Texas Instruments Incorporated $TXN Holdings Decreased by Miller Howard Investments Inc. NY

Miller Howard Investments Inc. NY trimmed its position in Texas Instruments Incorporated (NASDAQ:TXN) by 2.0% in the fourth quarter, Holdings Channel.com reports. The fund owned 177,743 shares of the semiconductor company’s stock after selling 3,597 shares during the period. Miller Howard Investments Inc. NY’s holdings in Texas Instruments were worth $30,837,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also made changes to their positions in the company. Strategic Wealth Investment Group LLC bought a new position in Texas Instruments during the 2nd quarter worth $25,000. Grey Fox Wealth Advisors LLC bought a new position in Texas Instruments during the 3rd quarter worth $29,000. Osterweis Capital Management Inc. grew its stake in Texas Instruments by 1,810.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after buying an additional 181 shares during the last quarter. Winnow Wealth LLC bought a new position in Texas Instruments during the 3rd quarter worth $42,000. Finally, Y.D. More Investments Ltd bought a new position in Texas Instruments during the 3rd quarter worth $45,000. 84.99% of the stock is currently owned by institutional investors.

Texas Instruments News Roundup

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

• Positive Sentiment: Mizuho’s analyst actions uplift TXN sentiment — the firm upgraded Texas Instruments to Neutral (from Underperform) while downgrading a competitor (NXP), making TXN look comparatively safer for portfolio allocation. NXP Semi Gets Hit With a Double Downgrade. Why Texas Instruments Stock Is a Better Bet.
• Positive Sentiment: Broad semiconductor rally after Taiwan Semiconductor (TSMC) reported a big profit beat and strong AI-driven demand lifted bellwether names and afternoon session movers, helping TXN alongside peers. Monolithic Power Systems, Impinj, Microchip Technology, and Texas Instruments Shares Skyrocket, What You Need To Know
• Positive Sentiment: Board declared a $1.42 quarterly dividend (payable May 19; ex-div May 5), reinforcing TXN’s shareholder-return profile and appealing to income-focused investors. Texas Instruments board declares second quarter 2026 quarterly dividend
• Neutral Sentiment: Wall Street previews and metric-level previews ahead of TXN’s Q1 results are drawing attention — investors are positioning based on channel inventory, bookings, and demand trends. These previews add scrutiny but not a clear directional push. Wall Street’s Insights Into Key Metrics Ahead of Texas Instruments (TXN) Q1 Earnings
• Neutral Sentiment: TXN released prepared remarks/transcript for a shareholder/analyst call — increases transparency but is informational rather than a catalyst. Texas Instruments Incorporated (TXN) Shareholder/Analyst Call Prepared Remarks Transcript
• Neutral Sentiment: Sector write-ups (hedge-fund favorites / “overrated” stock lists) are keeping semiconductors in focus; these pieces can drive retail flows but don’t change underlying fundamentals. This Hedge Fund-Favored Semi Stock is on the Cusp of a Multi-Year Breakout
• Negative Sentiment: TXN’s most recent quarterly report (Jan 27) showed a small EPS and revenue miss versus consensus and guidance ranges that investors still parse for demand softness; that lingering fundamental caution caps upside. Texas Instruments (TXN) Stock Dips While Market Gains: Key Facts

Insider Buying and Selling at Texas Instruments

In related news, CFO Rafael R. Lizardi sold 64,532 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $220.74, for a total transaction of $14,244,793.68. Following the completion of the transaction, the chief financial officer owned 92,550 shares of the company’s stock, valued at $20,429,487. This trade represents a 41.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Hagop H. Kozanian sold 6,843 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $225.95, for a total value of $1,546,175.85. Following the transaction, the vice president directly owned 75,425 shares of the company’s stock, valued at $17,042,278.75. This represents a 8.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 114,284 shares of company stock valued at $25,531,935. Corporate insiders own 0.60% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the company. KeyCorp lowered Texas Instruments from a “strong-buy” rating to a “hold” rating in a research report on Thursday, February 5th. The Goldman Sachs Group increased their price target on Texas Instruments from $156.00 to $175.00 and gave the stock a “sell” rating in a research note on Wednesday, January 28th. TD Cowen increased their price target on Texas Instruments from $225.00 to $240.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Susquehanna increased their price target on Texas Instruments from $200.00 to $225.00 and gave the stock a “positive” rating in a research note on Thursday, January 22nd. Finally, Barclays set a $175.00 price target on Texas Instruments in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have issued a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $218.10.

Texas Instruments Stock Performance

NASDAQ:TXN opened at $229.82 on Monday. Texas Instruments Incorporated has a 1 year low of $142.64 and a 1 year high of $231.32. The stock has a market cap of $209.24 billion, a price-to-earnings ratio of 42.25, a PEG ratio of 2.09 and a beta of 1.01. The business has a fifty day moving average of $206.16 and a 200-day moving average of $188.69. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.29 by ($0.02). Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.The business had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. During the same period in the previous year, the company posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Equities analysts predict that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th will be paid a dividend of $1.42 per share. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $5.68 annualized dividend and a yield of 2.5%. Texas Instruments’s dividend payout ratio (DPR) is currently 104.41%.

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.