Texas Instruments Incorporated $TXN Stake Lowered by Berkshire Asset Management LLC PA

Berkshire Asset Management LLC PA cut its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 20.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,267 shares of the semiconductor company’s stock after selling 1,862 shares during the quarter. Berkshire Asset Management LLC PA’s holdings in Texas Instruments were worth $1,261,000 as of its most recent SEC filing.

Several other institutional investors also recently made changes to their positions in the stock. Howe & Rusling Inc. grew its holdings in shares of Texas Instruments by 4.3% during the fourth quarter. Howe & Rusling Inc. now owns 2,897 shares of the semiconductor company’s stock valued at $503,000 after purchasing an additional 120 shares during the last quarter. Dempze Nancy E grew its holdings in shares of Texas Instruments by 46.8% during the fourth quarter. Dempze Nancy E now owns 1,615 shares of the semiconductor company’s stock valued at $280,000 after purchasing an additional 515 shares during the last quarter. Camrose Capital Investment Partners LLP grew its holdings in shares of Texas Instruments by 51.5% during the fourth quarter. Camrose Capital Investment Partners LLP now owns 340,408 shares of the semiconductor company’s stock valued at $59,057,000 after purchasing an additional 115,789 shares during the last quarter. Opal Capital LLC bought a new position in shares of Texas Instruments during the fourth quarter valued at approximately $319,000. Finally, Temasek Holdings Private Ltd bought a new position in shares of Texas Instruments during the fourth quarter valued at approximately $8,862,000. 84.99% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on TXN shares. Mizuho upped their target price on Texas Instruments from $255.00 to $300.00 and gave the company a “neutral” rating in a report on Tuesday, May 19th. Benchmark upped their target price on Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. The Goldman Sachs Group upped their target price on Texas Instruments from $175.00 to $200.00 and gave the company a “sell” rating in a report on Thursday, April 23rd. Stifel Nicolaus set a $340.00 target price on Texas Instruments in a report on Friday, May 15th. Finally, TD Cowen upped their target price on Texas Instruments from $250.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have assigned a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat.com, Texas Instruments has a consensus rating of “Hold” and an average target price of $269.61.

Texas Instruments Stock Performance

Shares of NASDAQ TXN opened at $305.71 on Wednesday. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77. The stock has a 50 day simple moving average of $276.22 and a 200-day simple moving average of $223.66. The company has a market cap of $278.22 billion, a PE ratio of 52.35, a P/E/G ratio of 1.57 and a beta of 1.32. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $331.51.

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

Texas Instruments Announces Dividend

The firm 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 payout ratio is currently 97.26%.

Insider Buying and Selling at Texas Instruments

In other news, CFO Rafael R. Lizardi sold 47,734 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the completion of the transaction, the chief financial officer directly owned 85,485 shares in the company, valued at approximately $26,337,928.50. The trade was a 35.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, VP Mark T. Roberts sold 28,080 shares of the business’s stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $280.34, for a total value of $7,871,947.20. Following the transaction, the vice president owned 53,809 shares of the company’s stock, valued at approximately $15,084,815.06. This represents a 34.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 303,475 shares of company stock valued at $85,666,638. 0.60% of the stock is currently owned by insiders.

Texas Instruments 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.