Texas Instruments Incorporated $TXN Shares Sold by PFG Advisors

PFG Advisors decreased its position in Texas Instruments Incorporated (NASDAQ:TXN) by 48.0% during the 4th quarter, Holdings Channel reports. The fund owned 3,283 shares of the semiconductor company’s stock after selling 3,034 shares during the quarter. PFG Advisors’ holdings in Texas Instruments were worth $570,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in Texas Instruments by 1.0% in the third quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock valued at $17,720,020,000 after acquiring an additional 998,658 shares in the last quarter. State Street Corp raised its holdings in Texas Instruments by 0.5% in the third quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock valued at $8,002,381,000 after acquiring an additional 230,098 shares in the last quarter. Invesco Ltd. raised its holdings in Texas Instruments by 16.8% in the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock valued at $3,019,603,000 after acquiring an additional 2,366,695 shares in the last quarter. Alliancebernstein L.P. raised its holdings in Texas Instruments by 2.7% in the third quarter. Alliancebernstein L.P. now owns 11,557,813 shares of the semiconductor company’s stock valued at $2,123,517,000 after acquiring an additional 305,022 shares in the last quarter. Finally, Amundi raised its holdings in Texas Instruments by 61.0% in the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock valued at $1,717,240,000 after acquiring an additional 3,580,147 shares in the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

Texas Instruments Stock Performance

Shares of Texas Instruments stock opened at $276.98 on Friday. The firm has a market capitalization of $252.18 billion, a P/E ratio of 47.43, a P/E/G ratio of 2.56 and a beta of 1.01. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $287.83. The company has a quick ratio of 2.83, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The firm’s 50 day moving average is $209.09 and its two-hundred day moving average is $191.05.

Texas Instruments (NASDAQ:TXN) last announced its quarterly 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. The company had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm’s revenue was up 18.6% on a year-over-year basis. During the same period in the prior year, the firm posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Research analysts forecast that Texas Instruments Incorporated will post 6.35 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th will be given a dividend of $1.42 per share. The ex-dividend date is Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.1%. Texas Instruments’s dividend payout ratio (DPR) is 104.41%.

Analyst Ratings Changes

Several equities analysts have commented on TXN shares. DZ Bank upgraded shares of Texas Instruments to a “strong sell” rating in a research note on Monday, February 9th. Wolfe Research reiterated an “outperform” rating and issued a $315.00 price target on shares of Texas Instruments in a research note on Thursday. UBS Group increased their price target on shares of Texas Instruments from $260.00 to $295.00 and gave the company a “buy” rating in a research note on Thursday. Robert W. Baird increased their price target on shares of Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, Susquehanna reiterated a “positive” rating and issued a $300.00 price target on shares of Texas Instruments in a research note on Thursday. Twelve analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $257.68.

Texas Instruments News Summary

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

• Positive Sentiment: Q1 beat and raised outlook — TXN reported $1.68 EPS (above estimates) and revenue of $4.83B, and management gave Q2 guidance above consensus, which is the primary catalyst for the rally. Read More.
• Positive Sentiment: Data-center demand surge — Management said data‑center revenue jumped sharply (reports cite ~90% growth), validating TXN’s role in the AI/data-center buildout and driving near-term upside. Read More.
• Positive Sentiment: Analyst upgrades and price-target hikes — Multiple firms (BofA, Rosenblatt, Robert W. Baird, JPMorgan, others) raised ratings/targets after the quarter, adding momentum and buy-side conviction. Read More.
• Positive Sentiment: Strategic M&A — TXN announced acquisition of Silicon Labs to add embedded wireless connectivity, reinforcing its push into industrial edge and AI use cases that could expand addressable market. Read More.
• Neutral Sentiment: Industrial demand mix — Management highlighted industrial strength alongside data centers; investors will be watching sustainability of both end markets into FY26. Read More.
• Negative Sentiment: Valuation and profit-taking risk — The rapid run-up has pushed valuation metrics higher (PE expansion), prompting caution that some gains reflect re-rating rather than only fundamental improvement; a few firms still hold conservative/neutral stances. Read More.
• Negative Sentiment: Mixed price-target signals — While many banks raised targets, at least one large shop set an equal‑weight/near‑term target below the rally level, underscoring divergent views on durability of demand. Read More.

Insider Buying and Selling at Texas Instruments

In other news, VP Mark Gary sold 12,921 shares of the firm’s stock in a transaction that occurred 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 transaction, the vice president directly owned 45,547 shares in the company, valued at approximately $10,480,364.70. This trade represents a 22.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP Ahmad Bahai sold 6,500 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $230.79, for a total transaction of $1,500,135.00. Following the transaction, the vice president owned 42,488 shares in the company, valued at approximately $9,805,805.52. This trade represents a 13.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 114,284 shares of company stock valued at $25,531,935. 0.60% of the stock is owned by company insiders.

About Texas Instruments

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.