Ameritas Investment Partners Inc. raised its stake in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 6.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 41,526 shares of the semiconductor company’s stock after acquiring an additional 2,377 shares during the period. Ameritas Investment Partners Inc.’s holdings in Texas Instruments were worth $7,204,000 as of its most recent SEC filing.
Other institutional investors have also recently modified their holdings of the company. High Point Wealth Management LLC purchased a new stake in shares of Texas Instruments during the fourth quarter valued at $25,000. Strategic Wealth Investment Group LLC purchased a new stake in shares of Texas Instruments during the second quarter valued at $25,000. Ares Financial Consulting LLC purchased a new stake in shares of Texas Instruments during the fourth quarter valued at $26,000. Tucker Asset Management LLC purchased a new stake in shares of Texas Instruments during the fourth quarter valued at $29,000. Finally, Nvest Wealth Strategies Inc. purchased a new stake in shares of Texas Instruments during the fourth quarter valued at $33,000. 84.99% of the stock is owned by hedge funds and other institutional investors.
Insider Activity
In other news, VP Mohammad Yunus sold 51,098 shares of Texas Instruments stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $270.44, for a total transaction of $13,818,943.12. Following the transaction, the vice president directly owned 52,856 shares of the company’s stock, valued at $14,294,376.64. The trade was a 49.15% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Amichai Ron sold 18,365 shares of Texas Instruments stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $272.43, for a total value of $5,003,176.95. Following the transaction, the vice president directly owned 81,085 shares in the company, valued at approximately $22,089,986.55. The trade was a 18.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 303,475 shares of company stock worth $85,666,638. 0.60% of the stock is currently owned by corporate insiders.
Texas Instruments Stock Down 2.3%
Texas Instruments (NASDAQ:TXN – Get Free Report) last posted its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating analysts’ consensus estimates of $1.37 by $0.31. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The firm had revenue of $4.83 billion for the quarter, compared to analysts’ expectations of $4.85 billion. During the same period in the previous year, the firm earned $1.23 EPS. The business’s quarterly revenue was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, equities research analysts forecast that Texas Instruments Incorporated will post 7.66 EPS for the current year.
Texas Instruments Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th were given a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend was Tuesday, May 5th. Texas Instruments’s payout ratio is presently 97.26%.
Analyst Upgrades and Downgrades
Several research firms recently commented on TXN. Bank of America increased their price objective on Texas Instruments from $320.00 to $370.00 and gave the company a “buy” rating in a research report on Tuesday, May 26th. Sanford C. Bernstein began coverage on Texas Instruments in a research report on Friday, May 22nd. They set a “market perform” rating on the stock. Benchmark increased their price objective on Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. 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 research report on Thursday, April 23rd. Finally, TD Cowen increased their price objective on Texas Instruments from $250.00 to $300.00 and gave the company 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 issued a Buy rating, eleven have issued a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $267.11.
Get Our Latest Analysis on TXN
Texas Instruments News Summary
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: Texas Instruments launched a new battery-monitoring chip for electric vehicles and energy storage, featuring integrated EIS diagnostics and high cell-count support, which could strengthen its position in fast-growing EV and battery-management markets. Assessing Texas Instruments (TXN) Valuation After AI Tailwinds And New EV Battery Monitoring Launch
- Positive Sentiment: Wells Fargo raised its price target on Texas Instruments to $300 from $260, reinforcing bullish sentiment around the stock’s valuation and longer-term demand drivers. Texas Instruments (TXN) – Among the 10 Best Dividend Stocks to Buy According to D. E. Shaw
- Positive Sentiment: Texas Instruments was added to Zacks Rank #1 (Strong Buy) lists, suggesting analysts see improving momentum and attractive fundamentals. New Strong Buy Stocks for June 9th
- Positive Sentiment: TXN also appeared on Zacks’ best income stocks list, highlighting its appeal to dividend-focused investors. Best Income Stocks to Buy for June 9th
- Neutral Sentiment: Multiple articles note that Texas Instruments is drawing heavy investor attention, but they do not add a specific new operational catalyst beyond existing optimism. Investors Heavily Search Texas Instruments Incorporated (TXN): Here is What You Need to Know
- Negative Sentiment: Some broader semiconductor-market commentary points to a pullback and correction in the sector, which could weigh on TXN despite company-specific positives. Semiconductor shorts pile on as winning trade reverses
About Texas Instruments
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.
Recommended Stories
- Five stocks we like better than Texas Instruments
- Everpure: AI Storage Uncertainty Overshadows Breakneck Growth
- This Tech ETF Is Beating QQQ—and Canada May Be Part of the Reason
- Intel Is the Market’s Most Mispriced AI Hedge
- The Biggest Opportunity From SpaceX’s IPO May Surprise You
Want to see what other hedge funds are holding TXN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Texas Instruments Incorporated (NASDAQ:TXN – Free Report).
Receive News & Ratings for Texas Instruments Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Texas Instruments and related companies with MarketBeat.com's FREE daily email newsletter.
