Excelsior Advisor Network LLC bought a new stake in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 2,127 shares of the semiconductor company’s stock, valued at approximately $413,000.
Several other institutional investors have also modified their holdings of TXN. Strategic Wealth Investment Group LLC acquired a new stake in shares of Texas Instruments in the second quarter valued at approximately $25,000. Portus Wealth Advisors LLC acquired a new stake in Texas Instruments in the 1st quarter valued at approximately $27,000. High Point Wealth Management LLC bought a new stake in Texas Instruments during the 4th quarter valued at $25,000. Advocate Investing Services LLC acquired a new position in Texas Instruments during the 4th quarter worth $25,000. Finally, Scarborough Advisors LLC bought a new position in shares of Texas Instruments in the first quarter worth $29,000. Institutional investors own 84.99% of the company’s stock.
Insiders Place Their Bets
In related news, VP Ahmad Bahai sold 5,000 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $309.13, for a total value of $1,545,650.00. Following the completion of the transaction, the vice president owned 42,519 shares of the company’s stock, valued at approximately $13,143,898.47. This trade represents a 10.52% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Shanon J. Leonard sold 4,963 shares of the firm’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $295.22, for a total value of $1,465,176.86. Following the completion of the sale, the vice president directly owned 24,867 shares of the company’s stock, valued at approximately $7,341,235.74. This trade represents a 16.64% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 189,358 shares of company stock worth $54,320,405 in the last quarter. Corporate insiders own 0.60% of the company’s stock.
Texas Instruments Trading Down 0.1%
Texas Instruments (NASDAQ:TXN – Get Free Report) last posted its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.91 by $0.23. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The company had revenue of $5.46 billion for the quarter, compared to analysts’ expectations of $5.26 billion. During the same quarter in the prior year, the company earned $1.41 earnings per share. The firm’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. On average, research analysts anticipate that Texas Instruments Incorporated will post 8.17 EPS for the current fiscal year.
Texas Instruments Announces Dividend
The company 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 of this dividend is Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. Texas Instruments’s dividend payout ratio is currently 86.45%.
Wall Street Analysts Forecast Growth
Several equities research analysts recently weighed in on TXN shares. Morgan Stanley upped their price objective on shares of Texas Instruments from $230.00 to $255.00 and gave the stock an “underweight” rating in a report on Thursday. Benchmark raised their price objective on shares of Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a research note on Thursday. Sanford C. Bernstein increased their price target on Texas Instruments from $250.00 to $290.00 and gave the company a “market perform” rating in a research note on Thursday. HC Wainwright downgraded Texas Instruments to a “neutral” rating in a research note on Friday, May 22nd. Finally, Cantor Fitzgerald restated a “neutral” rating on shares of Texas Instruments in a report on Monday, July 20th. Fourteen analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $308.40.
Read Our Latest Analysis on Texas Instruments
More Texas Instruments News
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
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.
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