Barr E S & Co. Acquires Shares of 2,059 Texas Instruments Incorporated $TXN

Barr E S & Co. acquired a new stake in Texas Instruments Incorporated (NASDAQ:TXN) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 2,059 shares of the semiconductor company’s stock, valued at approximately $357,000.

Other institutional investors also recently modified their holdings of the company. Bogart Wealth LLC boosted its holdings in shares of Texas Instruments by 7.8% in the fourth quarter. Bogart Wealth LLC now owns 647 shares of the semiconductor company’s stock valued at $112,000 after buying an additional 47 shares during the period. Emerald Advisors LLC boosted its holdings in shares of Texas Instruments by 0.8% in the fourth quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company’s stock valued at $1,195,000 after buying an additional 52 shares during the period. Wagner Wealth Management LLC boosted its holdings in shares of Texas Instruments by 3.4% in the fourth quarter. Wagner Wealth Management LLC now owns 1,563 shares of the semiconductor company’s stock valued at $271,000 after buying an additional 52 shares during the period. McIlrath & Eck LLC boosted its holdings in shares of Texas Instruments by 16.5% in the fourth quarter. McIlrath & Eck LLC now owns 381 shares of the semiconductor company’s stock valued at $66,000 after buying an additional 54 shares during the period. Finally, BOS Asset Management LLC boosted its holdings in shares of Texas Instruments by 4.4% in the fourth quarter. BOS Asset Management LLC now owns 1,324 shares of the semiconductor company’s stock valued at $230,000 after buying an additional 56 shares during the period. Institutional investors and hedge funds own 84.99% of the company’s stock.

Texas Instruments Price Performance

Shares of TXN opened at $302.73 on Friday. The firm has a market capitalization of $275.51 billion, a PE ratio of 51.84, a PEG ratio of 1.51 and a beta of 1.31. The company’s 50-day moving average is $227.87 and its 200-day moving average is $201.34. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $310.29. 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 issued its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating the consensus estimate of $1.37 by $0.31. The company had revenue of $4.83 billion for the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same period in the prior year, the firm earned $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities analysts forecast that Texas Instruments Incorporated will post 7.69 EPS for the current year.

Texas Instruments Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th will be paid a $1.42 dividend. The ex-dividend date is Tuesday, May 5th. This represents a $5.68 annualized dividend and a dividend yield of 1.9%. Texas Instruments’s dividend payout ratio is 97.26%.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Stifel raised its TXN price target to $340, citing a strengthening industrial recovery and rapid growth in data center demand. Article Title
• Positive Sentiment: Analysts have become more constructive overall, with multiple target increases and upgrades after TXN’s strong earnings and improved margin/revenue assumptions. Article Title
• Positive Sentiment: Texas Instruments’ analog business is rebounding, with Q1 analog revenue up 22% as industrial and AI data-center demand lift the outlook. Article Title
• Positive Sentiment: Recent coverage says TXN is drawing heavy investor attention and trading near its 52-week high, signaling strong momentum. Article Title
• Neutral Sentiment: One article questioned whether the stock has already priced in much of the recent surge, which could limit near-term upside. Article Title
• Negative Sentiment: Director Carrie Smith Cox sold 8,838 shares, a sizable insider sale that may be viewed cautiously by some investors. Article Title

Insiders Place Their Bets

In related news, CFO Rafael R. Lizardi sold 47,734 shares of the company’s stock in a transaction dated 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 transaction, the chief financial officer directly owned 85,485 shares in the company, valued at approximately $26,337,928.50. This represents a 35.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Haviv Ilan sold 20,000 shares of the company’s stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the completion of the transaction, the chief executive officer owned 204,339 shares in the company, valued at $57,280,308.48. This trade represents a 8.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 310,318 shares of company stock valued at $87,212,814 in the last three months. Insiders own 0.60% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the stock. KeyCorp upped their price target on shares of Texas Instruments from $240.00 to $325.00 and gave the company an “overweight” rating in a report on Thursday, April 23rd. Susquehanna reissued a “positive” rating and issued a $300.00 price objective on shares of Texas Instruments in a research report on Thursday, April 23rd. BNP Paribas Exane raised shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. Wells Fargo & Company upped their price target on shares of Texas Instruments from $215.00 to $260.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 23rd. Finally, Citigroup upped their price target on shares of Texas Instruments from $235.00 to $280.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $260.38.

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.