American Trust Has $2.54 Million Stake in Texas Instruments Incorporated $TXN

American Trust lowered its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 18.7% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 13,081 shares of the semiconductor company’s stock after selling 3,005 shares during the period. American Trust’s holdings in Texas Instruments were worth $2,540,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently modified their holdings of the company. Brighton Jones LLC increased its position in shares of Texas Instruments by 33.4% in the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after buying an additional 4,218 shares in the last quarter. Intech Investment Management LLC grew its stake 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 acquiring an additional 1,031 shares during the period. Osterweis Capital Management Inc. grew its stake 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 acquiring an additional 181 shares during the period. Main Street Financial Solutions LLC increased its holdings in shares of 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 worth $1,540,000 after acquiring an additional 126 shares in the last quarter. Finally, HUB Investment Partners LLC increased its holdings in shares of Texas Instruments by 3.5% in the second quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock worth $3,046,000 after acquiring an additional 496 shares in the last quarter. 84.99% of the stock is owned by institutional investors.

Key Texas Instruments News

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

• Positive Sentiment: Analysts say Texas Instruments’ embedded processing segment has returned to healthy growth, with improving industrial demand and higher chip content in connected devices, vehicles, and factory automation supporting long-term earnings potential.
• Positive Sentiment: Texas Instruments has also been moving through Russell index changes, including additions to the Russell 1000 Dynamic Index and Russell Top 50 Index, which can increase visibility among investors and index-tracking funds.
• Positive Sentiment: Recent market commentary noted TXN has been outperforming over the past several months, reflecting continued confidence in the company’s fundamentals and semiconductor demand trends.
• Neutral Sentiment: A report on short interest showed no meaningful change in the data available, so it does not appear to be a major driver for the stock today.
• Neutral Sentiment: Broader semiconductor coverage has been constructive for chip stocks overall, but some of the articles referenced competitors such as Broadcom and Allegro MicroSystems rather than Texas Instruments directly.
• Negative Sentiment: No major company-specific negative catalyst was reported in the latest articles, though one market note said TXN underperformed peers despite gains, suggesting investors may still be selective within the chip sector.

Insider Activity

In other news, VP Mohammad Yunus sold 51,098 shares of the company’s stock in a transaction that occurred on 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 sale, the vice president owned 52,856 shares in the company, valued at $14,294,376.64. This represents a 49.15% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, VP Mark T. Roberts sold 28,080 shares of the firm’s stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $280.34, for a total transaction of $7,871,947.20. Following the completion of the transaction, the vice president directly owned 53,809 shares of the company’s stock, valued at $15,084,815.06. This represents a 34.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 303,475 shares of company stock valued at $85,666,638. Corporate insiders own 0.60% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on TXN shares. Weiss Ratings upgraded Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday, May 6th. UBS Group increased their target price on Texas Instruments from $295.00 to $350.00 and gave the stock a “buy” rating in a research note on Monday, June 29th. Jefferies Financial Group upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a report on Friday, May 22nd. Robert W. Baird lifted their price target on shares of Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Finally, Susquehanna reissued a “positive” rating and set a $300.00 price objective on shares of Texas Instruments in a research report on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat.com, Texas Instruments currently has a consensus rating of “Hold” and a consensus target price of $276.84.

Texas Instruments Stock Up 0.9%

Shares of TXN stock traded up $2.93 during trading on Friday, reaching $311.46. The company’s stock had a trading volume of 4,141,464 shares, compared to its average volume of 9,345,491. Texas Instruments Incorporated has a one year low of $152.73 and a one year high of $334.03. The business has a fifty day moving average price of $301.47 and a 200-day moving average price of $239.31. The company has a market cap of $283.46 billion, a price-to-earnings ratio of 53.33, a price-to-earnings-growth ratio of 1.56 and a beta of 1.32. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results 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 net margin of 29.11% and a return on equity of 32.49%. The firm had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. During the same period in the previous year, the business earned $1.23 EPS. The company’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. Analysts anticipate that Texas Instruments Incorporated will post 7.66 earnings per share for the current year.

Texas Instruments Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were issued a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 1.8%. The ex-dividend date was Tuesday, May 5th. Texas Instruments’s dividend payout ratio is presently 97.26%.

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.