Texas Instruments Incorporated $TXN Holdings Decreased by Ferguson Wellman Capital Management Inc.

Ferguson Wellman Capital Management Inc. lowered its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 2.6% in the 1st quarter, HoldingsChannel.com reports. The firm owned 84,833 shares of the semiconductor company’s stock after selling 2,239 shares during the quarter. Ferguson Wellman Capital Management Inc.’s holdings in Texas Instruments were worth $16,469,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Swiss Life Asset Management Ltd lifted its holdings in 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 valued at $96,321,000 after acquiring an additional 50,808 shares during the last quarter. OVERSEA CHINESE BANKING Corp Ltd acquired a new position in shares of Texas Instruments in the 4th quarter worth approximately $640,000. K.J. Harrison & Partners Inc bought a new stake in shares of Texas Instruments in the 4th quarter worth approximately $1,735,000. RNC Capital Management LLC bought a new stake in shares of Texas Instruments in the 4th quarter worth approximately $2,751,000. Finally, Thrivent Financial for Lutherans lifted its stake in Texas Instruments by 126.0% during the fourth quarter. Thrivent Financial for Lutherans now owns 150,454 shares of the semiconductor company’s stock valued at $26,114,000 after purchasing an additional 83,884 shares during the last quarter. Institutional investors own 84.99% of the company’s stock.

Key Texas Instruments News

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

• Positive Sentiment: Analysts say Texas Instruments’ embedded processing segment has returned to healthy growth, with improving industrial demand and higher chip content in connected devices, vehicles, and factory automation supporting long-term earnings potential.
• Positive Sentiment: Texas Instruments has also been moving through Russell index changes, including additions to the Russell 1000 Dynamic Index and Russell Top 50 Index, which can increase visibility among investors and index-tracking funds.
• Positive Sentiment: Recent market commentary noted TXN has been outperforming over the past several months, reflecting continued confidence in the company’s fundamentals and semiconductor demand trends.
• Neutral Sentiment: A report on short interest showed no meaningful change in the data available, so it does not appear to be a major driver for the stock today.
• Neutral Sentiment: Broader semiconductor coverage has been constructive for chip stocks overall, but some of the articles referenced competitors such as Broadcom and Allegro MicroSystems rather than Texas Instruments directly.
• Negative Sentiment: No major company-specific negative catalyst was reported in the latest articles, though one market note said TXN underperformed peers despite gains, suggesting investors may still be selective within the chip sector.

Texas Instruments Trading Up 0.9%

NASDAQ TXN traded up $2.93 on Friday, hitting $311.46. 4,141,464 shares of the stock were exchanged, compared to its average volume of 9,345,491. The company’s 50-day moving average price is $301.47 and its two-hundred day moving average price is $239.31. 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 52-week low of $152.73 and a 52-week high of $334.03. The company has a market capitalization of $283.46 billion, a price-to-earnings ratio of 53.33, a P/E/G ratio of 1.56 and a beta of 1.32.

Texas Instruments (NASDAQ:TXN) last released its earnings results 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. The company had revenue of $4.83 billion during the quarter, compared to analyst estimates 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 for the quarter was up 18.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Research analysts predict that Texas Instruments Incorporated will post 7.66 EPS for the current year.

Texas Instruments Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were paid a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend was Tuesday, May 5th. Texas Instruments’s dividend payout ratio is currently 97.26%.

Insider Activity at Texas Instruments

In other news, VP Amichai Ron sold 18,365 shares of the stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $272.43, for a total value of $5,003,176.95. Following the completion of the sale, the vice president directly owned 81,085 shares of the company’s stock, valued at $22,089,986.55. This represents a 18.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Rafael R. Lizardi sold 47,734 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the transaction, the chief financial officer directly owned 85,485 shares in the company, valued at $26,337,928.50. The trade was a 35.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 303,475 shares of company stock worth $85,666,638. Company insiders own 0.60% of the company’s stock.

Wall Street Analysts Forecast Growth

TXN has been the subject of a number of research reports. Zacks Research upgraded shares of Texas Instruments from a “hold” rating to a “strong-buy” rating in a report on Friday, April 24th. Sanford C. Bernstein assumed coverage on Texas Instruments in a research report on Friday, May 22nd. They set a “market perform” rating for the company. Bank of America lifted their target price on Texas Instruments from $320.00 to $370.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. Jefferies Financial Group raised Texas Instruments from a “hold” rating to a “buy” rating in a research report on Friday, May 22nd. Finally, Cantor Fitzgerald upped their target price on Texas Instruments from $300.00 to $340.00 and gave the company a “neutral” rating in a report on Monday, June 29th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, Texas Instruments presently has an average rating of “Hold” and an average price target of $276.84.

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.