Bowen Hanes & Co. Inc. Buys 42,000 Shares of Texas Instruments Incorporated $TXN

Bowen Hanes & Co. Inc. grew its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 14.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 333,162 shares of the semiconductor company’s stock after acquiring an additional 42,000 shares during the period. Bowen Hanes & Co. Inc.’s holdings in Texas Instruments were worth $57,800,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Strategic Wealth Investment Group LLC bought a new position in shares of Texas Instruments in the 2nd quarter valued at about $25,000. High Point Wealth Management LLC bought a new position in shares of Texas Instruments in the 4th quarter valued at about $25,000. Ares Financial Consulting LLC bought a new position in shares of Texas Instruments in the 4th quarter valued at about $26,000. Tucker Asset Management LLC bought a new position in shares of Texas Instruments in the 4th quarter valued at about $29,000. Finally, Osterweis Capital Management Inc. grew its holdings in shares of Texas Instruments by 1,810.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 181 shares in the last quarter. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Trading Up 0.2%

Shares of NASDAQ:TXN opened at $308.59 on Thursday. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $331.51. The stock has a market cap of $280.84 billion, a PE ratio of 52.84, a P/E/G ratio of 1.55 and a beta of 1.32. The business has a 50 day moving average of $257.67 and a 200-day moving average of $214.93. 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, beating analysts’ consensus estimates of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The company had revenue of $4.83 billion during the quarter, compared to the consensus estimate of $4.85 billion. During the same period in the previous year, the business earned $1.23 earnings per share. The firm’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 research analysts forecast that Texas Instruments Incorporated will post 7.66 earnings per share for the current year.

Texas Instruments Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th were given a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date was Tuesday, May 5th. Texas Instruments’s payout ratio is presently 97.26%.

Insider Buying and Selling

In other news, CEO Haviv Ilan sold 20,000 shares of Texas Instruments stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $280.32, for a total value of $5,606,400.00. Following the completion of the sale, the chief executive officer directly owned 204,339 shares in the company, valued at approximately $57,280,308.48. The trade was a 8.92% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Rafael R. Lizardi sold 47,734 shares of Texas Instruments stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the completion of the sale, the chief financial officer owned 85,485 shares of the company’s stock, valued at approximately $26,337,928.50. The trade was a 35.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 303,475 shares of company stock valued at $85,666,638 in the last quarter. Corporate insiders own 0.60% of the company’s stock.

Texas Instruments News Roundup

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

• Positive Sentiment: Texas Instruments crossed above its 20-day moving average, a technical level that can signal improving short-term momentum and attract traders looking for a rebound. Article Title
• Positive Sentiment: The company named insider Julie Knecht as its next CFO, with a smooth transition from Rafael Lizardi, which suggests continuity in financial leadership and capital discipline. Article Title
• Positive Sentiment: Management emphasized Lizardi’s role in steering capital allocation, including 300mm manufacturing investments and returning free cash flow to shareholders, reinforcing the investment case for long-term holders. Article Title
• Neutral Sentiment: Recent earnings-season commentary placed Texas Instruments among the stronger analog semiconductor names, but the article was broader industry analysis rather than a new company-specific catalyst. Article Title
• Negative Sentiment: A MarketWatch note said Texas Instruments underperformed peers on Monday, which may reflect some near-term hesitation even as the broader trend improves. Article Title

Analyst Ratings Changes

A number of research firms recently commented on TXN. Susquehanna reiterated a “positive” rating and set a $300.00 price target on shares of Texas Instruments in a report on Thursday, April 23rd. The Goldman Sachs Group lifted their price target on Texas Instruments from $175.00 to $200.00 and gave the stock a “sell” rating in a report on Thursday, April 23rd. Sanford C. Bernstein began coverage on Texas Instruments in a report on Friday, May 22nd. They set a “market perform” rating for the company. UBS Group lifted their price target on Texas Instruments from $260.00 to $295.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Finally, Cantor Fitzgerald reiterated a “neutral” rating on shares of Texas Instruments in a report on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have given a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat, Texas Instruments has an average rating of “Hold” and a consensus target price of $265.57.

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.