Texas Instruments Incorporated $TXN Stake Lifted by Chicago Partners Investment Group LLC

Chicago Partners Investment Group LLC raised its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 74.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 12,070 shares of the semiconductor company’s stock after purchasing an additional 5,156 shares during the quarter. Chicago Partners Investment Group LLC’s holdings in Texas Instruments were worth $3,436,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of TXN. Putney Financial Group LLC bought a new stake in shares of Texas Instruments in the 3rd quarter worth about $28,000. Scarborough Advisors LLC purchased a new stake in Texas Instruments during the first quarter worth about $29,000. Creative Capital Management Investments LLC raised its holdings in Texas Instruments by 167.5% in the 3rd quarter. Creative Capital Management Investments LLC now owns 107 shares of the semiconductor company’s stock valued at $30,000 after acquiring an additional 67 shares during the last quarter. Kilter Group LLC purchased a new stake in Texas Instruments during the 2nd quarter worth $31,000. Finally, Main Street Group LTD bought a new stake in Texas Instruments during the first quarter worth approximately $32,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the stock. Sanford C. Bernstein raised 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 note on Thursday, July 23rd. Citigroup restated a “buy” rating on shares of Texas Instruments in a research note on Thursday, October 22nd. KeyCorp upped their target price on Texas Instruments from $390.00 to $400.00 and gave the company an “overweight” rating in a research report on Thursday, July 23rd. UBS Group lowered their price objective on Texas Instruments from $380.00 to $360.00 and set a “buy” rating for the company in a research report on Thursday, October 22nd. Finally, Wells Fargo & Company cut their price target on shares of Texas Instruments from $310.00 to $300.00 and set an “equal weight” rating on the stock in a research note on Tuesday, October 20th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Texas Instruments presently has a consensus rating of “Moderate Buy” and an average price target of $315.37.

Texas Instruments Trading Down 0.3%

Shares of NASDAQ TXN opened at $277.36 on Friday. The firm has a 50 day moving average price of $279.06 and a two-hundred day moving average price of $261.41. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $334.03. The stock has a market cap of $253.44 billion, a P/E ratio of 35.97, a price-to-earnings-growth ratio of 1.50 and a beta of 1.39. The company has a debt-to-equity ratio of 0.67, a quick ratio of 4.05 and a current ratio of 5.59.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 EPS for the quarter, beating analysts’ consensus estimates of $2.40 by $0.22. The business had revenue of $6.05 billion for the quarter, compared to analysts’ expectations of $5.94 billion. Texas Instruments had a net margin of 34.25% and a return on equity of 40.51%. The business’s quarterly revenue was up 27.7% on a year-over-year basis. During the same period last year, the business earned $1.48 earnings per share. As a group, equities analysts forecast that Texas Instruments Incorporated will post 8.97 EPS for the current year.

Texas Instruments Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, November 10th. Stockholders of record on Friday, October 30th will be given a dividend of $1.52 per share. This is an increase from Texas Instruments’s previous quarterly dividend of $1.42. This represents a $6.08 annualized dividend and a dividend yield of 2.2%. The ex-dividend date is Friday, October 30th. Texas Instruments’s dividend payout ratio (DPR) is 78.86%.

Texas Instruments News Roundup

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

• Positive Sentiment: Zacks Research raised its Texas Instruments earnings estimates across multiple periods and maintained a “Strong-Buy” rating. It now projects EPS of $8.89 for FY2026, $10.78 for FY2027 and $12.33 for FY2028, suggesting improving expectations for earnings growth. Texas Instruments coverage
• Positive Sentiment: TI announced a compact, pre-certified multiprotocol Industrial Ethernet module and an IO-Link master aimed at connected factories. The products expand its industrial communications portfolio, though the announcement’s near-term financial impact is unclear. Product announcement
• Neutral Sentiment: TI priced $2.0 billion in senior unsecured notes to help finance its planned acquisition of Silicon Laboratories and transaction costs. The financing supports the deal but adds debt; investors will likely focus on the acquisition’s eventual returns. Debt and acquisition coverage
• Negative Sentiment: Recent weakness in TXN has been linked to a broad technology selloff and an AMD quantum-computing announcement that rattled analog-chip shares. These appear to be sector sentiment pressures rather than company-specific deterioration. Sector selloff coverage

Insider Activity

In related news, VP Tsedeniya Abraham sold 7,000 shares of Texas Instruments stock in a transaction that occurred on Thursday, August 27th. The stock was sold at an average price of $264.63, for a total value of $1,852,410.00. Following the sale, the vice president directly owned 23,181 shares in the company, valued at $6,134,388.03. The trade was a 23.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Janet Clark sold 4,306 shares of the business’s stock in a transaction dated Tuesday, October 27th. The shares were sold at an average price of $302.46, for a total value of $1,302,392.76. Following the sale, the director directly owned 11,341 shares of the company’s stock, valued at approximately $3,430,198.86. This trade represents a 27.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 27,968 shares of company stock worth $8,236,892 over the last three months. Company insiders own 0.60% of the company’s stock.

About Texas Instruments

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.