MGO One Seven LLC Sells 4,839 Shares of Texas Instruments Incorporated $TXN

MGO One Seven LLC cut its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 10.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 41,037 shares of the semiconductor company’s stock after selling 4,839 shares during the quarter. MGO One Seven LLC’s holdings in Texas Instruments were worth $7,119,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Bogart Wealth LLC increased its position in shares of Texas Instruments by 7.8% during the fourth quarter. Bogart Wealth LLC now owns 647 shares of the semiconductor company’s stock valued at $112,000 after buying an additional 47 shares during the period. Emerald Advisors LLC boosted its position in shares of Texas Instruments by 0.8% in the fourth quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company’s stock valued at $1,195,000 after acquiring an additional 52 shares during the period. Wagner Wealth Management LLC boosted its position in shares of Texas Instruments by 3.4% in the fourth quarter. Wagner Wealth Management LLC now owns 1,563 shares of the semiconductor company’s stock valued at $271,000 after acquiring an additional 52 shares during the period. McIlrath & Eck LLC grew its stake in Texas Instruments by 16.5% during the fourth quarter. McIlrath & Eck LLC now owns 381 shares of the semiconductor company’s stock valued at $66,000 after acquiring an additional 54 shares in the last quarter. Finally, BOS Asset Management LLC grew its stake in Texas Instruments by 4.4% during the fourth quarter. BOS Asset Management LLC now owns 1,324 shares of the semiconductor company’s stock valued at $230,000 after acquiring an additional 56 shares in the last quarter. 84.99% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Texas Instruments

In other news, VP Mohammad Yunus sold 51,098 shares of the firm’s stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total value of $13,818,943.12. Following the completion of the sale, the vice president directly owned 52,856 shares of the company’s stock, valued at approximately $14,294,376.64. This trade represents a 49.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Haviv Ilan sold 20,000 shares of Texas Instruments stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the sale, the chief executive officer directly owned 204,339 shares in the company, valued at $57,280,308.48. The trade was a 8.92% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 345,080 shares of company stock worth $89,405,821. 0.60% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

TXN has been the topic of several recent analyst reports. Jefferies Financial Group increased 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. KeyCorp upped their price target on shares of Texas Instruments from $240.00 to $325.00 and gave the stock an “overweight” rating in a report on Thursday, April 23rd. UBS Group lifted their price objective on Texas Instruments from $260.00 to $295.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Cantor Fitzgerald lifted their target price on shares of Texas Instruments from $250.00 to $280.00 and gave the company a “neutral” rating in a research report on Thursday, April 23rd. Finally, Rosenblatt Securities upped their price objective on Texas Instruments from $240.00 to $330.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $257.68.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Zacks Research raised multiple earnings estimates for Texas Instruments, including Q2 2026, FY2026, Q1/Q2/Q3/Q4 2027, and FY2028, while reiterating a Strong-Buy rating. Higher earnings forecasts can signal improving fundamentals and justify a higher valuation.
• Positive Sentiment: Recent coverage highlighted Texas Instruments as a stock benefiting from AI-fueled semiconductor demand, with analysts pointing to steady chip sales across the broader industry. This supports the view that end-market demand remains healthy. Article: 4 Solid Stocks to Buy as AI Powers Steady Semiconductor Sales
• Positive Sentiment: Another article noted Texas Instruments climbed after beating Q1 estimates and guiding Q2 above expectations, with management pointing to strength in data center, industrial, and AI-related markets. That reinforces confidence in near-term revenue and margin momentum. Article: Texas Instruments (TXN) Is Up 7.5% After Beating Q1 Estimates And Raising Q2 Outlook – What’s Changed
• Neutral Sentiment: Zacks also published a momentum-focused piece calling Texas Instruments a potential top pick for momentum investors, which may add to trader interest but does not represent a direct business development. Article: Are You Looking for a Top Momentum Pick? Why Texas Instruments (TXN) Is a Great Choice
• Negative Sentiment: One filing noted insider selling by CEO Haviv Ilan, who sold 20,000 shares of Texas Instruments. Insider sales can sometimes raise caution, although the impact may be limited if viewed as routine trading.

Texas Instruments Stock Up 0.9%

Shares of NASDAQ:TXN opened at $287.80 on Friday. The stock’s 50-day moving average is $216.98 and its 200 day moving average is $196.24. The company has a market cap of $261.92 billion, a PE ratio of 49.28, a P/E/G ratio of 1.43 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. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $292.64.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, topping analysts’ consensus estimates of $1.37 by $0.31. The firm 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 business’s quarterly revenue was up 18.6% compared to the same quarter last year. During the same period last year, the company earned $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Sell-side analysts anticipate that Texas Instruments Incorporated will post 7.69 EPS for the current year.

Texas Instruments Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be given a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend 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.