Wedge Capital Management L L P NC Sells 14,686 Shares of Texas Instruments Incorporated $TXN

Wedge Capital Management L L P NC reduced its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 23.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 47,793 shares of the semiconductor company’s stock after selling 14,686 shares during the period. Wedge Capital Management L L P NC’s holdings in Texas Instruments were worth $8,292,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in TXN. Amundi increased its stake in shares of Texas Instruments by 61.0% in the 3rd quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock valued at $1,717,240,000 after purchasing an additional 3,580,147 shares during the last quarter. Invesco Ltd. lifted its position in shares of Texas Instruments by 16.8% during the 3rd quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock worth $3,019,603,000 after buying an additional 2,366,695 shares during the last quarter. Van ECK Associates Corp lifted its position in shares of Texas Instruments by 21.8% during the 3rd quarter. Van ECK Associates Corp now owns 9,134,203 shares of the semiconductor company’s stock worth $1,678,227,000 after buying an additional 1,635,870 shares during the last quarter. Marshall Wace LLP acquired a new stake in Texas Instruments in the third quarter valued at about $282,492,000. Finally, Corient Private Wealth LLC grew its position in Texas Instruments by 94.9% in the second quarter. Corient Private Wealth LLC now owns 2,517,451 shares of the semiconductor company’s stock valued at $522,559,000 after acquiring an additional 1,225,524 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors.

Insider Activity at Texas Instruments

In other Texas Instruments news, VP Mark Gary sold 12,921 shares of the company’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $230.10, for a total transaction of $2,973,122.10. Following the sale, the vice president owned 45,547 shares of the company’s stock, valued at approximately $10,480,364.70. This represents a 22.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, VP Hagop H. Kozanian sold 6,843 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $225.95, for a total value of $1,546,175.85. Following the sale, the vice president owned 75,425 shares of the company’s stock, valued at approximately $17,042,278.75. The trade was a 8.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 114,284 shares of company stock valued at $25,531,935 over the last 90 days. 0.60% of the stock is owned by company insiders.

Texas Instruments Price Performance

Shares of TXN opened at $190.33 on Friday. The business has a 50-day moving average of $206.50 and a 200-day moving average of $185.96. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.83. The company has a market capitalization of $173.29 billion, a price-to-earnings ratio of 34.99, a price-to-earnings-growth ratio of 1.73 and a beta of 1.01. Texas Instruments Incorporated has a 1 year low of $139.95 and a 1 year high of $231.32.

Texas Instruments (NASDAQ:TXN) last announced its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing the consensus estimate of $1.29 by ($0.02). The company had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. During the same quarter in the previous year, the company earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, equities research analysts anticipate that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were paid a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date of this dividend was Friday, January 30th. Texas Instruments’s dividend payout ratio is currently 104.41%.

Analyst Ratings Changes

Several brokerages have commented on TXN. Jefferies Financial Group boosted their target price on Texas Instruments from $180.00 to $210.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. Truist Financial set a $250.00 price target on shares of Texas Instruments in a report on Monday, February 23rd. BNP Paribas Exane upgraded shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. Citigroup reissued a “buy” rating on shares of Texas Instruments in a research note on Thursday, January 15th. Finally, Barclays set a $175.00 target price on shares of Texas Instruments in a research report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have assigned a Hold rating and five have issued a Sell rating to the stock. Based on data from MarketBeat.com, Texas Instruments currently has an average rating of “Hold” and a consensus price target of $214.77.

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.