Legacy Financial Advisors Inc. cut its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 28.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,350 shares of the semiconductor company’s stock after selling 1,693 shares during the quarter. Legacy Financial Advisors Inc.’s holdings in Texas Instruments were worth $755,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also made changes to their positions in TXN. Brighton Jones LLC increased its position in shares of Texas Instruments by 33.4% in the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after buying an additional 4,218 shares in the last quarter. Intech Investment Management LLC increased its position in shares of Texas Instruments by 12.8% in the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after buying an additional 1,031 shares in the last quarter. Osterweis Capital Management Inc. increased its position in shares of Texas Instruments by 1,810.0% in the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 181 shares in the last quarter. Main Street Financial Solutions LLC increased its position in shares of Texas Instruments by 1.7% in the second quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock valued at $1,540,000 after buying an additional 126 shares in the last quarter. Finally, HUB Investment Partners LLC increased its position in shares of Texas Instruments by 3.5% in the second quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after buying an additional 496 shares in the last quarter. 84.99% of the stock is currently owned by hedge funds and other institutional investors.
Texas Instruments News Summary
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: Texas Instruments was added to the Zacks Rank #1 (Strong Buy) list, which can boost investor confidence and support the stock. New Strong Buy Stocks for May 12th
- Positive Sentiment: The stock also appeared on Zacks’ Strong Buy income list, reinforcing the view that TXN remains attractive for both growth and dividend-focused investors. Best Income Stocks to Buy for May 12th
- Positive Sentiment: Analyst coverage turned more constructive, with UBS and KeyCorp raising price targets after TXN’s latest earnings beat expectations and management guided to solid Q2 EPS. Benzinga
- Positive Sentiment: The broader semiconductor group is rallying, and that sector strength is helping lift Texas Instruments along with peers. Semiconductor Stocks Are Booming and It’s Not Just AI
Texas Instruments Stock Up 3.8%
Texas Instruments (NASDAQ:TXN – Get Free Report) last issued its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.37 by $0.31. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The company had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.85 billion. During the same period in the prior year, the business 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 earnings per share for the current year.
Texas Instruments Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th will be paid a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend is Tuesday, May 5th. Texas Instruments’s dividend payout ratio is 97.26%.
Insider Activity
In related news, VP Mohammad Yunus sold 51,098 shares of the stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $270.44, for a total transaction of $13,818,943.12. Following the transaction, the vice president owned 52,856 shares of the company’s stock, valued at approximately $14,294,376.64. This represents a 49.15% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Mark T. Roberts sold 28,080 shares of the company’s stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $280.34, for a total value of $7,871,947.20. Following the sale, the vice president owned 53,809 shares in the company, valued at approximately $15,084,815.06. This trade represents a 34.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 248,746 shares of company stock worth $68,252,267 in the last quarter. Insiders own 0.60% of the company’s stock.
Analysts Set New Price Targets
Several brokerages recently commented on TXN. Robert W. Baird boosted their price target on Texas Instruments from $225.00 to $300.00 and gave the stock an “outperform” rating in a research report on Thursday, April 23rd. Barclays set a $175.00 price target on Texas Instruments in a research report on Wednesday, January 28th. UBS Group boosted their price target on Texas Instruments from $260.00 to $295.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. DZ Bank upgraded Texas Instruments to a “strong sell” rating in a research report on Monday, February 9th. Finally, Stifel Nicolaus boosted their price target on Texas Instruments from $250.00 to $290.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have given a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $258.45.
Read Our Latest Analysis on Texas Instruments
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.
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