Securian Asset Management Inc. Sells 19,199 Shares of Texas Instruments Incorporated $TXN

Securian Asset Management Inc. decreased its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 43.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 24,707 shares of the semiconductor company’s stock after selling 19,199 shares during the period. Securian Asset Management Inc.’s holdings in Texas Instruments were worth $4,286,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the stock. Strategic Wealth Investment Group LLC purchased a new position in Texas Instruments in the 2nd quarter worth $25,000. High Point Wealth Management LLC purchased a new position in Texas Instruments in the 4th quarter worth $25,000. Ares Financial Consulting LLC purchased a new position in Texas Instruments in the 4th quarter worth $26,000. Grey Fox Wealth Advisors LLC purchased a new position in Texas Instruments in the 3rd quarter worth $29,000. Finally, Nvest Wealth Strategies Inc. purchased a new position in Texas Instruments in the 4th quarter worth $33,000. Institutional investors own 84.99% of the company’s stock.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Zacks Research raised multiple earnings estimates for Texas Instruments, including Q2 2026, FY2026, Q1/Q2/Q3/Q4 2027, and FY2028, while reiterating a Strong-Buy rating. Higher earnings forecasts can signal improving fundamentals and justify a higher valuation.
• Positive Sentiment: Recent coverage highlighted Texas Instruments as a stock benefiting from AI-fueled semiconductor demand, with analysts pointing to steady chip sales across the broader industry. This supports the view that end-market demand remains healthy. Article: 4 Solid Stocks to Buy as AI Powers Steady Semiconductor Sales
• Positive Sentiment: Another article noted Texas Instruments climbed after beating Q1 estimates and guiding Q2 above expectations, with management pointing to strength in data center, industrial, and AI-related markets. That reinforces confidence in near-term revenue and margin momentum. Article: Texas Instruments (TXN) Is Up 7.5% After Beating Q1 Estimates And Raising Q2 Outlook – What’s Changed
• Neutral Sentiment: Zacks also published a momentum-focused piece calling Texas Instruments a potential top pick for momentum investors, which may add to trader interest but does not represent a direct business development. Article: Are You Looking for a Top Momentum Pick? Why Texas Instruments (TXN) Is a Great Choice
• Negative Sentiment: One filing noted insider selling by CEO Haviv Ilan, who sold 20,000 shares of Texas Instruments. Insider sales can sometimes raise caution, although the impact may be limited if viewed as routine trading.

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, VP Mark T. Roberts sold 28,080 shares of the stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $280.34, for a total transaction of $7,871,947.20. Following the completion of the sale, the vice president owned 53,809 shares of the company’s stock, valued at $15,084,815.06. This represents a 34.29% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CAO Julie C. Knecht sold 9,956 shares of the stock in a transaction on Friday, May 1st. The shares were sold at an average price of $278.70, for a total transaction of $2,774,737.20. Following the sale, the chief accounting officer directly owned 9,120 shares of the company’s stock, valued at $2,541,744. The trade was a 52.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 345,080 shares of company stock worth $89,405,821 over the last ninety days. 0.60% of the stock is owned by company insiders.

Texas Instruments Stock Performance

Shares of TXN opened at $287.80 on Monday. The stock has a market capitalization of $261.92 billion, a P/E ratio of 49.28, a PEG ratio of 1.44 and a beta of 1.31. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The firm has a fifty day simple moving average of $216.98 and a two-hundred day simple moving average of $196.24. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $292.64.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating the consensus estimate of $1.37 by $0.31. The business had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm’s revenue for the quarter was up 18.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, research analysts anticipate that Texas Instruments Incorporated will post 7.69 EPS for the current year.

Texas Instruments Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be given a dividend of $1.42 per share. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $5.68 annualized dividend and a yield of 2.0%. Texas Instruments’s dividend payout ratio is presently 97.26%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on TXN shares. Wolfe Research restated an “outperform” rating and set a $315.00 target price on shares of Texas Instruments in a report on Thursday, April 23rd. Jefferies Financial Group increased their target price on Texas Instruments from $210.00 to $260.00 and gave the company a “hold” rating in a report on Thursday, April 23rd. Raymond James Financial set a $240.00 target price on Texas Instruments in a report on Wednesday, January 28th. Wells Fargo & Company increased their target price on Texas Instruments from $215.00 to $260.00 and gave the company an “equal weight” rating in a report on Thursday, April 23rd. Finally, Rosenblatt Securities increased their target price on Texas Instruments from $240.00 to $330.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned 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, the company presently has an average rating of “Hold” and a consensus price target of $257.68.

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.