Artisan Partners Limited Partnership Raises Holdings in Texas Instruments Incorporated $TXN

Artisan Partners Limited Partnership grew its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 3.6% during the 4th quarter, HoldingsChannel.com reports. The firm owned 785,489 shares of the semiconductor company’s stock after buying an additional 27,140 shares during the quarter. Artisan Partners Limited Partnership’s holdings in Texas Instruments were worth $136,274,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC boosted its stake in shares of Texas Instruments by 33.4% during the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after buying an additional 4,218 shares during the period. Intech Investment Management LLC lifted its position in Texas Instruments by 12.8% in the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after purchasing an additional 1,031 shares during the period. Osterweis Capital Management Inc. lifted its position in Texas Instruments by 1,810.0% in the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 181 shares during the period. Main Street Financial Solutions LLC lifted its position in Texas Instruments by 1.7% in the second quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock valued at $1,540,000 after purchasing an additional 126 shares during the period. Finally, HUB Investment Partners LLC lifted its position in Texas Instruments by 3.5% in the second quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after purchasing an additional 496 shares during the period. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Analyst Ratings Changes

TXN has been the subject of a number of recent analyst reports. Cantor Fitzgerald restated a “neutral” rating on shares of Texas Instruments in a research report on Friday, May 29th. Truist Financial raised their price objective on shares of Texas Instruments from $225.00 to $278.00 and gave the company a “hold” rating in a research report on Thursday, April 23rd. Jefferies Financial Group upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a research report on Friday, May 22nd. Robert W. Baird raised their price objective on shares of Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a research report on Thursday, April 23rd. Finally, Mizuho raised their price objective on shares of Texas Instruments from $255.00 to $300.00 and gave the company a “neutral” rating in a research report on Tuesday, May 19th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have issued a Hold rating and four have given a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $269.61.

Texas Instruments Price Performance

TXN stock opened at $305.71 on Wednesday. The firm has a 50 day moving average of $276.22 and a 200-day moving average of $223.66. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $331.51. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77. The company has a market cap of $278.22 billion, a price-to-earnings ratio of 52.35, a PEG ratio of 1.57 and a beta of 1.32.

Texas Instruments (NASDAQ:TXN) last posted its quarterly 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. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The company had revenue of $4.83 billion during the quarter, compared to the consensus estimate of $4.85 billion. During the same period last year, the firm earned $1.23 EPS. The company’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 expect that Texas Instruments Incorporated will post 7.66 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th were paid a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend was Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is 97.26%.

Insider Buying and Selling at Texas Instruments

In other news, CFO Rafael R. Lizardi sold 47,734 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the completion of the transaction, the chief financial officer directly owned 85,485 shares of the company’s stock, valued at $26,337,928.50. This trade represents a 35.83% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, VP Amichai Ron sold 18,365 shares of the firm’s stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $272.43, for a total transaction of $5,003,176.95. Following the transaction, the vice president directly owned 81,085 shares of the company’s stock, valued at approximately $22,089,986.55. This trade represents a 18.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 303,475 shares of company stock worth $85,666,638. 0.60% of the stock is currently owned by 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.