SG Americas Securities LLC Buys 574,197 Shares of Texas Instruments Incorporated $TXN

SG Americas Securities LLC grew its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 427.6% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 708,481 shares of the semiconductor company’s stock after buying an additional 574,197 shares during the quarter. SG Americas Securities LLC owned 0.08% of Texas Instruments worth $122,914,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in TXN. Brighton Jones LLC raised its position 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 in the last quarter. Intech Investment Management LLC increased its position 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 purchasing an additional 1,031 shares during the last quarter. AlphaCore Capital LLC raised its holdings in shares of Texas Instruments by 19.2% during the 2nd quarter. AlphaCore Capital LLC now owns 3,589 shares of the semiconductor company’s stock valued at $745,000 after buying an additional 579 shares in the last quarter. American Century Companies Inc. raised its holdings in shares of Texas Instruments by 255.8% during the 2nd quarter. American Century Companies Inc. now owns 703,324 shares of the semiconductor company’s stock valued at $146,025,000 after buying an additional 505,625 shares in the last quarter. Finally, Vestor Capital LLC lifted its position in Texas Instruments by 102.4% in the 2nd quarter. Vestor Capital LLC now owns 858 shares of the semiconductor company’s stock worth $178,000 after buying an additional 434 shares during the last quarter. 84.99% of the stock is owned by institutional investors.

Texas Instruments Stock Performance

Shares of TXN stock opened at $189.02 on Tuesday. The company has a market capitalization of $172.09 billion, a P/E ratio of 34.75, a PEG ratio of 1.70 and a beta of 1.01. Texas Instruments Incorporated has a fifty-two week low of $139.95 and a fifty-two week high of $231.32. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35. The stock has a 50 day moving average price of $206.25 and a two-hundred day moving average price of $185.75.

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

Texas Instruments Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th were issued a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date of this dividend was Friday, January 30th. Texas Instruments’s dividend payout ratio (DPR) is 104.41%.

Insider Transactions at Texas Instruments

In other news, VP Hagop H. Kozanian sold 6,843 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $225.95, for a total transaction of $1,546,175.85. Following the completion of the transaction, the vice president directly owned 75,425 shares of the company’s stock, valued at approximately $17,042,278.75. This represents a 8.32% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Mark A. Blinn sold 3,144 shares of the stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $221.58, for a total transaction of $696,647.52. Following the sale, the director owned 11,670 shares of the company’s stock, valued at approximately $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. In the last three months, insiders have sold 114,284 shares of company stock valued at $25,531,935. Company insiders own 0.60% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on the stock. Morgan Stanley reiterated an “underweight” rating and set a $180.00 price target on shares of Texas Instruments in a research report on Wednesday, January 28th. Weiss Ratings restated a “hold (c)” rating on shares of Texas Instruments in a report on Monday, December 29th. Robert W. Baird set a $225.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. KeyCorp lowered shares of Texas Instruments from a “strong-buy” rating to a “hold” rating in a report on Thursday, February 5th. Finally, Mizuho lifted their target price on shares of Texas Instruments from $145.00 to $160.00 and gave the stock an “underperform” rating in a research report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have assigned a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat, Texas Instruments has a consensus rating of “Hold” and an average target price of $214.77.

Texas Instruments 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.