Palisade Asset Management LLC Sells 3,976 Shares of Texas Instruments Incorporated $TXN

Palisade Asset Management LLC lowered its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 6.0% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 62,147 shares of the semiconductor company’s stock after selling 3,976 shares during the quarter. Texas Instruments comprises 1.7% of Palisade Asset Management LLC’s portfolio, making the stock its 17th largest holding. Palisade Asset Management LLC’s holdings in Texas Instruments were worth $17,407,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in the stock. Putney Financial Group LLC bought a new position in shares of Texas Instruments in the third quarter valued at approximately $28,000. Scarborough Advisors LLC acquired a new stake in shares of Texas Instruments in the first quarter worth $29,000. Creative Capital Management Investments LLC boosted its holdings in shares of Texas Instruments by 167.5% during the 3rd quarter. Creative Capital Management Investments LLC now owns 107 shares of the semiconductor company’s stock worth $30,000 after buying an additional 67 shares during the period. Kilter Group LLC bought a new stake in shares of Texas Instruments during the 2nd quarter worth $31,000. Finally, Main Street Group LTD bought a new stake in shares of Texas Instruments during the 1st quarter worth $32,000. Institutional investors own 84.99% of the company’s stock.

More Texas Instruments News

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

• Positive Sentiment: Zacks Research raised its Texas Instruments earnings estimates across multiple periods and maintained a “Strong-Buy” rating. It now projects EPS of $8.89 for FY2026, $10.78 for FY2027 and $12.33 for FY2028, suggesting improving expectations for earnings growth. Texas Instruments coverage
• Positive Sentiment: TI announced a compact, pre-certified multiprotocol Industrial Ethernet module and an IO-Link master aimed at connected factories. The products expand its industrial communications portfolio, though the announcement’s near-term financial impact is unclear. Product announcement
• Neutral Sentiment: TI priced $2.0 billion in senior unsecured notes to help finance its planned acquisition of Silicon Laboratories and transaction costs. The financing supports the deal but adds debt; investors will likely focus on the acquisition’s eventual returns. Debt and acquisition coverage
• Negative Sentiment: Recent weakness in TXN has been linked to a broad technology selloff and an AMD quantum-computing announcement that rattled analog-chip shares. These appear to be sector sentiment pressures rather than company-specific deterioration. Sector selloff coverage

Texas Instruments Stock Down 0.3%

TXN opened at $277.36 on Friday. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $334.03. The company has a current ratio of 5.59, a quick ratio of 4.05 and a debt-to-equity ratio of 0.67. The stock has a market capitalization of $253.44 billion, a price-to-earnings ratio of 35.97, a P/E/G ratio of 1.36 and a beta of 1.39. The business has a 50 day moving average of $279.06 and a 200-day moving average of $261.41.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings data on Wednesday, October 21st. The semiconductor company reported $2.62 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.40 by $0.22. Texas Instruments had a net margin of 34.25% and a return on equity of 40.51%. The business had revenue of $6.05 billion for the quarter, compared to the consensus estimate of $5.94 billion. During the same quarter last year, the company posted $1.48 earnings per share. Texas Instruments’s quarterly revenue was up 27.7% on a year-over-year basis. As a group, sell-side analysts anticipate that Texas Instruments Incorporated will post 8.97 earnings per share for the current year.

Texas Instruments Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, November 10th. Shareholders of record on Friday, October 30th will be issued a $1.52 dividend. This is a boost from Texas Instruments’s previous quarterly dividend of $1.42. The ex-dividend date of this dividend is Friday, October 30th. This represents a $6.08 dividend on an annualized basis and a yield of 2.2%. Texas Instruments’s payout ratio is currently 78.86%.

Analysts Set New Price Targets

A number of research firms recently issued reports on TXN. TD Cowen dropped their target price on shares of Texas Instruments from $340.00 to $330.00 and set a “buy” rating on the stock in a report on Monday, October 19th. Jefferies Financial Group boosted their target price on shares of Texas Instruments from $260.00 to $300.00 and gave the stock a “hold” rating in a research report on Thursday, October 22nd. Weiss Ratings cut shares of Texas Instruments from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, October 23rd. Wells Fargo & Company lowered their price target on Texas Instruments from $310.00 to $300.00 and set an “equal weight” rating on the stock in a research report on Tuesday, October 20th. Finally, Cantor Fitzgerald reiterated a “neutral” rating on shares of Texas Instruments in a research note on Tuesday, October 20th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $315.37.

Insider Buying and Selling

In other Texas Instruments news, Director Robert Sanchez sold 6,065 shares of the firm’s stock in a transaction on Tuesday, October 27th. The shares were sold at an average price of $302.21, for a total value of $1,832,903.65. Following the sale, the director directly owned 21,600 shares in the company, valued at $6,527,736. This trade represents a 21.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, VP Tsedeniya Abraham sold 7,000 shares of the business’s stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the transaction, the vice president owned 23,181 shares in the company, valued at approximately $6,134,388.03. The trade was a 23.19% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 27,968 shares of company stock worth $8,236,892. 0.60% of the stock is currently owned by corporate insiders.

Texas Instruments Company Profile

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.