Hennion & Walsh Asset Management Inc. Reduces Position in Texas Instruments Incorporated $TXN

Hennion & Walsh Asset Management Inc. trimmed its position in Texas Instruments Incorporated (NASDAQ:TXN) by 31.8% during the 4th quarter, Holdings Channel.com reports. The fund owned 8,176 shares of the semiconductor company’s stock after selling 3,820 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in Texas Instruments were worth $1,418,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in TXN. Strategic Wealth Investment Group LLC acquired a new stake in Texas Instruments during the 2nd quarter worth about $25,000. Pacifica Partners Inc. increased its holdings in shares of Texas Instruments by 85.2% in the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 69 shares during the period. Grey Fox Wealth Advisors LLC acquired a new position in shares of Texas Instruments in the third quarter valued at about $29,000. Osterweis Capital Management Inc. raised its stake in shares of Texas Instruments by 1,810.0% in the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 181 shares during the last quarter. Finally, Howard Hughes Medical Institute acquired a new stake in shares of Texas Instruments during the second quarter worth about $41,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently commented on TXN shares. TD Cowen lifted their target price on Texas Instruments from $225.00 to $240.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Sanford C. Bernstein reiterated a “market perform” rating and issued a $205.00 price target on shares of Texas Instruments in a report on Wednesday, January 28th. Raymond James Financial set a $240.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. UBS Group upped their price objective on shares of Texas Instruments from $245.00 to $260.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Finally, Cantor Fitzgerald increased their price objective on shares of Texas Instruments from $225.00 to $250.00 and gave the stock a “neutral” rating in a research note on Monday, February 23rd. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $214.77.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: D.E. Shaw (a large, long-term quant investor) has been buying and holds a sizable TXN stake, which signals institutional confidence and can support the stock. D. E. Shaw Is Buying This Chip Stock
• Positive Sentiment: Product development: TI launched IsoShield isolated power modules aimed at data centers and EV power systems — a strategic expansion in high-growth, power-management end markets that could improve long-term revenue mix and margins if adoption scales. Texas Instruments IsoShield Power Modules Target Data Center And EV Demand
• Neutral Sentiment: Corporate calendar: TI scheduled a Q1 2026 earnings webcast for April 22 — a near-term catalyst that will likely drive trading volatility as management provides results and forward guidance. Texas Instruments to webcast Q1 2026 earnings conference call
• Neutral Sentiment: Investor attention: Multiple outlets (Zacks/Yahoo) note heightened investor interest and that TXN has outperformed the broader market today — this boosts liquidity and visibility but doesn’t guarantee sustained upside. Texas Instruments (TXN) Outperforms Broader Market: What You Need to Know
• Negative Sentiment: Analyst posture: Brokerages give TXN a consensus “Hold,” which may cap upside until the company demonstrates sustained revenue growth or raises guidance. Texas Instruments Incorporated (NASDAQ:TXN) Given Consensus Rating of “Hold” by Brokerages

Texas Instruments Trading Up 1.1%

TXN stock opened at $196.30 on Thursday. Texas Instruments Incorporated has a 52-week low of $139.95 and a 52-week high of $231.32. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. The firm has a market cap of $178.72 billion, a P/E ratio of 36.08, a PEG ratio of 1.76 and a beta of 1.01. The company’s 50-day simple moving average is $206.52 and its 200-day simple moving average is $186.14.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.02). The business had revenue of $4.42 billion during the quarter, compared to analysts’ expectations of $4.44 billion. Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. During the same quarter in the prior year, the firm earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, equities analysts forecast that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were given a $1.42 dividend. The ex-dividend date was Friday, January 30th. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.9%. Texas Instruments’s payout ratio is 104.41%.

Insider Buying and Selling at Texas Instruments

In related news, VP Ahmad Bahai sold 6,500 shares of the business’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $230.79, for a total value of $1,500,135.00. Following the completion of the sale, the vice president owned 42,488 shares of the company’s stock, valued at approximately $9,805,805.52. The trade was a 13.27% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Mark A. Blinn sold 3,144 shares of the company’s stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $221.58, for a total transaction of $696,647.52. Following the transaction, the director owned 11,670 shares of the company’s stock, valued at $2,585,838.60. This represents a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 114,284 shares of company stock worth $25,531,935. 0.60% of the stock is currently owned by corporate insiders.

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.