559,000 Shares in Texas Instruments Incorporated $TXN Acquired by Mariner Investment Group LLC

Mariner Investment Group LLC acquired a new stake in Texas Instruments Incorporated (NASDAQ:TXN) in the 4th quarter, Holdings Channel reports. The firm acquired 559,000 shares of the semiconductor company’s stock, valued at approximately $96,981,000. Texas Instruments accounts for approximately 5.7% of Mariner Investment Group LLC’s holdings, making the stock its 8th largest holding.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Artisan Partners Limited Partnership boosted its holdings in shares of Texas Instruments by 1.7% in the 3rd quarter. Artisan Partners Limited Partnership now owns 758,349 shares of the semiconductor company’s stock valued at $139,331,000 after purchasing an additional 12,562 shares during the last quarter. Rothschild & Co Wealth Management UK Ltd increased its holdings in shares of Texas Instruments by 1.3% during the 3rd quarter. Rothschild & Co Wealth Management UK Ltd now owns 1,307,580 shares of the semiconductor company’s stock worth $240,242,000 after buying an additional 16,260 shares during the last quarter. Swiss Life Asset Management Ltd raised its position in shares of Texas Instruments by 10.1% in the 4th quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock worth $96,321,000 after buying an additional 50,808 shares during the period. Greenland Capital Management LP raised its position in shares of Texas Instruments by 66.3% in the 3rd quarter. Greenland Capital Management LP now owns 58,151 shares of the semiconductor company’s stock worth $10,684,000 after buying an additional 23,177 shares during the period. Finally, CI Investments Inc. boosted its holdings in Texas Instruments by 39.8% in the third quarter. CI Investments Inc. now owns 523,484 shares of the semiconductor company’s stock valued at $96,180,000 after acquiring an additional 149,099 shares during the last quarter. 84.99% of the stock is owned by institutional investors and hedge funds.

Texas Instruments News Roundup

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

• Positive Sentiment: Investors are reacting to Texas Instruments’ strong first-quarter results and upbeat second-quarter guidance, which reinforced the view that demand is improving across industrial and data-center markets. The company beat EPS expectations and guided for continued growth, helping support the stock. Can onsemi’s Treo Platform Unlock New Automotive Opportunities?
• Positive Sentiment: Analysts and market commentators highlighted TXN as a beneficiary of rising power-semiconductor demand for AI infrastructure, which is boosting sentiment around the stock’s long-term growth potential. Texas Instruments Rises as AI Power-Semiconductor Optimism Builds on Strong Guidance
• Positive Sentiment: Recent coverage also emphasized Texas Instruments’ 300-millimeter wafer manufacturing expansion, which could improve factory efficiency and margins as the semiconductor cycle recovers. TXN’s Manufacturing Expansion Continues: Can It Strengthen Margins?
• Positive Sentiment: Brokerage coverage has remained constructive, with recent bullish analyst calls and price targets suggesting Wall Street sees further upside versus current levels. Why Citi keeps pounding the table on Texas Instruments stock
• Neutral Sentiment: Some institutional holders trimmed positions in the latest quarter, while others added, indicating mixed but still substantial professional interest in TXN.
• Negative Sentiment: Insider selling has been heavy over the past six months, which can sometimes weigh on investor sentiment even when fundamentals are improving.

Insider Buying and Selling at Texas Instruments

In related news, VP Shanon J. Leonard sold 4,963 shares of Texas Instruments stock in a transaction on Monday, May 11th. The shares were sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the sale, the vice president owned 24,867 shares of the company’s stock, valued at $7,341,235.74. The trade was a 16.64% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Haviv Ilan sold 20,000 shares of the business’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the completion of the transaction, the chief executive officer owned 204,339 shares in the company, valued at $57,280,308.48. This represents a 8.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 303,475 shares of company stock worth $85,666,638. 0.60% of the stock is currently owned by insiders.

Analyst Ratings Changes

TXN has been the subject of several research analyst reports. Citigroup upped their price target on Texas Instruments from $280.00 to $345.00 and gave the stock a “buy” rating in a research note on Monday. Weiss Ratings upgraded Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday, May 6th. KeyCorp raised shares of Texas Instruments from an “overweight” rating to a “sector weight” rating in a research report on Friday, May 22nd. HC Wainwright lowered shares of Texas Instruments to a “neutral” rating in a report on Friday, May 22nd. Finally, Sanford C. Bernstein started coverage on shares of Texas Instruments in a research note on Friday, May 22nd. They set a “market perform” rating for the company. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have issued a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat, Texas Instruments has a consensus rating of “Hold” and an average target price of $269.61.

Texas Instruments Price Performance

Shares of NASDAQ TXN opened at $322.86 on Friday. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $331.51. The company has a market capitalization of $293.83 billion, a price-to-earnings ratio of 55.28, a PEG ratio of 1.51 and a beta of 1.32. The business has a 50-day moving average of $280.73 and a 200-day moving average of $225.70.

Texas Instruments (NASDAQ:TXN) last announced its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating the consensus estimate of $1.37 by $0.31. The business had revenue of $4.83 billion for the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The company’s revenue was up 18.6% on a year-over-year basis. During the same period last year, the business posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, equities analysts anticipate that Texas Instruments Incorporated will post 7.66 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were issued a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend was Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is presently 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.