Dearborn Partners LLC Sells 7,460 Shares of Texas Instruments Incorporated $TXN

Dearborn Partners LLC cut its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 4.5% in the fourth quarter, HoldingsChannel reports. The fund owned 158,404 shares of the semiconductor company’s stock after selling 7,460 shares during the period. Dearborn Partners LLC’s holdings in Texas Instruments were worth $27,481,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the stock. Vanguard Group Inc. raised its stake in shares of Texas Instruments by 1.0% in the third quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock worth $17,720,020,000 after acquiring an additional 998,658 shares during the last quarter. State Street Corp raised its stake in shares of Texas Instruments by 0.5% in the third quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock worth $8,002,381,000 after acquiring an additional 230,098 shares during the last quarter. Geode Capital Management LLC raised its stake in shares of Texas Instruments by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock worth $3,952,933,000 after acquiring an additional 248,515 shares during the last quarter. Invesco Ltd. raised its stake in shares of Texas Instruments by 16.8% in the third 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, Norges Bank bought a new position in shares of Texas Instruments in the fourth quarter worth about $2,516,628,000. 84.99% of the stock is owned by institutional investors.

Insider Transactions at Texas Instruments

In other Texas Instruments news, CFO Rafael R. Lizardi sold 47,734 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $308.10, for a total value of $14,706,845.40. Following the completion of the sale, the chief financial officer owned 85,485 shares of the company’s stock, valued at approximately $26,337,928.50. This represents a 35.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Ahmad Bahai sold 5,000 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the completion of the sale, the vice president directly owned 42,519 shares of the company’s stock, valued at $13,143,898.47. The trade was a 10.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 303,475 shares of company stock valued at $85,666,638. Corporate insiders own 0.60% of the company’s stock.

Texas Instruments Stock Down 6.7%

Shares of NASDAQ:TXN opened at $285.06 on Friday. Texas Instruments Incorporated has a one year low of $152.73 and a one year high of $331.51. The company has a 50 day moving average of $261.65 and a 200-day moving average of $216.44. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94. The stock has a market cap of $259.43 billion, a price-to-earnings ratio of 48.81, a P/E/G ratio of 1.43 and a beta of 1.32.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS 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 during the quarter, compared to analysts’ expectations of $4.85 billion. During the same quarter in the previous year, the company earned $1.23 EPS. Texas Instruments’s revenue was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, sell-side analysts forecast that Texas Instruments Incorporated will post 7.66 earnings per share for the current year.

Texas Instruments Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were paid a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, May 5th. Texas Instruments’s dividend payout ratio is presently 97.26%.

Analyst Ratings Changes

A number of brokerages have weighed in on TXN. Susquehanna reaffirmed a “positive” rating and issued a $300.00 target price on shares of Texas Instruments in a research note on Thursday, April 23rd. Cantor Fitzgerald reiterated a “neutral” rating on shares of Texas Instruments in a research report on Friday, May 29th. Truist Financial lifted their price target on shares of Texas Instruments from $225.00 to $278.00 and gave the stock a “hold” rating in a research report on Thursday, April 23rd. JPMorgan Chase & Co. lifted their price target on shares of Texas Instruments from $227.00 to $280.00 and gave the stock an “overweight” rating in a research report on Thursday, April 23rd. Finally, Sanford C. Bernstein initiated coverage on shares of Texas Instruments in a research report on Friday, May 22nd. They set a “market perform” rating for the company. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have issued a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $265.57.

About Texas Instruments

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.