Texas Instruments Incorporated $TXN Shares Acquired by Longfellow Investment Management Co. LLC

Longfellow Investment Management Co. LLC lifted its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 50.0% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 8,663 shares of the semiconductor company’s stock after purchasing an additional 2,888 shares during the period. Longfellow Investment Management Co. LLC’s holdings in Texas Instruments were worth $1,503,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in TXN. Vanguard Group Inc. lifted its stake in Texas Instruments by 1.0% during the third quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock worth $17,720,020,000 after purchasing an additional 998,658 shares during the last quarter. State Street Corp lifted its stake in Texas Instruments by 0.5% during the third quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock worth $8,002,381,000 after purchasing an additional 230,098 shares during the last quarter. Geode Capital Management LLC lifted its stake in Texas Instruments by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock worth $3,952,933,000 after purchasing an additional 248,515 shares during the last quarter. Invesco Ltd. lifted its stake in Texas Instruments by 16.8% during the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock worth $3,019,603,000 after purchasing an additional 2,366,695 shares during the last quarter. Finally, Norges Bank purchased a new stake in Texas Instruments during the fourth quarter worth approximately $2,516,628,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Insider Activity

In related news, VP Mark T. Roberts sold 28,080 shares of the company’s stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $280.34, for a total transaction of $7,871,947.20. Following the transaction, the vice president owned 53,809 shares of the company’s stock, valued at $15,084,815.06. This represents a 34.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Amichai Ron sold 18,365 shares of the company’s stock in a transaction 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 transaction, the vice president directly owned 81,085 shares in the company, valued at $22,089,986.55. This represents a 18.47% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 303,475 shares of company stock valued at $85,666,638 over the last three months. 0.60% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on TXN shares. Susquehanna restated a “positive” rating and set a $300.00 target price on shares of Texas Instruments in a research note on Thursday, April 23rd. Weiss Ratings upgraded Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. JPMorgan Chase & Co. boosted their price objective on Texas Instruments from $227.00 to $280.00 and gave the company an “overweight” rating in a research note on Thursday, April 23rd. TD Cowen boosted their price objective on Texas Instruments from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Finally, Zacks Research upgraded Texas Instruments from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 24th. One investment 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 given a Sell rating to the stock. According to MarketBeat.com, Texas Instruments currently has a consensus rating of “Hold” and a consensus target price of $265.57.

Texas Instruments Price Performance

Texas Instruments stock opened at $285.06 on Friday. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $331.51. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94. The business has a 50 day simple moving average of $261.65 and a 200-day simple moving average of $216.44. The stock has a market capitalization of $259.43 billion, a PE ratio of 48.81, a price-to-earnings-growth ratio of 1.43 and a beta of 1.32.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results 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 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 analysts’ expectations of $4.85 billion. During the same quarter in the prior year, the business earned $1.23 earnings per share. The company’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. Equities analysts predict that Texas Instruments Incorporated will post 7.66 earnings per share for the current year.

Texas Instruments Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were issued a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, May 5th. Texas Instruments’s dividend payout ratio is currently 97.26%.

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.