DAVENPORT & Co LLC Acquires 7,682 Shares of Texas Instruments Incorporated $TXN

DAVENPORT & Co LLC lifted its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 14.6% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 60,456 shares of the semiconductor company’s stock after acquiring an additional 7,682 shares during the period. DAVENPORT & Co LLC’s holdings in Texas Instruments were worth $10,490,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Strategic Wealth Investment Group LLC acquired a new stake in Texas Instruments in the 2nd quarter worth about $25,000. Pacifica Partners Inc. grew its position in shares of Texas Instruments by 85.2% during the 3rd quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 69 shares in the last quarter. Grey Fox Wealth Advisors LLC bought a new position in shares of Texas Instruments during the third quarter worth approximately $29,000. Osterweis Capital Management Inc. increased its holdings in shares of Texas Instruments by 1,810.0% during the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 181 shares during the period. Finally, Howard Hughes Medical Institute acquired a new stake in shares of Texas Instruments in the second quarter valued at approximately $41,000. 84.99% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, VP Ahmad Bahai sold 6,500 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $230.79, for a total value of $1,500,135.00. Following the sale, the vice president directly owned 42,488 shares of the company’s stock, valued at $9,805,805.52. This trade represents a 13.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Mark A. Blinn sold 3,144 shares of the business’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $221.58, for a total value of $696,647.52. Following the transaction, the director directly owned 11,670 shares of the company’s stock, valued at approximately $2,585,838.60. The trade was a 21.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 114,284 shares of company stock valued at $25,531,935 over the last ninety days. 0.60% of the stock is owned by insiders.

Texas Instruments Stock Performance

Shares of NASDAQ:TXN opened at $196.77 on Thursday. Texas Instruments Incorporated has a 1 year low of $139.95 and a 1 year high of $231.32. The stock has a market capitalization of $179.15 billion, a price-to-earnings ratio of 36.17, a price-to-earnings-growth ratio of 1.77 and a beta of 1.01. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.83. The company’s 50 day simple moving average is $206.44 and its 200 day simple moving average is $185.87.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.02). The business had revenue of $4.42 billion for 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 in the previous year, the company earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, research analysts predict that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 30th were given a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 2.9%. The ex-dividend date was Friday, January 30th. Texas Instruments’s dividend payout ratio is currently 104.41%.

Wall Street Analysts Forecast Growth

TXN has been the subject of several recent research reports. Morgan Stanley reiterated an “underweight” rating and issued a $180.00 price target on shares of Texas Instruments in a research note on Wednesday, January 28th. UBS Group lifted their price objective on Texas Instruments from $245.00 to $260.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. TD Cowen upped their target price on Texas Instruments from $225.00 to $240.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. Benchmark increased their target price on Texas Instruments from $220.00 to $250.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Finally, Robert W. Baird set a $225.00 price target on Texas Instruments in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have assigned a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $214.77.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Improved sector sentiment and analyst target hikes are supporting the rally — market commentary links TXN’s gains to optimism that the analog chip cycle is recovering, plus several recent price-target increases that lift conviction in upside and free-cash-flow potential. Texas Instruments jumps 3.7% as chip-cycle recovery optimism and fresh analyst target hikes lift sentiment
• Positive Sentiment: U.S. policy momentum: reports that the administration is promoting a large voluntary investment consortium for semiconductor supply chains (boosting sentiment across chip names) helped lift TXN and peers. Policy support increases the probability of demand and capital flows into the sector. Trump Trade: TotalEnergies to shift capital from wind to natural gas
• Positive Sentiment: New leveraged ETF exposure: Direxion launched 2x single-stock ETFs including one for TXN — that can increase trading flows and short-term liquidity/volatility, which may accentuate moves on positive headlines. Direxion Launches 2X ETFs for ADBU, PYPU, TXN, & UNH
• Neutral Sentiment: Intraday/recap coverage notes TXN outperformed the broader market in the latest session, reflecting the items above rather than company-specific fundamentals reported today. Texas Instruments (TXN) Beats Stock Market Upswing: What Investors Need to Know
• Neutral Sentiment: Corporate calendar: TI will webcast its 2026 annual meeting on April 16 — routine governance event; may be watched for any management commentary but not expected to move the stock materially. Texas Instruments to webcast its 2026 annual meeting of stockholders
• Neutral Sentiment: Short-interest data reported appears anomalous/zeroed in recent feeds — not a reliable signal from these notices; ignore until validated by official exchange filings.
• Negative Sentiment: Insider and mixed analyst signals: filings/showings of substantial insider sales and a handful of lower analyst ratings/targets (and at least one Underperform) are reminders of divergent views — these could cap multiple re-ratings if fundamentals disappoint. The same market commentary that highlights higher targets also flags recent insider selling and some sell/underperform calls. Texas Instruments jumps 3.7% as chip-cycle recovery optimism and fresh analyst target hikes lift sentiment
• Negative Sentiment: Wells Fargo maintained a Hold rating — a reminder that some major brokers favor a cautious stance despite the optimism, which can limit upside until clearer demand recovery is visible. Wells Fargo Keeps Their Hold Rating on Texas Instruments (TXN)

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.