Kinsale Capital Group Inc. Acquires 2,931 Shares of Texas Instruments Incorporated $TXN

Kinsale Capital Group Inc. raised its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 5.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 58,848 shares of the semiconductor company’s stock after buying an additional 2,931 shares during the period. Texas Instruments comprises about 1.7% of Kinsale Capital Group Inc.’s holdings, making the stock its 22nd largest position. Kinsale Capital Group Inc.’s holdings in Texas Instruments were worth $10,210,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in TXN. Brighton Jones LLC lifted its stake in shares of Texas Instruments by 33.4% in the fourth 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 stake in shares of Texas Instruments by 12.8% in the first 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 stake in shares of Texas Instruments by 1,810.0% in the second 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 stake in shares of Texas Instruments by 1.7% in the second 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 stake in shares of Texas Instruments by 3.5% in the second quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after buying an additional 496 shares in the last quarter. 84.99% of the stock is owned by institutional investors.

Analysts Set New Price Targets

TXN has been the topic of a number of recent research reports. BNP Paribas Exane raised shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 22nd. Jefferies Financial Group increased their target price on shares of Texas Instruments from $210.00 to $260.00 and gave the company a “hold” rating in a report on Thursday, April 23rd. Susquehanna reiterated a “positive” rating and issued a $300.00 target price on shares of Texas Instruments in a report on Thursday, April 23rd. Raymond James Financial set a $240.00 target price on shares of Texas Instruments in a report on Wednesday, January 28th. Finally, UBS Group raised their price objective on shares of Texas Instruments from $260.00 to $295.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, Texas Instruments has a consensus rating of “Hold” and an average price target of $260.38.

Texas Instruments Stock Performance

NASDAQ TXN opened at $302.73 on Friday. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $310.29. The company has a 50-day simple moving average of $227.87 and a 200 day simple moving average of $201.34. 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 company has a market capitalization of $275.51 billion, a PE ratio of 51.84, a price-to-earnings-growth ratio of 1.51 and a beta of 1.31.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data 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 business had revenue of $4.83 billion during the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm’s quarterly revenue was up 18.6% compared to the same quarter last year. During the same quarter last year, the company posted $1.23 earnings per share. 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 year.

Texas Instruments Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th will be paid a $1.42 dividend. The ex-dividend date is Tuesday, May 5th. This represents a $5.68 annualized dividend and a dividend yield of 1.9%. Texas Instruments’s dividend payout ratio (DPR) is presently 97.26%.

Trending Headlines about 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

Insider Transactions at Texas Instruments

In other news, VP Amichai Ron sold 18,365 shares of Texas Instruments stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $272.43, for a total value of $5,003,176.95. Following the completion of the transaction, the vice president owned 81,085 shares in the company, valued at $22,089,986.55. This trade represents a 18.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Haviv Ilan sold 20,000 shares of Texas Instruments stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the completion of the transaction, the chief executive officer owned 204,339 shares of the company’s stock, valued at $57,280,308.48. The trade was a 8.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 310,318 shares of company stock valued at $87,212,814. 0.60% of the stock is currently owned by insiders.

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.