Sarasin & Partners LLP Sells 93,198 Shares of Texas Instruments Incorporated $TXN

Sarasin & Partners LLP reduced its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 45.3% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 112,599 shares of the semiconductor company’s stock after selling 93,198 shares during the quarter. Sarasin & Partners LLP’s holdings in Texas Instruments were worth $33,562,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Strategic Wealth Investment Group LLC acquired a new stake in Texas Instruments in the second quarter valued at $25,000. Portus Wealth Advisors LLC acquired a new position in Texas Instruments during the 1st quarter worth about $27,000. High Point Wealth Management LLC bought a new stake in shares of Texas Instruments in the 4th quarter valued at about $25,000. Advocate Investing Services LLC bought a new stake in shares of Texas Instruments in the 4th quarter valued at about $25,000. Finally, Scarborough Advisors LLC acquired a new stake in shares of Texas Instruments in the first quarter valued at about $29,000. Institutional investors own 84.99% of the company’s stock.

Insider Buying and Selling

In related news, Director Carrie Smith Cox sold 8,838 shares of the stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $306.41, for a total value of $2,708,051.58. Following the completion of the sale, the director directly owned 37,626 shares of the company’s stock, valued at approximately $11,528,982.66. This represents a 19.02% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Rafael R. Lizardi sold 47,734 shares of the firm’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $308.10, for a total value of $14,706,845.40. Following the transaction, the chief financial officer owned 85,485 shares in the company, valued at approximately $26,337,928.50. This trade represents a 35.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 66,535 shares of company stock worth $20,425,724 over the last three months. Company insiders own 0.60% of the company’s stock.

Texas Instruments Stock Performance

Shares of TXN stock opened at $278.40 on Friday. The firm has a 50 day moving average of $295.23 and a 200-day moving average of $253.38. The company has a market cap of $254.25 billion, a price-to-earnings ratio of 42.37, a price-to-earnings-growth ratio of 1.10 and a beta of 1.33. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.91 by $0.23. The business had revenue of $5.46 billion for the quarter, compared to analyst estimates of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. Texas Instruments’s revenue was up 22.8% on a year-over-year basis. During the same period in the prior year, the firm earned $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, equities analysts forecast that Texas Instruments Incorporated will post 8.35 earnings per share for the current year.

Texas Instruments Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st will be issued a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is currently 86.45%.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Zacks names TXN a Strong Buy. Texas Instruments was added to Zacks’ Rank #1 (Strong Buy) lists for momentum, income and overall stock selection. This reinforces favorable near-term technical and fundamental sentiment. New Strong Buy Stocks for August 6th
• Positive Sentiment: Several longer-term EPS forecasts increased. Zacks Research raised estimates for Q4 2026, Q1 2027, Q4 2027, FY2027 and FY2028. The FY2027 forecast increased to $9.13 from $8.54, while FY2028 rose to $10.34 from $10.15, suggesting expectations for improving earnings momentum. Texas Instruments analyst estimates
• Positive Sentiment: Industrial and data-center growth remain key catalysts. Recent coverage highlighted Texas Instruments’ strong industrial performance, doubled year-over-year data-center revenue and accelerating automotive sales. GE Appliances also plans to use TI microcontrollers and connectivity products in its next generation of connected appliances, expanding the company’s embedded-chip opportunity. Texas Instruments Lands GE Appliances Role
• Neutral Sentiment: Analyst views remain constructive but not uniformly bullish. Despite the estimate increases, Zacks Research maintains a “Hold” rating. Analysts have cited TXN’s long-term growth prospects and a consensus price target near $312, but the stock’s elevated valuation makes continued execution important. Are Wall Street Analysts Bullish on Texas Instruments Stock?
• Negative Sentiment: Broader chip-sector weakness is a risk. Sandisk’s weak outlook triggered a selloff in AI-linked semiconductor stocks, while Qualcomm’s handset-chip revenue is reportedly shrinking on both Android and Apple exposure. Although neither development directly changes TXN’s fundamentals, it can weigh on sentiment across semiconductor stocks. Sandisk’s Weak Guidance Sends AI Chip Stocks Tumbling

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on TXN shares. KeyCorp raised their price objective on Texas Instruments from $390.00 to $400.00 and gave the stock an “overweight” rating in a research report on Thursday, July 23rd. Rosenblatt Securities increased their target price on shares of Texas Instruments from $330.00 to $350.00 and gave the company a “buy” rating in a research report on Friday, July 24th. Cantor Fitzgerald restated a “neutral” rating on shares of Texas Instruments in a report on Monday, July 20th. Morgan Stanley boosted their price target on shares of Texas Instruments from $230.00 to $255.00 and gave the stock an “underweight” rating in a research report on Thursday, July 23rd. Finally, Robert W. Baird upped their price objective on shares of Texas Instruments from $300.00 to $385.00 and gave the company an “outperform” rating in a research note on Thursday, July 23rd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, nine have given a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $312.12.

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.