Ally Financial Inc. Increases Stock Position in Texas Instruments Incorporated $TXN

Ally Financial Inc. grew its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 14.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 16,000 shares of the semiconductor company’s stock after acquiring an additional 2,000 shares during the quarter. Ally Financial Inc.’s holdings in Texas Instruments were worth $2,776,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in TXN. High Point Wealth Management LLC purchased a new position in shares of Texas Instruments in the fourth quarter worth approximately $25,000. Strategic Wealth Investment Group LLC purchased a new position in shares of Texas Instruments in the second quarter worth approximately $25,000. Advocate Investing Services LLC purchased a new position in shares of Texas Instruments in the fourth quarter worth approximately $25,000. Ares Financial Consulting LLC purchased a new position in shares of Texas Instruments in the fourth quarter worth approximately $26,000. Finally, Quattro Advisors LLC purchased a new position in shares of Texas Instruments in the fourth quarter worth approximately $27,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Wall Street Analysts Forecast Growth

TXN has been the topic of a number of research reports. Rosenblatt Securities raised their price objective on shares of Texas Instruments from $240.00 to $330.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Wolfe Research reissued an “outperform” rating and issued a $315.00 price objective on shares of Texas Instruments in a report on Thursday, April 23rd. Stifel Nicolaus set a $340.00 price objective on shares of Texas Instruments in a report on Friday, May 15th. Jefferies Financial Group raised shares of Texas Instruments from a “hold” rating to a “buy” rating in a report on Friday, May 22nd. Finally, Citigroup lifted their price target on shares of Texas Instruments from $235.00 to $280.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $267.11.

Texas Instruments Price Performance

Shares of NASDAQ:TXN opened at $301.12 on Friday. 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 1-year low of $152.73 and a 1-year high of $331.51. The company has a market capitalization of $274.05 billion, a P/E ratio of 51.56, a P/E/G ratio of 1.51 and a beta of 1.32. The firm’s 50 day simple moving average is $271.64 and its two-hundred day simple moving average is $221.18.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share 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 business had revenue of $4.83 billion for the quarter, compared to the consensus estimate of $4.85 billion. During the same quarter in the previous year, the firm earned $1.23 earnings per share. The company’s revenue for the quarter was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Research analysts expect that Texas Instruments Incorporated will post 7.66 EPS for the current fiscal year.

Texas Instruments Announces Dividend

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

Insider Activity

In other news, CFO Rafael R. Lizardi sold 47,734 shares of Texas Instruments stock in a transaction that occurred 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 sale, 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at 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 sale, the vice president owned 24,867 shares in the company, valued at approximately $7,341,235.74. The trade was a 16.64% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 303,475 shares of company stock valued at $85,666,638. Company 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.