MSH Capital Advisors LLC Buys New Stake in Texas Instruments Incorporated $TXN

MSH Capital Advisors LLC bought a new stake in Texas Instruments Incorporated (NASDAQ:TXN) in the fourth quarter, HoldingsChannel.com reports. The fund bought 2,262 shares of the semiconductor company’s stock, valued at approximately $392,000.

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 shares of Texas Instruments in the second quarter valued at $25,000. High Point Wealth Management LLC purchased a new position in shares of Texas Instruments in the fourth quarter valued at $25,000. Ares Financial Consulting LLC purchased a new position in shares of Texas Instruments in the fourth quarter valued at $26,000. Tucker Asset Management LLC purchased a new position in shares of Texas Instruments in the fourth quarter valued at $29,000. Finally, Nvest Wealth Strategies Inc. purchased a new position in shares of Texas Instruments in the fourth quarter valued at $33,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Texas Instruments

In other news, VP Shanon J. Leonard sold 4,963 shares of Texas Instruments stock in a transaction on Monday, May 11th. The stock was sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the completion of the sale, the vice president directly owned 24,867 shares in the company, valued at approximately $7,341,235.74. This trade represents a 16.64% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Haviv Ilan sold 20,000 shares of Texas Instruments stock in a transaction on Monday, May 4th. The stock was sold at an average price of $280.32, for a total value of $5,606,400.00. Following the sale, the chief executive officer owned 204,339 shares of the company’s stock, valued at approximately $57,280,308.48. This trade represents a 8.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 303,475 shares of company stock valued at $85,666,638. 0.60% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of research firms recently weighed in on TXN. Wolfe Research reissued an “outperform” rating and issued a $315.00 target price on shares of Texas Instruments in a report on Thursday, April 23rd. Truist Financial lifted their price objective on shares of Texas Instruments from $225.00 to $278.00 and gave the stock a “hold” rating in a research note on Thursday, April 23rd. Cantor Fitzgerald lifted their price objective on shares of Texas Instruments from $280.00 to $300.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 13th. Raymond James Financial set a $240.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Texas Instruments from $227.00 to $280.00 and gave the stock an “overweight” rating in a research note on Thursday, April 23rd. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have given a Hold rating and four have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $265.57.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Bank of America raised Texas Instruments’ price target to $370 from $320 and kept a Buy rating, signaling more upside from current levels. Benzinga report on Bank of America price target hike
• Positive Sentiment: Seaport Research upgraded TXN to Buy from Neutral and set a $400 target, citing rising power needs at data centers and increasing electrical intensity per rack as a long-term demand driver. Yahoo Finance article on Seaport Research upgrade
• Positive Sentiment: Semiconductor stocks broadly strengthened on optimism in the AI/chip space, which is helping lift sentiment around Texas Instruments and other analog chip names. Yahoo Finance article on semiconductor rally
• Positive Sentiment: Texas Instruments has also been featured in bullish articles pointing to it as a potential opportunity alongside peers such as Micron, Microchip, and ON Semiconductor, reinforcing investor interest in the stock. Yahoo Finance article mentioning TXN as an opportunity
• Neutral Sentiment: Broader market gains tied to U.S.-Iran peace optimism are supporting risk appetite and may be adding a small tailwind to TXN, but this is a market-wide move rather than company-specific news. Barchart article on market optimism

Texas Instruments Stock Up 5.1%

NASDAQ TXN opened at $324.89 on Wednesday. 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 has a fifty day moving average of $243.57 and a two-hundred day moving average of $208.72. The firm has a market capitalization of $295.68 billion, a price-to-earnings ratio of 55.63, a PEG ratio of 1.55 and a beta of 1.31. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $326.42.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping 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 company had revenue of $4.83 billion during the quarter, compared to analyst estimates of $4.85 billion. During the same period in the previous year, the firm earned $1.23 earnings per share. Texas Instruments’s quarterly revenue 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. On average, analysts predict that Texas Instruments Incorporated will post 7.69 earnings per share for the current year.

Texas Instruments Announces Dividend

The firm also recently announced 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. This represents a $5.68 annualized dividend and a dividend yield of 1.7%. The ex-dividend date was Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is 97.26%.

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.