Mondrian Investment Partners LTD Has $145.53 Million Position in Texas Instruments Incorporated $TXN

Mondrian Investment Partners LTD lifted its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 15.3% during the fourth quarter, Holdings Channel reports. The fund owned 838,854 shares of the semiconductor company’s stock after buying an additional 111,601 shares during the quarter. Texas Instruments comprises 2.3% of Mondrian Investment Partners LTD’s investment portfolio, making the stock its 17th largest position. Mondrian Investment Partners LTD’s holdings in Texas Instruments were worth $145,533,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the stock. Bogart Wealth LLC lifted its position in shares of Texas Instruments by 7.8% during the 4th quarter. Bogart Wealth LLC now owns 647 shares of the semiconductor company’s stock valued at $112,000 after acquiring an additional 47 shares during the period. Larson Financial Group LLC lifted its position in shares of Texas Instruments by 0.5% during the 4th quarter. Larson Financial Group LLC now owns 10,228 shares of the semiconductor company’s stock valued at $1,775,000 after acquiring an additional 47 shares during the period. Emerald Advisors LLC lifted its position in shares of Texas Instruments by 0.8% during the 4th quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company’s stock valued at $1,195,000 after acquiring an additional 52 shares during the period. Wagner Wealth Management LLC lifted its position in shares of Texas Instruments by 3.4% during the 4th quarter. Wagner Wealth Management LLC now owns 1,563 shares of the semiconductor company’s stock valued at $271,000 after acquiring an additional 52 shares during the period. Finally, McIlrath & Eck LLC lifted its position in shares of Texas Instruments by 16.5% during the 4th quarter. McIlrath & Eck LLC now owns 381 shares of the semiconductor company’s stock valued at $66,000 after acquiring an additional 54 shares during the period. Institutional investors and hedge funds own 84.99% of the company’s stock.

Insider Buying and Selling at Texas Instruments

In other news, VP Shanon J. Leonard sold 4,963 shares of the company’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $295.22, for a total value of $1,465,176.86. Following the completion of the sale, the vice president owned 24,867 shares in the company, valued at $7,341,235.74. This represents a 16.64% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Carrie Smith Cox sold 8,838 shares of the company’s stock in a transaction on 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 completion of the sale, the director owned 37,626 shares of the company’s stock, valued at approximately $11,528,982.66. The trade was a 19.02% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 303,475 shares of company stock worth $85,666,638 in the last ninety days. 0.60% of the stock is currently owned by corporate insiders.

Texas Instruments Stock Performance

Shares of TXN stock opened at $309.21 on Friday. The firm has a market capitalization of $281.41 billion, a PE ratio of 52.95, a price-to-earnings-growth ratio of 1.55 and a beta of 1.31. The firm has a fifty day simple moving average of $238.50 and a two-hundred day simple moving average of $206.21. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $315.57.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating analysts’ consensus estimates of $1.37 by $0.31. The business had revenue of $4.83 billion during 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%. Texas Instruments’s quarterly revenue was up 18.6% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Analysts forecast that Texas Instruments Incorporated will post 7.69 EPS for the current fiscal 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. This represents a $5.68 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date was Tuesday, May 5th. Texas Instruments’s payout ratio is 97.26%.

Analysts Set New Price Targets

TXN has been the topic of a number of research reports. HC Wainwright downgraded shares of Texas Instruments to a “neutral” rating in a research report on Friday. Rosenblatt Securities boosted their target price on shares of Texas Instruments from $240.00 to $330.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. The Goldman Sachs Group boosted 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. Cantor Fitzgerald boosted their target price on shares of Texas Instruments from $280.00 to $300.00 and gave the company a “neutral” rating in a research report on Wednesday, May 13th. Finally, Robert W. Baird boosted their price target on shares of Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have assigned a Hold rating and four have given a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $263.65.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Mizuho raised its price target on Texas Instruments after citing strong AI server demand, reinforcing the view that AI infrastructure is creating a new growth driver for the company. Mizuho Raises Texas Instruments (TXN) Price Target on Strong AI Server Demand
• Positive Sentiment: Seaport Research Partners upgraded TXN to Buy from Neutral and set a $400 target, signaling growing confidence that Texas Instruments can benefit from AI power-chip demand. Texas Instruments Has the Power Chips AI Needs. Buy the Stock, Says This Analyst.
• Positive Sentiment: Zacks highlighted TXN as a Strong Buy income stock, which may be adding to broader demand for the shares from income-oriented investors. Best Income Stocks to Buy for May 22nd
• Positive Sentiment: Analysts and recent commentary point to TXN’s AI infrastructure push and nearly 90% year-over-year growth in its data center business, suggesting the company could see further revenue upside. TXN’s AI Infrastructure Push Grows: Can It Boost Revenues Further?

About Texas Instruments

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.