Cullen Frost Bankers Inc. Has $23.51 Million Stock Holdings in Texas Instruments Incorporated $TXN

Cullen Frost Bankers Inc. cut its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 1.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 135,532 shares of the semiconductor company’s stock after selling 1,878 shares during the quarter. Cullen Frost Bankers Inc.’s holdings in Texas Instruments were worth $23,513,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Bogart Wealth LLC increased its stake 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 in the last quarter. Larson Financial Group LLC increased its position in Texas Instruments by 0.5% in the fourth quarter. Larson Financial Group LLC now owns 10,228 shares of the semiconductor company’s stock worth $1,775,000 after purchasing an additional 47 shares during the period. Emerald Advisors LLC increased its position in Texas Instruments by 0.8% in the fourth quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company’s stock worth $1,195,000 after purchasing an additional 52 shares during the period. Wagner Wealth Management LLC increased its position in Texas Instruments by 3.4% in the fourth quarter. Wagner Wealth Management LLC now owns 1,563 shares of the semiconductor company’s stock worth $271,000 after purchasing an additional 52 shares during the period. Finally, McIlrath & Eck LLC increased its position in Texas Instruments by 16.5% in the fourth quarter. McIlrath & Eck LLC now owns 381 shares of the semiconductor company’s stock worth $66,000 after purchasing an additional 54 shares during the period. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Texas Instruments Stock Performance

NASDAQ:TXN opened at $302.31 on Wednesday. The stock has a fifty day moving average price of $232.10 and a 200-day moving average price of $203.51. The company has a market cap of $275.13 billion, a price-to-earnings ratio of 51.77, a PEG ratio of 1.50 and a beta of 1.31. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $310.29.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, topping the consensus estimate of $1.37 by $0.31. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The business had revenue of $4.83 billion during the quarter, compared to the consensus estimate of $4.85 billion. During the same period in the prior year, the company earned $1.23 EPS. Texas Instruments’s revenue for the quarter was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, equities analysts anticipate that Texas Instruments Incorporated will post 7.69 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were given a $1.42 dividend. The ex-dividend date was Tuesday, May 5th. This represents a $5.68 annualized dividend and a yield of 1.9%. Texas Instruments’s dividend payout ratio (DPR) is currently 97.26%.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on TXN. Jefferies Financial Group lifted their price objective on Texas Instruments from $210.00 to $260.00 and gave the stock a “hold” rating in a research report on Thursday, April 23rd. Wells Fargo & Company boosted their target price on Texas Instruments from $215.00 to $260.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 23rd. JPMorgan Chase & Co. boosted their target price on Texas Instruments from $227.00 to $280.00 and gave the stock an “overweight” rating in a research report on Thursday, April 23rd. Raymond James Financial set a $240.00 target price on Texas Instruments in a research report on Wednesday, January 28th. Finally, Susquehanna restated a “positive” rating and set a $300.00 target price on shares of Texas Instruments 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 assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $263.65.

Insider Transactions at Texas Instruments

In other Texas Instruments news, CFO Rafael R. Lizardi sold 47,734 shares of the stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $308.10, for a total value of $14,706,845.40. Following the completion of the transaction, the chief financial officer directly owned 85,485 shares in the company, valued at approximately $26,337,928.50. This trade represents a 35.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Mohammad Yunus sold 51,098 shares of the stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total value of $13,818,943.12. Following the completion of the transaction, the vice president owned 52,856 shares of the company’s stock, valued at $14,294,376.64. This represents a 49.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 303,475 shares of company stock valued at $85,666,638. 0.60% of the stock is currently owned by corporate insiders.

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.