Texas Instruments Incorporated $TXN Shares Acquired by Torray Investment Partners LLC

Torray Investment Partners LLC grew its position in Texas Instruments Incorporated (NASDAQ:TXN) by 22.6% in the fourth quarter, HoldingsChannel reports. The fund owned 140,108 shares of the semiconductor company’s stock after acquiring an additional 25,787 shares during the quarter. Texas Instruments accounts for about 3.5% of Torray Investment Partners LLC’s portfolio, making the stock its 5th largest position. Torray Investment Partners LLC’s holdings in Texas Instruments were worth $24,307,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of TXN. Brighton Jones LLC raised its position in shares of Texas Instruments by 33.4% in the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after acquiring an additional 4,218 shares during the period. Intech Investment Management LLC raised its position in shares of Texas Instruments by 12.8% in the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock worth $1,632,000 after acquiring an additional 1,031 shares during the period. Osterweis Capital Management Inc. raised its position in shares of Texas Instruments by 1,810.0% in the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 181 shares during the period. Main Street Financial Solutions LLC raised its position in shares of Texas Instruments by 1.7% during the 2nd quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock worth $1,540,000 after purchasing an additional 126 shares during the last quarter. Finally, HUB Investment Partners LLC raised its position in shares of Texas Instruments by 3.5% during the 2nd quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock worth $3,046,000 after purchasing an additional 496 shares during the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

Texas Instruments Trading Up 16.2%

Shares of NASDAQ:TXN traded up $38.36 during mid-day trading on Thursday, reaching $274.67. 6,821,551 shares of the company were exchanged, compared to its average volume of 7,394,936. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.83. The firm has a market cap of $250.08 billion, a price-to-earnings ratio of 50.40, a P/E/G ratio of 2.12 and a beta of 1.01. The firm’s 50-day simple moving average is $206.89 and its 200 day simple moving average is $189.75. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $276.70.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, topping analysts’ consensus estimates of $1.37 by $0.31. The firm had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.85 billion. Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. The firm’s quarterly revenue was up 18.6% on a year-over-year basis. During the same quarter last year, the company posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities research analysts forecast that Texas Instruments Incorporated will post 6.35 EPS for the current year.

Texas Instruments Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th will be given a dividend of $1.42 per share. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.1%. Texas Instruments’s dividend payout ratio (DPR) is presently 104.41%.

Insider Activity

In related news, VP Mark Gary sold 12,921 shares of the stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $230.10, for a total transaction of $2,973,122.10. Following the completion of the transaction, the vice president owned 45,547 shares of the company’s stock, valued at approximately $10,480,364.70. This trade represents a 22.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Mark A. Blinn sold 3,144 shares of the stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $221.58, for a total transaction of $696,647.52. Following the transaction, the director directly owned 11,670 shares of the company’s stock, valued at $2,585,838.60. The trade was a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 114,284 shares of company stock worth $25,531,935 in the last three months. 0.60% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several research analysts recently weighed in on the stock. Benchmark upped their price target on shares of Texas Instruments from $250.00 to $315.00 and gave the stock a “buy” rating in a research report on Thursday. BNP Paribas Exane upgraded shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. TD Cowen restated a “buy” rating on shares of Texas Instruments in a research report on Thursday. UBS Group reaffirmed a “buy” rating on shares of Texas Instruments in a research note on Thursday. Finally, Morgan Stanley reaffirmed an “underweight” rating and set a $180.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, twelve have given a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat, Texas Instruments has an average rating of “Hold” and an average price target of $238.47.

Key Texas Instruments News

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

• Positive Sentiment: Q1 beat and above-consensus guidance — TXN reported EPS $1.68 (vs. ~$1.37 est.) and revenue up ~18.6% YoY (~$4.8B). Management set Q2 EPS guidance of $1.77–2.05 and revenue guidance above Street estimates, driven by industrial and data-center demand; that combination is driving the rally. Article Title
• Positive Sentiment: Multiple analyst upgrades and bigger price targets — Bank of America upgraded TXN from Neutral to Buy and raised its PT to $320; Robert W. Baird raised its PT to $300 and Rosenblatt to $330. Those upgrades amplify buying pressure by signaling sustained upside from better demand and margin trends. Article Title
• Positive Sentiment: Demand mix improving — Reports and commentary highlight stronger data-center buildouts and a rebound in industrial end markets, which matter for TI’s analog-heavy portfolio and support above-consensus guidance. Article Title
• Neutral Sentiment: Institutional positioning is mixed — Quiver/filings show large portfolio adjustments by some institutional holders (both adds and sizable reductions), suggesting flows could amplify volatility even as fundamentals improve. Article Title
• Negative Sentiment: Insider selling and elevated valuation — Multiple insider share sales were reported and TXN currently trades at a high P/E (~43) and PEG >2, which could limit upside if growth stalls or macro demand softens. Article Title

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.