Texas Instruments Incorporated $TXN Shares Acquired by Delta Financial Advisors LLC

Delta Financial Advisors LLC increased its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 37.8% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 6,860 shares of the semiconductor company’s stock after purchasing an additional 1,883 shares during the quarter. Delta Financial Advisors LLC’s holdings in Texas Instruments were worth $1,190,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its position in Texas Instruments by 1.0% in the 3rd quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock valued at $17,720,020,000 after buying an additional 998,658 shares in the last quarter. State Street Corp increased its stake in Texas Instruments by 0.5% during 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 buying an additional 230,098 shares during the period. Invesco Ltd. raised its position in shares of Texas Instruments by 16.8% during the 3rd quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock worth $3,019,603,000 after buying an additional 2,366,695 shares in the last quarter. Alliancebernstein L.P. lifted its stake in shares of Texas Instruments by 2.7% in the 3rd quarter. Alliancebernstein L.P. now owns 11,557,813 shares of the semiconductor company’s stock worth $2,123,517,000 after acquiring an additional 305,022 shares during the period. Finally, Amundi lifted its stake in shares of Texas Instruments by 61.0% in the 3rd quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock worth $1,717,240,000 after acquiring an additional 3,580,147 shares during the period. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Stock Up 3.6%

NASDAQ TXN opened at $309.21 on Friday. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $315.57. The company has a market capitalization of $281.41 billion, a P/E ratio of 52.95, a PEG ratio of 1.49 and a beta of 1.31. The company’s 50 day simple moving average is $238.50 and its 200 day simple moving average is $206.21. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, topping analysts’ consensus estimates of $1.37 by $0.31. The firm had revenue of $4.83 billion during the quarter, compared to analysts’ expectations 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 for the quarter was up 18.6% compared to the same quarter last year. During the same period last year, the firm posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities research analysts expect that Texas Instruments Incorporated will post 7.69 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th were paid a dividend of $1.42 per share. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a $5.68 annualized dividend and a dividend yield of 1.8%. Texas Instruments’s dividend payout ratio (DPR) is currently 97.26%.

Insider Buying and Selling at Texas Instruments

In related news, CFO Rafael R. Lizardi sold 47,734 shares of Texas Instruments stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $308.10, for a total value of $14,706,845.40. Following the transaction, the chief financial officer directly owned 85,485 shares in the company, valued at $26,337,928.50. The trade was a 35.83% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Carrie Smith Cox sold 8,838 shares of the business’s stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $306.41, for a total value of $2,708,051.58. Following the sale, the director directly owned 37,626 shares in the company, valued at $11,528,982.66. This trade represents a 19.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 303,475 shares of company stock worth $85,666,638. 0.60% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

TXN has been the topic of a number of research analyst reports. Raymond James Financial set a $240.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. DZ Bank upgraded Texas Instruments to a “strong sell” rating in a research report on Monday, February 9th. Barclays set a $175.00 price target on Texas Instruments in a research note on Wednesday, January 28th. Zacks Research upgraded Texas Instruments from a “hold” rating to a “strong-buy” rating in a research report on Friday, April 24th. Finally, Deutsche Bank Aktiengesellschaft boosted their price objective on Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have issued a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, Texas Instruments has an average rating of “Hold” and a consensus price target of $263.65.

Key Texas Instruments News

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

• Positive Sentiment: Mizuho raised its price target on Texas Instruments after citing strong AI server demand, reinforcing the view that AI infrastructure is creating a new growth driver for the company. Mizuho Raises Texas Instruments (TXN) Price Target on Strong AI Server Demand
• Positive Sentiment: Seaport Research Partners upgraded TXN to Buy from Neutral and set a $400 target, signaling growing confidence that Texas Instruments can benefit from AI power-chip demand. Texas Instruments Has the Power Chips AI Needs. Buy the Stock, Says This Analyst.
• Positive Sentiment: Zacks highlighted TXN as a Strong Buy income stock, which may be adding to broader demand for the shares from income-oriented investors. Best Income Stocks to Buy for May 22nd
• Positive Sentiment: Analysts and recent commentary point to TXN’s AI infrastructure push and nearly 90% year-over-year growth in its data center business, suggesting the company could see further revenue upside. TXN’s AI Infrastructure Push Grows: Can It Boost Revenues Further?

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.