Guinness Asset Management LTD Has $216.02 Million Holdings in Texas Instruments Incorporated $TXN

Guinness Asset Management LTD raised its position in Texas Instruments Incorporated (NASDAQ:TXN) by 21.9% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 1,233,085 shares of the semiconductor company’s stock after purchasing an additional 221,322 shares during the quarter. Texas Instruments accounts for 3.5% of Guinness Asset Management LTD’s investment portfolio, making the stock its 13th largest holding. Guinness Asset Management LTD’s holdings in Texas Instruments were worth $216,022,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of TXN. High Point Wealth Management LLC acquired a new position in shares of Texas Instruments during the fourth quarter worth approximately $25,000. Strategic Wealth Investment Group LLC acquired a new position in shares of Texas Instruments during the second quarter worth approximately $25,000. Ares Financial Consulting LLC acquired a new position in shares of Texas Instruments during the fourth quarter worth approximately $26,000. Tucker Asset Management LLC acquired a new position in shares of Texas Instruments during the fourth quarter worth approximately $29,000. Finally, Nvest Wealth Strategies Inc. acquired a new position in shares of Texas Instruments during the fourth quarter worth approximately $33,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Mizuho raised its price target on Texas Instruments after citing strong AI server demand, reinforcing the view that AI infrastructure is creating a new growth driver for the company. Mizuho Raises Texas Instruments (TXN) Price Target on Strong AI Server Demand
• Positive Sentiment: Seaport Research Partners upgraded TXN to Buy from Neutral and set a $400 target, signaling growing confidence that Texas Instruments can benefit from AI power-chip demand. Texas Instruments Has the Power Chips AI Needs. Buy the Stock, Says This Analyst.
• Positive Sentiment: Zacks highlighted TXN as a Strong Buy income stock, which may be adding to broader demand for the shares from income-oriented investors. Best Income Stocks to Buy for May 22nd
• Positive Sentiment: Analysts and recent commentary point to TXN’s AI infrastructure push and nearly 90% year-over-year growth in its data center business, suggesting the company could see further revenue upside. TXN’s AI Infrastructure Push Grows: Can It Boost Revenues Further?

Texas Instruments Stock Up 3.6%

Shares of NASDAQ:TXN opened at $309.21 on Friday. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $315.57. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. The company has a market capitalization of $281.41 billion, a PE ratio of 52.95, a PEG ratio of 1.49 and a beta of 1.31. The company has a 50 day moving average price of $238.50 and a two-hundred day moving average price of $206.21.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating 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 firm had revenue of $4.83 billion during the quarter, compared to the consensus estimate of $4.85 billion. During the same quarter in the prior year, the firm earned $1.23 earnings per share. The business’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. Analysts forecast that Texas Instruments Incorporated will post 7.69 earnings per share 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 paid a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend was Tuesday, May 5th. Texas Instruments’s dividend payout ratio is presently 97.26%.

Insider Transactions at Texas Instruments

In other news, CFO Rafael R. Lizardi sold 47,734 shares of the stock in a transaction 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 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 legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Ahmad Bahai sold 5,000 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the sale, the vice president directly owned 42,519 shares of the company’s stock, valued at $13,143,898.47. This represents a 10.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 303,475 shares of company stock valued at $85,666,638. Corporate insiders own 0.60% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on TXN shares. Deutsche Bank Aktiengesellschaft upped their target price on shares of Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. The Goldman Sachs Group increased their price objective on shares of Texas Instruments from $175.00 to $200.00 and gave the company a “sell” rating in a report on Thursday, April 23rd. Rosenblatt Securities increased their price objective on shares of Texas Instruments from $240.00 to $330.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Susquehanna restated a “positive” rating and issued a $300.00 price objective on shares of Texas Instruments in a report on Thursday, April 23rd. Finally, Zacks Research upgraded shares of Texas Instruments from a “hold” rating to a “strong-buy” rating in a report on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat, Texas Instruments currently has an average rating of “Hold” and a consensus price target of $263.65.

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.