Sanctuary Advisors LLC Sells 2,237 Shares of Texas Instruments Incorporated $TXN

Sanctuary Advisors LLC lessened its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 1.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 158,304 shares of the semiconductor company’s stock after selling 2,237 shares during the period. Sanctuary Advisors LLC’s holdings in Texas Instruments were worth $27,464,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Strategic Wealth Investment Group LLC bought a new stake in shares of Texas Instruments during the 2nd quarter worth about $25,000. Grey Fox Wealth Advisors LLC bought a new stake in shares of Texas Instruments during the 3rd quarter worth about $29,000. Nvest Wealth Strategies Inc. bought a new stake in shares of Texas Instruments during the 4th quarter worth about $33,000. Osterweis Capital Management Inc. boosted its stake in shares of 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 acquiring an additional 181 shares in the last quarter. Finally, Winnow Wealth LLC bought a new stake in shares of Texas Instruments during the 3rd quarter worth about $42,000. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Price Performance

Shares of TXN stock opened at $276.98 on Monday. The stock has a 50 day moving average of $209.09 and a two-hundred day moving average of $191.22. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $287.83. The company has a market capitalization of $252.18 billion, a P/E ratio of 47.43, a P/E/G ratio of 1.46 and a beta of 1.01.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $4.85 billion. During the same quarter last year, the company earned $1.23 EPS. The company’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. As a group, equities analysts expect that Texas Instruments Incorporated will post 7.28 EPS for the current year.

Texas Instruments Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th will be given a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is 97.26%.

Analyst Ratings Changes

Several analysts recently weighed in on the company. Stifel Nicolaus increased their target price on Texas Instruments from $250.00 to $290.00 and gave the company a “buy” rating in a research note on Thursday. Morgan Stanley restated an “underweight” rating and set a $180.00 target price on shares of Texas Instruments in a research note on Wednesday, January 28th. Robert W. Baird increased their target price on Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday. Jefferies Financial Group increased their target price on Texas Instruments from $210.00 to $260.00 and gave the company a “hold” rating in a research note on Thursday. Finally, Deutsche Bank Aktiengesellschaft increased their target price on Texas Instruments from $185.00 to $205.00 and gave the company a “hold” rating in a research note on Wednesday, January 28th. Twelve research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $257.68.

Insider Buying and Selling at Texas Instruments

In related news, VP Mark Gary sold 12,921 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $230.10, for a total transaction of $2,973,122.10. Following the completion of the transaction, the vice president owned 45,547 shares in the company, valued at $10,480,364.70. This trade represents a 22.10% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Ahmad Bahai sold 6,500 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $230.79, for a total value of $1,500,135.00. Following the transaction, the vice president owned 42,488 shares of the company’s stock, valued at $9,805,805.52. This trade represents a 13.27% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 114,284 shares of company stock worth $25,531,935 over the last three months. 0.60% of the stock is currently owned by insiders.

Texas Instruments News Roundup

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

• Positive Sentiment: Q1 beat and raised outlook — TXN reported $1.68 EPS (above estimates) and revenue of $4.83B, and management gave Q2 guidance above consensus, which is the primary catalyst for the rally. Read More.
• Positive Sentiment: Data-center demand surge — Management said data‑center revenue jumped sharply (reports cite ~90% growth), validating TXN’s role in the AI/data-center buildout and driving near-term upside. Read More.
• Positive Sentiment: Analyst upgrades and price-target hikes — Multiple firms (BofA, Rosenblatt, Robert W. Baird, JPMorgan, others) raised ratings/targets after the quarter, adding momentum and buy-side conviction. Read More.
• Positive Sentiment: Strategic M&A — TXN announced acquisition of Silicon Labs to add embedded wireless connectivity, reinforcing its push into industrial edge and AI use cases that could expand addressable market. Read More.
• Neutral Sentiment: Industrial demand mix — Management highlighted industrial strength alongside data centers; investors will be watching sustainability of both end markets into FY26. Read More.
• Negative Sentiment: Valuation and profit-taking risk — The rapid run-up has pushed valuation metrics higher (PE expansion), prompting caution that some gains reflect re-rating rather than only fundamental improvement; a few firms still hold conservative/neutral stances. Read More.
• Negative Sentiment: Mixed price-target signals — While many banks raised targets, at least one large shop set an equal‑weight/near‑term target below the rally level, underscoring divergent views on durability of demand. Read More.

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.