STF Management LP Decreases Stock Position in Texas Instruments Incorporated $TXN

STF Management LP reduced its position in Texas Instruments Incorporated (NASDAQ:TXN) by 64.3% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 4,986 shares of the semiconductor company’s stock after selling 8,988 shares during the period. Texas Instruments makes up approximately 0.8% of STF Management LP’s holdings, making the stock its 28th largest holding. STF Management LP’s holdings in Texas Instruments were worth $865,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. High Point Wealth Management LLC purchased a new stake in Texas Instruments in the fourth quarter worth $25,000. Strategic Wealth Investment Group LLC purchased a new stake in Texas Instruments in the second quarter worth $25,000. Ares Financial Consulting LLC purchased a new stake in Texas Instruments in the fourth quarter worth $26,000. Grey Fox Wealth Advisors LLC purchased a new stake in Texas Instruments in the third quarter worth $29,000. Finally, Nvest Wealth Strategies Inc. purchased a new position in shares of Texas Instruments in the fourth quarter worth about $33,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the stock. Jefferies Financial Group lifted their target price on shares of Texas Instruments from $210.00 to $260.00 and gave the stock a “hold” rating in a research note on Thursday, April 23rd. UBS Group lifted their target price on shares of Texas Instruments from $260.00 to $295.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. Weiss Ratings upgraded shares of Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. Morgan Stanley reiterated an “underweight” rating and issued a $180.00 target price on shares of Texas Instruments in a research note on Wednesday, January 28th. Finally, Cantor Fitzgerald lifted their target price on shares of Texas Instruments from $280.00 to $300.00 and gave the stock a “neutral” rating in a research note on Wednesday. One research 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 issued a Sell rating to the stock. According to MarketBeat, Texas Instruments currently has a consensus rating of “Hold” and a consensus target price of $260.38.

Texas Instruments Price Performance

Shares of NASDAQ TXN opened at $302.73 on Friday. The stock has a market cap of $275.51 billion, a PE ratio of 51.84, a price-to-earnings-growth ratio of 1.51 and a beta of 1.31. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $310.29. 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 stock has a fifty day moving average of $227.87 and a 200-day moving average of $201.34.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating the consensus estimate of $1.37 by $0.31. The company had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. Texas Instruments’s revenue for the quarter was up 18.6% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities research analysts anticipate that Texas Instruments Incorporated will post 7.69 earnings per share for the current year.

Texas Instruments Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be paid a $1.42 dividend. The ex-dividend date is Tuesday, May 5th. This represents a $5.68 annualized dividend and a yield of 1.9%. Texas Instruments’s dividend payout ratio is currently 97.26%.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Stifel raised its TXN price target to $340, citing a strengthening industrial recovery and rapid growth in data center demand. Article Title
• Positive Sentiment: Analysts have become more constructive overall, with multiple target increases and upgrades after TXN’s strong earnings and improved margin/revenue assumptions. Article Title
• Positive Sentiment: Texas Instruments’ analog business is rebounding, with Q1 analog revenue up 22% as industrial and AI data-center demand lift the outlook. Article Title
• Positive Sentiment: Recent coverage says TXN is drawing heavy investor attention and trading near its 52-week high, signaling strong momentum. Article Title
• Neutral Sentiment: One article questioned whether the stock has already priced in much of the recent surge, which could limit near-term upside. Article Title
• Negative Sentiment: Director Carrie Smith Cox sold 8,838 shares, a sizable insider sale that may be viewed cautiously by some investors. Article Title

Insiders Place Their Bets

In related news, VP Shanon J. Leonard sold 4,963 shares of the business’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the completion of the transaction, the vice president directly owned 24,867 shares in the company, valued at $7,341,235.74. The trade was a 16.64% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Ahmad Bahai sold 5,000 shares of the company’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $309.13, for a total value of $1,545,650.00. Following the completion of the transaction, the vice president owned 42,519 shares in the company, valued at $13,143,898.47. This represents a 10.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 310,318 shares of company stock worth $87,212,814. Company insiders own 0.60% of the company’s stock.

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.