Alpine Woods Capital Investors LLC Increases Holdings in Texas Instruments Incorporated $TXN

Alpine Woods Capital Investors LLC raised its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 7.0% in the 1st quarter, HoldingsChannel reports. The fund owned 27,895 shares of the semiconductor company’s stock after buying an additional 1,819 shares during the quarter. Texas Instruments accounts for approximately 1.3% of Alpine Woods Capital Investors LLC’s investment portfolio, making the stock its 23rd biggest holding. Alpine Woods Capital Investors LLC’s holdings in Texas Instruments were worth $5,416,000 as of its most recent filing with the SEC.

A number of other hedge funds have also made changes to their positions in the business. Norges Bank purchased a new stake in Texas Instruments during the fourth quarter worth approximately $2,516,628,000. Bank of New York Mellon Corp boosted its holdings in Texas Instruments by 33.6% in the first quarter. Bank of New York Mellon Corp now owns 16,402,834 shares of the semiconductor company’s stock valued at $3,184,446,000 after purchasing an additional 4,129,601 shares in the last quarter. Amundi increased its stake in Texas Instruments by 61.0% in the third 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 during the last quarter. Van ECK Associates Corp increased its stake in Texas Instruments by 27.1% in the fourth quarter. Van ECK Associates Corp now owns 11,608,265 shares of the semiconductor company’s stock valued at $2,013,918,000 after purchasing an additional 2,474,062 shares during the last quarter. Finally, Franklin Resources Inc. raised its holdings in Texas Instruments by 26.9% during the fourth quarter. Franklin Resources Inc. now owns 9,153,622 shares of the semiconductor company’s stock worth $1,588,062,000 after purchasing an additional 1,938,788 shares in the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the stock. Sanford C. Bernstein boosted their price objective on shares of Texas Instruments from $250.00 to $290.00 and gave the stock a “market perform” rating in a research report on Thursday, July 23rd. KeyCorp increased their target price on shares of Texas Instruments from $390.00 to $400.00 and gave the company an “overweight” rating in a research report on Thursday, July 23rd. Rosenblatt Securities lifted their price target on shares of Texas Instruments from $330.00 to $350.00 and gave the stock a “buy” rating in a research note on Friday, July 24th. Robert W. Baird boosted their price target on shares of Texas Instruments from $300.00 to $385.00 and gave the company an “outperform” rating in a research report on Thursday, July 23rd. Finally, Benchmark upped their price objective on shares of Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a research note on Thursday, July 23rd. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, nine have assigned a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, Texas Instruments presently has a consensus rating of “Hold” and a consensus price target of $312.12.

Texas Instruments Stock Performance

Shares of TXN opened at $275.74 on Friday. The stock has a market capitalization of $251.82 billion, a P/E ratio of 41.97, a P/E/G ratio of 1.10 and a beta of 1.32. The company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $334.03. The company’s fifty day moving average is $298.40 and its two-hundred day moving average is $250.51.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, topping the consensus estimate of $1.91 by $0.23. The company had revenue of $5.46 billion during the quarter, compared to analysts’ expectations of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The business’s revenue was up 22.8% on a year-over-year basis. During the same quarter last year, the business earned $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, sell-side analysts predict that Texas Instruments Incorporated will post 8.35 earnings per share for the current year.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 11th. Investors of record on Friday, July 31st will be given a $1.42 dividend. The ex-dividend date is Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a yield of 2.1%. Texas Instruments’s dividend payout ratio (DPR) is presently 86.45%.

Insider Transactions at Texas Instruments

In other Texas Instruments news, CEO Haviv Ilan sold 20,000 shares of Texas Instruments 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 sale, the chief executive officer owned 204,339 shares of the company’s stock, valued at approximately $57,280,308.48. The trade was a 8.92% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, 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 value of $1,545,650.00. Following the transaction, the vice president owned 42,519 shares in the company, valued at $13,143,898.47. The trade was a 10.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 86,535 shares of company stock valued at $26,032,124 over the last 90 days. Insiders own 0.60% of the company’s stock.

About Texas Instruments

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.