10,003 Shares in Texas Instruments Incorporated $TXN Acquired by K.J. Harrison & Partners Inc

K.J. Harrison & Partners Inc purchased a new position in Texas Instruments Incorporated (NASDAQ:TXN) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 10,003 shares of the semiconductor company’s stock, valued at approximately $1,735,000.

Several other institutional investors also recently modified their holdings of TXN. Amundi increased its holdings in shares of Texas Instruments by 61.0% in the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock valued at $1,717,240,000 after buying an additional 3,580,147 shares in the last quarter. Invesco Ltd. increased its holdings in shares of Texas Instruments by 16.8% in the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock valued at $3,019,603,000 after buying an additional 2,366,695 shares in the last quarter. Van ECK Associates Corp increased its holdings in shares of Texas Instruments by 21.8% in the third quarter. Van ECK Associates Corp now owns 9,134,203 shares of the semiconductor company’s stock valued at $1,678,227,000 after buying an additional 1,635,870 shares in the last quarter. Marshall Wace LLP bought a new position in shares of Texas Instruments in the third quarter valued at $282,492,000. Finally, Corient Private Wealth LLC increased its holdings in shares of Texas Instruments by 94.9% in the second quarter. Corient Private Wealth LLC now owns 2,517,451 shares of the semiconductor company’s stock valued at $522,559,000 after buying an additional 1,225,524 shares in the last quarter. Institutional investors own 84.99% of the company’s stock.

Key Texas Instruments News

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

• Positive Sentiment: Q1 beat and raised guidance: TXN topped EPS expectations and set Q2 revenue and EPS guidance above street assumptions, a direct catalyst for the rally as investors reprice growth and margin leverage. Read More.
• Positive Sentiment: AI/data‑center demand lift: Coverage highlights stronger demand from data centers and AI-related markets that supports higher utilization and justifies capex/manufacturing investments, boosting sentiment. Read More.
• Neutral Sentiment: Analyst landscape and targets: Wall Street is mixed — several firms raised targets while some remain cautious; the stock’s strong YTD move has prompted re‑ratings but consensus remains varied. Read More.
• Neutral Sentiment: Long‑term track record and income angle: Articles recap TXN’s multi‑year total‑return story and note the recent quarterly dividend (high payout ratio), which supports income investors but limits free‑cash growth expectations. Read More.
• Negative Sentiment: Insider selling — CEO sale: CEO Haviv Ilan sold 20,000 shares (~$5.6M) on May 4; large insider sales can create short‑term worry even if for non‑operational reasons. Read More.
• Negative Sentiment: Insider selling — CAO sale: CAO Julie Knecht sold ~9,956 shares (~$2.8M) and materially reduced her holding, adding to the perception of insider liquidity taking. Read More.

Insider Transactions at Texas Instruments

In other Texas Instruments news, CEO Haviv Ilan sold 20,000 shares of the company’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $280.32, for a total value of $5,606,400.00. Following the transaction, the chief executive officer owned 204,339 shares in the company, valued at approximately $57,280,308.48. This represents a 8.92% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Amichai Ron sold 18,365 shares of the company’s stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $272.43, for a total transaction of $5,003,176.95. Following the completion of the transaction, the vice president owned 81,085 shares in the company, valued at approximately $22,089,986.55. This represents a 18.47% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 345,080 shares of company stock worth $89,405,821. 0.60% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms have issued reports on TXN. The Goldman Sachs Group upped their price target on Texas Instruments from $175.00 to $200.00 and gave the company a “sell” rating in a report on Thursday, April 23rd. Bank of America upgraded shares of Texas Instruments from a “neutral” rating to a “buy” rating and upped their price target for the company from $235.00 to $320.00 in a research report on Thursday, April 23rd. Morgan Stanley restated an “underweight” rating and issued a $180.00 price target on shares of Texas Instruments in a research report on Wednesday, January 28th. Cantor Fitzgerald upped their price target on shares of Texas Instruments from $250.00 to $280.00 and gave the company a “neutral” rating in a research report on Thursday, April 23rd. Finally, Jefferies Financial Group upped their price target on shares of Texas Instruments from $210.00 to $260.00 and gave the company a “hold” rating in a research report on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have given a Hold rating and four have given 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.

Texas Instruments Stock Up 3.0%

Texas Instruments stock opened at $289.44 on Thursday. The firm has a market cap of $263.42 billion, a PE ratio of 49.56, a P/E/G ratio of 1.42 and a beta of 1.31. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. The firm’s 50 day moving average price is $215.54 and its two-hundred day moving average price is $195.48. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $292.64.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data 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 firm had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The company’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 business earned $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, research analysts predict that Texas Instruments Incorporated will post 7.6 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The business 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. This represents a $5.68 annualized dividend and a yield of 2.0%. The ex-dividend date is Tuesday, May 5th. Texas Instruments’s dividend payout ratio is currently 97.26%.

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.