Knights of Columbus Asset Advisors LLC Lowers Stake in Texas Instruments Incorporated $TXN

Knights of Columbus Asset Advisors LLC lowered its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 3.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 73,177 shares of the semiconductor company’s stock after selling 2,836 shares during the period. Knights of Columbus Asset Advisors LLC’s holdings in Texas Instruments were worth $12,695,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of TXN. Brighton Jones LLC raised its position in shares of Texas Instruments by 33.4% during 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 last quarter. Intech Investment Management LLC increased 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 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 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 boosted 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 purchasing an additional 126 shares during the period. Finally, HUB Investment Partners LLC boosted 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 purchasing an additional 496 shares during the period. Institutional investors own 84.99% of the company’s stock.

Texas Instruments News Roundup

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

• Positive Sentiment: Bank of America raised its price target on Texas Instruments to $370 from $320 and reiterated a Buy rating, signaling continued upside potential after the company’s recent results. Bank of America price target raise on TXN
• Positive Sentiment: Seaport Research upgraded TXN to Buy and lifted its target to $400, citing rising data center power needs and increasing electrical intensity per rack as tailwinds for Texas Instruments’ chips. Seaport Research says rising data center power needs could boost TXN
• Positive Sentiment: Coverage around Texas Instruments’ valuation highlighted strong first-quarter results, year-over-year growth, and improving demand from AI data centers and industrial customers, reinforcing the bullish case for the stock. TXN valuation check after strong Q1 results
• Positive Sentiment: Broader semiconductor sentiment also helped, as AI chip names rallied and investors rotated toward companies seen as beneficiaries of the data-center and AI buildout, including Texas Instruments. AI chip stocks jump as Qualcomm explodes higher

Texas Instruments Price Performance

Shares of NASDAQ TXN opened at $324.89 on Wednesday. The stock has a market capitalization of $295.68 billion, a price-to-earnings ratio of 55.63, a PEG ratio of 1.55 and a beta of 1.31. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $326.42. The firm’s 50 day simple moving average is $243.57 and its 200-day simple moving average is $208.72. 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 issued its quarterly earnings data 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 business had revenue of $4.83 billion for the quarter, compared to analysts’ expectations of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The business’s revenue was up 18.6% on a year-over-year basis. During the same quarter last year, the company earned $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Analysts expect that Texas Instruments Incorporated will post 7.69 EPS for the current year.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th were paid a dividend of $1.42 per share. 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 1.7%. Texas Instruments’s dividend payout ratio (DPR) is presently 97.26%.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on TXN shares. Barclays set a $175.00 target price on shares of Texas Instruments in a research note on Wednesday, January 28th. Cantor Fitzgerald upped their price objective on shares of Texas Instruments from $280.00 to $300.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 13th. Rosenblatt Securities boosted their target price on shares of Texas Instruments from $240.00 to $330.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Jefferies Financial Group upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a report on Friday. Finally, DZ Bank upgraded shares of Texas Instruments to a “strong sell” rating in a report on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have given a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, Texas Instruments presently has a consensus rating of “Hold” and a consensus target price of $265.57.

Insider Buying and Selling at Texas Instruments

In other news, VP Ahmad Bahai sold 5,000 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the transaction, 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 position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Shanon J. Leonard sold 4,963 shares of the stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $295.22, for a total value of $1,465,176.86. Following the transaction, the vice president owned 24,867 shares in the company, valued at $7,341,235.74. This trade represents a 16.64% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 303,475 shares of company stock worth $85,666,638. 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.