Twin Capital Management Inc. Has $673,000 Holdings in Texas Instruments Incorporated $TXN

Twin Capital Management Inc. decreased its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 33.9% during the 1st quarter, Holdings Channel reports. The firm owned 3,469 shares of the semiconductor company’s stock after selling 1,783 shares during the quarter. Twin Capital Management Inc.’s holdings in Texas Instruments were worth $673,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank acquired a new position in Texas Instruments during the 4th quarter valued at about $2,516,628,000. Bank of New York Mellon Corp lifted its holdings in shares of Texas Instruments by 33.6% in the first quarter. Bank of New York Mellon Corp now owns 16,402,834 shares of the semiconductor company’s stock valued at $3,184,446,000 after purchasing an additional 4,129,601 shares in the last quarter. Amundi boosted its position in shares of Texas Instruments by 61.0% during the third 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 last quarter. Van ECK Associates Corp grew its holdings in Texas Instruments by 27.1% during the fourth quarter. Van ECK Associates Corp now owns 11,608,265 shares of the semiconductor company’s stock worth $2,013,918,000 after buying an additional 2,474,062 shares in the last quarter. Finally, Franklin Resources Inc. raised its position in Texas Instruments by 26.9% in the 4th quarter. Franklin Resources Inc. now owns 9,153,622 shares of the semiconductor company’s stock valued at $1,588,062,000 after buying an additional 1,938,788 shares during the last quarter. 84.99% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Texas Instruments

In other Texas Instruments news, VP Shanon J. Leonard sold 4,963 shares of the company’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $295.22, for a total value of $1,465,176.86. Following the completion of the transaction, the vice president directly owned 24,867 shares in the company, valued at approximately $7,341,235.74. This represents a 16.64% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Ahmad Bahai sold 5,000 shares of the stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the completion of the transaction, the vice president owned 42,519 shares of the company’s stock, valued at approximately $13,143,898.47. The trade was a 10.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 303,475 shares of company stock worth $85,666,638. Corporate insiders own 0.60% of the company’s stock.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: KeyCorp raised its price target on Texas Instruments to $390 from $325 and kept an Overweight/Strong-Buy view, signaling confidence in the company’s earnings power and implying meaningful upside from current levels. KeyCorp price target raise
• Positive Sentiment: Analysts at KeyCorp also lifted multiple forward EPS estimates for TXN, including FY2026 and FY2027, suggesting expectations for improving profitability and a stronger demand backdrop. KeyCorp earnings estimates
• Positive Sentiment: The board declared a third-quarter cash dividend of $1.42 per share, reinforcing Texas Instruments’ reputation as a shareholder-friendly semiconductor name with strong cash generation. Dividend announcement
• Neutral Sentiment: Several recent articles note TXN is heading into its July 22 earnings report with expectations for a better quarter, but they are largely commentary pieces rather than new company-specific disclosures. Earnings preview
• Negative Sentiment: Despite the positive catalyst mix, some market reports said TXN has recently underperformed peers, which may reflect investor caution ahead of earnings and a high valuation after the stock’s big run-up this year. Peer underperformance report

Texas Instruments Stock Performance

Texas Instruments stock opened at $291.22 on Friday. The firm’s 50 day simple moving average is $302.66 and its 200 day simple moving average is $243.18. The firm has a market capitalization of $265.04 billion, a PE ratio of 49.87, a price-to-earnings-growth ratio of 1.51 and a beta of 1.32. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $334.03.

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

Texas Instruments Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st will be given a dividend of $1.42 per share. The ex-dividend date of this dividend is Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. Texas Instruments’s dividend payout ratio is presently 97.26%.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the stock. Zacks Research lowered shares of Texas Instruments from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 10th. KeyCorp boosted their price target on shares of Texas Instruments from $325.00 to $390.00 and gave the stock an “overweight” rating in a report on Tuesday. Stifel Nicolaus increased their price objective on shares of Texas Instruments from $340.00 to $360.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Benchmark lifted their target price on shares of Texas Instruments from $250.00 to $315.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. Finally, TD Cowen boosted their target price on Texas Instruments from $300.00 to $360.00 and gave the stock a “buy” rating in a research note on Monday. Thirteen investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat, Texas Instruments currently has an average rating of “Hold” and a consensus price target of $281.84.

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.