Cullen Frost Bankers Inc. Sells 1,878 Shares of Texas Instruments Incorporated $TXN

Cullen Frost Bankers Inc. cut its position in Texas Instruments Incorporated (NASDAQ:TXN) by 1.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 135,532 shares of the semiconductor company’s stock after selling 1,878 shares during the quarter. Cullen Frost Bankers Inc.’s holdings in Texas Instruments were worth $23,513,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Creative Financial Designs Inc. ADV increased its stake in shares of Texas Instruments by 3,732.2% in the fourth quarter. Creative Financial Designs Inc. ADV now owns 6,553 shares of the semiconductor company’s stock valued at $1,137,000 after buying an additional 6,382 shares during the period. Drystone LLC increased its stake in shares of Texas Instruments by 0.5% in the fourth quarter. Drystone LLC now owns 32,090 shares of the semiconductor company’s stock valued at $5,567,000 after buying an additional 165 shares during the period. Covestor Ltd increased its stake in shares of Texas Instruments by 31.4% in the fourth quarter. Covestor Ltd now owns 895 shares of the semiconductor company’s stock valued at $155,000 after buying an additional 214 shares during the period. Harvest Portfolios Group Inc. increased its stake in shares of Texas Instruments by 23.4% in the fourth quarter. Harvest Portfolios Group Inc. now owns 176,503 shares of the semiconductor company’s stock valued at $30,622,000 after buying an additional 33,464 shares during the period. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new stake in shares of Texas Instruments in the fourth quarter valued at about $31,772,000. Institutional investors and hedge funds own 84.99% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on TXN. TD Cowen increased their price target on Texas Instruments from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Robert W. Baird increased their price target on Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Cantor Fitzgerald increased their price target on Texas Instruments from $280.00 to $300.00 and gave the company a “neutral” rating in a research note on Wednesday, May 13th. Rosenblatt Securities increased their price target on Texas Instruments from $240.00 to $330.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Finally, Wells Fargo & Company increased their price target on Texas Instruments from $215.00 to $260.00 and gave the company an “equal weight” rating in a research note on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have given a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $263.65.

Insider Activity

In other news, CEO Haviv Ilan sold 20,000 shares of the business’s stock in a transaction that occurred 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 sale, the chief executive officer owned 204,339 shares in the company, valued at $57,280,308.48. The trade was a 8.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, VP Shanon J. Leonard sold 4,963 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $295.22, for a total value of $1,465,176.86. Following the sale, the vice president owned 24,867 shares of the company’s stock, valued at approximately $7,341,235.74. This represents a 16.64% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 303,475 shares of company stock valued at $85,666,638. Corporate insiders own 0.60% of the company’s stock.

Texas Instruments Trading Up 0.6%

Shares of TXN stock opened at $302.31 on Wednesday. The company has a market cap of $275.13 billion, a P/E ratio of 51.77, a PEG ratio of 1.50 and a beta of 1.31. The stock has a 50 day simple moving average of $232.10 and a two-hundred day simple moving average of $203.51. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $310.29.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, topping analysts’ consensus estimates of $1.37 by $0.31. The business had revenue of $4.83 billion during 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 firm’s revenue for the quarter was up 18.6% on a year-over-year basis. During the same period in the previous year, the company posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Research analysts forecast that Texas Instruments Incorporated will post 7.69 earnings per share for the current year.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th were issued a dividend of $1.42 per share. The ex-dividend date was Tuesday, May 5th. This represents a $5.68 annualized dividend and a dividend yield of 1.9%. Texas Instruments’s payout ratio is currently 97.26%.

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.