CIBC Asset Management Inc Increases Stake in Texas Instruments Incorporated $TXN

CIBC Asset Management Inc raised its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 3.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 404,892 shares of the semiconductor company’s stock after buying an additional 13,139 shares during the period. CIBC Asset Management Inc’s holdings in Texas Instruments were worth $70,245,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Bogart Wealth LLC increased its holdings in Texas Instruments by 7.8% during the fourth quarter. Bogart Wealth LLC now owns 647 shares of the semiconductor company’s stock valued at $112,000 after buying an additional 47 shares during the last quarter. Larson Financial Group LLC increased its holdings in Texas Instruments by 0.5% during the fourth quarter. Larson Financial Group LLC now owns 10,228 shares of the semiconductor company’s stock valued at $1,775,000 after buying an additional 47 shares during the last quarter. Winthrop Capital Management LLC increased its position in Texas Instruments by 1.6% in the fourth quarter. Winthrop Capital Management LLC now owns 3,230 shares of the semiconductor company’s stock worth $560,000 after buying an additional 50 shares in the last quarter. Emerald Advisors LLC increased its position in Texas Instruments by 0.8% in the fourth quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company’s stock worth $1,195,000 after buying an additional 52 shares in the last quarter. Finally, Wagner Wealth Management LLC increased its position in Texas Instruments by 3.4% in the fourth quarter. Wagner Wealth Management LLC now owns 1,563 shares of the semiconductor company’s stock worth $271,000 after buying an additional 52 shares in the last quarter. 84.99% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

TXN has been the subject of a number of analyst reports. Stifel Nicolaus set a $340.00 price target on Texas Instruments in a research report on Friday, May 15th. Wolfe Research restated an “outperform” rating and issued a $315.00 price target on shares of Texas Instruments in a research report on Thursday, April 23rd. Zacks Research upgraded Texas Instruments from a “hold” rating to a “strong-buy” rating in a research report on Friday, April 24th. Sanford C. Bernstein assumed coverage on shares of Texas Instruments in a research note on Friday, May 22nd. They issued a “market perform” rating for the company. Finally, JPMorgan Chase & Co. increased 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 equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have issued a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $265.57.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Texas Instruments named longtime insider Julie Knecht as its next chief financial officer, effective August 1. Investors may view the internal promotion and orderly transition from retiring CFO Rafael Lizardi as a sign of continuity in capital allocation and financial discipline. Article Title
• Positive Sentiment: Texas Instruments also announced the CFO transition officially in a press release, emphasizing a smooth handoff after Lizardi’s 25-year tenure. That stability can reassure investors as the company continues its shareholder-return and manufacturing-investment strategy. Article Title
• Positive Sentiment: Market commentary highlighted Texas Instruments as one of the strongest performers among analog semiconductor stocks in the latest earnings review, suggesting relative strength in a sector that investors are still re-rating after Q1 results. Article Title
• Neutral Sentiment: Reuters also reported the CFO change, but the headline itself was informational rather than a major surprise, so the market impact appears limited beyond reinforcing the transition story. Article Title
• Negative Sentiment: A MarketWatch note said Texas Instruments underperformed peers on Monday, and another item from June 1 said the shares fell 4.1% that day. That recent weakness may be a backdrop, even though today’s news flow is helping offset it. Article Title

Texas Instruments Stock Performance

NASDAQ:TXN opened at $308.12 on Wednesday. The stock has a market capitalization of $280.42 billion, a P/E ratio of 52.76, a P/E/G ratio of 1.47 and a beta of 1.32. The stock has a 50-day moving average price of $252.86 and a 200 day moving average price of $212.88. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $331.51. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77.

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

Texas Instruments Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend was Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is presently 97.26%.

Insider Activity at Texas Instruments

In other Texas Instruments news, VP Mark T. Roberts sold 28,080 shares of Texas Instruments 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 sale, the vice president owned 53,809 shares of the company’s stock, valued at $15,084,815.06. The trade was a 34.29% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, VP Amichai Ron sold 18,365 shares of Texas Instruments stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $272.43, for a total value of $5,003,176.95. Following the completion of the sale, the vice president directly owned 81,085 shares in the company, valued at approximately $22,089,986.55. The trade was a 18.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 303,475 shares of company stock valued at $85,666,638 in the last ninety days. Corporate insiders own 0.60% of the company’s stock.

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.