Sanders Morris Harris LLC Cuts Stake in Texas Instruments Incorporated $TXN

Sanders Morris Harris LLC lessened its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 87.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 777 shares of the semiconductor company’s stock after selling 5,605 shares during the quarter. Sanders Morris Harris LLC’s holdings in Texas Instruments were worth $232,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently bought and sold shares of the company. High Point Wealth Management LLC purchased a new position in Texas Instruments in the fourth quarter worth about $25,000. Strategic Wealth Investment Group LLC purchased a new stake in shares of Texas Instruments during the second quarter valued at approximately $25,000. Advocate Investing Services LLC bought a new stake in shares of Texas Instruments during the fourth quarter valued at approximately $25,000. Ares Financial Consulting LLC purchased a new position in Texas Instruments in the 4th quarter worth approximately $26,000. Finally, Cornerstone Financial Management LLC bought a new position in Texas Instruments in the 4th quarter valued at approximately $27,000. Institutional investors own 84.99% of the company’s stock.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: New GE Appliances partnership: GE Appliances plans to use Texas Instruments microcontrollers, Wi-Fi connectivity solutions, and analog components in next-generation connected appliances manufactured in the U.S. TI products are expected to supply roughly one-third of the chips used at GE’s new Louisville laundry plant, with production beginning in 2027. The agreement provides potential long-term demand and reinforces TXN’s position in industrial and IoT applications. GE Appliances Leverages Texas Instruments Semiconductors to Power Next-Generation Connected Appliances Manufactured in the U.S.
• Positive Sentiment: Long-term growth catalysts remain intact: Analysts and market commentators point to continued data-center expansion, automotive software, connected devices, and Texas Instruments’ manufacturing investments as potential drivers of future earnings growth. Analysts remain moderately bullish, and TXN has outperformed the S&P 500 over the longer term despite trailing the broader semiconductor industry. Are Wall Street Analysts Bullish on Texas Instruments Stock?
• Neutral Sentiment: Semiconductor rally offers sector support: AI optimism, expected earnings strength, and strong memory demand recently lifted semiconductor stocks and pushed the S&P 500 to a record. The broader rally is supportive for TXN sentiment, although the cited gains were concentrated in other chipmakers and do not necessarily signal an immediate improvement in TI’s results. Semiconductor Rally Powers S&P 500 to Fresh Record High
• Negative Sentiment: Recent underperformance weighs on the stock: TXN has declined about 11% over the past month while AI-focused semiconductor shares have rallied. The divergence has raised concerns that TI may be less directly exposed to the fastest-growing AI demand and that its elevated valuation leaves less room for disappointment. TXN Slides 11% in a Month: Is the Stock Still a Smart AI Investment?

Insider Activity at Texas Instruments

In other Texas Instruments news, VP Shanon J. Leonard sold 4,963 shares of Texas Instruments 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 sale, the vice president directly owned 24,867 shares in the company, valued at approximately $7,341,235.74. The trade was a 16.64% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP Ahmad Bahai sold 5,000 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $309.13, for a total value of $1,545,650.00. Following the transaction, the vice president owned 42,519 shares of the company’s stock, valued at approximately $13,143,898.47. The trade was a 10.52% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 66,535 shares of company stock valued at $20,425,724. 0.60% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of research firms have commented on TXN. Zacks Research lowered Texas Instruments from a “strong-buy” rating to a “hold” rating in a report on Friday, July 10th. The Goldman Sachs Group increased their price objective on Texas Instruments from $200.00 to $225.00 and gave the company a “sell” rating in a research report on Thursday, July 23rd. KeyCorp lifted their price objective on Texas Instruments from $390.00 to $400.00 and gave the stock an “overweight” rating in a report on Thursday, July 23rd. Sanford C. Bernstein boosted their target price on Texas Instruments from $250.00 to $290.00 and gave the stock a “market perform” rating in a research report on Thursday, July 23rd. Finally, Susquehanna raised their price target on shares of Texas Instruments from $300.00 to $340.00 and gave the company a “positive” rating in a report on Tuesday, July 21st. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, nine have given a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, Texas Instruments has a consensus rating of “Hold” and a consensus price target of $312.12.

Texas Instruments Stock Performance

NASDAQ TXN opened at $277.71 on Thursday. The firm has a market cap of $253.62 billion, a price-to-earnings ratio of 42.27, a price-to-earnings-growth ratio of 1.12 and a beta of 1.33. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. The business has a 50-day moving average price of $295.98 and a 200-day moving average price of $252.76. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $334.03.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.91 by $0.23. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The company had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. During the same quarter last year, the company earned $1.41 EPS. The firm’s quarterly revenue was up 22.8% on a year-over-year basis. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, equities research analysts predict that Texas Instruments Incorporated will post 8.35 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, August 11th. Investors of record on Friday, July 31st will be paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is presently 86.45%.

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.