22,570 Shares in Texas Instruments Incorporated $TXN Bought by Insight Holdings Group LLC

Insight Holdings Group LLC bought a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) in the 1st quarter, Holdings Channel reports. The institutional investor bought 22,570 shares of the semiconductor company’s stock, valued at approximately $4,382,000. Texas Instruments comprises approximately 0.3% of Insight Holdings Group LLC’s holdings, making the stock its 24th largest position.

A number of other institutional investors and hedge funds also recently bought and sold shares of TXN. High Point Wealth Management LLC bought a new position in shares of Texas Instruments during the 4th quarter valued at about $25,000. Strategic Wealth Investment Group LLC bought a new stake in shares of Texas Instruments in the second quarter worth about $25,000. Advocate Investing Services LLC bought a new stake in shares of Texas Instruments in the fourth quarter worth about $25,000. Ares Financial Consulting LLC bought a new stake in shares of Texas Instruments in the fourth quarter worth about $26,000. Finally, Cornerstone Financial Management LLC purchased a new stake in shares of Texas Instruments in the fourth quarter worth about $27,000. 84.99% of the stock is currently owned by institutional investors.

Texas Instruments Price Performance

NASDAQ:TXN opened at $279.58 on Friday. The firm has a market capitalization of $254.44 billion, a price-to-earnings ratio of 42.55, a PEG ratio of 1.41 and a beta of 1.32. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $334.03. The business has a 50 day simple moving average of $301.06 and a 200-day simple moving average of $247.37. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 2.94.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, beating the consensus estimate of $1.91 by $0.23. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The firm had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. During the same quarter in the previous year, the company posted $1.41 EPS. The company’s revenue for the quarter was up 22.8% compared to the same quarter last year. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Equities analysts forecast that Texas Instruments Incorporated will post 8.17 EPS for the current year.

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st will be paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Friday, July 31st. Texas Instruments’s payout ratio is presently 86.45%.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Rosenblatt Securities raised its price target to $350 and kept a buy rating, while JPMorgan, TD Cowen, and KeyCorp also reiterated bullish views and lifted targets, suggesting analysts see further upside after the earnings beat. Article
• Positive Sentiment: Texas Instruments reported Q2 earnings of $2.14 per share on revenue of $5.46 billion, both above estimates, with revenue up 22.8% year over year and management issuing stronger forward guidance tied to industrial, data center, and automotive demand.
• Positive Sentiment: Commentary highlighted improving inventory levels, broad demand recovery, and strong free cash flow, all of which support the long-term investment case for TXN.
• Neutral Sentiment: Several articles framed TXN as a strong growth, wide-moat, or undervalued stock, reinforcing a constructive but largely unchanged fundamental outlook.
• Negative Sentiment: The broader semiconductor group has pulled back as investors rotate out of AI chip winners, unwind leveraged trades, and take profits after a powerful run, pressuring TXN along with the rest of the sector.
• Negative Sentiment: Despite the earnings beat and raised outlook, the stock sold off after the report, suggesting expectations were already very high and leaving little room for short-term disappointment.

Insider Buying and Selling at Texas Instruments

In related news, VP Mohammad Yunus sold 51,098 shares of Texas Instruments stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total transaction of $13,818,943.12. Following the completion of the transaction, the vice president directly owned 52,856 shares of the company’s stock, valued at approximately $14,294,376.64. The trade was a 49.15% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Rafael R. Lizardi sold 47,734 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the transaction, the chief financial officer owned 85,485 shares in the company, valued at $26,337,928.50. The trade was a 35.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 199,143 shares of company stock valued at $56,959,010. Insiders own 0.60% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on TXN shares. Susquehanna raised their price target on Texas Instruments from $300.00 to $340.00 and gave the company a “positive” rating in a report on Tuesday. Wall Street Zen raised Texas Instruments from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. HC Wainwright downgraded Texas Instruments to a “neutral” rating in a research report on Friday, May 22nd. Robert W. Baird raised their target price on shares of Texas Instruments from $300.00 to $385.00 and gave the company an “outperform” rating in a report on Thursday. Finally, The Goldman Sachs Group boosted their price target on shares of Texas Instruments from $200.00 to $225.00 and gave the stock a “sell” rating in a research report on Thursday. Fourteen 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. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $308.40.

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.