Texas Instruments Incorporated $TXN Shares Sold by Cerity Partners LLC

Cerity Partners LLC lessened its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 1.9% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 372,036 shares of the semiconductor company’s stock after selling 7,260 shares during the quarter. Cerity Partners LLC’s holdings in Texas Instruments were worth $68,354,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of TXN. Brighton Jones LLC boosted its position in shares of Texas Instruments by 33.4% in the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after buying an additional 4,218 shares in the last quarter. Ashton Thomas Private Wealth LLC lifted its holdings in shares of Texas Instruments by 12.0% in the first quarter. Ashton Thomas Private Wealth LLC now owns 9,326 shares of the semiconductor company’s stock valued at $1,676,000 after purchasing an additional 999 shares in the last quarter. Signature Estate & Investment Advisors LLC grew its position in shares of Texas Instruments by 9.2% in the first quarter. Signature Estate & Investment Advisors LLC now owns 2,176 shares of the semiconductor company’s stock valued at $391,000 after purchasing an additional 184 shares during the last quarter. Caxton Associates LLP purchased a new position in shares of Texas Instruments during the 1st quarter worth approximately $479,000. Finally, MBB Public Markets I LLC acquired a new position in shares of Texas Instruments during the 1st quarter worth approximately $303,000. 84.99% of the stock is owned by institutional investors and hedge funds.

Key Texas Instruments News

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

• Positive Sentiment: TI rolled out new automotive semiconductor technology and related resources, a revenue-exposed product win that investors view as supportive for long-term growth in auto electronics. Texas Instruments stock rises after unveiling new automotive semiconductor tech
• Positive Sentiment: TI is pushing IoT initiatives (Afero) alongside new auto chips, which analysts say could help reframe its innovation narrative and broaden addressable markets—an upside for future revenue diversification. Will TI’s Afero IoT Push and New Auto Chips Reframe Texas Instruments’ (TXN) Innovation Narrative?
• Neutral Sentiment: Management scheduled the Q4 2025 and full-year 2025 earnings webcast for Jan. 27; investors will focus on guidance and margins for immediate directional clarity. Texas Instruments to webcast Q4 2025 and 2025 earnings conference call
• Neutral Sentiment: Several previews and valuation notes argue TI’s recent fundamentals (solid revenue growth and in-line EPS) justify patience; these pieces weigh whether short-term price weakness creates a buying opportunity. Declining Stock and Decent Financials: Is The Market Wrong About Texas Instruments Incorporated (NASDAQ:TXN)?
• Negative Sentiment: Analyst/commentary pieces warn that negative sentiment may persist, citing valuation, macro risks and limited near-term catalysts—pressure that helps explain continued share weakness despite decent earnings. Texas Instruments: The Negative Sentiment Is Likely To Persist, For Now
• Negative Sentiment: Market reaction this session was a larger dip than the broader market; coverage notes attribute the decline to profit-taking, valuation concerns and cautious positioning ahead of TI’s earnings call. Why Texas Instruments (TXN) Dipped More Than Broader Market Today

Analyst Ratings Changes

A number of equities research analysts have commented on TXN shares. Rosenblatt Securities lowered their target price on Texas Instruments from $245.00 to $200.00 and set a “buy” rating on the stock in a report on Wednesday, October 22nd. Morgan Stanley set a $175.00 price objective on Texas Instruments in a research note on Wednesday, October 22nd. Weiss Ratings reissued a “hold (c)” rating on shares of Texas Instruments in a research note on Monday, December 29th. Cowen restated a “buy” rating on shares of Texas Instruments in a report on Wednesday, October 22nd. Finally, JPMorgan Chase & Co. lowered their price target on shares of Texas Instruments from $225.00 to $210.00 and set an “overweight” rating for the company in a report on Wednesday, October 22nd. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, ten have assigned a Hold rating and seven have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $191.49.

Texas Instruments Stock Performance

NASDAQ TXN opened at $185.71 on Thursday. The company has a current ratio of 4.45, a quick ratio of 2.90 and a debt-to-equity ratio of 0.81. The company has a market capitalization of $168.74 billion, a PE ratio of 33.95, a price-to-earnings-growth ratio of 3.10 and a beta of 1.00. The business’s 50-day moving average price is $170.59 and its 200 day moving average price is $184.43. Texas Instruments Incorporated has a twelve month low of $139.95 and a twelve month high of $221.69.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Tuesday, October 21st. The semiconductor company reported $1.48 EPS for the quarter, meeting analysts’ consensus estimates of $1.48. The company had revenue of $4.74 billion during the quarter, compared to the consensus estimate of $4.65 billion. Texas Instruments had a net margin of 29.21% and a return on equity of 30.41%. The company’s quarterly revenue was up 14.2% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.44 EPS. Texas Instruments has set its Q4 2025 guidance at 1.130-1.390 EPS. On average, research analysts predict that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Insider Activity at Texas Instruments

In other news, VP Christine Witzsche sold 1,000 shares of the business’s stock in a transaction on Thursday, November 13th. The shares were sold at an average price of $164.31, for a total transaction of $164,310.00. Following the completion of the sale, the vice president directly owned 20,821 shares of the company’s stock, valued at $3,421,098.51. The trade was a 4.58% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Ronald Kirk sold 9,990 shares of the stock in a transaction on Monday, November 24th. The stock was sold at an average price of $162.33, for a total value of $1,621,676.70. Following the completion of the transaction, the director directly owned 14,937 shares in the company, valued at $2,424,723.21. This trade represents a 40.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.57% 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.