Clearstead Advisors LLC Sells 5,965 Shares of Texas Instruments Incorporated $TXN

Clearstead Advisors LLC decreased its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 5.9% in the fourth quarter, HoldingsChannel.com reports. The fund owned 94,966 shares of the semiconductor company’s stock after selling 5,965 shares during the quarter. Clearstead Advisors LLC’s holdings in Texas Instruments were worth $16,476,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in TXN. Brighton Jones LLC boosted 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 worth $3,158,000 after acquiring an additional 4,218 shares during the period. Intech Investment Management LLC raised its position in Texas Instruments by 12.8% during the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after purchasing an additional 1,031 shares during the period. Osterweis Capital Management Inc. raised its position in Texas Instruments by 1,810.0% during the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 181 shares during the period. Main Street Financial Solutions LLC grew its stake in shares of Texas Instruments by 1.7% during 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 last quarter. Finally, HUB Investment Partners LLC grew its stake in shares of Texas Instruments by 3.5% during the second quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after buying an additional 496 shares during the last quarter. Institutional investors own 84.99% of the company’s stock.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Mizuho raised its price target on Texas Instruments after citing strong AI server demand, reinforcing the view that AI infrastructure is creating a new growth driver for the company. Mizuho Raises Texas Instruments (TXN) Price Target on Strong AI Server Demand
• Positive Sentiment: Seaport Research Partners upgraded TXN to Buy from Neutral and set a $400 target, signaling growing confidence that Texas Instruments can benefit from AI power-chip demand. Texas Instruments Has the Power Chips AI Needs. Buy the Stock, Says This Analyst.
• Positive Sentiment: Zacks highlighted TXN as a Strong Buy income stock, which may be adding to broader demand for the shares from income-oriented investors. Best Income Stocks to Buy for May 22nd
• Positive Sentiment: Analysts and recent commentary point to TXN’s AI infrastructure push and nearly 90% year-over-year growth in its data center business, suggesting the company could see further revenue upside. TXN’s AI Infrastructure Push Grows: Can It Boost Revenues Further?

Insider Activity

In other news, CFO Rafael R. Lizardi sold 47,734 shares of the firm’s stock in a transaction dated 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 sale, the chief financial officer directly owned 85,485 shares in the company, valued at $26,337,928.50. This trade represents a 35.83% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Ahmad Bahai sold 5,000 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $309.13, for a total value of $1,545,650.00. Following the sale, the vice president owned 42,519 shares in the company, valued at $13,143,898.47. This trade represents a 10.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 303,475 shares of company stock worth $85,666,638. 0.60% of the stock is currently owned by corporate insiders.

Texas Instruments Stock Performance

Shares of TXN opened at $309.21 on Monday. The stock has a 50-day moving average of $238.50 and a two-hundred day moving average of $206.53. Texas Instruments Incorporated has a one year low of $152.73 and a one year high of $315.57. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. The stock has a market cap of $281.41 billion, a P/E ratio of 52.95, a P/E/G ratio of 1.55 and a beta of 1.31.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping 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 quarter in the previous year, the firm posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, research analysts predict that Texas Instruments Incorporated will post 7.69 EPS for the current year.

Texas Instruments Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on TXN shares. Stifel Nicolaus set a $340.00 price objective on Texas Instruments in a research note on Friday, May 15th. JPMorgan Chase & Co. increased their price objective on Texas Instruments from $227.00 to $280.00 and gave the stock an “overweight” rating in a research note on Thursday, April 23rd. Barclays set a $175.00 target price on Texas Instruments in a research report on Wednesday, January 28th. Cantor Fitzgerald increased their target price on Texas Instruments from $280.00 to $300.00 and gave the company a “neutral” rating in a research report on Wednesday, May 13th. Finally, Morgan Stanley reaffirmed an “underweight” rating and set a $180.00 target price on shares of Texas Instruments in a research report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have issued a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, Texas Instruments currently has a consensus rating of “Hold” and a consensus target price of $263.65.

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.