Texas Instruments Incorporated $TXN Shares Sold by Allspring Global Investments Holdings LLC

Allspring Global Investments Holdings LLC lessened its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 18.5% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 236,021 shares of the semiconductor company’s stock after selling 53,561 shares during the quarter. Allspring Global Investments Holdings LLC’s holdings in Texas Instruments were worth $46,331,000 at the end of the most recent quarter.

Several other institutional investors also recently made changes to their positions in the stock. Independent Financial Group LLC acquired a new position in Texas Instruments during the first quarter valued at approximately $1,448,000. Enterprise Financial Services Corp lifted its position in shares of Texas Instruments by 57.4% during the first quarter. Enterprise Financial Services Corp now owns 2,514 shares of the semiconductor company’s stock worth $488,000 after purchasing an additional 917 shares in the last quarter. Frazier Financial Advisors LLC boosted its stake in shares of Texas Instruments by 31.3% in the first quarter. Frazier Financial Advisors LLC now owns 298 shares of the semiconductor company’s stock valued at $58,000 after purchasing an additional 71 shares during the period. Wealthfront Advisers LLC boosted its stake in shares of Texas Instruments by 26.7% in the first quarter. Wealthfront Advisers LLC now owns 100,222 shares of the semiconductor company’s stock valued at $19,457,000 after purchasing an additional 21,128 shares during the period. Finally, Beaumont Financial Advisors LLC grew its holdings in Texas Instruments by 1.9% during the 1st quarter. Beaumont Financial Advisors LLC now owns 5,380 shares of the semiconductor company’s stock valued at $1,044,000 after purchasing an additional 102 shares in the last quarter. 84.99% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Truist Financial boosted their price objective on shares of Texas Instruments from $225.00 to $278.00 and gave the stock a “hold” rating in a report on Thursday, April 23rd. KeyCorp raised their target price on Texas Instruments from $325.00 to $390.00 and gave the company an “overweight” rating in a research note on Tuesday. Zacks Research lowered Texas Instruments from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 10th. Jefferies Financial Group raised Texas Instruments from a “hold” rating to a “buy” rating in a research report on Friday, May 22nd. Finally, UBS Group lifted their price objective on Texas Instruments from $295.00 to $350.00 and gave the stock a “buy” rating in a report on Monday, June 29th. Thirteen equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $281.84.

Texas Instruments Price Performance

TXN opened at $284.02 on Friday. 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’s 50-day moving average price is $302.59 and its 200 day moving average price is $243.46. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $334.03. The firm has a market cap of $258.48 billion, a price-to-earnings ratio of 48.63, a price-to-earnings-growth ratio of 1.42 and a beta of 1.32.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.37 by $0.31. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The business had revenue of $4.83 billion during the quarter, compared to analyst estimates of $4.85 billion. During the same quarter in the previous year, the firm posted $1.23 EPS. The business’s revenue for the quarter was up 18.6% compared to the same quarter last year. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, sell-side analysts expect that Texas Instruments Incorporated will post 7.7 earnings per share for the current year.

Texas Instruments Announces Dividend

The company also recently disclosed 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 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is 97.26%.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Multiple reports suggest TXN could beat Q2 earnings estimates as demand improves across analog and embedded chips, especially in industrial, data center, and automotive markets. That strengthens the case for an earnings-driven rally. TXN Likely to Beat Q2 Earnings Estimates: How to Play the Stock?
• Positive Sentiment: Texas Instruments declared a quarterly dividend of $1.42 per share, reinforcing its appeal as an income stock and highlighting the company’s long record of returning cash to shareholders. Texas Instruments board declares third quarter 2026 quarterly dividend
• Positive Sentiment: TXN was also named to a Zacks Rank #1 (Strong Buy) income stocks list, which may be supporting investor sentiment around the stock’s dividend quality and relative defensiveness. Best Income Stocks to Buy for July 17th
• Neutral Sentiment: Analyst coverage remains constructive, with KeyCorp maintaining an Overweight rating and a $390 price target, implying Wall Street still sees upside if execution stays strong. Analysts Have Conflicting Sentiments on These Technology Companies: Texas Instruments (TXN) and ASMPT Ltd (OtherASMVF)
• Negative Sentiment: One analyst note called TXN a “dangerous setup” into Q2 earnings, arguing expectations are elevated and the stock already reflects a bullish inflection in margins, free cash flow, and growth. That raises the risk of disappointment if results are merely solid rather than exceptional. Texas Instruments: Dangerous Setup Into Q2 Earnings

Insider Transactions at Texas Instruments

In other Texas Instruments news, VP Mohammad Yunus sold 51,098 shares of the firm’s stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total value of $13,818,943.12. Following the sale, the vice president owned 52,856 shares in the company, valued at approximately $14,294,376.64. This trade represents a 49.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, 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 value of $14,706,845.40. Following the sale, the chief financial officer directly owned 85,485 shares in the company, valued at approximately $26,337,928.50. This trade represents a 35.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 303,475 shares of company stock worth $85,666,638 in the last quarter. 0.60% of the stock is currently owned by corporate 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.