Clearwave Capital LLC Acquires Shares of 2,478 Texas Instruments Incorporated $TXN

Clearwave Capital LLC purchased a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 2,478 shares of the semiconductor company’s stock, valued at approximately $430,000.

A number of other hedge funds also recently made changes to their positions in TXN. Artisan Partners Limited Partnership raised its stake in Texas Instruments by 1.7% in the 3rd quarter. Artisan Partners Limited Partnership now owns 758,349 shares of the semiconductor company’s stock valued at $139,331,000 after acquiring an additional 12,562 shares during the period. Swiss Life Asset Management Ltd increased its stake in shares of Texas Instruments by 10.1% in the fourth quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock worth $96,321,000 after purchasing an additional 50,808 shares in the last quarter. Greenland Capital Management LP raised its position in shares of Texas Instruments by 66.3% in the third quarter. Greenland Capital Management LP now owns 58,151 shares of the semiconductor company’s stock valued at $10,684,000 after purchasing an additional 23,177 shares during the period. CI Investments Inc. lifted its stake in shares of Texas Instruments by 39.8% during the 3rd quarter. CI Investments Inc. now owns 523,484 shares of the semiconductor company’s stock valued at $96,180,000 after buying an additional 149,099 shares in the last quarter. Finally, OVERSEA CHINESE BANKING Corp Ltd purchased a new stake in shares of Texas Instruments during the 4th quarter valued at approximately $640,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Investors are buying into Texas Instruments’ growing role in AI infrastructure, with recent commentary highlighting stronger demand for power chips used in data centers and improved sentiment following its solid quarterly results and upbeat outlook.
• Positive Sentiment: The company’s recent earnings report showed revenue of $4.83 billion and EPS of $1.68, and management guided Q2 EPS above prior expectations, reinforcing the view that the business cycle is improving. 2 Pick-and-Shovel AI Stocks Powering the Data Center Boom
• Neutral Sentiment: Some analysts remain cautious on the near-term follow-through, noting that the latest earnings estimate revisions may not be enough to drive much more upside immediately. Strength Seen in Texas Instruments (TXN): Can Its 7.0% Jump Turn into More Strength?
• Neutral Sentiment: Broader semiconductor-sector skepticism could limit enthusiasm, even though the industry has rallied strongly on AI-related growth expectations. 3 Semiconductor Stocks We’re Skeptical Of

Analyst Ratings Changes

TXN has been the topic of a number of research analyst reports. Wells Fargo & Company upped their target price on Texas Instruments from $260.00 to $300.00 and gave the stock an “equal weight” rating in a research note on Tuesday, June 9th. Wolfe Research reissued an “outperform” rating and set a $315.00 price target on shares of Texas Instruments in a research note on Thursday, April 23rd. Zacks Research raised shares of Texas Instruments from a “hold” rating to a “strong-buy” rating in a report on Friday, April 24th. Sanford C. Bernstein started coverage on shares of Texas Instruments in a research note on Friday, May 22nd. They set a “market perform” rating on the stock. Finally, Robert W. Baird increased their price target on Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have issued a Hold rating and four have given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $269.61.

Texas Instruments Price Performance

Texas Instruments stock opened at $322.86 on Friday. The stock has a market capitalization of $293.83 billion, a PE ratio of 55.28, a price-to-earnings-growth ratio of 1.62 and a beta of 1.32. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $331.51. The business has a 50 day simple moving average of $283.01 and a 200-day simple moving average of $226.38. 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 (EPS) for the quarter, beating 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 for the quarter, compared to the consensus estimate of $4.85 billion. During the same period in the prior year, the business earned $1.23 earnings per share. The business’s 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. Equities analysts predict that Texas Instruments Incorporated will post 7.66 earnings per share for the current year.

Texas Instruments Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders 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 annualized dividend and a dividend yield of 1.8%. Texas Instruments’s payout ratio is 97.26%.

Insiders Place Their Bets

In other Texas Instruments news, VP Shanon J. Leonard sold 4,963 shares of the company’s stock in a transaction dated 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 transaction, the vice president owned 24,867 shares in the company, valued at approximately $7,341,235.74. This represents a 16.64% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Ahmad Bahai sold 5,000 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the sale, the vice president directly owned 42,519 shares of the company’s stock, valued at approximately $13,143,898.47. This represents a 10.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 303,475 shares of company stock worth $85,666,638. 0.60% of the stock is currently owned by insiders.

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.