Texas Instruments Incorporated $TXN Shares Sold by Palouse Capital Management Inc.

Palouse Capital Management Inc. lowered its position in Texas Instruments Incorporated (NASDAQ:TXN) by 39.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 12,730 shares of the semiconductor company’s stock after selling 8,213 shares during the quarter. Texas Instruments makes up approximately 2.4% of Palouse Capital Management Inc.’s portfolio, making the stock its 16th biggest position. Palouse Capital Management Inc.’s holdings in Texas Instruments were worth $3,794,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of TXN. HBW Advisory Services LLC increased its holdings in shares of Texas Instruments by 2.2% in the 1st quarter. HBW Advisory Services LLC now owns 1,730 shares of the semiconductor company’s stock valued at $336,000 after acquiring an additional 37 shares during the period. Montz Harcus Wealth Management LLC grew its position in Texas Instruments by 2.9% during the 1st quarter. Montz Harcus Wealth Management LLC now owns 1,338 shares of the semiconductor company’s stock worth $260,000 after purchasing an additional 38 shares during the last quarter. Livforsakringsbolaget Skandia Omsesidigt increased its stake in Texas Instruments by 0.6% in the first quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 5,960 shares of the semiconductor company’s stock valued at $1,157,000 after purchasing an additional 38 shares during the period. Absher Wealth Management LLC raised its holdings in shares of Texas Instruments by 1.0% in the first quarter. Absher Wealth Management LLC now owns 4,223 shares of the semiconductor company’s stock valued at $820,000 after buying an additional 42 shares during the last quarter. Finally, Severin Investments LLC raised its holdings in shares of Texas Instruments by 3.3% in the first quarter. Severin Investments LLC now owns 1,349 shares of the semiconductor company’s stock valued at $262,000 after buying an additional 43 shares during the last quarter. 84.99% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on TXN. Weiss Ratings raised Texas Instruments from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, July 28th. Stifel Nicolaus upped 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. Truist Financial increased their price objective on Texas Instruments from $278.00 to $300.00 and gave the stock a “hold” rating in a research report on Thursday, July 23rd. Wolfe Research reiterated an “outperform” rating and issued a $315.00 target price on shares of Texas Instruments in a research note on Thursday, April 23rd. Finally, Citigroup reissued a “buy” rating on shares of Texas Instruments in a report on Tuesday, July 14th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, nine have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $312.12.

Texas Instruments Stock Up 0.2%

Shares of NASDAQ:TXN opened at $278.40 on Friday. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $334.03. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. The firm’s 50-day simple moving average is $295.23 and its 200-day simple moving average is $253.38. The company has a market cap of $254.25 billion, a price-to-earnings ratio of 42.37, a PEG ratio of 1.10 and a beta of 1.33.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.91 by $0.23. The firm had revenue of $5.46 billion during the quarter, compared to analysts’ expectations of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The firm’s revenue for the quarter was up 22.8% on a year-over-year basis. During the same period in the prior year, the company posted $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, equities research analysts predict that Texas Instruments Incorporated will post 8.35 earnings per share for the current year.

Texas Instruments Announces Dividend

The company also recently declared 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 dividend yield of 2.0%. The ex-dividend date of this dividend is Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is currently 86.45%.

Insider Activity

In related news, CFO Rafael R. Lizardi sold 47,734 shares of the firm’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 transaction of $14,706,845.40. Following the sale, the chief financial officer owned 85,485 shares in the company, valued at approximately $26,337,928.50. This trade represents a 35.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Shanon J. Leonard sold 4,963 shares of Texas Instruments stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the completion of the sale, the vice president directly owned 24,867 shares of the company’s stock, valued at $7,341,235.74. The trade was a 16.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 66,535 shares of company stock valued at $20,425,724. 0.60% of the stock is owned by corporate insiders.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Zacks names TXN a Strong Buy. Texas Instruments was added to Zacks’ Rank #1 (Strong Buy) lists for momentum, income and overall stock selection. This reinforces favorable near-term technical and fundamental sentiment. New Strong Buy Stocks for August 6th
• Positive Sentiment: Several longer-term EPS forecasts increased. Zacks Research raised estimates for Q4 2026, Q1 2027, Q4 2027, FY2027 and FY2028. The FY2027 forecast increased to $9.13 from $8.54, while FY2028 rose to $10.34 from $10.15, suggesting expectations for improving earnings momentum. Texas Instruments analyst estimates
• Positive Sentiment: Industrial and data-center growth remain key catalysts. Recent coverage highlighted Texas Instruments’ strong industrial performance, doubled year-over-year data-center revenue and accelerating automotive sales. GE Appliances also plans to use TI microcontrollers and connectivity products in its next generation of connected appliances, expanding the company’s embedded-chip opportunity. Texas Instruments Lands GE Appliances Role
• Neutral Sentiment: Analyst views remain constructive but not uniformly bullish. Despite the estimate increases, Zacks Research maintains a “Hold” rating. Analysts have cited TXN’s long-term growth prospects and a consensus price target near $312, but the stock’s elevated valuation makes continued execution important. Are Wall Street Analysts Bullish on Texas Instruments Stock?
• Negative Sentiment: Broader chip-sector weakness is a risk. Sandisk’s weak outlook triggered a selloff in AI-linked semiconductor stocks, while Qualcomm’s handset-chip revenue is reportedly shrinking on both Android and Apple exposure. Although neither development directly changes TXN’s fundamentals, it can weigh on sentiment across semiconductor stocks. Sandisk’s Weak Guidance Sends AI Chip Stocks Tumbling

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.