Texas Instruments Incorporated $TXN Shares Bought by Jennison Associates LLC

Jennison Associates LLC grew its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 12.7% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,311,547 shares of the semiconductor company’s stock after purchasing an additional 260,622 shares during the period. Jennison Associates LLC’s holdings in Texas Instruments were worth $448,764,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. High Point Wealth Management LLC purchased a new stake in Texas Instruments during the 4th quarter worth $25,000. Strategic Wealth Investment Group LLC acquired a new position in Texas Instruments in the 2nd quarter worth $25,000. Advocate Investing Services LLC purchased a new position in Texas Instruments in the 4th quarter valued at about $25,000. Ares Financial Consulting LLC purchased a new position in Texas Instruments in the 4th quarter valued at about $26,000. Finally, Cornerstone Financial Management LLC acquired a new stake in shares of Texas Instruments during the fourth quarter valued at about $27,000. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Texas Instruments Price Performance

Shares of TXN opened at $284.02 on Friday. The firm has a market cap of $258.48 billion, a price-to-earnings ratio of 48.63, a PEG ratio of 1.42 and a beta of 1.32. The stock has a 50 day moving average of $302.59 and a 200-day moving average of $243.46. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share 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 analyst estimates of $4.85 billion. During the same quarter in the previous year, the firm earned $1.23 earnings per share. The firm’s revenue for the quarter was up 18.6% compared to the same quarter last year. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, analysts forecast that Texas Instruments Incorporated will post 7.7 EPS for the current year.

Texas Instruments Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st will be issued a $1.42 dividend. The ex-dividend date of this dividend is Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. Texas Instruments’s dividend payout ratio (DPR) is currently 97.26%.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on TXN. Benchmark lifted their target price on Texas Instruments from $250.00 to $315.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. Robert W. Baird increased their price target on Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a report on Thursday, April 23rd. Wall Street Zen upgraded Texas Instruments from a “hold” rating to a “buy” rating in a research note on Saturday. TD Cowen lifted their price objective on Texas Instruments from $300.00 to $360.00 and gave the stock a “buy” rating in a report on Monday, July 13th. Finally, The Goldman Sachs Group upped their target price on Texas Instruments from $175.00 to $200.00 and gave the company a “sell” rating in a research report on Thursday, April 23rd. Thirteen equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have assigned 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 $281.84.

Insider Transactions at Texas Instruments

In other Texas Instruments 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 value 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Haviv Ilan sold 20,000 shares of the company’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $280.32, for a total value of $5,606,400.00. Following the transaction, the chief executive officer directly owned 204,339 shares of the company’s stock, valued at $57,280,308.48. This trade represents a 8.92% decrease in their ownership of the stock. 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 over the last ninety days. Insiders own 0.60% of the company’s stock.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Multiple reports suggest TXN could beat Q2 earnings estimates as demand improves across analog and embedded chips, especially in industrial, data center, and automotive markets. That strengthens the case for an earnings-driven rally. TXN Likely to Beat Q2 Earnings Estimates: How to Play the Stock?
• Positive Sentiment: Texas Instruments declared a quarterly dividend of $1.42 per share, reinforcing its appeal as an income stock and highlighting the company’s long record of returning cash to shareholders. Texas Instruments board declares third quarter 2026 quarterly dividend
• Positive Sentiment: TXN was also named to a Zacks Rank #1 (Strong Buy) income stocks list, which may be supporting investor sentiment around the stock’s dividend quality and relative defensiveness. Best Income Stocks to Buy for July 17th
• Neutral Sentiment: Analyst coverage remains constructive, with KeyCorp maintaining an Overweight rating and a $390 price target, implying Wall Street still sees upside if execution stays strong. Analysts Have Conflicting Sentiments on These Technology Companies: Texas Instruments (TXN) and ASMPT Ltd (OtherASMVF)
• Negative Sentiment: One analyst note called TXN a “dangerous setup” into Q2 earnings, arguing expectations are elevated and the stock already reflects a bullish inflection in margins, free cash flow, and growth. That raises the risk of disappointment if results are merely solid rather than exceptional. Texas Instruments: Dangerous Setup Into Q2 Earnings

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.