Main Street Research LLC Increases Position in Texas Instruments Incorporated $TXN

Main Street Research LLC lifted its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 91.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,527 shares of the semiconductor company’s stock after acquiring an additional 1,685 shares during the quarter. Main Street Research LLC’s holdings in Texas Instruments were worth $685,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the business. State Street Corp grew its position in shares of Texas Instruments by 0.5% during the 3rd quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock valued at $8,002,381,000 after acquiring an additional 230,098 shares during the period. Charles Schwab Investment Management Inc. boosted its position in Texas Instruments by 6.7% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 24,288,604 shares of the semiconductor company’s stock worth $4,213,832,000 after purchasing an additional 1,517,420 shares during the period. Geode Capital Management LLC increased 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 purchasing an additional 248,515 shares in the last quarter. Invesco Ltd. raised its position in shares of Texas Instruments by 10.6% in the fourth quarter. Invesco Ltd. now owns 18,184,514 shares of the semiconductor company’s stock valued at $3,154,831,000 after purchasing an additional 1,749,513 shares during the period. Finally, Price T Rowe Associates Inc. MD raised its position in shares of Texas Instruments by 0.9% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 15,813,193 shares of the semiconductor company’s stock valued at $2,743,432,000 after purchasing an additional 137,735 shares during the period. 84.99% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms recently commented on TXN. The Goldman Sachs Group raised their price objective on shares of Texas Instruments from $175.00 to $200.00 and gave the stock a “sell” rating in a report on Thursday, April 23rd. Cantor Fitzgerald increased their target price on Texas Instruments from $300.00 to $340.00 and gave the stock a “neutral” rating in a research report on Monday, June 29th. Bank of America raised their price target on Texas Instruments from $320.00 to $370.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. KeyCorp upgraded Texas Instruments from an “overweight” rating to a “sector weight” rating in a research report on Friday, May 22nd. Finally, Stifel Nicolaus boosted their price objective on Texas Instruments from $340.00 to $360.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have given a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $276.84.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Texas Instruments is being added to the Russell 1000 Dynamic Index and the Russell Top 50 Index, while being removed from several value and defensive benchmarks. That reshuffling can increase visibility and support demand from index-tracking funds. Texas Instruments (TXN) Following Russell Index Changes Is The Valuation Story Still Intact
• Positive Sentiment: Analysts and market commentary continue to highlight TXN as an attractive semiconductor name, with Zacks featuring it among top-ranked chip stocks for July as AI infrastructure demand supports power management, connectivity and advanced packaging demand. 5 Top-Ranked Semiconductor Stocks to Buy for Better Returns in July
• Positive Sentiment: Another Zacks piece says TXN is drawing increased investor attention, suggesting traders are still watching the stock closely for additional upside catalysts. Texas Instruments Incorporated (TXN) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Recent coverage from MarketWatch noted TXN underperformed some peers on a relative basis despite gains, which does not change the bullish tone but suggests investors are still comparing TXN against other semiconductor winners. Texas Instruments Inc. stock underperforms Wednesday when compared to competitors despite daily gains
• Neutral Sentiment: One article focused on valuation, asking whether TXN’s strong run has already priced in much of the upside. That keeps attention on whether the stock can justify its premium rather than signaling a clear negative. Texas Instruments (TXN) Following Russell Index Changes Is The Valuation Story Still Intact

Texas Instruments Stock Performance

Texas Instruments stock opened at $308.53 on Friday. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $334.03. 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 $280.79 billion, a PE ratio of 52.83, a price-to-earnings-growth ratio of 1.51 and a beta of 1.32. The firm’s 50 day simple moving average is $300.62 and its 200 day simple moving average is $238.80.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating analysts’ consensus estimates of $1.37 by $0.31. The firm had revenue of $4.83 billion during the quarter, compared to analyst estimates of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The business’s revenue for the quarter was up 18.6% on a year-over-year basis. During the same period in the previous year, the business earned $1.23 EPS. 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 7.66 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th were given a dividend of $1.42 per share. The ex-dividend date was Tuesday, May 5th. This represents a $5.68 annualized dividend and a dividend yield of 1.8%. Texas Instruments’s dividend payout ratio is 97.26%.

Insider Activity

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 stock was 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 $26,337,928.50. This represents a 35.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Amichai Ron sold 18,365 shares of Texas Instruments stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $272.43, for a total transaction of $5,003,176.95. Following the transaction, the vice president directly owned 81,085 shares in the company, valued at $22,089,986.55. This trade represents a 18.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 303,475 shares of company stock worth $85,666,638. 0.60% of the stock is currently owned by insiders.

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.