Texas Instruments Incorporated $TXN Stock Position Lowered by Evercore Wealth Management LLC

Evercore Wealth Management LLC decreased its position in Texas Instruments Incorporated (NASDAQ:TXN) by 6.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 39,972 shares of the semiconductor company’s stock after selling 2,934 shares during the quarter. Evercore Wealth Management LLC’s holdings in Texas Instruments were worth $7,760,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of TXN. IMG Wealth Management Inc. grew its holdings in Texas Instruments by 135.9% during the first quarter. IMG Wealth Management Inc. now owns 276 shares of the semiconductor company’s stock worth $54,000 after acquiring an additional 159 shares during the period. Excelsior Advisor Network LLC acquired a new stake in Texas Instruments in the 1st quarter valued at about $413,000. Quantinno Capital Management LP lifted its holdings in Texas Instruments by 23.0% in the 1st quarter. Quantinno Capital Management LP now owns 432,136 shares of the semiconductor company’s stock valued at $83,895,000 after acquiring an additional 80,874 shares during the last quarter. Cardiff Park Advisors LLC bought a new position in shares of Texas Instruments during the 1st quarter valued at about $211,000. Finally, Gateway Wealth Partners LLC bought a new position in shares of Texas Instruments during the 1st quarter valued at about $421,000. Institutional investors own 84.99% of the company’s stock.

Texas Instruments News Roundup

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

• Positive Sentiment: Zacks upgraded TXN to Rank #1 (Strong Buy). The upgrade reflects increasing confidence in the company’s earnings outlook and could attract additional near-term buying interest. What Makes Texas Instruments (TXN) a New Strong Buy Stock
• Positive Sentiment: TXN was added to Zacks’ Strong Buy lists for both income and momentum stocks, reinforcing its appeal to dividend-oriented and growth-focused investors. Best Income Stocks to Buy for July 27th Best Momentum Stock to Buy for July 27th
• Positive Sentiment: A comparison with ON Semiconductor concluded that Texas Instruments’ higher margins, stronger cash generation and better 2026 growth outlook outweigh ON’s lower valuation, positioning TXN as the preferred semiconductor investment. TXN vs. ON: Which Semiconductor Stock Is the Better Buy Right Now?
• Positive Sentiment: Rosenblatt raised its price target for TXN to $350, implying meaningful upside from the recent trading level and signaling confidence in the company’s longer-term prospects. Rosenblatt Securities Increases Texas Instruments Price Target
• Positive Sentiment: Commentary highlights Texas Instruments’ analog chips as essential links between electrical infrastructure and AI processors, offering the company an indirect way to benefit from continued AI data-center investment. Texas Instruments Can Ride AI Demand to New Highs
• Neutral Sentiment: Investors are also evaluating international revenue trends, which could influence Wall Street estimates depending on the pace of overseas demand and broader industrial recovery. Unlocking Texas Instruments International Revenues
• Negative Sentiment: Truist maintained a Hold rating, indicating that some analysts remain cautious about TXN’s valuation and the timing of its expected growth despite the favorable bullish commentary. Truist Financial Sticks to Their Hold Rating for Texas Instruments

Texas Instruments Stock Down 0.1%

Shares of NASDAQ:TXN opened at $279.41 on Tuesday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86. The company has a market cap of $254.29 billion, a PE ratio of 42.53, a price-to-earnings-growth ratio of 1.13 and a beta of 1.32. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03. The firm has a 50 day simple moving average of $300.64 and a 200 day simple moving average of $248.48.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, topping analysts’ consensus estimates of $1.91 by $0.23. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The firm had revenue of $5.46 billion during the quarter, compared to analyst estimates of $5.26 billion. During the same quarter last year, the business posted $1.41 EPS. The company’s revenue was up 22.8% on a year-over-year basis. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, research analysts expect that Texas Instruments Incorporated will post 8.17 earnings per share for the current year.

Texas Instruments Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st will be given a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is 86.45%.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on TXN. Jefferies Financial Group raised shares of Texas Instruments from a “hold” rating to a “buy” rating in a research note on Friday, May 22nd. JPMorgan Chase & Co. raised their target price on shares of Texas Instruments from $280.00 to $340.00 and gave the stock an “overweight” rating in a report on Thursday, July 23rd. Robert W. Baird raised their target price on shares of Texas Instruments from $300.00 to $385.00 and gave the stock an “outperform” rating in a report on Thursday. Benchmark lifted their price target on shares of Texas Instruments from $315.00 to $360.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, Weiss Ratings raised Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday, May 6th. Fourteen investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat, Texas Instruments presently has an average rating of “Hold” and an average target price of $308.40.

Insider Buying and Selling at Texas Instruments

In related news, CFO Rafael R. Lizardi sold 47,734 shares of the stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $308.10, for a total value of $14,706,845.40. Following the completion of the sale, the chief financial officer directly owned 85,485 shares of the company’s stock, valued at approximately $26,337,928.50. This represents a 35.83% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Mohammad Yunus sold 51,098 shares of the firm’s stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $270.44, for a total value of $13,818,943.12. Following the sale, the vice president owned 52,856 shares of the company’s stock, valued at $14,294,376.64. The trade was a 49.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 189,358 shares of company stock valued at $54,320,405 in the last ninety days. Company insiders own 0.60% of the company’s stock.

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.