River Road Asset Management LLC Acquires 14,570 Shares of Texas Instruments Incorporated $TXN

River Road Asset Management LLC lifted its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 32.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 59,562 shares of the semiconductor company’s stock after acquiring an additional 14,570 shares during the quarter. River Road Asset Management LLC’s holdings in Texas Instruments were worth $10,333,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of TXN. Strategic Wealth Investment Group LLC bought a new position in Texas Instruments in the second quarter worth approximately $25,000. High Point Wealth Management LLC bought a new stake in Texas Instruments during the 4th quarter valued at $25,000. Advocate Investing Services LLC purchased a new position in shares of Texas Instruments in the 4th quarter valued at $25,000. Ares Financial Consulting LLC purchased a new position in shares of Texas Instruments in the 4th quarter valued at $26,000. Finally, Cornerstone Financial Management LLC bought a new position in shares of Texas Instruments in the 4th quarter worth $27,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the company. Citigroup upped their price objective on Texas Instruments from $280.00 to $345.00 and gave the stock a “buy” rating in a research note on Monday. Stifel Nicolaus set a $340.00 target price on shares of Texas Instruments in a report on Friday, May 15th. Cantor Fitzgerald reissued a “neutral” rating on shares of Texas Instruments in a research report on Friday, May 29th. 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. Finally, Robert W. Baird boosted their price objective on shares of Texas Instruments from $225.00 to $300.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. One 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $269.61.

Texas Instruments Stock Performance

Shares of NASDAQ:TXN opened at $322.86 on Friday. The business’s 50-day moving average is $283.01 and its 200 day moving average is $226.38. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $331.51. The firm has a market capitalization of $293.83 billion, a P/E ratio of 55.28, a P/E/G ratio of 1.62 and a beta of 1.32. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94.

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

Texas Instruments Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were given a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend was Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is presently 97.26%.

Texas Instruments News Summary

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

• Positive Sentiment: Investors are buying into Texas Instruments’ growing role in AI infrastructure, with recent commentary highlighting stronger demand for power chips used in data centers and improved sentiment following its solid quarterly results and upbeat outlook.
• Positive Sentiment: The company’s recent earnings report showed revenue of $4.83 billion and EPS of $1.68, and management guided Q2 EPS above prior expectations, reinforcing the view that the business cycle is improving. 2 Pick-and-Shovel AI Stocks Powering the Data Center Boom
• Neutral Sentiment: Some analysts remain cautious on the near-term follow-through, noting that the latest earnings estimate revisions may not be enough to drive much more upside immediately. Strength Seen in Texas Instruments (TXN): Can Its 7.0% Jump Turn into More Strength?
• Neutral Sentiment: Broader semiconductor-sector skepticism could limit enthusiasm, even though the industry has rallied strongly on AI-related growth expectations. 3 Semiconductor Stocks We’re Skeptical Of

Insider Transactions at Texas Instruments

In other Texas Instruments news, CEO Haviv Ilan sold 20,000 shares of the company’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the transaction, the chief executive officer owned 204,339 shares in the company, valued at approximately $57,280,308.48. This represents a 8.92% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CFO Rafael R. Lizardi sold 47,734 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the completion of the transaction, the chief financial officer directly owned 85,485 shares of the company’s stock, valued at approximately $26,337,928.50. This represents a 35.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 303,475 shares of company stock worth $85,666,638 over the last ninety days. 0.60% of the stock is currently owned by insiders.

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.