Gamco Investors INC. ET AL Acquires 2,761 Shares of Texas Instruments Incorporated $TXN

Gamco Investors INC. ET AL raised its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 2.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 104,982 shares of the semiconductor company’s stock after purchasing an additional 2,761 shares during the period. Gamco Investors INC. ET AL’s holdings in Texas Instruments were worth $20,381,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the business. HBW Advisory Services LLC lifted its holdings in shares of Texas Instruments by 2.2% during the first quarter. HBW Advisory Services LLC now owns 1,730 shares of the semiconductor company’s stock valued at $336,000 after purchasing an additional 37 shares in the last quarter. Montz Harcus Wealth Management LLC raised its position in Texas Instruments by 2.9% in the 1st quarter. Montz Harcus Wealth Management LLC now owns 1,338 shares of the semiconductor company’s stock worth $260,000 after buying an additional 38 shares during the last quarter. Livforsakringsbolaget Skandia Omsesidigt raised its position in Texas Instruments by 0.6% in the 1st quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 5,960 shares of the semiconductor company’s stock worth $1,157,000 after buying an additional 38 shares during the last quarter. Absher Wealth Management LLC lifted its stake in Texas Instruments by 1.0% during the 1st quarter. Absher Wealth Management LLC now owns 4,223 shares of the semiconductor company’s stock valued at $820,000 after acquiring an additional 42 shares during the period. Finally, Severin Investments LLC boosted its holdings in shares of Texas Instruments by 3.3% during the 1st quarter. Severin Investments LLC now owns 1,349 shares of the semiconductor company’s stock valued at $262,000 after acquiring an additional 43 shares during the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Insider Buying and Selling at Texas Instruments

In related news, VP Mark T. Roberts sold 28,080 shares of the firm’s stock in a transaction on 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 transaction, the vice president directly owned 53,809 shares of the company’s stock, valued at approximately $15,084,815.06. This trade represents a 34.29% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Haviv Ilan sold 20,000 shares of Texas Instruments stock in a transaction 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 transaction, the chief executive officer owned 204,339 shares in the company, valued at $57,280,308.48. This trade represents a 8.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 199,143 shares of company stock worth $56,959,010. Insiders own 0.60% of the company’s stock.

Texas Instruments Price Performance

NASDAQ TXN opened at $279.58 on Friday. The company has a 50-day moving average price of $301.06 and a 200-day moving average price of $247.37. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03. The company has a quick ratio of 2.94, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. The firm has a market capitalization of $254.44 billion, a P/E ratio of 42.55, a PEG ratio of 1.41 and a beta of 1.32.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.91 by $0.23. The company had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The firm’s revenue was up 22.8% compared to the same quarter last year. During the same quarter last year, the firm posted $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Equities research analysts anticipate that Texas Instruments Incorporated will post 8.17 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, August 11th. Stockholders of record on Friday, July 31st will be paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is currently 86.45%.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the stock. The Goldman Sachs Group lifted their price target on shares of Texas Instruments from $200.00 to $225.00 and gave the stock a “sell” rating in a research note on Thursday. Sanford C. Bernstein increased their price objective on shares of Texas Instruments from $250.00 to $290.00 and gave the company a “market perform” rating in a research report on Thursday. Rosenblatt Securities raised their target price on shares of Texas Instruments from $330.00 to $350.00 and gave the stock a “buy” rating in a report on Friday. KeyCorp lifted their target price on shares of Texas Instruments from $390.00 to $400.00 and gave the stock an “overweight” rating in a research report on Thursday. Finally, Wolfe Research reissued an “outperform” rating and set a $315.00 price target on shares of Texas Instruments in a report on Thursday, April 23rd. Fourteen investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $308.40.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Rosenblatt Securities raised its price target to $350 and kept a buy rating, while JPMorgan, TD Cowen, and KeyCorp also reiterated bullish views and lifted targets, suggesting analysts see further upside after the earnings beat. Article
• Positive Sentiment: Texas Instruments reported Q2 earnings of $2.14 per share on revenue of $5.46 billion, both above estimates, with revenue up 22.8% year over year and management issuing stronger forward guidance tied to industrial, data center, and automotive demand.
• Positive Sentiment: Commentary highlighted improving inventory levels, broad demand recovery, and strong free cash flow, all of which support the long-term investment case for TXN.
• Neutral Sentiment: Several articles framed TXN as a strong growth, wide-moat, or undervalued stock, reinforcing a constructive but largely unchanged fundamental outlook.
• Negative Sentiment: The broader semiconductor group has pulled back as investors rotate out of AI chip winners, unwind leveraged trades, and take profits after a powerful run, pressuring TXN along with the rest of the sector.
• Negative Sentiment: Despite the earnings beat and raised outlook, the stock sold off after the report, suggesting expectations were already very high and leaving little room for short-term disappointment.

Texas Instruments 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.