Texas Instruments Incorporated $TXN Holdings Lowered by Flputnam Investment Management Co.

Flputnam Investment Management Co. trimmed its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 9.2% in the 4th quarter, HoldingsChannel reports. The firm owned 17,471 shares of the semiconductor company’s stock after selling 1,777 shares during the quarter. Flputnam Investment Management Co.’s holdings in Texas Instruments were worth $3,031,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the business. Integrity Alliance LLC. lifted its stake in Texas Instruments by 7.5% in the 4th quarter. Integrity Alliance LLC. now owns 9,907 shares of the semiconductor company’s stock worth $1,719,000 after acquiring an additional 693 shares in the last quarter. Bleakley Financial Group LLC lifted its stake in Texas Instruments by 5.8% in the 4th quarter. Bleakley Financial Group LLC now owns 19,540 shares of the semiconductor company’s stock worth $3,390,000 after acquiring an additional 1,075 shares in the last quarter. Harbour Investments Inc. lifted its stake in Texas Instruments by 187.0% in the 4th quarter. Harbour Investments Inc. now owns 9,579 shares of the semiconductor company’s stock worth $1,662,000 after acquiring an additional 6,241 shares in the last quarter. Allstate Corp lifted its stake in Texas Instruments by 113.8% in the 4th quarter. Allstate Corp now owns 67,968 shares of the semiconductor company’s stock worth $11,792,000 after acquiring an additional 36,184 shares in the last quarter. Finally, MSH Capital Advisors LLC purchased a new stake in Texas Instruments in the 4th quarter worth about $392,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Texas Instruments Stock Performance

Shares of TXN stock opened at $317.45 on Thursday. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94. The firm has a market cap of $288.91 billion, a P/E ratio of 54.36, a PEG ratio of 1.63 and a beta of 1.31. The stock’s 50-day moving average is $246.04 and its two-hundred day moving average is $209.82. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $331.51.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.37 by $0.31. The firm had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The company’s revenue was up 18.6% compared to the same quarter last year. During the same period in the previous year, the company earned $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 7.66 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were paid a $1.42 dividend. The ex-dividend date was Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a yield of 1.8%. Texas Instruments’s payout ratio is 97.26%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the company. Truist Financial increased their price objective on Texas Instruments from $225.00 to $278.00 and gave the stock a “hold” rating in a research note on Thursday, April 23rd. Rosenblatt Securities increased their price objective on Texas Instruments from $240.00 to $330.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. Wolfe Research reissued an “outperform” rating and issued a $315.00 price objective on shares of Texas Instruments in a research note on Thursday, April 23rd. TD Cowen increased their price objective on Texas Instruments from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. Finally, Zacks Research raised Texas Instruments from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have assigned a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $265.57.

Texas Instruments News Roundup

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

• Positive Sentiment: Bank of America raised its price target on Texas Instruments to $370 from $320 and kept a Buy rating, citing meaningful upside from data center power demand and AI-related growth.
• Positive Sentiment: Seaport Research upgraded TXN to Buy and said rising power needs in data centers, along with increasing electrical intensity per rack, could boost demand for Texas Instruments’ analog and power chips.
• Positive Sentiment: Recent articles highlighted TXN as a key beneficiary of the AI power buildout, including its work on 800V power distribution for next-generation data centers, which could support longer-term revenue and margin growth.
• Positive Sentiment: Investors continue to focus on TXN’s strong Q1 earnings beat and upbeat Q2 guidance, which reinforced confidence that demand from data centers and industrial customers is holding up well.

Insider Transactions at Texas Instruments

In other Texas Instruments news, CFO Rafael R. Lizardi sold 47,734 shares of Texas Instruments stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $308.10, for a total value of $14,706,845.40. Following the completion of the sale, the chief financial officer directly owned 85,485 shares in the company, valued at $26,337,928.50. The trade was a 35.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Shanon J. Leonard sold 4,963 shares of Texas Instruments 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 sale, the vice president owned 24,867 shares of the company’s stock, valued at $7,341,235.74. This trade represents a 16.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 303,475 shares of company stock valued at $85,666,638. Insiders own 0.60% of the company’s stock.

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.