Longfellow Investment Management Co. LLC Grows Position in Texas Instruments Incorporated $TXN

Longfellow Investment Management Co. LLC grew its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 50.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,663 shares of the semiconductor company’s stock after purchasing an additional 2,888 shares during the period. Longfellow Investment Management Co. LLC’s holdings in Texas Instruments were worth $1,503,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Brighton Jones LLC lifted its position in shares of Texas Instruments by 33.4% during the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after buying an additional 4,218 shares in the last quarter. Intech Investment Management LLC lifted its position in shares of Texas Instruments by 12.8% during the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after buying an additional 1,031 shares in the last quarter. Osterweis Capital Management Inc. lifted its position in shares of Texas Instruments by 1,810.0% during 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 in the last quarter. Main Street Financial Solutions LLC lifted its position in shares of Texas Instruments by 1.7% during the 2nd quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock valued at $1,540,000 after buying an additional 126 shares in the last quarter. Finally, HUB Investment Partners LLC lifted its holdings in Texas Instruments by 3.5% in the 2nd quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after purchasing an additional 496 shares in the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Insider Activity at Texas Instruments

In other Texas Instruments news, CFO Rafael R. Lizardi sold 47,734 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the sale, the chief financial officer directly owned 85,485 shares in the company, valued at $26,337,928.50. This represents a 35.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Carrie Smith Cox sold 8,838 shares of the business’s stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $306.41, for a total transaction of $2,708,051.58. Following the sale, the director owned 37,626 shares in the company, valued at $11,528,982.66. This trade represents a 19.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 303,475 shares of company stock valued at $85,666,638. 0.60% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on TXN shares. The Goldman Sachs Group increased their target price on shares of Texas Instruments from $175.00 to $200.00 and gave the company a “sell” rating in a research report on Thursday, April 23rd. Mizuho lifted their price target on Texas Instruments from $255.00 to $300.00 and gave the stock a “neutral” rating in a report on Tuesday, May 19th. KeyCorp upgraded Texas Instruments from an “overweight” rating to a “sector weight” rating in a report on Friday, May 22nd. HC Wainwright lowered shares of Texas Instruments to a “neutral” rating in a report on Friday, May 22nd. Finally, Wolfe Research reaffirmed an “outperform” rating and set a $315.00 target price on shares of Texas Instruments 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, eleven have issued a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $265.57.

Texas Instruments Stock Down 6.7%

Shares of NASDAQ:TXN opened at $285.06 on Friday. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94. The firm has a market capitalization of $259.43 billion, a PE ratio of 48.81, a price-to-earnings-growth ratio of 1.43 and a beta of 1.32. The firm’s 50-day moving average is $261.65 and its two-hundred day moving average is $216.44. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $331.51.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.37 by $0.31. The company had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The business’s revenue for the quarter was up 18.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Analysts predict that Texas Instruments Incorporated will post 7.66 EPS for the current year.

Texas Instruments Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were paid a dividend of $1.42 per share. The ex-dividend date was Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. Texas Instruments’s dividend payout ratio is 97.26%.

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.