Texas Instruments Incorporated $TXN Position Reduced by Ferguson Wellman Capital Management Inc.

Ferguson Wellman Capital Management Inc. reduced its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 2.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 84,833 shares of the semiconductor company’s stock after selling 2,239 shares during the period. Ferguson Wellman Capital Management Inc.’s holdings in Texas Instruments were worth $16,469,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. State Street Corp lifted its position in shares of Texas Instruments by 0.5% during the third quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock worth $8,002,381,000 after purchasing an additional 230,098 shares during the last quarter. Charles Schwab Investment Management Inc. increased its holdings in Texas Instruments by 6.7% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 24,288,604 shares of the semiconductor company’s stock valued at $4,213,832,000 after buying an additional 1,517,420 shares during the last quarter. Geode Capital Management LLC grew its position in shares of Texas Instruments by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock worth $3,952,933,000 after acquiring an additional 248,515 shares in the last quarter. Invesco Ltd. grew its position in shares of Texas Instruments by 10.6% in the 4th quarter. Invesco Ltd. now owns 18,184,514 shares of the semiconductor company’s stock worth $3,154,831,000 after acquiring an additional 1,749,513 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD increased its holdings in shares of Texas Instruments by 0.9% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 15,813,193 shares of the semiconductor company’s stock valued at $2,743,432,000 after acquiring an additional 137,735 shares during the last quarter. Institutional investors own 84.99% of the company’s stock.

Insider Activity

In other news, VP Amichai Ron sold 18,365 shares of Texas Instruments 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 sale, the vice president owned 81,085 shares of the company’s stock, valued at approximately $22,089,986.55. The trade was a 18.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Haviv Ilan sold 20,000 shares of the business’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $280.32, for a total value of $5,606,400.00. Following the transaction, the chief executive officer owned 204,339 shares of the company’s stock, valued at approximately $57,280,308.48. This represents a 8.92% decrease in their ownership of the stock. 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 over the last three months. Insiders own 0.60% of the company’s stock.

Analysts Set New Price Targets

TXN has been the topic of several research reports. UBS Group upped their price target on Texas Instruments from $295.00 to $350.00 and gave the company a “buy” rating in a research report on Monday, June 29th. Citigroup lifted their price objective on shares of Texas Instruments from $280.00 to $345.00 and gave the stock a “buy” rating in a report on Monday, June 15th. Zacks Research upgraded shares of Texas Instruments from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 24th. Benchmark increased their target price on shares of Texas Instruments from $250.00 to $315.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Finally, HC Wainwright downgraded shares of Texas Instruments to a “neutral” rating in a research report on Friday, May 22nd. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $276.84.

Trending Headlines about Texas Instruments

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.

Texas Instruments Stock Performance

NASDAQ:TXN traded up $2.93 during midday trading on Friday, reaching $311.46. 4,141,464 shares of the company traded hands, compared to its average volume of 9,345,491. The firm has a market capitalization 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 fifty day moving average price of $301.47 and a 200 day moving average price of $239.31. 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 Incorporated has a twelve month low of $152.73 and a twelve month high of $334.03.

Texas Instruments (NASDAQ:TXN) last announced 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. The company had revenue of $4.83 billion during the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The company’s revenue for the quarter was up 18.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, analysts expect that Texas Instruments Incorporated will post 7.66 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders 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 yield of 1.8%. The ex-dividend date of this dividend was Tuesday, May 5th. Texas Instruments’s 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.