Illinois Municipal Retirement Fund Boosts Position in Texas Instruments Incorporated $TXN

Illinois Municipal Retirement Fund raised its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 104.1% in the first quarter, HoldingsChannel reports. The firm owned 42,700 shares of the semiconductor company’s stock after buying an additional 21,777 shares during the quarter. Illinois Municipal Retirement Fund’s holdings in Texas Instruments were worth $8,290,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in TXN. Brighton Jones LLC grew its holdings in Texas Instruments by 33.4% during the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after purchasing an additional 4,218 shares during the period. Intech Investment Management LLC grew its stake in shares of Texas Instruments by 12.8% during the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after acquiring an additional 1,031 shares during the period. Osterweis Capital Management Inc. lifted its holdings in Texas Instruments by 1,810.0% during the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 181 shares in the last quarter. Main Street Financial Solutions LLC boosted its holdings in Texas Instruments by 1.7% in the 2nd quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock worth $1,540,000 after buying an additional 126 shares during the period. Finally, HUB Investment Partners LLC grew its position in shares of Texas Instruments by 3.5% during the second quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock worth $3,046,000 after purchasing an additional 496 shares in the last quarter. 84.99% of the stock is currently owned by institutional investors.

Insider Activity at Texas Instruments

In other Texas Instruments news, VP Ahmad Bahai sold 5,000 shares of the stock in a transaction dated 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 sale, the vice president owned 42,519 shares in the company, valued at approximately $13,143,898.47. This represents a 10.52% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Rafael R. Lizardi sold 47,734 shares of Texas Instruments stock in a transaction on 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 transaction, the chief financial officer owned 85,485 shares in the company, valued at approximately $26,337,928.50. This represents a 35.83% 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 worth $85,666,638 over the last 90 days. Corporate insiders own 0.60% of the company’s stock.

Texas Instruments Stock Performance

Shares of TXN stock opened at $284.02 on Friday. 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 Incorporated has a 1 year low of $152.73 and a 1 year high of $334.03. The firm has a market capitalization of $258.48 billion, a price-to-earnings ratio of 48.63, a price-to-earnings-growth ratio of 1.45 and a beta of 1.32. The business has a fifty day moving average of $302.59 and a 200 day moving average of $243.46.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.37 by $0.31. The company had revenue of $4.83 billion during the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm’s quarterly revenue was up 18.6% on a year-over-year basis. During the same period in the previous year, the firm posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, research analysts expect that Texas Instruments Incorporated will post 7.7 earnings per share for the current year.

Texas Instruments Dividend Announcement

The company 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 is Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is 97.26%.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on TXN. Wells Fargo & Company raised their price objective on Texas Instruments from $260.00 to $300.00 and gave the company an “equal weight” rating in a research report on Tuesday, June 9th. Truist Financial raised their price target on Texas Instruments from $225.00 to $278.00 and gave the stock a “hold” rating in a research report on Thursday, April 23rd. Weiss Ratings upgraded Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday, May 6th. Mizuho boosted their target price on shares of Texas Instruments from $255.00 to $300.00 and gave the company a “neutral” rating in a research note on Tuesday, May 19th. Finally, Cantor Fitzgerald raised their price objective on Texas Instruments from $300.00 to $340.00 and gave the stock a “neutral” rating in a report on Monday, June 29th. Thirteen research analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $281.84.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Multiple reports suggest TXN could beat Q2 earnings estimates as demand improves across analog and embedded chips, especially in industrial, data center, and automotive markets. That strengthens the case for an earnings-driven rally. TXN Likely to Beat Q2 Earnings Estimates: How to Play the Stock?
• Positive Sentiment: Texas Instruments declared a quarterly dividend of $1.42 per share, reinforcing its appeal as an income stock and highlighting the company’s long record of returning cash to shareholders. Texas Instruments board declares third quarter 2026 quarterly dividend
• Positive Sentiment: TXN was also named to a Zacks Rank #1 (Strong Buy) income stocks list, which may be supporting investor sentiment around the stock’s dividend quality and relative defensiveness. Best Income Stocks to Buy for July 17th
• Neutral Sentiment: Analyst coverage remains constructive, with KeyCorp maintaining an Overweight rating and a $390 price target, implying Wall Street still sees upside if execution stays strong. Analysts Have Conflicting Sentiments on These Technology Companies: Texas Instruments (TXN) and ASMPT Ltd (OtherASMVF)
• Negative Sentiment: One analyst note called TXN a “dangerous setup” into Q2 earnings, arguing expectations are elevated and the stock already reflects a bullish inflection in margins, free cash flow, and growth. That raises the risk of disappointment if results are merely solid rather than exceptional. Texas Instruments: Dangerous Setup Into Q2 Earnings

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.