Boyd Watterson Asset Management LLC OH Increases Stake in Texas Instruments Incorporated $TXN

Boyd Watterson Asset Management LLC OH grew its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 46.4% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 9,465 shares of the semiconductor company’s stock after buying an additional 3,000 shares during the quarter. Boyd Watterson Asset Management LLC OH’s holdings in Texas Instruments were worth $1,838,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of TXN. Strategic Wealth Investment Group LLC purchased a new stake in Texas Instruments in the second quarter worth about $25,000. Portus Wealth Advisors LLC bought a new stake in shares of Texas Instruments in the 1st quarter worth about $27,000. High Point Wealth Management LLC purchased a new stake in Texas Instruments during the 4th quarter valued at $25,000. Advocate Investing Services LLC bought a new stake in Texas Instruments in the fourth quarter worth about $25,000. Finally, Ares Financial Consulting LLC purchased a new stake in shares of Texas Instruments during the fourth quarter valued at $26,000. 84.99% of the stock is currently owned by institutional investors.

Texas Instruments News Summary

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

• Positive Sentiment: Analysts and market commentary say Texas Instruments could benefit from rising AI infrastructure and data center demand, along with its internal manufacturing strategy and strong cash generation. TXN Stock Soars 52% in Three Months: Is There More Upside Ahead?
• Positive Sentiment: Texas Instruments was highlighted alongside other chipmakers as a semiconductor stock poised to benefit from rising AI infrastructure spending, reinforcing the favorable sector backdrop. TXN Stock Soars 52% in Three Months: Is There More Upside Ahead?
• Positive Sentiment: Texas Instruments announced it will webcast its Q2 2026 earnings conference call on July 22, keeping investors focused on upcoming results and guidance. Texas Instruments to webcast Q2 2026 earnings conference call

Texas Instruments Trading Down 1.8%

Shares of Texas Instruments stock opened at $293.08 on Friday. 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 firm’s 50-day moving average price is $297.23 and its 200 day moving average price is $234.46. The firm has a market capitalization of $266.73 billion, a PE ratio of 50.19, a P/E/G ratio of 1.50 and a beta of 1.32. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $334.03.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 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 firm had revenue of $4.83 billion during the quarter, compared to the consensus estimate of $4.85 billion. During the same period in the prior year, the company earned $1.23 EPS. The firm’s revenue was up 18.6% compared to the same quarter last year. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, sell-side analysts predict that Texas Instruments Incorporated will post 7.66 EPS for the current fiscal 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 dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 1.9%. The ex-dividend date was Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is presently 97.26%.

Analysts Set New Price Targets

A number of research firms recently weighed in on TXN. UBS Group upped their price objective on shares of Texas Instruments from $295.00 to $350.00 and gave the stock a “buy” rating in a research note on Monday. Benchmark upped their target price on Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. Susquehanna reiterated a “positive” rating and set a $300.00 price objective on shares of Texas Instruments in a research note on Thursday, April 23rd. Stifel Nicolaus upped their target price on Texas Instruments from $340.00 to $360.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. Finally, Bank of America increased their price target on Texas Instruments from $320.00 to $370.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, Texas Instruments has an average rating of “Hold” and a consensus target price of $276.84.

Insider Buying and Selling at Texas Instruments

In other news, Director Carrie Smith Cox sold 8,838 shares of the company’s stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $306.41, for a total value of $2,708,051.58. Following the transaction, the director directly owned 37,626 shares in the company, valued at approximately $11,528,982.66. This represents a 19.02% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Haviv Ilan sold 20,000 shares of the business’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $280.32, for a total value of $5,606,400.00. Following the completion of the sale, the chief executive officer owned 204,339 shares in the company, valued at $57,280,308.48. This represents a 8.92% 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 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.