2,520 Shares in Texas Instruments Incorporated $TXN Purchased by Banyan Capital Management Inc.

Banyan Capital Management Inc. bought a new position in Texas Instruments Incorporated (NASDAQ:TXN) in the third quarter, HoldingsChannel reports. The fund bought 2,520 shares of the semiconductor company’s stock, valued at approximately $463,000.

A number of other institutional investors have also recently made changes to their positions in the stock. Impact Partnership Wealth LLC bought a new stake in shares of Texas Instruments in the third quarter worth approximately $224,000. Golden State Wealth Management LLC boosted its holdings in Texas Instruments by 23.5% in the third quarter. Golden State Wealth Management LLC now owns 892 shares of the semiconductor company’s stock worth $164,000 after purchasing an additional 170 shares during the last quarter. Cloud Capital Management LLC bought a new stake in Texas Instruments in the 3rd quarter worth approximately $69,000. AE Wealth Management LLC raised its stake in Texas Instruments by 19.2% during the 3rd quarter. AE Wealth Management LLC now owns 69,468 shares of the semiconductor company’s stock valued at $12,763,000 after buying an additional 11,208 shares during the last quarter. Finally, Fidelis Capital Partners LLC raised its stake in Texas Instruments by 35.1% during the 3rd quarter. Fidelis Capital Partners LLC now owns 6,393 shares of the semiconductor company’s stock valued at $1,174,000 after buying an additional 1,662 shares during the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments Trading Up 1.3%

Texas Instruments stock opened at $218.97 on Friday. Texas Instruments Incorporated has a 12-month low of $139.95 and a 12-month high of $222.00. The firm has a market capitalization of $198.96 billion, a price-to-earnings ratio of 40.25, a P/E/G ratio of 3.36 and a beta of 1.00. The firm has a 50 day moving average of $181.93 and a 200 day moving average of $182.76. The company has a current ratio of 4.35, a quick ratio of 2.90 and a debt-to-equity ratio of 0.83.

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 analysts’ consensus estimates of $1.29 by ($0.02). The firm had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.During the same quarter in the previous year, the company earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, research analysts predict that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th will be issued 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 yield of 2.6%. Texas Instruments’s dividend payout ratio (DPR) is currently 103.84%.

Analyst Ratings Changes

Several brokerages recently commented on TXN. Barclays set a $175.00 price objective on Texas Instruments in a report on Wednesday. KeyCorp boosted their price target on Texas Instruments from $220.00 to $240.00 and gave the company an “overweight” rating in a research note on Wednesday. UBS Group increased their price objective on shares of Texas Instruments from $245.00 to $260.00 and gave the stock a “buy” rating in a research note on Wednesday. Exane BNP Paribas upgraded shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. Finally, Robert W. Baird set a $225.00 target price on shares of Texas Instruments in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $212.92.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Management guided Q1 revenue and EPS above consensus, citing strengthening analog demand and a 64% year‑over‑year jump in Data Center revenue — the outlook is driving the rally. Texas Instruments shares jump as first-quarter outlook signals robust AI data center demand
• Positive Sentiment: Wall Street is re‑rating TXN: multiple firms raised price targets and some upgraded coverage after the update, supporting further upside expectations. Why Texas Instruments’ 2026 Outlook Has Wall Street Re-Rating It
• Positive Sentiment: Unusual options activity: traders bought roughly 394,956 call options (a ~1,795% increase vs. typical call volume) — a sign of speculative bullish positioning that can amplify intraday moves.
• Positive Sentiment: Capital returns remain attractive — steady buybacks and a ~2.7%+ dividend yield, plus a planned capital‑management webcast, reassure income-oriented investors. TI to webcast capital management presentation
• Neutral Sentiment: Seeking Alpha and other research note that data‑center revenue has grown for several quarters and could remain a multi‑quarter growth driver, though margin dynamics warrant monitoring. Texas Instruments Q4 2025 Update
• Neutral Sentiment: Momentum‑style writeups (Zacks, others) highlight improving earnings momentum and technical strength — useful for traders, but these stories reflect market sentiment more than new fundamentals. What Makes Texas Instruments (TXN) a Strong Momentum Stock: Buy Now?
• Negative Sentiment: Q4 results slightly missed EPS and revenue estimates (GAAP EPS miss tied partly to a non‑cash impairment). Investors are accepting the miss because guidance was strong, but the underlying EPS miss remains a datapoint to watch. Texas Instruments Q4 Earnings Miss Estimates, Revenues Rise Y/Y
• Negative Sentiment: The “Other” segment fell sharply (~34% YoY). It’s small (≈3% of revenue) today, but a longer‑lasting decline there would be a headwind if core segments slow.

Insider Activity

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

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.