Conning Inc. Increases Stake in Texas Instruments Incorporated $TXN

Conning Inc. increased its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 3.3% in the fourth quarter, Holdings Channel reports. The fund owned 188,614 shares of the semiconductor company’s stock after purchasing an additional 6,036 shares during the quarter. Conning Inc.’s holdings in Texas Instruments were worth $32,723,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. High Point Wealth Management LLC purchased a new stake in shares of Texas Instruments in the 4th quarter worth approximately $25,000. Strategic Wealth Investment Group LLC purchased a new position in Texas Instruments during the second quarter valued at approximately $25,000. Ares Financial Consulting LLC bought a new position in Texas Instruments in the fourth quarter worth approximately $26,000. Grey Fox Wealth Advisors LLC bought a new position in Texas Instruments in the third quarter worth approximately $29,000. Finally, Nvest Wealth Strategies Inc. purchased a new stake in Texas Instruments during the fourth quarter worth $33,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Haviv Ilan sold 20,000 shares of the stock in a transaction on Monday, May 4th. The shares were sold at an average price of $280.32, for a total value of $5,606,400.00. Following the sale, the chief executive officer owned 204,339 shares in the company, valued at $57,280,308.48. This represents a 8.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Julie C. Knecht sold 9,956 shares of the company’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $278.70, for a total transaction of $2,774,737.20. Following the completion of the sale, the chief accounting officer directly owned 9,120 shares in the company, valued at approximately $2,541,744. The trade was a 52.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 257,584 shares of company stock worth $70,960,318. Company insiders own 0.60% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on TXN shares. Zacks Research upgraded Texas Instruments from a “hold” rating to a “strong-buy” rating in a report on Friday, April 24th. Mizuho set a $215.00 price objective on Texas Instruments and gave the stock a “neutral” rating in a research note on Thursday, April 16th. TD Cowen raised their price objective on Texas Instruments from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. Robert W. Baird boosted their target price on shares of Texas Instruments from $225.00 to $300.00 and gave the stock an “outperform” rating in a report on Thursday, April 23rd. Finally, BNP Paribas Exane raised shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the company. According to MarketBeat, Texas Instruments presently has an average rating of “Hold” and an average target price of $258.45.

More Texas Instruments News

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

• Positive Sentiment: Texas Instruments’ analog business is reported to be rebounding strongly, with Q1 analog revenues up 22% to $3.92 billion as industrial demand and AI data-center spending improve the outlook for 2026. Article Title
• Positive Sentiment: Cantor Fitzgerald raised its price target on TXN to $300, signaling continued analyst confidence even though it kept a neutral stance. Article Title
• Positive Sentiment: The stock is drawing heavy investor attention and is trading near its 52-week high, which suggests momentum remains strong. Article Title
• Neutral Sentiment: A recent article highlighted TXN’s sharp run-up and questioned whether the stock is now fully valued after its rapid gain, which may temper near-term enthusiasm. Article Title
• Negative Sentiment: Director Carrie Smith Cox sold 8,838 shares at an average price of $306.41, a sizable reduction in her holdings that can sometimes be viewed as a caution signal by investors. Article Title
• Negative Sentiment: VP Shanon Leonard also sold shares earlier this week, adding to insider selling activity around the stock. Article Title

Texas Instruments Price Performance

NASDAQ TXN opened at $308.17 on Friday. The company has a market cap of $280.46 billion, a price-to-earnings ratio of 52.77, a PEG ratio of 1.53 and a beta of 1.31. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94. The stock’s fifty day moving average price is $225.86 and its 200 day moving average price is $200.63. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $310.29.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating the consensus estimate of $1.37 by $0.31. The business had revenue of $4.83 billion for 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 company’s quarterly revenue was up 18.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, equities research analysts forecast that Texas Instruments Incorporated will post 7.69 earnings per share for the current year.

Texas Instruments Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 1.8%. The ex-dividend date is Tuesday, May 5th. Texas Instruments’s payout ratio is presently 97.26%.

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.