Quent Long Short Global Small Cap Fund LP Buys Shares of 4,698 Texas Instruments Incorporated $TXN

Quent Long Short Global Small Cap Fund LP bought a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the 4th quarter, Holdings Channel.com reports. The fund bought 4,698 shares of the semiconductor company’s stock, valued at approximately $815,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Strategic Wealth Investment Group LLC bought a new stake in Texas Instruments during the 2nd quarter valued at $25,000. Grey Fox Wealth Advisors LLC purchased a new position in shares of Texas Instruments in the 3rd quarter worth approximately $29,000. Nvest Wealth Strategies Inc. purchased a new position in shares of Texas Instruments in the 4th quarter worth approximately $33,000. Osterweis Capital Management Inc. grew its position 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 worth $40,000 after buying an additional 181 shares during the last quarter. Finally, Winnow Wealth LLC purchased a new position in shares of Texas Instruments in the 3rd quarter worth approximately $42,000. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Stock Up 19.4%

TXN stock opened at $282.23 on Friday. The firm has a 50 day moving average of $208.08 and a 200 day moving average of $190.39. The stock has a market capitalization of $256.96 billion, a PE ratio of 48.33, a price-to-earnings-growth ratio of 2.14 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 Incorporated has a 52 week low of $152.73 and a 52 week high of $284.12.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping analysts’ consensus estimates of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.66%. The company had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.85 billion. During the same period last year, the business earned $1.23 EPS. Texas Instruments’s revenue for the quarter was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Sell-side analysts forecast that Texas Instruments Incorporated will post 6.35 earnings per share for the current year.

Texas Instruments Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be given a dividend of $1.42 per share. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. Texas Instruments’s payout ratio is currently 104.41%.

Insider Activity at Texas Instruments

In other Texas Instruments news, VP Ahmad Bahai sold 6,500 shares of Texas Instruments stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $230.79, for a total transaction of $1,500,135.00. Following the completion of the sale, the vice president owned 42,488 shares of the company’s stock, valued at approximately $9,805,805.52. The trade was a 13.27% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Rafael R. Lizardi sold 7,096 shares of Texas Instruments stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $230.78, for a total value of $1,637,614.88. Following the sale, the chief financial officer directly owned 85,454 shares of the company’s stock, valued at approximately $19,721,074.12. This represents a 7.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 114,284 shares of company stock worth $25,531,935 in the last quarter. 0.60% of the stock is owned by insiders.

More Texas Instruments News

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

• Positive Sentiment: Q1 results beat Street estimates (EPS and revenue), and TI issued Q2 guidance well above consensus — the core trigger for the rally as investors reprice earnings durability and margins. Texas Instruments’ stock jumps 18%, heads for best day since 2000 as AI demand soars
• Positive Sentiment: Bank of America upgraded TXN to Buy and raised its price target to $320, amplifying bullish investor sentiment and providing a high‑profile validation of the “industrial + AI/data‑center” thesis. BofA Just Upgraded Texas Instruments to Buy With a $320 Target. Is This the Ultimate Industrial AI Chip Play?
• Positive Sentiment: Multiple firms raised ratings and targets (examples: JPMorgan to $280/Overweight, Rosenblatt and others boosting targets into the $300s), reinforcing buying momentum from institutions and analysts. These Analysts Boost Their Forecasts On Texas Instruments After Upbeat Q1 Earnings
• Positive Sentiment: Analysts and outlets point to a twin demand driver — industrial (manufacturing, aero/defense) recovery plus accelerating data‑center infrastructure spending — which supports both revenue growth and higher margins. Texas Instruments To Benefit From Industrial Resurgence, Data Center Demand, BofA Says
• Neutral Sentiment: Broader market volatility (midday declines tied to oil price moves and macro headlines) could cap gains or produce pullbacks despite company‑specific strength. US Equity Indexes Decline as Corporate Earnings Weigh, Hormuz Standstill Continues
• Neutral Sentiment: TI’s strong outlook has buoyed other analog/semiconductor names (On Semi, ADI), suggesting sector‑wide positioning may amplify flows into TXN but also raise correlation risk. On Semi and Analog Devices Stocks Head for Record Highs. Thank Texas Instruments.
• Negative Sentiment: Notable insider selling has been reported recently, which some investors view as a cautionary signal even as results are strong. Monitor insider activity and whether demand proves persistent. Texas Instruments Insiders Sold US$6.6m Of Shares Suggesting Hesitancy

Analyst Ratings Changes

A number of research analysts have recently issued reports on the stock. Jefferies Financial Group lifted their price objective on shares of Texas Instruments from $210.00 to $260.00 and gave the stock a “hold” rating in a research report on Thursday. DZ Bank raised shares of Texas Instruments to a “strong sell” rating in a research report on Monday, February 9th. The Goldman Sachs Group raised their price objective on Texas Instruments from $175.00 to $200.00 and gave the stock a “sell” rating in a research report on Thursday. Wolfe Research reissued an “outperform” rating and issued a $315.00 price objective on shares of Texas Instruments in a research report on Thursday. Finally, Wells Fargo & Company raised their price objective on Texas Instruments from $215.00 to $260.00 and gave the stock an “equal weight” rating in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have issued a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $257.68.

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.