Texas Instruments Incorporated $TXN Stock Position Raised by Impact Partnership Wealth LLC

Impact Partnership Wealth LLC boosted its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 134.6% in the fourth quarter, Holdings Channel reports. The institutional investor owned 2,860 shares of the semiconductor company’s stock after acquiring an additional 1,641 shares during the quarter. Impact Partnership Wealth LLC’s holdings in Texas Instruments were worth $496,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its position in Texas Instruments by 1.0% in the 3rd quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock worth $17,720,020,000 after buying an additional 998,658 shares in the last quarter. State Street Corp lifted its position in Texas Instruments by 0.5% in the 3rd quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock worth $8,002,381,000 after buying an additional 230,098 shares in the last quarter. Geode Capital Management LLC lifted its position in Texas Instruments by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock worth $3,952,933,000 after buying an additional 248,515 shares in the last quarter. Invesco Ltd. lifted its position 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 buying an additional 2,366,695 shares in the last quarter. Finally, Norges Bank purchased a new stake in Texas Instruments in the 4th quarter worth approximately $2,516,628,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments Stock Performance

NASDAQ:TXN opened at $305.68 on Friday. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $331.51. The firm’s fifty day simple moving average is $250.76 and its 200 day simple moving average is $211.58. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77. The firm has a market capitalization of $278.20 billion, a PE ratio of 52.34, a PEG ratio of 1.53 and a beta of 1.31.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The business had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. During the same period last year, the business posted $1.23 EPS. Texas Instruments’s revenue 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. On average, sell-side analysts anticipate that Texas Instruments Incorporated will post 7.66 EPS for the current year.

Texas Instruments Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were given a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 1.9%. The ex-dividend date was Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is currently 97.26%.

Analyst Ratings Changes

A number of equities research analysts have issued reports on TXN shares. The Goldman Sachs Group increased their target price on shares of Texas Instruments from $175.00 to $200.00 and gave the stock a “sell” rating in a research report on Thursday, April 23rd. Citigroup increased their target price on shares of Texas Instruments from $235.00 to $280.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. JPMorgan Chase & Co. raised their price target on shares of Texas Instruments from $227.00 to $280.00 and gave the company an “overweight” rating in a report on Thursday, April 23rd. Truist Financial raised their price target on shares of Texas Instruments from $225.00 to $278.00 and gave the company a “hold” rating in a report on Thursday, April 23rd. Finally, Wolfe Research restated an “outperform” rating and set a $315.00 price target on shares of Texas Instruments 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, eleven have given a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, Texas Instruments has a consensus rating of “Hold” and an average price target of $265.57.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Market commentary highlighted Texas Instruments as one of the semiconductor names positioned to benefit from AI’s rising power-supply and analog-chip bottlenecks, which could support future demand. Article Link
• Positive Sentiment: Zacks included TXN in a list of AI stocks to buy, citing strong demand trends across the semiconductor space. Article Link
• Positive Sentiment: Industry coverage of the long-distance wireless connection MCU market named Texas Instruments among major players benefiting from growth in IoT, 5G, and energy-efficient devices. Article Link
• Neutral Sentiment: Texas Instruments presented at Bernstein’s annual strategic decisions conference, but the transcript headline does not indicate a major new catalyst by itself. Article Link
• Neutral Sentiment: Short-interest data showed no meaningful short position change, offering little directional signal for the stock.
• Negative Sentiment: A GuruFocus report said TXN has pulled back and still looks overvalued, which can weigh on investor sentiment and valuation expectations. Article Link

Insider Buying and Selling

In other Texas Instruments news, CEO Haviv Ilan sold 20,000 shares of the firm’s 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 directly owned 204,339 shares in the company, valued at $57,280,308.48. This trade represents a 8.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Rafael R. Lizardi sold 47,734 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the completion of the sale, the chief financial officer owned 85,485 shares in the company, valued at $26,337,928.50. This represents a 35.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 303,475 shares of company stock worth $85,666,638. 0.60% of the stock is currently owned by corporate insiders.

Texas Instruments 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.