Baltimore Washington Financial Advisors Inc. Has $10.34 Million Position in Texas Instruments Incorporated $TXN

Baltimore Washington Financial Advisors Inc. cut its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 11.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 56,254 shares of the semiconductor company’s stock after selling 6,923 shares during the quarter. Baltimore Washington Financial Advisors Inc.’s holdings in Texas Instruments were worth $10,336,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of TXN. Norges Bank acquired a new position in Texas Instruments during the second quarter valued at approximately $2,836,310,000. Soundwatch Capital LLC raised its holdings in Texas Instruments by 174,339.6% in the second quarter. Soundwatch Capital LLC now owns 2,974,196 shares of the semiconductor company’s stock worth $617,503,000 after purchasing an additional 2,972,491 shares during the period. Vanguard Group Inc. boosted its position in shares of Texas Instruments by 1.5% during the second quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock worth $19,816,773,000 after purchasing an additional 1,426,360 shares in the last quarter. Corient Private Wealth LLC grew its holdings in shares of Texas Instruments by 94.9% in the 2nd quarter. Corient Private Wealth LLC now owns 2,517,451 shares of the semiconductor company’s stock valued at $522,559,000 after buying an additional 1,225,524 shares during the period. Finally, State Street Corp grew its holdings in shares of Texas Instruments by 2.6% in the 2nd quarter. State Street Corp now owns 43,325,014 shares of the semiconductor company’s stock valued at $8,995,139,000 after buying an additional 1,084,364 shares during the period. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

TXN has been the topic of several research analyst reports. Jefferies Financial Group raised their price objective on Texas Instruments from $180.00 to $210.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. Mizuho increased their price target on Texas Instruments from $145.00 to $160.00 and gave the stock an “underperform” rating in a report on Wednesday, January 28th. TD Cowen raised their price target on Texas Instruments from $225.00 to $240.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. DZ Bank upgraded Texas Instruments to a “strong sell” rating in a report on Monday, February 9th. Finally, UBS Group boosted their price objective on Texas Instruments from $245.00 to $260.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have assigned a Hold rating and five have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $214.77.

Texas Instruments Trading Down 2.3%

Shares of Texas Instruments stock opened at $193.39 on Friday. Texas Instruments Incorporated has a 12-month low of $139.95 and a 12-month high of $231.32. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. The business’s 50 day moving average is $203.88 and its 200-day moving average is $186.61. The stock has a market cap of $176.07 billion, a P/E ratio of 35.55, a P/E/G ratio of 1.79 and a beta of 1.01.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.29 by ($0.02). Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. The business had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. During the same quarter in the prior year, the company earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Equities research analysts predict that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 30th were paid a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date was Friday, January 30th. Texas Instruments’s dividend payout ratio is 104.41%.

Insider Buying and Selling at Texas Instruments

In other news, Director Mark A. Blinn sold 3,144 shares of the stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $221.58, for a total value of $696,647.52. Following the transaction, the director directly owned 11,670 shares of the company’s stock, valued at $2,585,838.60. This represents a 21.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Rafael R. Lizardi sold 7,096 shares of the stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $230.78, for a total transaction of $1,637,614.88. Following the completion of the transaction, the chief financial officer directly owned 85,454 shares in the company, valued at $19,721,074.12. The trade was a 7.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 114,284 shares of company stock worth $25,531,935. 0.57% of the stock is currently owned by corporate insiders.

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.