AE Wealth Management LLC Acquires 11,208 Shares of Texas Instruments Incorporated $TXN

AE Wealth Management LLC boosted its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 19.2% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 69,468 shares of the semiconductor company’s stock after acquiring an additional 11,208 shares during the quarter. AE Wealth Management LLC’s holdings in Texas Instruments were worth $12,763,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Woodmont Investment Counsel LLC raised its position in Texas Instruments by 2.9% in the 2nd quarter. Woodmont Investment Counsel LLC now owns 1,650 shares of the semiconductor company’s stock worth $343,000 after purchasing an additional 47 shares during the last quarter. Confluence Wealth Services Inc. raised its position in shares of Texas Instruments by 0.4% during the second quarter. Confluence Wealth Services Inc. now owns 10,996 shares of the semiconductor company’s stock worth $2,283,000 after acquiring an additional 48 shares during the last quarter. Milestone Asset Management LLC boosted its holdings in Texas Instruments by 1.9% in the second quarter. Milestone Asset Management LLC now owns 2,929 shares of the semiconductor company’s stock valued at $608,000 after acquiring an additional 54 shares during the last quarter. Roundview Capital LLC boosted its holdings in Texas Instruments by 0.3% in the second quarter. Roundview Capital LLC now owns 21,327 shares of the semiconductor company’s stock valued at $4,428,000 after acquiring an additional 55 shares during the last quarter. Finally, Cornerstone Advisory LLC raised its holdings in Texas Instruments by 2.4% during the 2nd quarter. Cornerstone Advisory LLC now owns 2,375 shares of the semiconductor company’s stock worth $493,000 after purchasing an additional 55 shares during the last quarter. 84.99% of the stock is owned by institutional investors.

Texas Instruments Price Performance

TXN opened at $218.97 on Friday. The stock has a market cap of $198.96 billion, a P/E ratio of 40.25, a P/E/G ratio of 3.36 and a beta of 1.00. Texas Instruments Incorporated has a 12 month low of $139.95 and a 12 month high of $222.00. The company has a quick ratio of 2.90, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. The company has a fifty day simple moving average of $181.93 and a 200 day simple moving average of $182.76.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.29 by ($0.02). The business had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.During the same quarter last year, the company earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, research analysts expect that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders 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 yield of 2.6%. The ex-dividend date is Friday, January 30th. Texas Instruments’s dividend payout ratio (DPR) is 103.84%.

Analyst Upgrades and Downgrades

Several research 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. Stifel Nicolaus lifted their target price on shares of Texas Instruments from $200.00 to $215.00 and gave the stock a “hold” rating in a report on Wednesday. Citigroup reiterated a “buy” rating on shares of Texas Instruments in a research report on Thursday, January 15th. Wells Fargo & Company raised their price target on Texas Instruments from $185.00 to $215.00 and gave the stock an “equal weight” rating in a research report on Wednesday. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating and set a $205.00 price objective on shares of Texas Instruments in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fourteen have assigned a Hold rating and five have given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $212.92.

Key Texas Instruments News

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

• Positive Sentiment: Management guided Q1 revenue and EPS above consensus, citing strengthening analog demand and a 64% year‑over‑year jump in Data Center revenue — the outlook is driving the rally. Texas Instruments shares jump as first-quarter outlook signals robust AI data center demand
• Positive Sentiment: Wall Street is re‑rating TXN: multiple firms raised price targets and some upgraded coverage after the update, supporting further upside expectations. Why Texas Instruments’ 2026 Outlook Has Wall Street Re-Rating It
• Positive Sentiment: Unusual options activity: traders bought roughly 394,956 call options (a ~1,795% increase vs. typical call volume) — a sign of speculative bullish positioning that can amplify intraday moves.
• Positive Sentiment: Capital returns remain attractive — steady buybacks and a ~2.7%+ dividend yield, plus a planned capital‑management webcast, reassure income-oriented investors. TI to webcast capital management presentation
• Neutral Sentiment: Seeking Alpha and other research note that data‑center revenue has grown for several quarters and could remain a multi‑quarter growth driver, though margin dynamics warrant monitoring. Texas Instruments Q4 2025 Update
• Neutral Sentiment: Momentum‑style writeups (Zacks, others) highlight improving earnings momentum and technical strength — useful for traders, but these stories reflect market sentiment more than new fundamentals. What Makes Texas Instruments (TXN) a Strong Momentum Stock: Buy Now?
• Negative Sentiment: Q4 results slightly missed EPS and revenue estimates (GAAP EPS miss tied partly to a non‑cash impairment). Investors are accepting the miss because guidance was strong, but the underlying EPS miss remains a datapoint to watch. Texas Instruments Q4 Earnings Miss Estimates, Revenues Rise Y/Y
• Negative Sentiment: The “Other” segment fell sharply (~34% YoY). It’s small (≈3% of revenue) today, but a longer‑lasting decline there would be a headwind if core segments slow.

Insider Buying and Selling

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

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.