Cerity Partners LLC Raises Stock Holdings in Texas Instruments Incorporated $TXN

Cerity Partners LLC lifted its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 103.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 758,635 shares of the semiconductor company’s stock after buying an additional 386,599 shares during the quarter. Cerity Partners LLC’s holdings in Texas Instruments were worth $131,616,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. High Point Wealth Management LLC purchased a new stake in shares of Texas Instruments in the fourth quarter worth approximately $25,000. Strategic Wealth Investment Group LLC purchased a new stake in shares of Texas Instruments in the second quarter worth approximately $25,000. Ares Financial Consulting LLC purchased a new stake in shares of Texas Instruments in the fourth quarter worth approximately $26,000. Tucker Asset Management LLC purchased a new stake in shares of Texas Instruments in the fourth quarter worth approximately $29,000. Finally, Nvest Wealth Strategies Inc. purchased a new stake in shares of Texas Instruments in the fourth quarter worth approximately $33,000. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Texas Instruments Stock Up 2.0%

Shares of NASDAQ:TXN opened at $290.90 on Tuesday. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $331.51. The stock has a market cap of $264.75 billion, a P/E ratio of 49.81, a price-to-earnings-growth ratio of 1.43 and a beta of 1.32. The business’s 50 day moving average is $263.60 and its 200 day moving average is $217.81. 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 (NASDAQ:TXN) last announced its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, topping 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 company had revenue of $4.83 billion for the quarter, compared to analysts’ expectations of $4.85 billion. During the same quarter in the prior year, the firm earned $1.23 earnings per share. Texas Instruments’s revenue was up 18.6% compared to the same quarter last year. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Sell-side analysts predict that Texas Instruments Incorporated will post 7.66 EPS for the current year.

Texas Instruments Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were given a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is 97.26%.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on TXN shares. KeyCorp upgraded Texas Instruments from an “overweight” rating to a “sector weight” rating in a report on Friday, May 22nd. Benchmark increased their price target on Texas Instruments from $250.00 to $315.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Zacks Research raised Texas Instruments from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 24th. Robert W. Baird increased their price objective on Texas Instruments from $225.00 to $300.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. Finally, Jefferies Financial Group raised Texas Instruments from a “hold” rating to a “buy” rating in a research note on Friday, May 22nd. One 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 issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $265.57.

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, CFO Rafael R. Lizardi sold 47,734 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the sale, the chief financial officer owned 85,485 shares of the company’s stock, valued at approximately $26,337,928.50. This trade represents a 35.83% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Carrie Smith Cox sold 8,838 shares of the company’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 owned 37,626 shares of the company’s stock, valued at $11,528,982.66. This trade represents a 19.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 303,475 shares of company stock worth $85,666,638. 0.60% of the stock is currently owned by company insiders.

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.