Allen Investment Management LLC Acquires New Stake in Texas Instruments Incorporated $TXN

Allen Investment Management LLC acquired a new stake in Texas Instruments Incorporated (NASDAQ:TXN) during the 4th quarter, Holdings Channel reports. The institutional investor acquired 3,538 shares of the semiconductor company’s stock, valued at approximately $614,000.

A number of other large investors also recently bought and sold shares of the company. Strategic Wealth Investment Group LLC purchased a new stake in shares of Texas Instruments in the second quarter valued at about $25,000. High Point Wealth Management LLC purchased a new position in Texas Instruments during the fourth quarter worth about $25,000. Ares Financial Consulting LLC acquired a new stake in Texas Instruments in the fourth quarter valued at about $26,000. Tucker Asset Management LLC acquired a new stake in Texas Instruments in the fourth quarter valued at about $29,000. Finally, Nvest Wealth Strategies Inc. purchased a new stake in Texas Instruments in the 4th quarter valued at approximately $33,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments Stock Up 5.1%

TXN opened at $308.12 on Wednesday. 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 cap of $280.42 billion, a price-to-earnings ratio of 52.76, a PEG ratio of 1.47 and a beta of 1.32. Texas Instruments Incorporated has a one year low of $152.73 and a one year high of $331.51. The business’s fifty day moving average is $252.86 and its two-hundred day moving average is $212.88.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating analysts’ consensus estimates of $1.37 by $0.31. The business had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The business’s revenue for the quarter was up 18.6% on a year-over-year basis. During the same quarter last year, the business posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Analysts anticipate that Texas Instruments Incorporated will post 7.66 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were given a dividend of $1.42 per share. The ex-dividend date was Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a yield of 1.8%. Texas Instruments’s payout ratio is presently 97.26%.

Insider Activity at Texas Instruments

In related news, VP Amichai Ron sold 18,365 shares of Texas Instruments stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $272.43, for a total transaction of $5,003,176.95. Following the completion of the transaction, the vice president directly owned 81,085 shares in the company, valued at $22,089,986.55. The trade was a 18.47% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Rafael R. Lizardi sold 47,734 shares of the company’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 value of $14,706,845.40. Following the completion of the sale, the chief financial officer directly owned 85,485 shares in the company, valued at approximately $26,337,928.50. The trade was a 35.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 303,475 shares of company stock valued at $85,666,638 in the last quarter. 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: Texas Instruments named longtime insider Julie Knecht as its next chief financial officer, effective August 1. Investors may view the internal promotion and orderly transition from retiring CFO Rafael Lizardi as a sign of continuity in capital allocation and financial discipline. Article Title
• Positive Sentiment: Texas Instruments also announced the CFO transition officially in a press release, emphasizing a smooth handoff after Lizardi’s 25-year tenure. That stability can reassure investors as the company continues its shareholder-return and manufacturing-investment strategy. Article Title
• Positive Sentiment: Market commentary highlighted Texas Instruments as one of the strongest performers among analog semiconductor stocks in the latest earnings review, suggesting relative strength in a sector that investors are still re-rating after Q1 results. Article Title
• Neutral Sentiment: Reuters also reported the CFO change, but the headline itself was informational rather than a major surprise, so the market impact appears limited beyond reinforcing the transition story. Article Title
• Negative Sentiment: A MarketWatch note said Texas Instruments underperformed peers on Monday, and another item from June 1 said the shares fell 4.1% that day. That recent weakness may be a backdrop, even though today’s news flow is helping offset it. Article Title

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. Truist Financial increased their target price on Texas Instruments from $225.00 to $278.00 and gave the stock a “hold” rating in a research note on Thursday, April 23rd. Wolfe Research restated an “outperform” rating and issued a $315.00 price target on shares of Texas Instruments in a research note on Thursday, April 23rd. Susquehanna reiterated a “positive” rating and issued a $300.00 price objective on shares of Texas Instruments in a research report on Thursday, April 23rd. KeyCorp raised Texas Instruments from an “overweight” rating to a “sector weight” rating in a report on Friday, May 22nd. Finally, UBS Group boosted their target price on shares of Texas Instruments from $260.00 to $295.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have given a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $265.57.

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.