Bahl & Gaynor Inc. Sells 288,691 Shares of Texas Instruments Incorporated $TXN

Bahl & Gaynor Inc. lowered its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 18.0% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 1,317,452 shares of the semiconductor company’s stock after selling 288,691 shares during the quarter. Texas Instruments comprises approximately 1.2% of Bahl & Gaynor Inc.’s holdings, making the stock its 23rd largest holding. Bahl & Gaynor Inc. owned 0.14% of Texas Instruments worth $242,056,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Strategic Wealth Investment Group LLC bought a new position in Texas Instruments during the second quarter worth about $25,000. Pacifica Partners Inc. grew its holdings in Texas Instruments by 85.2% during the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 69 shares during the period. Grey Fox Wealth Advisors LLC bought a new stake in Texas Instruments in the third quarter valued at approximately $29,000. Clal Insurance Enterprises Holdings Ltd raised its holdings in Texas Instruments by 69.9% in the second quarter. Clal Insurance Enterprises Holdings Ltd now owns 192 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 79 shares during the period. Finally, Osterweis Capital Management Inc. grew its holdings in shares of Texas Instruments by 1,810.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 181 shares during the period. 84.99% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on TXN shares. Susquehanna lifted their price objective on Texas Instruments from $200.00 to $225.00 and gave the company a “positive” rating in a report on Thursday, January 22nd. JPMorgan Chase & Co. raised their target price on shares of Texas Instruments from $210.00 to $227.00 and gave the stock an “overweight” rating in a report on Wednesday, January 28th. Wells Fargo & Company lifted their price target on shares of Texas Instruments from $185.00 to $215.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 28th. The Goldman Sachs Group upped their price target on shares of Texas Instruments from $156.00 to $175.00 and gave the company a “sell” rating in a report on Wednesday, January 28th. Finally, Jefferies Financial Group increased their price objective on shares of Texas Instruments from $180.00 to $210.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have assigned a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $214.77.

Insider Activity

In other news, CFO Rafael R. Lizardi sold 64,532 shares of the stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $220.74, for a total value of $14,244,793.68. Following the completion of the sale, the chief financial officer owned 92,550 shares of the company’s stock, valued at approximately $20,429,487. This represents a 41.08% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, VP Hagop H. Kozanian sold 6,843 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $225.95, for a total transaction of $1,546,175.85. Following the transaction, the vice president owned 75,425 shares in the company, valued at approximately $17,042,278.75. The trade was a 8.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 114,284 shares of company stock valued at $25,531,935. Corporate insiders own 0.57% of the company’s stock.

Texas Instruments Stock Performance

Shares of TXN stock opened at $212.11 on Monday. Texas Instruments Incorporated has a 12 month low of $139.95 and a 12 month high of $231.32. The company’s fifty day simple moving average is $201.49 and its 200-day simple moving average is $186.26. The firm has a market cap of $192.50 billion, a PE ratio of 38.99, a P/E/G ratio of 1.92 and a beta of 1.01. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83.

Texas Instruments (NASDAQ:TXN) last issued 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). Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. The business had revenue of $4.42 billion during the quarter, compared to analyst estimates of $4.44 billion. During the same quarter in the previous year, the firm posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Equities research analysts expect that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 30th were issued a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 2.7%. The ex-dividend date was Friday, January 30th. Texas Instruments’s dividend payout ratio is presently 104.41%.

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.