Texas Instruments Incorporated $TXN Shares Bought by Campbell Newman Asset Management Inc.

Campbell Newman Asset Management Inc. grew its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 1.4% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 174,290 shares of the semiconductor company’s stock after buying an additional 2,360 shares during the period. Texas Instruments accounts for about 2.7% of Campbell Newman Asset Management Inc.’s holdings, making the stock its 16th largest holding. Campbell Newman Asset Management Inc.’s holdings in Texas Instruments were worth $33,837,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in TXN. Artisan Partners Limited Partnership boosted its stake in Texas Instruments by 1.7% in the third 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 in the last quarter. Swiss Life Asset Management Ltd grew its holdings in shares of Texas Instruments by 10.1% during 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 during the last quarter. Greenland Capital Management LP increased its position in shares of Texas Instruments by 66.3% during the third quarter. Greenland Capital Management LP now owns 58,151 shares of the semiconductor company’s stock worth $10,684,000 after purchasing an additional 23,177 shares in the last quarter. CI Investments Inc. lifted its holdings in shares of Texas Instruments by 39.8% in the 3rd quarter. CI Investments Inc. now owns 523,484 shares of the semiconductor company’s stock valued at $96,180,000 after purchasing an additional 149,099 shares during the last quarter. Finally, OVERSEA CHINESE BANKING Corp Ltd purchased a new stake in shares of Texas Instruments in the 4th quarter valued at about $640,000. 84.99% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Texas Instruments news, CEO Haviv Ilan sold 20,000 shares of the company’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the completion of the transaction, the chief executive officer owned 204,339 shares in the company, valued at approximately $57,280,308.48. This represents a 8.92% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Rafael R. Lizardi sold 47,734 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the completion of the sale, the chief financial officer 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 disclosure for this sale is available in the SEC filing. Insiders sold a total of 303,475 shares of company stock worth $85,666,638 in the last ninety days. Insiders own 0.60% of the company’s stock.

Key Headlines Impacting 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

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on TXN shares. Truist Financial raised their price target on Texas Instruments from $225.00 to $278.00 and gave the stock a “hold” rating in a research note on Thursday, April 23rd. Wolfe Research reiterated an “outperform” rating and issued a $315.00 price objective on shares of Texas Instruments in a research note on Thursday, April 23rd. Robert W. Baird increased their price objective on Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a report on Thursday, April 23rd. Sanford C. Bernstein initiated coverage on shares of Texas Instruments in a research report on Friday, May 22nd. They set a “market perform” rating on the stock. Finally, Weiss Ratings raised shares of Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday, May 6th. 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 stock. Based on data from MarketBeat.com, Texas Instruments presently has a consensus rating of “Hold” and a consensus price target of $269.61.

Texas Instruments Price Performance

Texas Instruments stock opened at $322.86 on Monday. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $331.51. The stock has a 50 day moving average of $283.01 and a two-hundred day moving average of $226.79. 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 stock has a market capitalization of $293.83 billion, a price-to-earnings ratio of 55.28, a PEG ratio of 1.62 and a beta of 1.32.

Texas Instruments (NASDAQ:TXN) last announced its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating the consensus estimate of $1.37 by $0.31. The company had revenue of $4.83 billion for the quarter, compared to the consensus estimate 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 period last year, the business posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, research analysts expect that Texas Instruments Incorporated will post 7.66 earnings per share for the current year.

Texas Instruments Dividend Announcement

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

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.