Texas Instruments Incorporated $TXN Shares Acquired by Sei Investments Co.

Sei Investments Co. lifted its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 28.6% during the first quarter, Holdings Channel.com reports. The fund owned 713,101 shares of the semiconductor company’s stock after acquiring an additional 158,521 shares during the period. Sei Investments Co.’s holdings in Texas Instruments were worth $138,440,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the stock. Norges Bank purchased a new stake in Texas Instruments during the 4th quarter worth approximately $2,516,628,000. Bank of New York Mellon Corp raised its holdings in shares of Texas Instruments by 33.6% in the first quarter. Bank of New York Mellon Corp now owns 16,402,834 shares of the semiconductor company’s stock worth $3,184,446,000 after buying an additional 4,129,601 shares during the last quarter. Amundi raised its holdings in shares of Texas Instruments by 61.0% in the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock worth $1,717,240,000 after buying an additional 3,580,147 shares during the last quarter. Van ECK Associates Corp lifted its stake in shares of Texas Instruments by 27.1% during the fourth quarter. Van ECK Associates Corp now owns 11,608,265 shares of the semiconductor company’s stock worth $2,013,918,000 after buying an additional 2,474,062 shares during the period. Finally, Franklin Resources Inc. lifted its stake in shares of Texas Instruments by 26.9% during the fourth quarter. Franklin Resources Inc. now owns 9,153,622 shares of the semiconductor company’s stock worth $1,588,062,000 after buying an additional 1,938,788 shares during the period. Institutional investors and hedge funds own 84.99% of the company’s stock.

Texas Instruments Stock Down 3.1%

NASDAQ:TXN opened at $284.99 on Friday. The firm has a market capitalization of $259.37 billion, a P/E ratio of 43.38, a PEG ratio of 1.51 and a beta of 1.32. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $334.03. The company’s fifty day moving average price is $301.53 and its 200-day moving average price is $247.14. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.91 by $0.23. The firm had revenue of $5.46 billion during the quarter, compared to analysts’ expectations of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 36.55%. The firm’s revenue was up 22.8% compared to the same quarter last year. During the same quarter last year, the company posted $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, equities research analysts anticipate that Texas Instruments Incorporated will post 7.69 EPS for the current year.

Texas Instruments Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st will be paid a dividend of $1.42 per share. The ex-dividend date is Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.0%. Texas Instruments’s dividend payout ratio (DPR) is presently 97.26%.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Texas Instruments beat Q2 estimates, reporting EPS of $2.14 on revenue of $5.46 billion, with sales up 22.8% year over year and net income rising sharply. Article Title
• Positive Sentiment: Management also raised Q3 guidance above Wall Street expectations, signaling continued demand recovery in industrial, data center and automotive markets. Article Title
• Positive Sentiment: Several analysts turned more constructive: JPMorgan raised its target to $340 with an overweight rating, TD Cowen kept a buy rating and cut its target to $340, and KeyCorp lifted its target to $400. Article Title
• Positive Sentiment: Commentary around strong AI data center demand and broader semiconductor momentum is reinforcing the long-term growth narrative for TXN. Article Title
• Neutral Sentiment: Texas Instruments remains part of a strong semiconductor sector rally, which may provide support, but the stock is also vulnerable to post-earnings “sell the news” behavior after a strong run. Article Title
• Negative Sentiment: Despite the strong report, shares have slipped as investors question whether the results were already priced in after a big rally and high expectations for chip stocks. Article Title

Insiders Place Their Bets

In other news, CEO Haviv Ilan sold 20,000 shares of the business’s stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 204,339 shares of the company’s stock, valued at $57,280,308.48. The trade was a 8.92% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Mark T. Roberts sold 28,080 shares of the company’s stock in a transaction dated 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 completion of the sale, the vice president owned 53,809 shares in the company, valued at $15,084,815.06. The trade was a 34.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 199,143 shares of company stock worth $56,959,010. 0.60% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research firms recently issued reports on TXN. Robert W. Baird upped their target price on Texas Instruments from $300.00 to $385.00 and gave the company an “outperform” rating in a research report on Thursday. HC Wainwright cut Texas Instruments to a “neutral” rating in a research report on Friday, May 22nd. Bank of America boosted their price target on Texas Instruments from $320.00 to $370.00 and gave the company a “buy” rating in a research note on Tuesday, May 26th. TD Cowen cut their price objective on Texas Instruments from $360.00 to $340.00 and set a “buy” rating on the stock in a report on Thursday. Finally, Wells Fargo & Company raised their price objective on Texas Instruments from $300.00 to $310.00 and gave the stock an “equal weight” rating in a research note on Thursday. Fourteen investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat.com, Texas Instruments presently has an average rating of “Hold” and an average price target of $307.60.

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.