Texas Instruments Incorporated $TXN Stake Cut by Arvest Bank Trust Division

Arvest Bank Trust Division reduced its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 46.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,344 shares of the semiconductor company’s stock after selling 3,774 shares during the period. Arvest Bank Trust Division’s holdings in Texas Instruments were worth $754,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of TXN. Vanguard Group Inc. increased its position in Texas Instruments by 1.0% in the 3rd quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock worth $17,720,020,000 after purchasing an additional 998,658 shares during the last quarter. State Street Corp increased its position in Texas Instruments by 0.5% in the 3rd quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock worth $8,002,381,000 after purchasing an additional 230,098 shares during the last quarter. Invesco Ltd. increased its position in Texas Instruments by 16.8% in the 3rd quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock worth $3,019,603,000 after purchasing an additional 2,366,695 shares during the last quarter. Alliancebernstein L.P. increased its position in Texas Instruments by 2.7% in the 3rd quarter. Alliancebernstein L.P. now owns 11,557,813 shares of the semiconductor company’s stock worth $2,123,517,000 after purchasing an additional 305,022 shares during the last quarter. Finally, Amundi increased its position in Texas Instruments by 61.0% in the 3rd quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock worth $1,717,240,000 after purchasing an additional 3,580,147 shares during the last quarter. 84.99% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the company. JPMorgan Chase & Co. upped 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. Rosenblatt Securities increased their price objective on Texas Instruments from $240.00 to $330.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. KeyCorp raised Texas Instruments from an “overweight” rating to a “sector weight” rating in a report on Friday, May 22nd. The Goldman Sachs Group increased their price objective on Texas Instruments from $175.00 to $200.00 and gave the company a “sell” rating in a report on Thursday, April 23rd. Finally, Mizuho increased their price objective on Texas Instruments from $255.00 to $300.00 and gave the company a “neutral” rating in a report on Tuesday, May 19th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have assigned a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $265.57.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Bank of America raised its price target on Texas Instruments to $370 from $320 and kept a Buy rating, citing meaningful upside from data center power demand and AI-related growth.
• Positive Sentiment: Seaport Research upgraded TXN to Buy and said rising power needs in data centers, along with increasing electrical intensity per rack, could boost demand for Texas Instruments’ analog and power chips.
• Positive Sentiment: Recent articles highlighted TXN as a key beneficiary of the AI power buildout, including its work on 800V power distribution for next-generation data centers, which could support longer-term revenue and margin growth.
• Positive Sentiment: Investors continue to focus on TXN’s strong Q1 earnings beat and upbeat Q2 guidance, which reinforced confidence that demand from data centers and industrial customers is holding up well.

Texas Instruments Stock Performance

Shares of NASDAQ TXN opened at $317.45 on Thursday. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. The firm has a market cap of $288.91 billion, a price-to-earnings ratio of 54.36, a P/E/G ratio of 1.63 and a beta of 1.31. The business’s 50-day simple moving average is $246.04 and its 200-day simple moving average is $209.82. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $331.51.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.37 by $0.31. The firm had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The company’s revenue was up 18.6% on a year-over-year basis. During the same quarter last year, the firm posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, equities research analysts expect that Texas Instruments Incorporated will post 7.66 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were issued a $1.42 dividend. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a yield of 1.8%. Texas Instruments’s dividend payout ratio (DPR) is 97.26%.

Insider Transactions at Texas Instruments

In other Texas Instruments news, Director Carrie Smith Cox sold 8,838 shares of the firm’s stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $306.41, for a total value of $2,708,051.58. Following the sale, the director owned 37,626 shares of the company’s stock, valued at $11,528,982.66. This trade represents a 19.02% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, VP Shanon J. Leonard sold 4,963 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $295.22, for a total value of $1,465,176.86. Following the completion of the sale, the vice president directly owned 24,867 shares in the company, valued at $7,341,235.74. This trade represents a 16.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 303,475 shares of company stock worth $85,666,638. Insiders own 0.60% 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.