Texas Instruments Incorporated $TXN Stake Raised by Kinsale Capital Group Inc.

Kinsale Capital Group Inc. raised its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 5.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 61,933 shares of the semiconductor company’s stock after acquiring an additional 3,085 shares during the quarter. Texas Instruments accounts for about 1.9% of Kinsale Capital Group Inc.’s portfolio, making the stock its 16th biggest holding. Kinsale Capital Group Inc.’s holdings in Texas Instruments were worth $12,024,000 as of its most recent SEC filing.

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

Analysts Set New Price Targets

A number of equities analysts recently commented on TXN shares. Weiss Ratings raised shares of Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. Wells Fargo & Company increased their target price on Texas Instruments from $260.00 to $300.00 and gave the company an “equal weight” rating in a report on Tuesday, June 9th. JPMorgan Chase & Co. increased their target price on Texas Instruments from $227.00 to $280.00 and gave the company an “overweight” rating in a report on Thursday, April 23rd. The Goldman Sachs Group raised their target price on Texas Instruments from $175.00 to $200.00 and gave the stock a “sell” rating in a research report on Thursday, April 23rd. Finally, Jefferies Financial Group upgraded Texas Instruments from a “hold” rating to a “buy” rating in a report on Friday, May 22nd. Thirteen analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $281.84.

Texas Instruments News Roundup

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

• Positive Sentiment: Multiple reports suggest TXN could beat Q2 earnings estimates as demand improves across analog and embedded chips, especially in industrial, data center, and automotive markets. That strengthens the case for an earnings-driven rally. TXN Likely to Beat Q2 Earnings Estimates: How to Play the Stock?
• Positive Sentiment: Texas Instruments declared a quarterly dividend of $1.42 per share, reinforcing its appeal as an income stock and highlighting the company’s long record of returning cash to shareholders. Texas Instruments board declares third quarter 2026 quarterly dividend
• Positive Sentiment: TXN was also named to a Zacks Rank #1 (Strong Buy) income stocks list, which may be supporting investor sentiment around the stock’s dividend quality and relative defensiveness. Best Income Stocks to Buy for July 17th
• Neutral Sentiment: Analyst coverage remains constructive, with KeyCorp maintaining an Overweight rating and a $390 price target, implying Wall Street still sees upside if execution stays strong. Analysts Have Conflicting Sentiments on These Technology Companies: Texas Instruments (TXN) and ASMPT Ltd (OtherASMVF)
• Negative Sentiment: One analyst note called TXN a “dangerous setup” into Q2 earnings, arguing expectations are elevated and the stock already reflects a bullish inflection in margins, free cash flow, and growth. That raises the risk of disappointment if results are merely solid rather than exceptional. Texas Instruments: Dangerous Setup Into Q2 Earnings

Insiders Place Their Bets

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 stock was sold at an average price of $270.44, for a total value of $13,818,943.12. Following the transaction, the vice president owned 52,856 shares in the company, valued at $14,294,376.64. The trade was a 49.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, VP Amichai Ron sold 18,365 shares of the company’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $272.43, for a total value of $5,003,176.95. Following the completion of the transaction, the vice president directly owned 81,085 shares in the company, valued at approximately $22,089,986.55. The trade was a 18.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 303,475 shares of company stock valued at $85,666,638 in the last three months. Company insiders own 0.60% of the company’s stock.

Texas Instruments Stock Performance

TXN stock opened at $284.02 on Friday. The firm has a 50 day simple moving average of $302.59 and a 200 day simple moving average of $243.46. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03. The stock has a market cap of $258.48 billion, a P/E ratio of 48.63, a P/E/G ratio of 1.42 and a beta of 1.32. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating the consensus estimate 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 quarter in the prior year, the business earned $1.23 EPS. 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. Research analysts anticipate that Texas Instruments Incorporated will post 7.7 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st will be paid a $1.42 dividend. The ex-dividend date of this dividend is Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.0%. Texas Instruments’s dividend payout ratio 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.