Nicholas Company Inc. Raises Stake in Texas Instruments Incorporated $TXN

Nicholas Company Inc. grew its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 3.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 332,129 shares of the semiconductor company’s stock after purchasing an additional 10,895 shares during the period. Nicholas Company Inc.’s holdings in Texas Instruments were worth $57,621,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Strategic Wealth Investment Group LLC acquired a new position in shares of Texas Instruments during the 2nd quarter worth $25,000. High Point Wealth Management LLC acquired a new position in Texas Instruments in the 4th quarter valued at about $25,000. Ares Financial Consulting LLC acquired a new position in Texas Instruments in the 4th quarter valued at about $26,000. Grey Fox Wealth Advisors LLC acquired a new position in Texas Instruments in the 3rd quarter valued at about $29,000. Finally, Nvest Wealth Strategies Inc. acquired a new position in Texas Instruments in the 4th quarter valued at about $33,000. Institutional investors and hedge funds own 84.99% of the company’s stock.

Insider Buying and Selling 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 stock was 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 approximately $14,294,376.64. This represents a 49.15% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CAO Julie C. Knecht sold 9,956 shares of the company’s stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $278.70, for a total value of $2,774,737.20. Following the sale, the chief accounting officer directly owned 9,120 shares in the company, valued at approximately $2,541,744. This represents a 52.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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 insiders.

Texas Instruments Price Performance

NASDAQ TXN opened at $287.80 on Monday. The stock has a market cap of $261.92 billion, a PE ratio of 49.28, a P/E/G ratio of 1.44 and a beta of 1.31. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $292.64. The business has a 50 day moving average price of $216.98 and a two-hundred day moving average price of $196.24. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share 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 firm had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.85 billion. During the same quarter in the prior year, the business earned $1.23 EPS. Texas Instruments’s quarterly revenue was up 18.6% compared to the same quarter last year. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, sell-side analysts predict that Texas Instruments Incorporated will post 7.69 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be given a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, May 5th. Texas Instruments’s dividend payout ratio is presently 97.26%.

Trending Headlines about Texas Instruments

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.

Analysts Set New Price Targets

A number of research analysts have recently commented on the stock. Jefferies Financial Group upped their price objective on shares of Texas Instruments from $210.00 to $260.00 and gave the company a “hold” rating in a research note on Thursday, April 23rd. KeyCorp upped their price objective on shares of Texas Instruments from $240.00 to $325.00 and gave the company an “overweight” rating in a research note on Thursday, April 23rd. Robert W. Baird upped their price objective on shares of Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Benchmark upped their price objective on shares of Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Finally, Weiss Ratings raised shares of Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $257.68.

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.