7,506 Shares in Texas Instruments Incorporated $TXN Purchased by 44 Wealth Management LLC

44 Wealth Management LLC bought a new position in Texas Instruments Incorporated (NASDAQ:TXN) in the first quarter, HoldingsChannel reports. The fund bought 7,506 shares of the semiconductor company’s stock, valued at approximately $1,457,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Van Diest Capital LLC boosted its holdings in shares of Texas Instruments by 128.0% during the 1st quarter. Van Diest Capital LLC now owns 2,902 shares of the semiconductor company’s stock valued at $563,000 after acquiring an additional 1,629 shares during the last quarter. Bradley Foster & Sargent Inc. CT raised its holdings in shares of Texas Instruments by 2.3% during the first quarter. Bradley Foster & Sargent Inc. CT now owns 64,723 shares of the semiconductor company’s stock valued at $12,565,000 after purchasing an additional 1,481 shares during the last quarter. Lombard Odier Asset Management Switzerland SA raised its holdings in shares of Texas Instruments by 8.7% during the first quarter. Lombard Odier Asset Management Switzerland SA now owns 47,206 shares of the semiconductor company’s stock valued at $9,165,000 after purchasing an additional 3,796 shares during the last quarter. Aristotle Atlantic Partners LLC bought a new position in Texas Instruments during the first quarter valued at approximately $262,000. Finally, Waverly Advisors LLC lifted its position in Texas Instruments by 23.7% during the first quarter. Waverly Advisors LLC now owns 42,832 shares of the semiconductor company’s stock valued at $8,315,000 after purchasing an additional 8,209 shares during the period. Institutional investors own 84.99% of the company’s stock.

Insider Buying and Selling

In other Texas Instruments news, Director Carrie Smith Cox sold 8,838 shares of the firm’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 transaction of $2,708,051.58. Following the sale, the director owned 37,626 shares in the company, valued at approximately $11,528,982.66. This trade represents a 19.02% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Shanon J. Leonard sold 4,963 shares of Texas Instruments stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the transaction, the vice president directly owned 24,867 shares in the company, valued at $7,341,235.74. This represents a 16.64% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 199,143 shares of company stock worth $56,959,010 in the last ninety days. Corporate insiders own 0.60% of the company’s stock.

Texas Instruments Price Performance

NASDAQ TXN opened at $279.58 on Friday. The business’s fifty day moving average is $301.06 and its 200 day moving average is $247.37. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $334.03. The company has a debt-to-equity ratio of 0.72, a quick ratio of 2.94 and a current ratio of 4.86. The company has a market capitalization of $254.44 billion, a PE ratio of 42.55, a price-to-earnings-growth ratio of 1.41 and a beta of 1.32.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, topping analysts’ consensus estimates of $1.91 by $0.23. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The business had revenue of $5.46 billion during the quarter, compared to analysts’ expectations of $5.26 billion. During the same quarter in the prior year, the business posted $1.41 earnings per share. The business’s quarterly revenue was up 22.8% on a year-over-year basis. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Sell-side analysts predict that Texas Instruments Incorporated will post 8.17 earnings per share for the current year.

Texas Instruments Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, August 11th. Investors of record on Friday, July 31st will be issued a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Friday, July 31st. Texas Instruments’s dividend payout ratio is currently 86.45%.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the stock. Susquehanna lifted their target price on shares of Texas Instruments from $300.00 to $340.00 and gave the stock a “positive” rating in a research report on Tuesday. Rosenblatt Securities increased their price target on Texas Instruments from $330.00 to $350.00 and gave the company a “buy” rating in a report on Friday. Truist Financial raised their price target on Texas Instruments from $278.00 to $300.00 and gave the stock a “hold” rating in a research note on Thursday. TD Cowen cut their price objective on Texas Instruments from $360.00 to $340.00 and set a “buy” rating for the company in a report on Thursday. Finally, Robert W. Baird upped their price objective on Texas Instruments from $300.00 to $385.00 and gave the company an “outperform” rating in a research report on Thursday. Fourteen equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $308.40.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Rosenblatt Securities raised its price target to $350 and kept a buy rating, while JPMorgan, TD Cowen, and KeyCorp also reiterated bullish views and lifted targets, suggesting analysts see further upside after the earnings beat. Article
• Positive Sentiment: Texas Instruments reported Q2 earnings of $2.14 per share on revenue of $5.46 billion, both above estimates, with revenue up 22.8% year over year and management issuing stronger forward guidance tied to industrial, data center, and automotive demand.
• Positive Sentiment: Commentary highlighted improving inventory levels, broad demand recovery, and strong free cash flow, all of which support the long-term investment case for TXN.
• Neutral Sentiment: Several articles framed TXN as a strong growth, wide-moat, or undervalued stock, reinforcing a constructive but largely unchanged fundamental outlook.
• Negative Sentiment: The broader semiconductor group has pulled back as investors rotate out of AI chip winners, unwind leveraged trades, and take profits after a powerful run, pressuring TXN along with the rest of the sector.
• Negative Sentiment: Despite the earnings beat and raised outlook, the stock sold off after the report, suggesting expectations were already very high and leaving little room for short-term disappointment.

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.