Main Street Research LLC Increases Stake in Texas Instruments Incorporated $TXN

Main Street Research LLC raised its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 91.5% in the 1st quarter, HoldingsChannel.com reports. The firm owned 3,527 shares of the semiconductor company’s stock after acquiring an additional 1,685 shares during the period. Main Street Research LLC’s holdings in Texas Instruments were worth $685,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Norges Bank purchased a new position in shares of Texas Instruments in the fourth quarter worth $2,516,628,000. Amundi boosted its position in Texas Instruments by 61.0% during the 3rd quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock valued at $1,717,240,000 after buying an additional 3,580,147 shares during the period. Van ECK Associates Corp grew its holdings in Texas Instruments by 27.1% in the 4th quarter. Van ECK Associates Corp now owns 11,608,265 shares of the semiconductor company’s stock worth $2,013,918,000 after acquiring an additional 2,474,062 shares during the last quarter. Invesco Ltd. grew its holdings in Texas Instruments by 16.8% in the 3rd quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock worth $3,019,603,000 after acquiring an additional 2,366,695 shares during the last quarter. Finally, Bank of New York Mellon Corp increased its position in shares of Texas Instruments by 22.4% in the fourth quarter. Bank of New York Mellon Corp now owns 12,273,233 shares of the semiconductor company’s stock valued at $2,129,283,000 after acquiring an additional 2,250,174 shares during the period. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments Stock Up 2.4%

TXN stock opened at $308.53 on Friday. The company has a market capitalization of $280.79 billion, a price-to-earnings ratio of 52.83, a price-to-earnings-growth ratio of 1.51 and a beta of 1.32. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. The business’s 50 day moving average price is $300.62 and its two-hundred day moving average price is $238.80. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $334.03.

Texas Instruments (NASDAQ:TXN) last released 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 company had revenue of $4.83 billion for 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 firm’s revenue was up 18.6% on a year-over-year basis. During the same period in the previous year, the company posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, analysts forecast that Texas Instruments Incorporated will post 7.66 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th were issued a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date was Tuesday, May 5th. Texas Instruments’s payout ratio is 97.26%.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the stock. JPMorgan Chase & Co. upped their price objective on shares of Texas Instruments from $227.00 to $280.00 and gave the company an “overweight” rating in a research note on Thursday, April 23rd. TD Cowen raised their target price on Texas Instruments from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. Benchmark boosted their price target on Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Robert W. Baird upped their price target on Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a research report on Thursday, April 23rd. Finally, Truist Financial increased their price objective on Texas Instruments from $225.00 to $278.00 and gave the stock a “hold” rating in a report on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat.com, Texas Instruments currently has an average rating of “Hold” and an average price target of $276.84.

Key Texas Instruments News

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

• Positive Sentiment: Texas Instruments is being added to the Russell 1000 Dynamic Index and the Russell Top 50 Index, while being removed from several value and defensive benchmarks. That reshuffling can increase visibility and support demand from index-tracking funds. Texas Instruments (TXN) Following Russell Index Changes Is The Valuation Story Still Intact
• Positive Sentiment: Analysts and market commentary continue to highlight TXN as an attractive semiconductor name, with Zacks featuring it among top-ranked chip stocks for July as AI infrastructure demand supports power management, connectivity and advanced packaging demand. 5 Top-Ranked Semiconductor Stocks to Buy for Better Returns in July
• Positive Sentiment: Another Zacks piece says TXN is drawing increased investor attention, suggesting traders are still watching the stock closely for additional upside catalysts. Texas Instruments Incorporated (TXN) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Recent coverage from MarketWatch noted TXN underperformed some peers on a relative basis despite gains, which does not change the bullish tone but suggests investors are still comparing TXN against other semiconductor winners. Texas Instruments Inc. stock underperforms Wednesday when compared to competitors despite daily gains
• Neutral Sentiment: One article focused on valuation, asking whether TXN’s strong run has already priced in much of the upside. That keeps attention on whether the stock can justify its premium rather than signaling a clear negative. Texas Instruments (TXN) Following Russell Index Changes Is The Valuation Story Still Intact

Insider Transactions at Texas Instruments

In related news, CFO Rafael R. Lizardi sold 47,734 shares of the business’s stock in a transaction dated 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 sale, the chief financial officer owned 85,485 shares of the company’s stock, valued at $26,337,928.50. The trade was a 35.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Carrie Smith Cox sold 8,838 shares of the company’s stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $306.41, for a total transaction of $2,708,051.58. Following the completion of the sale, the director owned 37,626 shares in the company, valued at approximately $11,528,982.66. This trade represents a 19.02% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 303,475 shares of company stock worth $85,666,638. 0.60% of the stock is owned by insiders.

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.