Baer Investment Advisory LLC Buys 13,795 Shares of Texas Instruments Incorporated $TXN

Baer Investment Advisory LLC grew its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 262.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,056 shares of the semiconductor company’s stock after buying an additional 13,795 shares during the period. Texas Instruments accounts for approximately 3.0% of Baer Investment Advisory LLC’s holdings, making the stock its 17th biggest position. Baer Investment Advisory LLC’s holdings in Texas Instruments were worth $3,501,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Shelton Capital Management increased its stake in Texas Instruments by 2.6% in the 2nd quarter. Shelton Capital Management now owns 151,568 shares of the semiconductor company’s stock worth $31,469,000 after buying an additional 3,840 shares in the last quarter. Jennison Associates LLC boosted its stake in shares of Texas Instruments by 35.1% in the second quarter. Jennison Associates LLC now owns 2,992,090 shares of the semiconductor company’s stock worth $621,218,000 after acquiring an additional 777,619 shares during the period. Howard Capital Management Inc. grew its position in shares of Texas Instruments by 11.3% during the second quarter. Howard Capital Management Inc. now owns 26,745 shares of the semiconductor company’s stock worth $5,553,000 after purchasing an additional 2,709 shares in the last quarter. Invesco Ltd. raised its stake in Texas Instruments by 3.3% during the 2nd quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock valued at $2,920,862,000 after purchasing an additional 443,738 shares during the period. Finally, Vanguard Group Inc. lifted its holdings in Texas Instruments by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock worth $19,816,773,000 after purchasing an additional 1,426,360 shares in the last quarter. 84.99% of the stock is currently owned by institutional investors.

Texas Instruments Stock Up 1.3%

Shares of NASDAQ TXN opened at $191.58 on Friday. Texas Instruments Incorporated has a 12-month low of $139.95 and a 12-month high of $221.69. The stock’s fifty day simple moving average is $174.64 and its two-hundred day simple moving average is $183.63. The stock has a market capitalization of $174.07 billion, a PE ratio of 35.02, a price-to-earnings-growth ratio of 3.09 and a beta of 1.00. The company has a current ratio of 4.45, a quick ratio of 2.90 and a debt-to-equity ratio of 0.81.

Texas Instruments (NASDAQ:TXN) last announced its earnings results on Tuesday, October 21st. The semiconductor company reported $1.48 earnings per share for the quarter, meeting the consensus estimate of $1.48. Texas Instruments had a net margin of 29.21% and a return on equity of 30.41%. The company had revenue of $4.74 billion during the quarter, compared to the consensus estimate of $4.65 billion. During the same period last year, the firm earned $1.44 earnings per share. Texas Instruments’s revenue was up 14.2% compared to the same quarter last year. Texas Instruments has set its Q4 2025 guidance at 1.130-1.390 EPS. As a group, analysts expect that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 30th will be issued a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 3.0%. The ex-dividend date of this dividend is Friday, January 30th. Texas Instruments’s dividend payout ratio (DPR) is 103.84%.

Analyst Ratings Changes

TXN has been the topic of several research reports. TD Cowen reduced their target price on Texas Instruments from $210.00 to $200.00 and set a “buy” rating on the stock in a report on Wednesday, October 22nd. Cantor Fitzgerald restated a “neutral” rating and set a $190.00 price target on shares of Texas Instruments in a report on Tuesday, December 16th. UBS Group set a $245.00 price objective on Texas Instruments and gave the stock a “buy” rating in a research note on Wednesday, October 22nd. Benchmark reiterated a “buy” rating on shares of Texas Instruments in a research report on Wednesday, October 22nd. Finally, Rosenblatt Securities cut their target price on shares of Texas Instruments from $245.00 to $200.00 and set a “buy” rating for the company in a report on Wednesday, October 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, ten have assigned a Hold rating and seven have issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $194.22.

Insider Buying and Selling at Texas Instruments

In related news, Director Ronald Kirk sold 9,990 shares of the company’s stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $162.33, for a total value of $1,621,676.70. Following the completion of the transaction, the director owned 14,937 shares of the company’s stock, valued at approximately $2,424,723.21. This represents a 40.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Christine Witzsche sold 1,000 shares of the stock in a transaction that occurred on Thursday, November 13th. The stock was sold at an average price of $164.31, for a total value of $164,310.00. Following the transaction, the vice president owned 20,821 shares in the company, valued at $3,421,098.51. This represents a 4.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.57% of the company’s stock.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Jim Cramer voiced confidence in Texas Instruments, saying the business cycle and demand trends should “come around,” a high-profile bullish endorsement that can boost investor sentiment. Jim Cramer on Texas Instruments: “It’ll Come Around”
• Positive Sentiment: Stifel Nicolaus raised its price target on TXN from $170 to $200 while keeping a “hold” rating — the higher target signals more upside in analysts’ models and likely contributed to buying interest. Benzinga
• Positive Sentiment: The board declared a quarterly cash dividend of $1.42 per share (record Jan. 30; payable Feb. 10), reaffirming cash returns to shareholders and supporting income-oriented demand for the stock. Texas Instruments board declares first quarter 2026 quarterly dividend
• Positive Sentiment: Coverage highlighting TXN’s transition “from CapEx heavyweight to free cash flow machine” reinforces a narrative of improving capital efficiency and stronger cash generation, which is constructive for valuation and dividends. CapEx to free cash flow article
• Neutral Sentiment: Long-term performance pieces (e.g., “Here’s How Much $100 Invested … 10 Years Ago”) and general market wrap-ups highlight TXN’s historical returns and recent intraday moves; these are informative for sentiment but less likely to change fundamentals today. Benzinga 10-year performance
• Neutral Sentiment: Brokerage consensus remains broadly a “hold,” per coverage summaries — that keeps analyst conviction mixed despite isolated target increases. Consensus recommendation
• Neutral Sentiment: Market reports noting an intraday uptick for TXN reflect the net effect of the items above but don’t add new company-specific catalysts. Zacks market wrap

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.