Texas Instruments Incorporated $TXN Shares Purchased by Palmer Knight Co

Palmer Knight Co grew its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 14.5% during the third quarter, HoldingsChannel reports. The firm owned 32,096 shares of the semiconductor company’s stock after buying an additional 4,069 shares during the period. Texas Instruments accounts for approximately 2.8% of Palmer Knight Co’s holdings, making the stock its 26th largest holding. Palmer Knight Co’s holdings in Texas Instruments were worth $5,897,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Strategic Wealth Investment Group LLC bought a new stake in Texas Instruments during the second quarter valued at $25,000. Pacifica Partners Inc. lifted its position in shares of Texas Instruments by 85.2% in the 3rd quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock worth $27,000 after buying an additional 69 shares during the last quarter. Grey Fox Wealth Advisors LLC acquired a new position in shares of Texas Instruments in the 3rd quarter valued at about $29,000. Osterweis Capital Management Inc. raised its stake 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 worth $40,000 after acquiring an additional 181 shares during the period. Finally, Clal Insurance Enterprises Holdings Ltd lifted its holdings in Texas Instruments by 69.9% in the second quarter. Clal Insurance Enterprises Holdings Ltd now owns 192 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 79 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, Director Ronald Kirk sold 9,990 shares of the stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the transaction, the director owned 14,937 shares of the company’s stock, valued at approximately $2,424,723.21. This represents a 40.08% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP Christine Witzsche sold 1,000 shares of Texas Instruments stock in a transaction that occurred on Thursday, November 13th. The shares were sold at an average price of $164.31, for a total transaction of $164,310.00. Following the completion of the transaction, the vice president directly owned 20,821 shares in the company, valued at approximately $3,421,098.51. This represents a 4.58% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.57% of the stock is owned by insiders.

Texas Instruments Stock Down 1.6%

TXN stock opened at $215.55 on Monday. The company’s 50 day simple moving average is $183.05 and its 200-day simple moving average is $182.24. The firm has a market capitalization of $195.85 billion, a P/E ratio of 39.62, a P/E/G ratio of 1.95 and a beta of 1.01. Texas Instruments Incorporated has a 52-week low of $139.95 and a 52-week high of $222.00. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.83.

Texas Instruments (NASDAQ:TXN) last posted 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 for the quarter, compared to analyst estimates of $4.44 billion. Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. During the same period in the previous year, the firm posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, equities research analysts anticipate that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th will be paid a dividend of $1.42 per share. The ex-dividend date of this dividend is Friday, January 30th. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.6%. Texas Instruments’s dividend payout ratio (DPR) is 104.41%.

Analyst Ratings Changes

TXN has been the topic of several recent research reports. Cantor Fitzgerald raised their price target on Texas Instruments from $190.00 to $225.00 and gave the stock a “neutral” rating in a report on Wednesday. The Goldman Sachs Group raised their target price on Texas Instruments from $156.00 to $175.00 and gave the company a “sell” rating in a research note on Wednesday. Barclays set a $175.00 price target on shares of Texas Instruments in a research report on Wednesday. Sanford C. Bernstein reiterated a “market perform” rating and issued a $205.00 price objective on shares of Texas Instruments in a research report on Wednesday. Finally, Wells Fargo & Company boosted their target price on shares of Texas Instruments from $185.00 to $215.00 and gave the company an “equal weight” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fourteen have assigned a Hold rating and five have issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $212.92.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Multiple brokerages raised ratings or price targets this morning (signals of renewed analyst confidence). Rosenblatt and Benchmark issued bullish notes calling for further upside; Truist raised its price target to $225; TD Cowen to $240; Jefferies to $210; Stifel to $215; Mizuho nudged its target; and Bank of America upgraded the stock. These calls reinforce the re-rating narrative around TXN. Read More. Read More. Read More. Read More. Read More. Read More. Read More. Read More.
• Positive Sentiment: Corporate outlook and segment mix point to durable growth: management highlighted strong momentum in Industrial, Automotive and especially Data Center (Data Center up sharply year-over-year), prompting a re-rating of TXN as exposure to AI/infrastructure grows. Analysts are framing the guidance as proof of strengthening demand. Read More. Read More.
• Positive Sentiment: Heavy call-option activity and speculative positioning — nearly 395k calls traded in a day — indicates elevated bullish interest from options traders and can amplify short-term upside if momentum resumes. Read More.
• Neutral Sentiment: Analyst divergences: while many shops raised targets, price targets vary widely (street-highs vs. some lower estimates), so consensus is shifting but not yet uniform — watch follow-up revisions. Read More.
• Negative Sentiment: Q4 results had small topline and EPS misses and included a non-cash impairment and some gross-margin pressure — items that could justify near-term profit-taking or keep some traders cautious despite upbeat guidance. Read More.

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.