Wilkinson Global Asset Management LLC Grows Holdings in Texas Instruments Incorporated $TXN

Wilkinson Global Asset Management LLC boosted its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 6.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 369,461 shares of the semiconductor company’s stock after purchasing an additional 23,267 shares during the period. Texas Instruments makes up 4.3% of Wilkinson Global Asset Management LLC’s portfolio, making the stock its 8th largest position. Wilkinson Global Asset Management LLC’s holdings in Texas Instruments were worth $67,881,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Strategic Wealth Investment Group LLC purchased a new position in Texas Instruments in the 2nd quarter worth approximately $25,000. Pacifica Partners Inc. grew its holdings in shares of Texas Instruments by 85.2% in the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 69 shares during the last quarter. Grey Fox Wealth Advisors LLC purchased a new position in shares of Texas Instruments in the third quarter worth $29,000. LGT Financial Advisors LLC raised its holdings in Texas Instruments by 328.9% during the 2nd quarter. LGT Financial Advisors LLC now owns 193 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 148 shares during the last quarter. Finally, Mid American Wealth Advisory Group Inc. purchased a new stake in Texas Instruments during the 2nd quarter valued at $40,000. 84.99% of the stock is owned by institutional investors.

Texas Instruments Stock Performance

Shares of TXN stock opened at $215.55 on Monday. The company has a current ratio of 4.35, a quick ratio of 2.83 and a debt-to-equity ratio of 0.83. The company’s fifty day moving average price is $183.05 and its 200-day moving average price is $182.24. The stock has a market cap of $195.85 billion, a PE ratio of 39.62, a price-to-earnings-growth ratio of 1.95 and a beta of 1.01. Texas Instruments Incorporated has a 12 month low of $139.95 and a 12 month high of $222.00.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.02). Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.The company had revenue of $4.42 billion during the quarter, compared to analysts’ expectations of $4.44 billion. During the same quarter in the previous year, the company earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, equities analysts expect that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 30th will be given a dividend of $1.42 per share. The ex-dividend date of this dividend is Friday, January 30th. This represents a $5.68 annualized dividend and a dividend yield of 2.6%. Texas Instruments’s dividend payout ratio (DPR) is 104.41%.

More Texas Instruments News

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

• Positive Sentiment: Multiple brokerages raised ratings or price targets this morning (signals of renewed analyst confidence). Rosenblatt and Benchmark issued bullish notes calling for further upside; Truist raised its price target to $225; TD Cowen to $240; Jefferies to $210; Stifel to $215; Mizuho nudged its target; and Bank of America upgraded the stock. These calls reinforce the re-rating narrative around TXN. Read More. Read More. Read More. Read More. Read More. Read More. Read More. Read More.
• Positive Sentiment: Corporate outlook and segment mix point to durable growth: management highlighted strong momentum in Industrial, Automotive and especially Data Center (Data Center up sharply year-over-year), prompting a re-rating of TXN as exposure to AI/infrastructure grows. Analysts are framing the guidance as proof of strengthening demand. Read More. Read More.
• Positive Sentiment: Heavy call-option activity and speculative positioning — nearly 395k calls traded in a day — indicates elevated bullish interest from options traders and can amplify short-term upside if momentum resumes. Read More.
• Neutral Sentiment: Analyst divergences: while many shops raised targets, price targets vary widely (street-highs vs. some lower estimates), so consensus is shifting but not yet uniform — watch follow-up revisions. Read More.
• Negative Sentiment: Q4 results had small topline and EPS misses and included a non-cash impairment and some gross-margin pressure — items that could justify near-term profit-taking or keep some traders cautious despite upbeat guidance. Read More.

Analyst Ratings Changes

TXN has been the topic of a number of analyst reports. UBS Group boosted their price objective on shares of Texas Instruments from $245.00 to $260.00 and gave the company a “buy” rating in a research report on Wednesday. Mizuho boosted their price target on Texas Instruments from $145.00 to $160.00 and gave the company an “underperform” rating in a report on Wednesday, January 28th. Wells Fargo & Company increased their price objective on Texas Instruments from $185.00 to $215.00 and gave the stock an “equal weight” rating in a report on Wednesday. Barclays set a $175.00 price objective on Texas Instruments in a research report on Wednesday. Finally, Cantor Fitzgerald upped their target price on Texas Instruments from $190.00 to $225.00 and gave the company a “neutral” rating in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fourteen have assigned a Hold rating and five have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $212.92.

Insider Activity

In other Texas Instruments news, VP Christine Witzsche sold 1,000 shares of the business’s stock in a transaction on Thursday, November 13th. The shares were sold at an average price of $164.31, for a total transaction of $164,310.00. Following the completion of the sale, the vice president directly owned 20,821 shares in the company, valued at approximately $3,421,098.51. The trade was a 4.58% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Ronald Kirk sold 9,990 shares of the company’s stock in a transaction on Monday, November 24th. The shares were sold at an average price of $162.33, for a total value of $1,621,676.70. Following the sale, the director owned 14,937 shares of the company’s stock, valued at approximately $2,424,723.21. This trade represents a 40.08% decrease in their position. The SEC filing for this sale provides additional information. 0.57% of the stock is currently owned by company insiders.

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.