Zeno Equity Partners LLP Has $15.91 Million Stock Position in Texas Instruments Incorporated $TXN

Zeno Equity Partners LLP lessened its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 2.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 91,686 shares of the semiconductor company’s stock after selling 2,704 shares during the period. Texas Instruments accounts for 6.2% of Zeno Equity Partners LLP’s portfolio, making the stock its 7th largest holding. Zeno Equity Partners LLP’s holdings in Texas Instruments were worth $15,907,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently bought and sold shares of TXN. Brighton Jones LLC raised its position in Texas Instruments by 33.4% in 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 raised its position in shares of Texas Instruments by 12.8% during the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after acquiring an additional 1,031 shares during the last quarter. Osterweis Capital Management Inc. raised its position in shares of Texas Instruments by 1,810.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 181 shares during the last quarter. Main Street Financial Solutions LLC raised its position in shares of Texas Instruments by 1.7% during the 2nd quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock valued at $1,540,000 after acquiring an additional 126 shares during the last quarter. Finally, HUB Investment Partners LLC raised its position in shares of Texas Instruments by 3.5% during the 2nd 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 during the last quarter. Institutional investors own 84.99% of the company’s stock.

Wall Street Analysts Forecast Growth

TXN has been the subject of several recent research reports. Mizuho upped their target price on shares of Texas Instruments from $255.00 to $300.00 and gave the company a “neutral” rating in a research report on Tuesday, May 19th. Weiss Ratings upgraded shares of Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday, May 6th. Deutsche Bank Aktiengesellschaft upped their target price on shares of Texas Instruments from $185.00 to $205.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. Cantor Fitzgerald upped their target price 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 target price on shares of Texas Instruments in a research report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have given a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $263.65.

Texas Instruments Price Performance

TXN opened at $309.21 on Monday. 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 $315.57. The company has a fifty day simple moving average of $238.50 and a 200 day simple moving average of $206.53. The stock has a market cap of $281.41 billion, a P/E ratio of 52.95, a P/E/G ratio of 1.55 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 business also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were paid a $1.42 dividend. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a yield of 1.8%. Texas Instruments’s dividend payout ratio is presently 97.26%.

Insider Transactions at Texas Instruments

In related news, VP Amichai Ron sold 18,365 shares of the company’s stock in a transaction on Friday, April 24th. The shares were sold at an average price of $272.43, for a total value of $5,003,176.95. Following the completion of the transaction, the vice president directly owned 81,085 shares of the company’s stock, valued at approximately $22,089,986.55. This represents a 18.47% decrease in their position. The sale 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 company’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the completion of the transaction, the chief financial officer directly owned 85,485 shares of the company’s stock, valued at approximately $26,337,928.50. The trade was a 35.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 303,475 shares of company stock worth $85,666,638. Company insiders own 0.60% of the company’s stock.

Texas Instruments News Roundup

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 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.