Kinsale Capital Group Inc. Acquires 3,085 Shares of Texas Instruments Incorporated $TXN

Kinsale Capital Group Inc. grew its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 5.2% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 61,933 shares of the semiconductor company’s stock after buying an additional 3,085 shares during the period. Texas Instruments makes up approximately 1.9% of Kinsale Capital Group Inc.’s holdings, making the stock its 16th biggest position. Kinsale Capital Group Inc.’s holdings in Texas Instruments were worth $12,024,000 as of its most recent SEC filing.

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

Insider Buying and Selling

In other news, CFO Rafael R. Lizardi sold 47,734 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the transaction, the chief financial officer owned 85,485 shares in the company, valued at approximately $26,337,928.50. The trade was a 35.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Haviv Ilan sold 20,000 shares of the company’s stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the transaction, the chief executive officer directly owned 204,339 shares of the company’s stock, valued at $57,280,308.48. This represents a 8.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 303,475 shares of company stock worth $85,666,638. 0.60% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the stock. Benchmark boosted their price objective on shares of Texas Instruments from $250.00 to $315.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. TD Cowen raised their target price on shares of Texas Instruments from $300.00 to $360.00 and gave the company a “buy” rating in a research note on Monday, July 13th. Wolfe Research reiterated an “outperform” rating and issued a $315.00 target price on shares of Texas Instruments in a report on Thursday, April 23rd. Wall Street Zen raised shares of Texas Instruments from a “hold” rating to a “buy” rating in a research report on Saturday. Finally, Stifel Nicolaus upped their price target on shares of Texas Instruments from $340.00 to $360.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Thirteen research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $281.84.

Key Texas Instruments News

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

• Positive Sentiment: Multiple reports suggest TXN could beat Q2 earnings estimates as demand improves across analog and embedded chips, especially in industrial, data center, and automotive markets. That strengthens the case for an earnings-driven rally. TXN Likely to Beat Q2 Earnings Estimates: How to Play the Stock?
• Positive Sentiment: Texas Instruments declared a quarterly dividend of $1.42 per share, reinforcing its appeal as an income stock and highlighting the company’s long record of returning cash to shareholders. Texas Instruments board declares third quarter 2026 quarterly dividend
• Positive Sentiment: TXN was also named to a Zacks Rank #1 (Strong Buy) income stocks list, which may be supporting investor sentiment around the stock’s dividend quality and relative defensiveness. Best Income Stocks to Buy for July 17th
• Neutral Sentiment: Analyst coverage remains constructive, with KeyCorp maintaining an Overweight rating and a $390 price target, implying Wall Street still sees upside if execution stays strong. Analysts Have Conflicting Sentiments on These Technology Companies: Texas Instruments (TXN) and ASMPT Ltd (OtherASMVF)
• Negative Sentiment: One analyst note called TXN a “dangerous setup” into Q2 earnings, arguing expectations are elevated and the stock already reflects a bullish inflection in margins, free cash flow, and growth. That raises the risk of disappointment if results are merely solid rather than exceptional. Texas Instruments: Dangerous Setup Into Q2 Earnings

Texas Instruments Stock Down 2.5%

Shares of TXN stock opened at $284.02 on Friday. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $334.03. 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 firm has a market cap of $258.48 billion, a PE ratio of 48.63, a price-to-earnings-growth ratio of 1.42 and a beta of 1.32. The stock has a 50 day moving average of $302.59 and a 200-day moving average of $243.46.

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 net margin of 29.11% and a return on equity of 32.49%. The business had revenue of $4.83 billion for the quarter, compared to the consensus estimate of $4.85 billion. During the same quarter last year, the company posted $1.23 earnings per share. Texas Instruments’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. On average, equities analysts predict that Texas Instruments Incorporated will post 7.7 EPS for the current year.

Texas Instruments Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st will be given a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 2.0%. The ex-dividend date is Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is currently 97.26%.

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.