Carrie Smith Cox Sells 8,838 Shares of Texas Instruments (NASDAQ:TXN) Stock

Texas Instruments Incorporated (NASDAQ:TXN) Director Carrie Smith Cox sold 8,838 shares of the firm’s stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $306.41, for a total transaction of $2,708,051.58. Following the transaction, the director directly owned 37,626 shares of the company’s stock, valued at approximately $11,528,982.66. This trade represents a 19.02% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Texas Instruments Trading Down 1.8%

Shares of Texas Instruments stock opened at $302.73 on Friday. The stock has a market cap of $275.51 billion, a PE ratio of 51.84, a price-to-earnings-growth ratio of 1.54 and a beta of 1.31. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94. The firm has a fifty day moving average price of $227.87 and a 200 day moving average price of $201.34. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $310.29.

Texas Instruments (NASDAQ:TXN) last released 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 quarter last year, the business earned $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities research analysts predict that Texas Instruments Incorporated will post 7.69 earnings per share for the current year.

Texas Instruments Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th will be given a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 1.9%. The ex-dividend date is Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is currently 97.26%.

Hedge Funds Weigh In On Texas Instruments

Several hedge funds and other institutional investors have recently modified their holdings of the business. Vanguard Group Inc. lifted its stake in shares of Texas Instruments by 1.0% in the third quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock worth $17,720,020,000 after buying an additional 998,658 shares in the last quarter. State Street Corp raised its stake in shares of Texas Instruments by 0.5% in the 3rd 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 during the period. Charles Schwab Investment Management Inc. raised its stake in shares of Texas Instruments by 6.7% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 24,288,604 shares of the semiconductor company’s stock valued at $4,213,832,000 after acquiring an additional 1,517,420 shares during the period. Geode Capital Management LLC increased its stake in Texas Instruments by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock worth $3,952,933,000 after buying an additional 248,515 shares during the period. Finally, Invesco Ltd. increased its stake in Texas Instruments by 10.6% during the 4th quarter. Invesco Ltd. now owns 18,184,514 shares of the semiconductor company’s stock worth $3,154,831,000 after buying an additional 1,749,513 shares during the period. 84.99% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several analysts recently commented on TXN shares. 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. Bank of America upgraded shares of Texas Instruments from a “neutral” rating to a “buy” rating and raised their price target for the company from $235.00 to $320.00 in a research report on Thursday, April 23rd. Benchmark raised their price target on shares of Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. Truist Financial raised their price target on shares of Texas Instruments from $225.00 to $278.00 and gave the company a “hold” rating in a research report on Thursday, April 23rd. Finally, UBS Group lifted their target price on shares of Texas Instruments from $260.00 to $295.00 and gave the company 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, ten have assigned a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $260.38.

Texas Instruments News Roundup

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

• Positive Sentiment: Stifel raised its TXN price target to $340, citing a strengthening industrial recovery and rapid growth in data center demand. Article Title
• Positive Sentiment: Analysts have become more constructive overall, with multiple target increases and upgrades after TXN’s strong earnings and improved margin/revenue assumptions. Article Title
• Positive Sentiment: Texas Instruments’ analog business is rebounding, with Q1 analog revenue up 22% as industrial and AI data-center demand lift the outlook. Article Title
• Positive Sentiment: Recent coverage says TXN is drawing heavy investor attention and trading near its 52-week high, signaling strong momentum. Article Title
• Neutral Sentiment: One article questioned whether the stock has already priced in much of the recent surge, which could limit near-term upside. Article Title
• Negative Sentiment: Director Carrie Smith Cox sold 8,838 shares, a sizable insider sale that may be viewed cautiously by some investors. Article Title

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.