Texas Instruments Incorporated $TXN Holdings Cut by OLD Republic International Corp

OLD Republic International Corp lowered its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 8.6% during the fourth quarter, HoldingsChannel.com reports. The fund owned 329,500 shares of the semiconductor company’s stock after selling 31,000 shares during the period. Texas Instruments accounts for about 2.3% of OLD Republic International Corp’s portfolio, making the stock its 16th biggest position. OLD Republic International Corp’s holdings in Texas Instruments were worth $57,165,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the business. Buckhead Capital Management LLC lifted its holdings in Texas Instruments by 13.4% in the fourth quarter. Buckhead Capital Management LLC now owns 26,670 shares of the semiconductor company’s stock worth $4,627,000 after acquiring an additional 3,144 shares during the last quarter. Jefferies Financial Group Inc. lifted its holdings in Texas Instruments by 444.6% in the fourth quarter. Jefferies Financial Group Inc. now owns 82,896 shares of the semiconductor company’s stock worth $14,382,000 after acquiring an additional 67,674 shares during the last quarter. Guinness Asset Management LTD lifted its holdings in Texas Instruments by 21.9% in the fourth quarter. Guinness Asset Management LTD now owns 1,233,085 shares of the semiconductor company’s stock worth $216,022,000 after acquiring an additional 221,322 shares during the last quarter. Associated Banc Corp lifted its holdings in Texas Instruments by 7.1% in the fourth quarter. Associated Banc Corp now owns 37,829 shares of the semiconductor company’s stock worth $6,563,000 after acquiring an additional 2,520 shares during the last quarter. Finally, Delta Financial Advisors LLC lifted its holdings in Texas Instruments by 37.8% in the fourth quarter. Delta Financial Advisors LLC now owns 6,860 shares of the semiconductor company’s stock worth $1,190,000 after acquiring an additional 1,883 shares during the last quarter. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Price Performance

Shares of NASDAQ:TXN opened at $309.21 on Friday. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $315.57. The stock has a market cap of $281.41 billion, a price-to-earnings ratio of 52.95, a PEG ratio of 1.55 and a beta of 1.31. The stock’s 50 day moving average price is $238.50 and its 200 day moving average price is $206.21. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94.

Texas Instruments (NASDAQ:TXN) last announced its 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 firm had revenue of $4.83 billion for the quarter, compared to analysts’ expectations of $4.85 billion. During the same quarter in the previous year, the company earned $1.23 earnings per share. The firm’s quarterly revenue was up 18.6% compared to the same quarter last year. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities research analysts anticipate that Texas Instruments Incorporated will post 7.69 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were issued a dividend of $1.42 per share. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a $5.68 annualized dividend and a yield of 1.8%. Texas Instruments’s payout ratio is presently 97.26%.

Analyst Ratings Changes

TXN has been the topic of a number of recent research reports. Stifel Nicolaus set a $340.00 target price on shares of Texas Instruments in a report on Friday, May 15th. Truist Financial lifted their price target on Texas Instruments from $225.00 to $278.00 and gave the company a “hold” rating in a report on Thursday, April 23rd. TD Cowen lifted their price target on Texas Instruments from $250.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Sanford C. Bernstein initiated coverage on Texas Instruments in a report on Friday. They set a “market perform” rating on the stock. Finally, Citigroup lifted their price target on Texas Instruments from $235.00 to $280.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have given a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, Texas Instruments has an average rating of “Hold” and an average price target of $263.65.

Insider Activity

In related news, VP Ahmad Bahai sold 5,000 shares of the business’s stock in a transaction that occurred 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 sale, the vice president owned 42,519 shares of the company’s stock, valued at $13,143,898.47. The trade was a 10.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Shanon J. Leonard sold 4,963 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $295.22, for a total value of $1,465,176.86. Following the sale, the vice president directly owned 24,867 shares in the company, valued at approximately $7,341,235.74. The trade was a 16.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 303,475 shares of company stock valued at $85,666,638 over the last 90 days. Corporate insiders own 0.60% of the company’s stock.

Texas Instruments News Summary

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

• Positive Sentiment: Mizuho raised its price target on Texas Instruments after citing strong AI server demand, reinforcing the view that AI infrastructure is creating a new growth driver for the company. Mizuho Raises Texas Instruments (TXN) Price Target on Strong AI Server Demand
• Positive Sentiment: Seaport Research Partners upgraded TXN to Buy from Neutral and set a $400 target, signaling growing confidence that Texas Instruments can benefit from AI power-chip demand. Texas Instruments Has the Power Chips AI Needs. Buy the Stock, Says This Analyst.
• Positive Sentiment: Zacks highlighted TXN as a Strong Buy income stock, which may be adding to broader demand for the shares from income-oriented investors. Best Income Stocks to Buy for May 22nd
• Positive Sentiment: Analysts and recent commentary point to TXN’s AI infrastructure push and nearly 90% year-over-year growth in its data center business, suggesting the company could see further revenue upside. TXN’s AI Infrastructure Push Grows: Can It Boost Revenues Further?

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.