Texas Instruments Incorporated $TXN Shares Acquired by Maple Capital Management Inc.

Maple Capital Management Inc. boosted its position in Texas Instruments Incorporated (NASDAQ:TXN) by 0.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 238,685 shares of the semiconductor company’s stock after buying an additional 1,914 shares during the quarter. Texas Instruments accounts for approximately 2.6% of Maple Capital Management Inc.’s holdings, making the stock its 12th biggest holding. Maple Capital Management Inc.’s holdings in Texas Instruments were worth $41,409,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its holdings in Texas Instruments by 33.4% during the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after purchasing an additional 4,218 shares during the last quarter. Intech Investment Management LLC grew its position in shares of Texas Instruments by 12.8% during the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock worth $1,632,000 after buying an additional 1,031 shares in the last quarter. Osterweis Capital Management Inc. grew its position in shares of Texas Instruments by 1,810.0% during the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after buying an additional 181 shares in the last quarter. Main Street Financial Solutions LLC increased its stake in shares of Texas Instruments by 1.7% in the second quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock worth $1,540,000 after buying an additional 126 shares during the last quarter. Finally, HUB Investment Partners LLC raised its holdings in Texas Instruments by 3.5% in the second quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after acquiring an additional 496 shares in the last quarter. 84.99% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, VP Mark Gary sold 13,689 shares of Texas Instruments stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $279.25, for a total transaction of $3,822,653.25. Following the sale, the vice president owned 45,547 shares of the company’s stock, valued at approximately $12,718,999.75. The trade was a 23.11% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, VP Mohammad Yunus sold 51,098 shares of the business’s stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $270.44, for a total value of $13,818,943.12. Following the transaction, the vice president owned 52,856 shares of the company’s stock, valued at approximately $14,294,376.64. This represents a 49.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 345,080 shares of company stock valued at $89,405,821 in the last ninety days. Insiders own 0.60% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have commented on TXN. Truist Financial increased their price objective on shares of Texas Instruments from $225.00 to $278.00 and gave the company a “hold” rating in a research note on Thursday, April 23rd. Citigroup upped their target price on shares of Texas Instruments from $235.00 to $280.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. JPMorgan Chase & Co. lifted their price target on Texas Instruments from $227.00 to $280.00 and gave the stock an “overweight” rating in a research note on Thursday, April 23rd. Sanford C. Bernstein restated a “market perform” rating and set a $205.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. Finally, Stifel Nicolaus increased their target price on Texas Instruments from $250.00 to $290.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $257.68.

Texas Instruments Price Performance

Shares of NASDAQ TXN opened at $289.44 on Thursday. 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 firm has a market capitalization of $263.42 billion, a PE ratio of 49.56, a P/E/G ratio of 1.42 and a beta of 1.31. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $292.64. The business’s fifty day moving average price is $215.54 and its two-hundred day moving average price is $195.48.

Texas Instruments (NASDAQ:TXN) last released 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 business had revenue of $4.83 billion during the quarter, compared to analyst estimates of $4.85 billion. During the same quarter in the prior year, the firm earned $1.23 earnings per share. The company’s quarterly 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, research analysts expect that Texas Instruments Incorporated will post 7.6 EPS for the current year.

Texas Instruments Dividend Announcement

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

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Zacks Research sharply raised multi?quarter and FY2028 earnings estimates and reiterated a “Strong?Buy” stance, boosting near?term earnings expectations and reinforcing optimism on TXN’s growth trajectory.
• Positive Sentiment: Q1 results and Q2 outlook — TI beat Q1 EPS estimates and issued stronger Q2 guidance (revenue and EPS range), a primary catalyst for renewed buying interest and rerating into AI, data?center and industrial demand. Q1 beat & Q2 outlook (Yahoo Finance)
• Positive Sentiment: Elevated options activity and visible call buying suggest short?term bullish positioning and speculative demand that can amplify upside into near expirations.
• Neutral Sentiment: Dividend/ payout — TI paid a $1.42 quarterly dividend (ex?dividend May 5), supporting income investors but offering limited upside impact given the high payout ratio.
• Neutral Sentiment: Mixed analyst views and target moves — several firms raised targets after results, but coverage remains varied (buy/hold/underweight), keeping attention on forward growth vs. elevated valuation.
• Neutral Sentiment: Institutional positioning — some funds increased holdings modestly; institutional ownership remains high, which can stabilize shares but limit free?floating supply.
• Negative Sentiment: Insider selling — CEO Haviv Ilan disclosed a sale of 20,000 shares (~$5.6M), which can be perceived negatively by some investors even if routine or for diversification. CEO sale (American Banking News)
• Negative Sentiment: Additional insider transactions (executive trimming) were reported, which could add short?term selling pressure or investor scrutiny over insider timing and intent. SEC filing (Form 4)

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.