Welch Group LLC Has $51.89 Million Position in Texas Instruments Incorporated $TXN

Welch Group LLC raised its position in Texas Instruments Incorporated (NASDAQ:TXN) by 1.6% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 267,292 shares of the semiconductor company’s stock after purchasing an additional 4,163 shares during the period. Texas Instruments makes up about 1.9% of Welch Group LLC’s investment portfolio, making the stock its 28th biggest holding. Welch Group LLC’s holdings in Texas Instruments were worth $51,892,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Piedmont Capital Management LLC NC increased its position in shares of Texas Instruments by 4.9% in the 1st quarter. Piedmont Capital Management LLC NC now owns 2,346 shares of the semiconductor company’s stock valued at $455,000 after buying an additional 110 shares in the last quarter. GHP Investment Advisors Inc. raised its stake in Texas Instruments by 5.2% during the 1st quarter. GHP Investment Advisors Inc. now owns 56,203 shares of the semiconductor company’s stock worth $10,911,000 after buying an additional 2,796 shares during the period. Independent Wealth Network Inc. bought a new position in Texas Instruments during the first quarter worth about $223,000. Aaron Wealth Advisors LLC grew its stake in Texas Instruments by 7.7% in the first quarter. Aaron Wealth Advisors LLC now owns 9,499 shares of the semiconductor company’s stock valued at $1,844,000 after acquiring an additional 683 shares during the period. Finally, Louisiana State Employees Retirement System acquired a new position in Texas Instruments in the first quarter valued at about $20,559,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, VP Shanon J. Leonard sold 4,963 shares of the company’s stock in a transaction dated 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 owned 24,867 shares in the company, valued at approximately $7,341,235.74. This represents a 16.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Rafael R. Lizardi sold 47,734 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $308.10, for a total value of $14,706,845.40. Following the transaction, the chief financial officer directly owned 85,485 shares of the company’s stock, valued at $26,337,928.50. This trade represents a 35.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 303,475 shares of company stock valued at $85,666,638 in the last quarter. 0.60% of the stock is currently owned by corporate insiders.

Texas Instruments Trading Down 8.5%

NASDAQ TXN opened at $285.42 on Friday. The stock has a market capitalization of $259.76 billion, a price-to-earnings ratio of 48.87, a PEG ratio of 1.56 and a beta of 1.32. The stock’s 50 day moving average price is $292.12 and its two-hundred day moving average price is $230.92. 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 Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, topping 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 company had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.85 billion. During the same period last year, the business earned $1.23 EPS. The business’s quarterly revenue was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, analysts anticipate that Texas Instruments Incorporated will post 7.66 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th were issued a $1.42 dividend. The ex-dividend date was Tuesday, May 5th. This represents a $5.68 annualized dividend and a dividend yield of 2.0%. Texas Instruments’s dividend payout ratio (DPR) is presently 97.26%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the company. Mizuho raised their price target on Texas Instruments from $255.00 to $300.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 19th. KeyCorp upgraded Texas Instruments from an “overweight” rating to a “sector weight” rating in a research report on Friday, May 22nd. Wells Fargo & Company increased their target price on Texas Instruments from $260.00 to $300.00 and gave the stock an “equal weight” rating in a research note on Tuesday, June 9th. Robert W. Baird raised their target price on shares of Texas Instruments from $225.00 to $300.00 and gave the stock an “outperform” rating in a report on Thursday, April 23rd. Finally, The Goldman Sachs Group lifted their price target on shares of Texas Instruments from $175.00 to $200.00 and gave the company a “sell” rating in a research note on Thursday, April 23rd. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have issued a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Texas Instruments has a consensus rating of “Hold” and an average target price of $273.04.

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.