Pinkerton Wealth LLC Has $5.05 Million Stock Position in Texas Instruments Incorporated $TXN

Pinkerton Wealth LLC grew its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 7.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 29,104 shares of the semiconductor company’s stock after purchasing an additional 2,087 shares during the quarter. Pinkerton Wealth LLC’s holdings in Texas Instruments were worth $5,049,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Strategic Wealth Investment Group LLC acquired a new position in shares of Texas Instruments in the 2nd quarter valued at $25,000. High Point Wealth Management LLC acquired a new position in shares of Texas Instruments in the 4th quarter valued at $25,000. Ares Financial Consulting LLC acquired a new position in shares of Texas Instruments in the 4th quarter valued at $26,000. Grey Fox Wealth Advisors LLC acquired a new position in shares of Texas Instruments in the 3rd quarter valued at $29,000. Finally, Tucker Asset Management LLC acquired a new position in shares of Texas Instruments in the 4th quarter valued at $29,000. Institutional investors and hedge funds own 84.99% of the company’s stock.

More Texas Instruments News

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

• Positive Sentiment: A Mizuho analyst raised Texas Instruments’ price target from $255 to $300 while keeping a neutral rating, signaling continued confidence in the semiconductor maker’s fundamentals and earnings outlook.
• Positive Sentiment: Investor enthusiasm around AI infrastructure has helped push TXN shares sharply higher this year, reflecting expectations that analog and power chips will benefit from broader data-center and industrial demand.
• Neutral Sentiment: One recent article argued that TXN’s rapid run-up has stretched valuation and lowered its value ranking, which could make some investors cautious about buying after the strong rally. Texas Instruments Stock Rally Amid AI Boom Sparks Overvaluation Concerns— Value Rank Tumbles
• Neutral Sentiment: Broader tech weakness and rising bond yields weighed on semiconductor and growth stocks overall, which may have limited upside for TXN despite its company-specific momentum. Stocks Pressured by Tech Weakness and Rising Bond Yields

Analyst Ratings Changes

A number of research analysts have recently weighed in on the company. Morgan Stanley reissued an “underweight” rating and issued a $180.00 price target on shares of Texas Instruments in a research note on Wednesday, January 28th. Citigroup increased their price target on Texas Instruments from $235.00 to $280.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Wolfe Research reissued an “outperform” rating and issued a $315.00 price target on shares of Texas Instruments in a research note on Thursday, April 23rd. Cantor Fitzgerald upped their price objective on shares of Texas Instruments from $280.00 to $300.00 and gave the company a “neutral” rating in a research report on Wednesday, May 13th. Finally, Raymond James Financial set a $240.00 price objective on shares of Texas Instruments in a research report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $263.65.

Texas Instruments Price Performance

TXN opened at $304.88 on Thursday. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $310.29. The company has a fifty day simple moving average of $234.27 and a 200 day simple moving average of $204.52. The stock has a market cap of $277.47 billion, a P/E ratio of 52.21, a P/E/G ratio of 1.51 and a beta of 1.31.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating analysts’ consensus estimates 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 analysts’ expectations of $4.85 billion. During the same quarter in the prior year, the company earned $1.23 EPS. The firm’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 7.69 EPS for the current year.

Texas Instruments Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were issued a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date was Tuesday, May 5th. Texas Instruments’s dividend payout ratio is 97.26%.

Insider Activity

In other Texas Instruments news, VP Mark T. Roberts sold 28,080 shares of the stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $280.34, for a total transaction of $7,871,947.20. Following the completion of the transaction, the vice president owned 53,809 shares in the company, valued at approximately $15,084,815.06. This represents a 34.29% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Rafael R. Lizardi sold 47,734 shares of the stock in a transaction dated 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 transaction, the chief financial officer owned 85,485 shares of the company’s stock, valued at approximately $26,337,928.50. This trade represents a 35.83% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 303,475 shares of company stock worth $85,666,638. 0.60% of the stock is currently owned by insiders.

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.