Clearbridge Investments LLC Buys 342,692 Shares of Texas Instruments Incorporated $TXN

Clearbridge Investments LLC raised its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 12.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 3,059,136 shares of the semiconductor company’s stock after purchasing an additional 342,692 shares during the quarter. Clearbridge Investments LLC’s holdings in Texas Instruments were worth $530,712,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. boosted its position in shares of Texas Instruments by 1.0% during the 3rd quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock valued at $17,720,020,000 after acquiring an additional 998,658 shares in the last quarter. State Street Corp boosted its position in shares of Texas Instruments by 0.5% during the 3rd quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock valued at $8,002,381,000 after acquiring an additional 230,098 shares in the last quarter. Geode Capital Management LLC boosted its position in shares of Texas Instruments by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock valued at $3,952,933,000 after acquiring an additional 248,515 shares in the last quarter. Invesco Ltd. boosted its position in shares of 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. Finally, Norges Bank acquired a new stake in shares of Texas Instruments during the 4th quarter valued at about $2,516,628,000. Institutional investors own 84.99% of the company’s stock.

Insider Buying and Selling

In other Texas Instruments news, VP Mohammad Yunus sold 51,098 shares of the business’s stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total value of $13,818,943.12. Following the completion of the transaction, the vice president directly owned 52,856 shares of the company’s stock, valued at approximately $14,294,376.64. The trade was a 49.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Amichai Ron sold 18,365 shares of the business’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $272.43, for a total transaction of $5,003,176.95. Following the completion of the transaction, the vice president directly owned 81,085 shares of the company’s stock, valued at approximately $22,089,986.55. This represents a 18.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 303,475 shares of company stock valued at $85,666,638. Insiders own 0.60% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the stock. Stifel Nicolaus set a $340.00 target price on shares of Texas Instruments in a research report on Friday, May 15th. HC Wainwright lowered shares of Texas Instruments to a “neutral” rating in a research report on Friday, May 22nd. Susquehanna reiterated a “positive” rating and set a $300.00 target price on shares of Texas Instruments in a research report on Thursday, April 23rd. Weiss Ratings upgraded shares of Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday, May 6th. Finally, KeyCorp upgraded shares of Texas Instruments from an “overweight” rating to a “sector weight” rating in a research report on Friday, May 22nd. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have assigned a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Texas Instruments currently has an average rating of “Hold” and a consensus target price of $265.57.

Texas Instruments Price Performance

NASDAQ:TXN opened at $285.06 on Friday. The firm has a market cap of $259.43 billion, a PE ratio of 48.81, a price-to-earnings-growth ratio of 1.43 and a beta of 1.32. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $331.51. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The company’s 50-day moving average price is $261.65 and its two-hundred day moving average price is $216.44.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS 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 firm had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. During the same period in the previous year, the business earned $1.23 earnings per share. The company’s revenue for the quarter 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. On average, equities analysts anticipate that Texas Instruments Incorporated will post 7.66 EPS for the current fiscal year.

Texas Instruments Announces Dividend

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

About Texas Instruments

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.