Hilltop Holdings Inc. Sells 2,245 Shares of Texas Instruments Incorporated $TXN

Hilltop Holdings Inc. reduced its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 11.7% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 16,965 shares of the semiconductor company’s stock after selling 2,245 shares during the quarter. Hilltop Holdings Inc.’s holdings in Texas Instruments were worth $3,294,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. State Street Corp raised its position in shares of 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 acquiring an additional 230,098 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its stake in shares of Texas Instruments by 6.7% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 24,288,604 shares of the semiconductor company’s stock valued at $4,213,832,000 after purchasing an additional 1,517,420 shares during the period. Geode Capital Management LLC boosted its position in shares of Texas Instruments by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock worth $3,952,933,000 after purchasing an additional 248,515 shares during the last quarter. Invesco Ltd. boosted its position in shares of Texas Instruments by 10.6% in the 4th quarter. Invesco Ltd. now owns 18,184,514 shares of the semiconductor company’s stock worth $3,154,831,000 after purchasing an additional 1,749,513 shares during the last quarter. Finally, Bank of New York Mellon Corp grew its stake in shares of Texas Instruments by 33.6% during the first quarter. Bank of New York Mellon Corp now owns 16,402,834 shares of the semiconductor company’s stock worth $3,184,446,000 after purchasing an additional 4,129,601 shares during the period. 84.99% of the stock is owned by institutional investors.

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 Price Performance

TXN opened at $279.58 on Friday. The stock has a market cap of $254.44 billion, a P/E ratio of 42.55, a P/E/G ratio of 1.44 and a beta of 1.32. 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 4.86 and a debt-to-equity ratio of 0.72. The company has a fifty day simple moving average of $301.06 and a 200 day simple moving average of $247.37.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, topping the consensus estimate of $1.91 by $0.23. The firm had revenue of $5.46 billion for the quarter, compared to analyst estimates of $5.26 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The company’s revenue for the quarter was up 22.8% on a year-over-year basis. During the same period in the previous year, the company posted $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, research analysts expect that Texas Instruments Incorporated will post 7.78 EPS for the current year.

Texas Instruments Dividend Announcement

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 given a dividend of $1.42 per share. The ex-dividend date of this dividend is Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.0%. Texas Instruments’s dividend payout ratio (DPR) is currently 86.45%.

Insider Buying and Selling at Texas Instruments

In other news, VP Mohammad Yunus sold 51,098 shares of Texas Instruments stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $270.44, for a total transaction of $13,818,943.12. Following the transaction, the vice president owned 52,856 shares in the company, valued at $14,294,376.64. The trade was a 49.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, VP Mark Gary sold 13,689 shares of the business’s stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $279.25, for a total value of $3,822,653.25. Following the completion of the transaction, the vice president owned 45,547 shares of the company’s stock, valued at $12,718,999.75. This represents a 23.11% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 199,143 shares of company stock worth $56,959,010 over the last three months. Company insiders own 0.60% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently commented on TXN. UBS Group reiterated a “buy” rating and issued a $380.00 price objective on shares of Texas Instruments in a report on Thursday. The Goldman Sachs Group raised their target price on Texas Instruments from $200.00 to $225.00 and gave the stock a “sell” rating in a report on Thursday. Zacks Research lowered Texas Instruments from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 10th. Benchmark upped their price target on Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a research note on Thursday. Finally, Weiss Ratings upgraded shares of Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday, May 6th. Fourteen equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat.com, Texas Instruments has an average rating of “Hold” and a consensus price target of $308.40.

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.