Berkshire Asset Management LLC PA trimmed its position in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 20.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 7,267 shares of the semiconductor company’s stock after selling 1,862 shares during the period. Berkshire Asset Management LLC PA’s holdings in Texas Instruments were worth $1,261,000 as of its most recent SEC filing.
Other institutional investors have also recently added to or reduced their stakes in the company. Artisan Partners Limited Partnership lifted its position in shares of Texas Instruments by 1.7% during the 3rd quarter. Artisan Partners Limited Partnership now owns 758,349 shares of the semiconductor company’s stock valued at $139,331,000 after acquiring an additional 12,562 shares during the last quarter. Rothschild & Co Wealth Management UK Ltd lifted its position 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 valued at $240,242,000 after acquiring an additional 16,260 shares during the last quarter. Swiss Life Asset Management Ltd lifted its position in shares of Texas Instruments by 10.1% during the 4th quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock valued at $96,321,000 after acquiring an additional 50,808 shares during the last quarter. Greenland Capital Management LP lifted its position in shares of Texas Instruments by 66.3% during the 3rd quarter. Greenland Capital Management LP now owns 58,151 shares of the semiconductor company’s stock valued at $10,684,000 after acquiring an additional 23,177 shares during the last quarter. Finally, CI Investments Inc. lifted its position in shares of Texas Instruments by 39.8% during the 3rd 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 currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
Several analysts have issued reports on TXN shares. Zacks Research raised shares of Texas Instruments from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 24th. Jefferies Financial Group raised shares of Texas Instruments from a “hold” rating to a “buy” rating in a research note on Friday, May 22nd. UBS Group boosted their target price on shares of Texas Instruments from $260.00 to $295.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. KeyCorp raised shares of Texas Instruments from an “overweight” rating to a “sector weight” rating in a research note on Friday, May 22nd. Finally, Truist Financial boosted their target price on shares of Texas Instruments from $225.00 to $278.00 and gave the company a “hold” rating in a research note on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $269.61.
Insiders Place Their Bets
In other news, VP Mohammad Yunus sold 51,098 shares of the company’s stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total value of $13,818,943.12. Following the transaction, the vice president directly owned 52,856 shares of the company’s stock, valued at approximately $14,294,376.64. This represents a 49.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP Amichai Ron sold 18,365 shares of the company’s stock in a transaction on Friday, April 24th. The stock was 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 directly owned 81,085 shares in the company, valued at $22,089,986.55. This trade represents a 18.47% 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 three months. Company insiders own 0.60% of the company’s stock.
Texas Instruments Price Performance
Shares of NASDAQ:TXN opened at $305.71 on Wednesday. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $331.51. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The company has a market cap of $278.22 billion, a P/E ratio of 52.35, a price-to-earnings-growth ratio of 1.57 and a beta of 1.32. The company’s fifty day moving average is $276.22 and its two-hundred day moving average is $223.66.
Texas Instruments (NASDAQ:TXN – Get Free Report) last posted its quarterly 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. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The business had revenue of $4.83 billion for the quarter, compared to the consensus estimate of $4.85 billion. During the same period in the prior year, the business posted $1.23 earnings per share. Texas Instruments’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. Equities analysts expect that Texas Instruments Incorporated will post 7.66 earnings per share for the current fiscal year.
Texas Instruments Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th were paid a $1.42 dividend. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.9%. Texas Instruments’s dividend payout ratio is 97.26%.
About Texas Instruments
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.
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