texas Instruments were worth $6,538,000 as of its most recent filing with the SEC.

A number of other large investors also recently bought and sold shares of the company. Vanguard Group Inc. raised its position in Texas Instruments by 1.0% during the 3rd quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock worth $17,720,020,000 after buying an additional 998,658 shares during the last quarter. State Street Corp increased its holdings in shares of Texas Instruments by 0.5% in the 3rd quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock valued at $8,002,381,000 after purchasing an additional 230,098 shares in the last quarter. Invesco Ltd. increased its holdings in shares of Texas Instruments by 16.8% in the 3rd quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock valued at $3,019,603,000 after purchasing an additional 2,366,695 shares in the last quarter. Alliancebernstein L.P. increased its holdings in shares of Texas Instruments by 2.7% in the 3rd quarter. Alliancebernstein L.P. now owns 11,557,813 shares of the semiconductor company’s stock valued at $2,123,517,000 after purchasing an additional 305,022 shares in the last quarter. Finally, Amundi increased its holdings in shares of Texas Instruments by 61.0% in the 3rd quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock valued at $1,717,240,000 after purchasing an additional 3,580,147 shares in the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Insider Activity

In other Texas Instruments news, VP Mohammad Yunus sold 51,098 shares of the firm’s stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total transaction of $13,818,943.12. Following the completion of the transaction, the vice president directly owned 52,856 shares in the company, valued at approximately $14,294,376.64. This trade represents a 49.15% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Haviv Ilan sold 20,000 shares of the firm’s 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 transaction, the chief executive officer owned 204,339 shares of the company’s stock, valued at $57,280,308.48. This trade represents a 8.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 345,080 shares of company stock worth $89,405,821 in the last three months. Company insiders own 0.60% of the company’s stock.

Wall Street Analysts Forecast Growth

TXN has been the subject of a number of research analyst reports. Citigroup increased their price target on shares of Texas Instruments from $235.00 to $280.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Morgan Stanley reiterated an “underweight” rating and issued a $180.00 price target on shares of Texas Instruments in a report on Wednesday, January 28th. BNP Paribas Exane upgraded shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a report on Thursday, January 22nd. Wells Fargo & Company increased their price target on shares of Texas Instruments from $215.00 to $260.00 and gave the company an “equal weight” rating in a report on Thursday, April 23rd. Finally, Zacks Research upgraded shares of Texas Instruments from a “hold” rating to a “strong-buy” rating in a report on Friday, April 24th. One 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 given a Sell rating to the stock. According to MarketBeat.com, Texas Instruments presently has a consensus rating of “Hold” and a consensus price target of $257.68.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Zacks Research raised multiple earnings estimates for Texas Instruments, including Q2 2026, FY2026, Q1/Q2/Q3/Q4 2027, and FY2028, while reiterating a Strong-Buy rating. Higher earnings forecasts can signal improving fundamentals and justify a higher valuation.
• Positive Sentiment: Recent coverage highlighted Texas Instruments as a stock benefiting from AI-fueled semiconductor demand, with analysts pointing to steady chip sales across the broader industry. This supports the view that end-market demand remains healthy. Article: 4 Solid Stocks to Buy as AI Powers Steady Semiconductor Sales
• Positive Sentiment: Another article noted Texas Instruments climbed after beating Q1 estimates and guiding Q2 above expectations, with management pointing to strength in data center, industrial, and AI-related markets. That reinforces confidence in near-term revenue and margin momentum. Article: Texas Instruments (TXN) Is Up 7.5% After Beating Q1 Estimates And Raising Q2 Outlook – What’s Changed
• Neutral Sentiment: Zacks also published a momentum-focused piece calling Texas Instruments a potential top pick for momentum investors, which may add to trader interest but does not represent a direct business development. Article: Are You Looking for a Top Momentum Pick? Why Texas Instruments (TXN) Is a Great Choice
• Negative Sentiment: One filing noted insider selling by CEO Haviv Ilan, who sold 20,000 shares of Texas Instruments. Insider sales can sometimes raise caution, although the impact may be limited if viewed as routine trading.

Texas Instruments Stock Performance

NASDAQ:TXN opened at $287.80 on Monday. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77. The firm has a 50-day moving average price of $216.98 and a two-hundred day moving average price of $196.24. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $292.64. The company has a market capitalization of $261.92 billion, a P/E ratio of 49.28, a price-to-earnings-growth ratio of 1.44 and a beta of 1.31.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating the consensus estimate of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm had revenue of $4.83 billion during the quarter, compared to the consensus estimate of $4.85 billion. During the same period last year, the firm posted $1.23 EPS. The firm’s revenue for the quarter was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, research analysts expect that Texas Instruments Incorporated will post 7.69 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

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

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.