Texas Instruments Incorporated $TXN Shares Sold by Cutler Investment Counsel LLC

Cutler Investment Counsel LLC lessened its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 3.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 57,011 shares of the semiconductor company’s stock after selling 2,001 shares during the quarter. Cutler Investment Counsel LLC’s holdings in Texas Instruments were worth $9,891,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. High Point Wealth Management LLC acquired a new stake in shares of Texas Instruments during the 4th quarter worth about $25,000. Strategic Wealth Investment Group LLC acquired a new position in shares of Texas Instruments in the second quarter valued at approximately $25,000. Ares Financial Consulting LLC purchased a new position in shares of Texas Instruments during the fourth quarter valued at approximately $26,000. Tucker Asset Management LLC acquired a new stake in Texas Instruments during the fourth quarter worth approximately $29,000. Finally, Nvest Wealth Strategies Inc. acquired a new stake in Texas Instruments during the fourth quarter worth approximately $33,000. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

TXN has been the subject of several analyst reports. Jefferies Financial Group upgraded Texas Instruments from a “hold” rating to a “buy” rating in a report on Friday, May 22nd. Susquehanna reaffirmed a “positive” rating and issued a $300.00 price objective on shares of Texas Instruments in a research report on Thursday, April 23rd. Mizuho upped their target price on Texas Instruments from $255.00 to $300.00 and gave the company a “neutral” rating in a research note on Tuesday, May 19th. Wolfe Research reiterated an “outperform” rating and set a $315.00 target price on shares of Texas Instruments in a research report on Thursday, April 23rd. Finally, Wells Fargo & Company raised their price target on Texas Instruments from $260.00 to $300.00 and gave the stock an “equal weight” rating in a research note on Tuesday. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have issued a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $267.11.

Texas Instruments News Summary

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

• Positive Sentiment: Texas Instruments was highlighted in an investor update from Guinness Global Innovators as showing signs of improving end-market trends, which can support expectations for better chip demand ahead. Texas Instruments Incorporated (TXN) Rallied as the Result Signals Improving End-Market Trend
• Positive Sentiment: Wells Fargo raised its price target on Texas Instruments to $300 from $260, reflecting confidence in the stock’s longer-term potential even while keeping an Equal Weight rating. Texas Instruments (TXN) – Among the 10 Best Dividend Stocks to Buy According to D. E. Shaw
• Positive Sentiment: Investor attention has increased around TXN, with articles pointing to AI tailwinds, a rebound in semiconductor sentiment, and the company’s new EV battery monitoring product as potential growth drivers in industrial and automotive markets. Assessing Texas Instruments (TXN) Valuation After AI Tailwinds And New EV Battery Monitoring Launch
• Neutral Sentiment: Multiple market-news items noted that Texas Instruments is drawing unusually heavy investor search interest, which signals attention but does not by itself change fundamentals. Investors Heavily Search Texas Instruments Incorporated (TXN): Here is What You Need to Know
• Neutral Sentiment: Coverage also focused on TI’s new EV battery monitor and its push into battery technology, but these reports were more informational than a direct catalyst. Is TI’s New EV Battery Monitor Quietly Repositioning Texas Instruments (TXN) in Industrial and Automotive?
• Negative Sentiment: No major negative company-specific developments were reported in the latest batch of articles, so the move appears driven more by improving sentiment than by a fresh setback.

Insider Transactions at Texas Instruments

In other Texas Instruments news, VP Ahmad Bahai sold 5,000 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $309.13, for a total value of $1,545,650.00. Following the transaction, the vice president directly owned 42,519 shares of the company’s stock, valued at $13,143,898.47. This trade represents a 10.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Rafael R. Lizardi sold 47,734 shares of the business’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $308.10, for a total value of $14,706,845.40. Following the transaction, the chief financial officer owned 85,485 shares in the company, valued at approximately $26,337,928.50. This represents a 35.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 303,475 shares of company stock worth $85,666,638 in the last quarter. 0.60% of the stock is owned by corporate insiders.

Texas Instruments Trading Up 5.4%

NASDAQ TXN opened at $297.10 on Friday. The firm has a market capitalization of $270.39 billion, a price-to-earnings ratio of 50.87, a PEG ratio of 1.42 and a beta of 1.32. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. Texas Instruments Incorporated has a one year low of $152.73 and a one year high of $331.51. The company’s 50 day moving average price is $269.54 and its 200 day moving average price is $220.62.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) 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 company had revenue of $4.83 billion during the quarter, compared to the consensus estimate of $4.85 billion. During the same period in the previous year, the firm earned $1.23 earnings per share. 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. On average, sell-side analysts predict that Texas Instruments Incorporated will post 7.66 EPS for the current year.

Texas Instruments Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were given a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend was Tuesday, May 5th. 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.