Crossmark Global Holdings Inc. Cuts Stake in Texas Instruments Incorporated $TXN

Crossmark Global Holdings Inc. lowered its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 14.6% in the fourth quarter, Holdings Channel reports. The firm owned 55,705 shares of the semiconductor company’s stock after selling 9,528 shares during the period. Crossmark Global Holdings Inc.’s holdings in Texas Instruments were worth $9,664,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of TXN. Amundi increased its stake in shares of Texas Instruments by 61.0% during the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock worth $1,717,240,000 after purchasing an additional 3,580,147 shares in the last quarter. Invesco Ltd. grew its stake in Texas Instruments by 16.8% during the 3rd quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock valued at $3,019,603,000 after acquiring an additional 2,366,695 shares in the last quarter. Van ECK Associates Corp grew its stake in Texas Instruments by 21.8% during the 3rd quarter. Van ECK Associates Corp now owns 9,134,203 shares of the semiconductor company’s stock valued at $1,678,227,000 after acquiring an additional 1,635,870 shares in the last quarter. Marshall Wace LLP purchased a new stake in Texas Instruments during the 3rd quarter valued at about $282,492,000. Finally, Corient Private Wealth LLC grew its stake in Texas Instruments by 94.9% during the 2nd quarter. Corient Private Wealth LLC now owns 2,517,451 shares of the semiconductor company’s stock valued at $522,559,000 after acquiring an additional 1,225,524 shares in the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Insider Transactions at Texas Instruments

In related news, VP Mohammad Yunus sold 51,098 shares of the company’s stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total transaction of $13,818,943.12. Following the sale, the vice president directly owned 52,856 shares of the company’s stock, valued at $14,294,376.64. This represents a 49.15% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Mark T. Roberts sold 28,080 shares of the company’s stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $280.34, for a total transaction of $7,871,947.20. Following the sale, the vice president directly owned 53,809 shares in the company, valued at approximately $15,084,815.06. The trade was a 34.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 345,080 shares of company stock worth $89,405,821. 0.60% of the stock is owned by company insiders.

Key Texas Instruments News

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

• Positive Sentiment: Zacks Research raised multiple earnings estimates for Texas Instruments, including Q2 2026, FY2026, Q1/Q2/Q3/Q4 2027, and FY2028, while reiterating a Strong-Buy rating. Higher earnings forecasts can signal improving fundamentals and justify a higher valuation.
• Positive Sentiment: Recent coverage highlighted Texas Instruments as a stock benefiting from AI-fueled semiconductor demand, with analysts pointing to steady chip sales across the broader industry. This supports the view that end-market demand remains healthy. Article: 4 Solid Stocks to Buy as AI Powers Steady Semiconductor Sales
• Positive Sentiment: Another article noted Texas Instruments climbed after beating Q1 estimates and guiding Q2 above expectations, with management pointing to strength in data center, industrial, and AI-related markets. That reinforces confidence in near-term revenue and margin momentum. Article: Texas Instruments (TXN) Is Up 7.5% After Beating Q1 Estimates And Raising Q2 Outlook – What’s Changed
• Neutral Sentiment: Zacks also published a momentum-focused piece calling Texas Instruments a potential top pick for momentum investors, which may add to trader interest but does not represent a direct business development. Article: Are You Looking for a Top Momentum Pick? Why Texas Instruments (TXN) Is a Great Choice
• Negative Sentiment: One filing noted insider selling by CEO Haviv Ilan, who sold 20,000 shares of Texas Instruments. Insider sales can sometimes raise caution, although the impact may be limited if viewed as routine trading.

Texas Instruments Stock Performance

NASDAQ:TXN opened at $287.80 on Friday. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94. The firm has a market capitalization of $261.92 billion, a price-to-earnings ratio of 49.28, a PEG ratio of 1.44 and a beta of 1.31. The company’s 50-day moving average is $216.98 and its two-hundred day moving average is $196.24. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $292.64.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating the consensus estimate of $1.37 by $0.31. The company had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. Texas Instruments’s revenue was up 18.6% on a year-over-year basis. During the same period in the previous year, the business posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Analysts forecast that Texas Instruments Incorporated will post 7.69 EPS for the current year.

Texas Instruments Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th will be issued a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Tuesday, May 5th. Texas Instruments’s dividend payout ratio is currently 97.26%.

Wall Street Analyst Weigh In

TXN has been the subject of several research reports. JPMorgan Chase & Co. upped their price objective on shares of Texas Instruments from $227.00 to $280.00 and gave the company an “overweight” rating in a research note on Thursday, April 23rd. Cantor Fitzgerald upped their price objective on shares of Texas Instruments from $250.00 to $280.00 and gave the company a “neutral” rating in a research note on Thursday, April 23rd. Weiss Ratings raised shares of Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday. Susquehanna reaffirmed a “positive” rating and set a $300.00 price objective on shares of Texas Instruments in a research note on Thursday, April 23rd. Finally, The Goldman Sachs Group upped their price objective on shares of Texas Instruments from $175.00 to $200.00 and gave the company a “sell” rating in a research note on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $257.68.

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.