United Asset Strategies Inc. Buys 5,448 Shares of Texas Instruments Incorporated $TXN

United Asset Strategies Inc. lifted its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 473.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 6,599 shares of the semiconductor company’s stock after buying an additional 5,448 shares during the period. United Asset Strategies Inc.’s holdings in Texas Instruments were worth $1,145,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in TXN. Strategic Wealth Investment Group LLC bought a new stake in shares of Texas Instruments in the second quarter valued at about $25,000. Grey Fox Wealth Advisors LLC bought a new stake in shares of Texas Instruments in the third quarter valued at about $29,000. Osterweis Capital Management Inc. lifted 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 valued at $40,000 after buying an additional 181 shares during the period. Winnow Wealth LLC bought a new stake in shares of Texas Instruments in the third quarter valued at about $42,000. Finally, Y.D. More Investments Ltd bought a new stake in shares of Texas Instruments in the third quarter valued at about $45,000. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Price Performance

Texas Instruments stock opened at $282.23 on Friday. 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 firm has a market cap of $256.96 billion, a P/E ratio of 48.33, a P/E/G ratio of 2.14 and a beta of 1.01. The business’s fifty day moving average is $208.08 and its two-hundred day moving average is $190.39. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $284.12.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping analysts’ consensus estimates of $1.37 by $0.31. The company had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. Texas Instruments had a return on equity of 32.66% and a net margin of 29.11%.The business’s revenue was up 18.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities research analysts forecast that Texas Instruments Incorporated will post 6.35 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be paid a $1.42 dividend. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. Texas Instruments’s payout ratio is currently 104.41%.

Wall Street Analyst Weigh In

Several research firms recently weighed in on TXN. Stifel Nicolaus increased their target price on shares of Texas Instruments from $250.00 to $290.00 and gave the company a “buy” rating in a research note on Thursday. Sanford C. Bernstein restated a “market perform” rating and set a $205.00 price target on shares of Texas Instruments in a research note on Wednesday, January 28th. Morgan Stanley restated an “underweight” rating and set a $180.00 price target on shares of Texas Instruments in a research note on Wednesday, January 28th. Citigroup raised their price target on shares of Texas Instruments from $235.00 to $280.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, Bank of America upgraded shares of Texas Instruments from a “neutral” rating to a “buy” rating and raised their price target for the stock from $235.00 to $320.00 in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Texas Instruments presently has a consensus rating of “Hold” and a consensus price target of $257.68.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Q1 beat and lifted guidance — TXN reported Q1 EPS and revenue above consensus and issued Q2 EPS and revenue guidance that topped Street expectations, signaling stronger-than-expected demand into the next quarter. Analog chipmaker Texas Instruments forecasts second-quarter revenue above estimates
• Positive Sentiment: Data-center revenue surge — Management highlighted ~90% growth in data?center revenue, positioning TI as a key beneficiary of the AI/data?center buildout that is boosting demand for analog power and interface chips. Texas Instruments Surges 18% as Data Center Demand Spikes 90%
• Positive Sentiment: Strategic M&A — TI announced an agreement to acquire Silicon Labs to add embedded wireless connectivity, which management ties to industrial?edge and AI applications and expands TI’s addressable market. Texas Instruments Buys Silicon Labs As AI And Industrial Momentum Builds
• Positive Sentiment: Analyst upgrades and price-target lifts — Multiple firms upgraded TXN or raised targets (Bank of America to Buy/$320, Rosenblatt to $330, Baird to $300, JPMorgan to $280, Wells Fargo to $260 and others), adding momentum from the sell?side. These Analysts Boost Their Forecasts On Texas Instruments After Upbeat Q1 Earnings
• Neutral Sentiment: Shares hit record highs on the news — the rally reflects fast?moving sentiment; it reduces near?term downside but increases sensitivity to future earnings/guidance misses. Texas Instruments (TXN) Soars to All-Time High, PT Hiked by 26%
• Negative Sentiment: Insider selling noted — recent insider sales have been reported, which investors watch as a potential cautionary signal even amid strong results. Texas Instruments Insiders Sold US$6.6m Of Shares Suggesting Hesitancy
• Negative Sentiment: Valuation and momentum risk — TXN’s forward P/E is elevated versus history and the stock has already run up sharply, increasing exposure to profit?taking or a re?rating if growth slows. Texas Instruments Q1 Review: Strong Start To The Year

Insider Buying and Selling

In related news, VP Mark Gary sold 12,921 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $230.10, for a total value of $2,973,122.10. Following the completion of the sale, the vice president owned 45,547 shares of the company’s stock, valued at $10,480,364.70. This trade represents a 22.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Mark A. Blinn sold 3,144 shares of the firm’s stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $221.58, for a total transaction of $696,647.52. Following the completion of the sale, the director directly owned 11,670 shares of the company’s stock, valued at approximately $2,585,838.60. This represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 114,284 shares of company stock valued at $25,531,935. Insiders own 0.60% of the company’s stock.

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.