Brindle & Bay Financial Advisors LLC Acquires Shares of 5,995 Texas Instruments Incorporated $TXN

Brindle & Bay Financial Advisors LLC bought a new position in Texas Instruments Incorporated (NASDAQ:TXN) in the first quarter, HoldingsChannel.com reports. The fund bought 5,995 shares of the semiconductor company’s stock, valued at approximately $1,164,000. Texas Instruments comprises about 0.7% of Brindle & Bay Financial Advisors LLC’s portfolio, making the stock its 29th largest position.

A number of other large investors also recently modified their holdings of the stock. Montz Harcus Wealth Management LLC increased its holdings in shares of Texas Instruments by 2.9% in the first quarter. Montz Harcus Wealth Management LLC now owns 1,338 shares of the semiconductor company’s stock valued at $260,000 after purchasing an additional 38 shares in the last quarter. Severin Investments LLC raised its position in Texas Instruments by 3.3% in the 1st quarter. Severin Investments LLC now owns 1,349 shares of the semiconductor company’s stock worth $262,000 after purchasing an additional 43 shares during the last quarter. CFS Investment Advisory Services LLC lifted its holdings in Texas Instruments by 1.8% during the 1st quarter. CFS Investment Advisory Services LLC now owns 2,426 shares of the semiconductor company’s stock worth $471,000 after buying an additional 43 shares in the last quarter. Millstone Evans Group LLC boosted its position in Texas Instruments by 7.1% in the 1st quarter. Millstone Evans Group LLC now owns 666 shares of the semiconductor company’s stock valued at $129,000 after buying an additional 44 shares during the last quarter. Finally, Tred Avon Family Wealth LLC boosted its position in Texas Instruments by 1.3% in the 1st quarter. Tred Avon Family Wealth LLC now owns 3,413 shares of the semiconductor company’s stock valued at $663,000 after buying an additional 45 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts have recently commented on TXN shares. The Goldman Sachs Group lifted their target price on Texas Instruments from $175.00 to $200.00 and gave the company a “sell” rating in a research note on Thursday, April 23rd. Mizuho upped their price target on Texas Instruments from $255.00 to $300.00 and gave the company a “neutral” rating in a research note on Tuesday, May 19th. Susquehanna reiterated a “positive” rating and issued a $300.00 price target on shares of Texas Instruments in a report on Thursday, April 23rd. UBS Group lifted their price objective on Texas Instruments from $295.00 to $350.00 and gave the stock a “buy” rating in a research report on Monday, June 29th. Finally, TD Cowen boosted their price objective on Texas Instruments from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $276.84.

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, 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 completion of the sale, the chief executive officer owned 204,339 shares of the company’s stock, valued at approximately $57,280,308.48. This represents a 8.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Mark T. Roberts sold 28,080 shares of the stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $280.34, for a total transaction of $7,871,947.20. Following the completion of 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 303,475 shares of company stock worth $85,666,638 over the last ninety days. 0.60% of the stock is owned by corporate insiders.

Texas Instruments Price Performance

Shares of Texas Instruments stock opened at $311.46 on Monday. The business has a fifty day simple moving average of $301.47 and a 200 day simple moving average of $239.74. The stock has a market cap of $283.46 billion, a PE ratio of 53.33, a price-to-earnings-growth ratio of 1.56 and a beta of 1.32. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month 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 return on equity of 32.49% and a net margin of 29.11%.The firm had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. During the same quarter in the prior year, the firm posted $1.23 earnings per share. The company’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. Research analysts predict that Texas Instruments Incorporated will post 7.66 EPS for the current year.

Texas Instruments Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were given a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date was Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is currently 97.26%.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Analysts say Texas Instruments’ embedded processing segment has returned to healthy growth, with improving industrial demand and higher chip content in connected devices, vehicles, and factory automation supporting long-term earnings potential.
• Positive Sentiment: Texas Instruments has also been moving through Russell index changes, including additions to the Russell 1000 Dynamic Index and Russell Top 50 Index, which can increase visibility among investors and index-tracking funds.
• Positive Sentiment: Recent market commentary noted TXN has been outperforming over the past several months, reflecting continued confidence in the company’s fundamentals and semiconductor demand trends.
• Neutral Sentiment: A report on short interest showed no meaningful change in the data available, so it does not appear to be a major driver for the stock today.
• Neutral Sentiment: Broader semiconductor coverage has been constructive for chip stocks overall, but some of the articles referenced competitors such as Broadcom and Allegro MicroSystems rather than Texas Instruments directly.
• Negative Sentiment: No major company-specific negative catalyst was reported in the latest articles, though one market note said TXN underperformed peers despite gains, suggesting investors may still be selective within the chip sector.

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.