London Co. of Virginia Has $321.66 Million Position in Texas Instruments Incorporated $TXN

London Co. of Virginia lowered its position in Texas Instruments Incorporated (NASDAQ:TXN) by 3.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,854,025 shares of the semiconductor company’s stock after selling 73,715 shares during the quarter. Texas Instruments accounts for approximately 1.9% of London Co. of Virginia’s investment portfolio, making the stock its 17th largest position. London Co. of Virginia’s holdings in Texas Instruments were worth $321,659,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in TXN. Brighton Jones LLC increased its stake in shares of Texas Instruments by 33.4% in the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after buying an additional 4,218 shares during the period. Intech Investment Management LLC increased its stake in shares of Texas Instruments by 12.8% in the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after buying an additional 1,031 shares during the period. Osterweis Capital Management Inc. increased its stake in shares of Texas Instruments by 1,810.0% in the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 181 shares during the period. Main Street Financial Solutions LLC increased its stake in shares of Texas Instruments by 1.7% in the second quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock valued at $1,540,000 after buying an additional 126 shares during the period. Finally, HUB Investment Partners LLC increased its position in Texas Instruments by 3.5% during the 2nd quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after purchasing an additional 496 shares during the period. Institutional investors and hedge funds own 84.99% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the stock. HC Wainwright downgraded shares of Texas Instruments to a “neutral” rating in a research report on Friday, May 22nd. Weiss Ratings raised shares of Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday, May 6th. Cantor Fitzgerald reissued a “neutral” rating on shares of Texas Instruments in a research report on Friday, May 29th. Sanford C. Bernstein assumed coverage on shares of Texas Instruments in a research report on Friday, May 22nd. They set a “market perform” rating for the company. Finally, Benchmark increased their target price on shares of Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $269.61.

Insider Activity at Texas Instruments

In other news, VP Ahmad Bahai sold 5,000 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the completion of the sale, the vice president owned 42,519 shares of the company’s stock, valued at $13,143,898.47. This trade represents a 10.52% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, VP Shanon J. Leonard sold 4,963 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the sale, the vice president directly owned 24,867 shares of the company’s stock, valued at approximately $7,341,235.74. This trade represents a 16.64% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 303,475 shares of company stock worth $85,666,638. Corporate insiders own 0.60% of the company’s stock.

Texas Instruments Stock Performance

Shares of TXN stock opened at $305.71 on Wednesday. The company has a market cap of $278.22 billion, a price-to-earnings ratio of 52.35, a price-to-earnings-growth ratio of 1.57 and a beta of 1.32. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week 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 firm has a 50 day moving average of $276.22 and a 200-day moving average of $223.66.

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 the consensus estimate of $1.37 by $0.31. The company had revenue of $4.83 billion during the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The company’s quarterly revenue was up 18.6% on a year-over-year basis. During the same quarter last year, the firm posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, equities analysts forecast that Texas Instruments Incorporated will post 7.66 earnings per share for the current year.

Texas Instruments Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th were given a dividend of $1.42 per share. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a $5.68 annualized dividend and a dividend yield of 1.9%. Texas Instruments’s dividend payout ratio (DPR) is 97.26%.

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.