Texas Instruments (NASDAQ:TXN) CFO Rafael Lizardi Sells 47,734 Shares

Texas Instruments Incorporated (NASDAQ:TXN) CFO Rafael Lizardi sold 47,734 shares of Texas Instruments stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the completion of the transaction, the chief financial officer owned 85,485 shares in the company, valued at approximately $26,337,928.50. This trade represents a 35.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link.

Texas Instruments Trading Down 1.8%

Texas Instruments stock opened at $302.73 on Friday. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $310.29. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. The firm has a market cap of $275.51 billion, a price-to-earnings ratio of 51.84, a price-to-earnings-growth ratio of 1.54 and a beta of 1.31. The firm’s 50 day moving average price is $227.87 and its two-hundred day moving average price is $201.34.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, topping the consensus estimate of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm had revenue of $4.83 billion for the quarter, compared to analysts’ expectations of $4.85 billion. During the same period in the previous year, the company posted $1.23 EPS. The company’s quarterly revenue was up 18.6% compared to the same quarter last year. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, research analysts predict that Texas Instruments Incorporated will post 7.69 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently disclosed 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. This represents a $5.68 annualized dividend and a yield of 1.9%. The ex-dividend date is Tuesday, May 5th. Texas Instruments’s payout ratio is presently 97.26%.

Institutional Investors Weigh In On Texas Instruments

A number of institutional investors have recently modified their holdings of the stock. Cardiff Park Advisors LLC acquired a new stake in shares of Texas Instruments in the 1st quarter valued at $211,000. Gateway Wealth Partners LLC acquired a new stake in shares of Texas Instruments in the 1st quarter valued at $421,000. Quadcap Wealth Management LLC raised its stake in shares of Texas Instruments by 103.4% in the 1st quarter. Quadcap Wealth Management LLC now owns 2,778 shares of the semiconductor company’s stock valued at $539,000 after acquiring an additional 1,412 shares in the last quarter. Insight Holdings Group LLC acquired a new stake in Texas Instruments in the 1st quarter worth approximately $4,382,000. Finally, OMERS ADMINISTRATION Corp lifted its holdings in Texas Instruments by 31.6% in the 1st quarter. OMERS ADMINISTRATION Corp now owns 128,800 shares of the semiconductor company’s stock worth $25,005,000 after purchasing an additional 30,938 shares during the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Stifel raised its TXN price target to $340, citing a strengthening industrial recovery and rapid growth in data center demand. Article Title
• Positive Sentiment: Analysts have become more constructive overall, with multiple target increases and upgrades after TXN’s strong earnings and improved margin/revenue assumptions. Article Title
• Positive Sentiment: Texas Instruments’ analog business is rebounding, with Q1 analog revenue up 22% as industrial and AI data-center demand lift the outlook. Article Title
• Positive Sentiment: Recent coverage says TXN is drawing heavy investor attention and trading near its 52-week high, signaling strong momentum. Article Title
• Neutral Sentiment: One article questioned whether the stock has already priced in much of the recent surge, which could limit near-term upside. Article Title
• Negative Sentiment: Director Carrie Smith Cox sold 8,838 shares, a sizable insider sale that may be viewed cautiously by some investors. Article Title

Analyst Upgrades and Downgrades

Several research firms have weighed in on TXN. TD Cowen lifted their price objective on shares of Texas Instruments from $250.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. Zacks Research upgraded shares of Texas Instruments from a “hold” rating to a “strong-buy” rating in a research report on Friday, April 24th. Sanford C. Bernstein reiterated a “market perform” rating and set a $205.00 price objective on shares of Texas Instruments in a research report on Wednesday, January 28th. Wolfe Research reiterated an “outperform” rating and set a $315.00 price objective on shares of Texas Instruments in a research report on Thursday, April 23rd. Finally, Bank of America raised shares of Texas Instruments from a “neutral” rating to a “buy” rating and lifted their target price for the company from $235.00 to $320.00 in a research note on Thursday, April 23rd. One equities research 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 given a Sell rating to the company. Based on data from MarketBeat.com, Texas Instruments presently has a consensus rating of “Hold” and an average target price of $260.38.

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.