Fifth Third Bancorp Has $158.08 Million Position in Texas Instruments Incorporated $TXN

Fifth Third Bancorp increased its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 76.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 814,265 shares of the semiconductor company’s stock after purchasing an additional 352,429 shares during the period. Fifth Third Bancorp’s holdings in Texas Instruments were worth $158,081,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Montz Harcus Wealth Management LLC raised its holdings in Texas Instruments by 2.9% during the 1st quarter. Montz Harcus Wealth Management LLC now owns 1,338 shares of the semiconductor company’s stock worth $260,000 after buying an additional 38 shares during the period. Severin Investments LLC boosted its holdings in shares of Texas Instruments by 3.3% in the first quarter. Severin Investments LLC now owns 1,349 shares of the semiconductor company’s stock valued at $262,000 after buying an additional 43 shares during the period. CFS Investment Advisory Services LLC boosted its holdings in shares of Texas Instruments by 1.8% in the first quarter. CFS Investment Advisory Services LLC now owns 2,426 shares of the semiconductor company’s stock valued at $471,000 after buying an additional 43 shares during the period. Millstone Evans Group LLC increased its position in shares of Texas Instruments by 7.1% during the first quarter. Millstone Evans Group LLC now owns 666 shares of the semiconductor company’s stock worth $129,000 after acquiring an additional 44 shares in the last quarter. Finally, Tred Avon Family Wealth LLC raised its holdings in shares of Texas Instruments by 1.3% during the first quarter. Tred Avon Family Wealth LLC now owns 3,413 shares of the semiconductor company’s stock worth $663,000 after acquiring an additional 45 shares during the period. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, VP Mohammad Yunus sold 51,098 shares of the company’s stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total transaction of $13,818,943.12. Following the sale, the vice president directly owned 52,856 shares of the company’s stock, valued at approximately $14,294,376.64. This represents a 49.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, VP Mark T. Roberts sold 28,080 shares of the stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $280.34, for a total transaction of $7,871,947.20. Following the completion of the sale, the vice president owned 53,809 shares of the company’s stock, valued at approximately $15,084,815.06. This represents a 34.29% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 303,475 shares of company stock valued at $85,666,638 in the last 90 days. Company insiders own 0.60% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Mizuho upped their target price on shares of Texas Instruments from $255.00 to $300.00 and gave the stock a “neutral” rating in a research note on Tuesday, May 19th. TD Cowen boosted their price target on Texas Instruments from $250.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Zacks Research raised Texas Instruments from a “hold” rating to a “strong-buy” rating in a research report on Friday, April 24th. Wolfe Research reiterated an “outperform” rating and set a $315.00 price objective on shares of Texas Instruments in a report on Thursday, April 23rd. Finally, Sanford C. Bernstein started coverage on Texas Instruments in a research report on Friday, May 22nd. They issued a “market perform” rating on the stock. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat.com, Texas Instruments has an average rating of “Hold” and a consensus target price of $276.84.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Analysts say Texas Instruments’ embedded processing segment has returned to healthy growth, with improving industrial demand and higher chip content in connected devices, vehicles, and factory automation supporting long-term earnings potential.
• Positive Sentiment: Texas Instruments has also been moving through Russell index changes, including additions to the Russell 1000 Dynamic Index and Russell Top 50 Index, which can increase visibility among investors and index-tracking funds.
• Positive Sentiment: Recent market commentary noted TXN has been outperforming over the past several months, reflecting continued confidence in the company’s fundamentals and semiconductor demand trends.
• Neutral Sentiment: A report on short interest showed no meaningful change in the data available, so it does not appear to be a major driver for the stock today.
• Neutral Sentiment: Broader semiconductor coverage has been constructive for chip stocks overall, but some of the articles referenced competitors such as Broadcom and Allegro MicroSystems rather than Texas Instruments directly.
• Negative Sentiment: No major company-specific negative catalyst was reported in the latest articles, though one market note said TXN underperformed peers despite gains, suggesting investors may still be selective within the chip sector.

Texas Instruments Stock Up 0.9%

Shares of NASDAQ:TXN traded up $2.93 during midday trading on Friday, reaching $311.46. The company had a trading volume of 4,141,464 shares, compared to its average volume of 9,345,491. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $334.03. The stock has a market cap of $283.46 billion, a PE ratio of 53.33, a P/E/G ratio of 1.56 and a beta of 1.32. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The business’s 50 day moving average price is $301.47 and its 200 day moving average price is $239.31.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating the consensus estimate of $1.37 by $0.31. The firm 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 business’s quarterly revenue was up 18.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Research analysts forecast that Texas Instruments Incorporated will post 7.66 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

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

Texas Instruments Company 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.