Northwestern Mutual Wealth Management Co. Sells 21,337 Shares of Texas Instruments Incorporated $TXN

Northwestern Mutual Wealth Management Co. lessened its position in Texas Instruments Incorporated (NASDAQ:TXN) by 19.2% during the fourth quarter, Holdings Channel reports. The fund owned 89,654 shares of the semiconductor company’s stock after selling 21,337 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in Texas Instruments were worth $15,554,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. increased its stake in Texas Instruments by 1.0% in the third quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock valued at $17,720,020,000 after acquiring an additional 998,658 shares during the last quarter. State Street Corp increased its stake in Texas Instruments by 0.5% in the third quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock valued at $8,002,381,000 after acquiring an additional 230,098 shares during the last quarter. Geode Capital Management LLC increased its stake in Texas Instruments by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock valued at $3,952,933,000 after acquiring an additional 248,515 shares during the last quarter. Invesco Ltd. increased its stake in 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 acquiring an additional 2,366,695 shares during the last quarter. Finally, Alliancebernstein L.P. increased its stake in Texas Instruments by 2.7% in the third quarter. Alliancebernstein L.P. now owns 11,557,813 shares of the semiconductor company’s stock valued at $2,123,517,000 after acquiring an additional 305,022 shares during the last quarter. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Price Performance

Shares of NASDAQ:TXN opened at $305.68 on Monday. The stock’s 50-day moving average price is $250.76 and its 200-day moving average price is $211.94. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $331.51. The stock has a market capitalization of $278.20 billion, a P/E ratio of 52.34, a price-to-earnings-growth ratio of 1.53 and a beta of 1.32. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.37 by $0.31. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The firm had revenue of $4.83 billion for the quarter, compared to analysts’ expectations of $4.85 billion. During the same period last year, the firm earned $1.23 earnings per share. The company’s revenue for the quarter was up 18.6% compared to the same quarter last year. 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 earnings per share for the current year.

Texas Instruments Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the company. Rosenblatt Securities increased their target price on Texas Instruments from $240.00 to $330.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Bank of America increased their target price on Texas Instruments from $320.00 to $370.00 and gave the company a “buy” rating in a research note on Tuesday, May 26th. Citigroup increased their target price on Texas Instruments from $235.00 to $280.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Weiss Ratings raised Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. Finally, The Goldman Sachs Group increased their target price on Texas Instruments from $175.00 to $200.00 and gave the company a “sell” rating in a research note on Thursday, April 23rd. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have assigned a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $265.57.

Insider Activity at Texas Instruments

In related news, CFO Rafael R. Lizardi sold 47,734 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $308.10, for a total value of $14,706,845.40. Following the sale, the chief financial officer directly owned 85,485 shares of the company’s stock, valued at $26,337,928.50. This trade represents a 35.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Haviv Ilan sold 20,000 shares of the firm’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $280.32, for a total value of $5,606,400.00. Following the completion of the sale, the chief executive officer directly 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 SEC filing for this sale provides additional information. Insiders sold a total of 303,475 shares of company stock valued at $85,666,638 in the last quarter. 0.60% of the stock is currently owned by company insiders.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Market commentary highlighted Texas Instruments as one of the semiconductor names positioned to benefit from AI’s rising power-supply and analog-chip bottlenecks, which could support future demand. Article Link
• Positive Sentiment: Zacks included TXN in a list of AI stocks to buy, citing strong demand trends across the semiconductor space. Article Link
• Positive Sentiment: Industry coverage of the long-distance wireless connection MCU market named Texas Instruments among major players benefiting from growth in IoT, 5G, and energy-efficient devices. Article Link
• Neutral Sentiment: Texas Instruments presented at Bernstein’s annual strategic decisions conference, but the transcript headline does not indicate a major new catalyst by itself. Article Link
• Neutral Sentiment: Short-interest data showed no meaningful short position change, offering little directional signal for the stock.
• Negative Sentiment: A GuruFocus report said TXN has pulled back and still looks overvalued, which can weigh on investor sentiment and valuation expectations. Article Link

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.