Sumitomo Mitsui Financial Group Inc. Decreases Stake in Texas Instruments Incorporated $TXN

Sumitomo Mitsui Financial Group Inc. lowered its position in Texas Instruments Incorporated (NASDAQ:TXN) by 22.7% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 19,727 shares of the semiconductor company’s stock after selling 5,780 shares during the quarter. Sumitomo Mitsui Financial Group Inc.’s holdings in Texas Instruments were worth $3,423,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in TXN. Brighton Jones LLC increased its holdings in Texas Instruments by 33.4% in the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after acquiring an additional 4,218 shares during the last quarter. Intech Investment Management LLC increased its holdings in Texas Instruments by 12.8% in the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock worth $1,632,000 after acquiring an additional 1,031 shares during the last quarter. Osterweis Capital Management Inc. increased its holdings in Texas Instruments by 1,810.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 181 shares during the last quarter. Main Street Financial Solutions LLC increased its holdings in Texas Instruments by 1.7% in the 2nd quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock worth $1,540,000 after acquiring an additional 126 shares during the last quarter. Finally, HUB Investment Partners LLC increased its holdings in Texas Instruments by 3.5% in the 2nd quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock worth $3,046,000 after acquiring an additional 496 shares during the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the company. Zacks Research raised Texas Instruments from a “hold” rating to a “strong-buy” rating in a report on Friday, April 24th. Weiss Ratings upgraded Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. Wells Fargo & Company raised their target price on Texas Instruments from $260.00 to $300.00 and gave the stock an “equal weight” rating in a research note on Tuesday. TD Cowen raised their target price on Texas Instruments from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. Finally, Susquehanna restated a “positive” rating and issued a $300.00 target price on shares of Texas Instruments in a research note on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have given a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat.com, Texas Instruments currently has an average rating of “Hold” and a consensus target price of $267.11.

Texas Instruments Stock Up 5.4%

Shares of NASDAQ TXN opened at $297.10 on Friday. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $331.51. The business has a 50-day simple moving average of $269.54 and a two-hundred day simple moving average of $220.62. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The company has a market cap of $270.39 billion, a P/E ratio of 50.87, a P/E/G ratio of 1.42 and a beta of 1.32.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.37 by $0.31. The firm had revenue of $4.83 billion during the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The company’s revenue for the quarter was up 18.6% on a year-over-year basis. During the same quarter last year, the company posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Research analysts anticipate that Texas Instruments Incorporated will post 7.66 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

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

Insider Activity

In other news, VP Shanon J. Leonard sold 4,963 shares of Texas Instruments stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the completion of the sale, the vice president owned 24,867 shares in the company, valued at approximately $7,341,235.74. This trade represents a 16.64% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Haviv Ilan sold 20,000 shares of Texas Instruments stock in a transaction dated 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 sale, the chief executive officer owned 204,339 shares of the company’s stock, valued at approximately $57,280,308.48. This trade represents a 8.92% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 303,475 shares of company stock worth $85,666,638. Company insiders own 0.60% of the company’s stock.

Texas Instruments News Roundup

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

• Positive Sentiment: Texas Instruments was highlighted in an investor update from Guinness Global Innovators as showing signs of improving end-market trends, which can support expectations for better chip demand ahead. Texas Instruments Incorporated (TXN) Rallied as the Result Signals Improving End-Market Trend
• Positive Sentiment: Wells Fargo raised its price target on Texas Instruments to $300 from $260, reflecting confidence in the stock’s longer-term potential even while keeping an Equal Weight rating. Texas Instruments (TXN) – Among the 10 Best Dividend Stocks to Buy According to D. E. Shaw
• Positive Sentiment: Investor attention has increased around TXN, with articles pointing to AI tailwinds, a rebound in semiconductor sentiment, and the company’s new EV battery monitoring product as potential growth drivers in industrial and automotive markets. Assessing Texas Instruments (TXN) Valuation After AI Tailwinds And New EV Battery Monitoring Launch
• Neutral Sentiment: Multiple market-news items noted that Texas Instruments is drawing unusually heavy investor search interest, which signals attention but does not by itself change fundamentals. Investors Heavily Search Texas Instruments Incorporated (TXN): Here is What You Need to Know
• Neutral Sentiment: Coverage also focused on TI’s new EV battery monitor and its push into battery technology, but these reports were more informational than a direct catalyst. Is TI’s New EV Battery Monitor Quietly Repositioning Texas Instruments (TXN) in Industrial and Automotive?
• Negative Sentiment: No major negative company-specific developments were reported in the latest batch of articles, so the move appears driven more by improving sentiment than by a fresh setback.

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.