AMG National Trust Bank Acquires 19,630 Shares of Texas Instruments Incorporated $TXN

AMG National Trust Bank lifted its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 86.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 42,374 shares of the semiconductor company’s stock after purchasing an additional 19,630 shares during the quarter. AMG National Trust Bank’s holdings in Texas Instruments were worth $8,227,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Evernest Financial Advisors LLC boosted its position in shares of Texas Instruments by 4.6% during the first quarter. Evernest Financial Advisors LLC now owns 6,445 shares of the semiconductor company’s stock valued at $1,251,000 after buying an additional 285 shares during the last quarter. Blake Schutter Theil Wealth Advisors LLC purchased a new position in Texas Instruments in the 1st quarter worth about $208,000. Bryn Mawr Trust Advisors LLC raised its position in Texas Instruments by 2.9% in the 1st quarter. Bryn Mawr Trust Advisors LLC now owns 10,506 shares of the semiconductor company’s stock worth $2,040,000 after buying an additional 292 shares during the last quarter. HBW Advisory Services LLC lifted its stake in Texas Instruments by 2.2% during the 1st quarter. HBW Advisory Services LLC now owns 1,730 shares of the semiconductor company’s stock valued at $336,000 after acquiring an additional 37 shares during the period. Finally, TFR Capital LLC. lifted its stake in Texas Instruments by 3.3% during the 1st quarter. TFR Capital LLC. now owns 2,808 shares of the semiconductor company’s stock valued at $545,000 after acquiring an additional 91 shares during the period. 84.99% of the stock is owned by institutional investors.

Texas Instruments Price Performance

NASDAQ TXN opened at $298.57 on Tuesday. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03. The firm has a market capitalization of $271.73 billion, a P/E ratio of 51.13, a PEG 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. The company has a 50-day moving average price of $301.82 and a 200-day moving average price of $240.59.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, topping the consensus estimate of $1.37 by $0.31. The firm had revenue of $4.83 billion for the quarter, compared to analysts’ expectations of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The business’s quarterly revenue was up 18.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities research analysts anticipate that Texas Instruments Incorporated will post 7.66 earnings per share for the current year.

Texas Instruments Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were given a $1.42 dividend. The ex-dividend date was Tuesday, May 5th. This represents a $5.68 annualized dividend and a yield of 1.9%. Texas Instruments’s dividend payout ratio (DPR) is presently 97.26%.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the stock. Weiss Ratings upgraded shares of Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. Susquehanna restated a “positive” rating and set a $300.00 price objective on shares of Texas Instruments in a research report on Thursday, April 23rd. Mizuho raised their target price on shares of Texas Instruments from $255.00 to $300.00 and gave the stock a “neutral” rating in a report on Tuesday, May 19th. Cantor Fitzgerald raised their target price on shares of Texas Instruments from $300.00 to $340.00 and gave the stock a “neutral” rating in a report on Monday, June 29th. Finally, Bank of America lifted their target price on shares of Texas Instruments from $320.00 to $370.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $279.24.

Insiders Place Their Bets

In other news, CFO Rafael R. Lizardi sold 47,734 shares of Texas Instruments stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the transaction, the chief financial officer owned 85,485 shares in the company, valued at $26,337,928.50. This trade represents a 35.83% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, VP Amichai Ron sold 18,365 shares of the business’s stock in a transaction on Friday, April 24th. The shares were sold at an average price of $272.43, for a total transaction of $5,003,176.95. Following the sale, the vice president directly 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 position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 303,475 shares of company stock valued at $85,666,638. 0.60% of the stock is currently owned by corporate insiders.

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.