Huntington National Bank Lowers Position in Texas Instruments Incorporated $TXN

Key Points

• Huntington National Bank reduced its Texas Instruments stake by 7.1% in the fourth quarter, selling 15,778 shares and leaving it with 204,965 shares valued at about $35.6 million.
• Institutional ownership of TXN remains heavy, with 84.99% of shares held by hedge funds and other institutions, while several firms recently increased positions.
• Analysts remain mixed overall, but recent calls have turned more bullish on the stock amid AI and data center power demand; Texas Instruments also beat Q1 earnings estimates and issued upbeat Q2 guidance.

Huntington National Bank trimmed its stake in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 7.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 204,965 shares of the semiconductor company's stock after selling 15,778 shares during the quarter. Huntington National Bank's holdings in Texas Instruments were worth $35,559,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of TXN. Artisan Partners Limited Partnership lifted its position in Texas Instruments by 1.7% during the third quarter. Artisan Partners Limited Partnership now owns 758,349 shares of the semiconductor company's stock valued at $139,331,000 after buying an additional 12,562 shares in the last quarter. Rothschild & Co Wealth Management UK Ltd lifted its position in Texas Instruments by 1.3% during the third quarter. Rothschild & Co Wealth Management UK Ltd now owns 1,307,580 shares of the semiconductor company's stock valued at $240,242,000 after buying an additional 16,260 shares in the last quarter. Swiss Life Asset Management Ltd lifted its position in Texas Instruments by 10.1% during the fourth quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company's stock valued at $96,321,000 after buying an additional 50,808 shares in the last quarter. Greenland Capital Management LP lifted its position in Texas Instruments by 66.3% during the third quarter. Greenland Capital Management LP now owns 58,151 shares of the semiconductor company's stock valued at $10,684,000 after buying an additional 23,177 shares in the last quarter. Finally, Providence Capital Advisors LLC acquired a new position in Texas Instruments during the third quarter valued at approximately $6,347,000. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. Wells Fargo & Company lifted their price target on shares of Texas Instruments from $215.00 to $260.00 and gave the company an "equal weight" rating in a research report on Thursday, April 23rd. Weiss Ratings raised shares of Texas Instruments from a "hold (c)" rating to a "hold (c+)" rating in a research report on Wednesday, May 6th. HC Wainwright cut shares of Texas Instruments to a "neutral" rating in a research report on Friday, May 22nd. Jefferies Financial Group raised shares of Texas Instruments from a "hold" rating to a "buy" rating in a research report on Friday, May 22nd. Finally, Citigroup boosted their target price on shares of Texas Instruments from $235.00 to $280.00 and gave the stock a "buy" rating in a research report on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have issued a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of "Hold" and an average target price of $265.57.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Bank of America raised its price target on Texas Instruments to $370 from $320 and kept a Buy rating, citing meaningful upside from data center power demand and AI-related growth.
• Positive Sentiment: Seaport Research upgraded TXN to Buy and said rising power needs in data centers, along with increasing electrical intensity per rack, could boost demand for Texas Instruments’ analog and power chips.
• Positive Sentiment: Recent articles highlighted TXN as a key beneficiary of the AI power buildout, including its work on 800V power distribution for next-generation data centers, which could support longer-term revenue and margin growth.
• Positive Sentiment: Investors continue to focus on TXN’s strong Q1 earnings beat and upbeat Q2 guidance, which reinforced confidence that demand from data centers and industrial customers is holding up well.

Texas Instruments Trading Down 2.3%

NASDAQ TXN opened at $317.45 on Thursday. The company's fifty day simple moving average is $246.04 and its 200-day simple moving average is $209.82. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $331.51. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77. The stock has a market cap of $288.91 billion, a P/E ratio of 54.36, a PEG ratio of 1.63 and a beta of 1.31.

Texas Instruments (NASDAQ:TXN - Get Free Report) last posted its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping analysts' consensus estimates of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The business had revenue of $4.83 billion for the quarter, compared to analysts' expectations of $4.85 billion. During the same period in the previous year, the company posted $1.23 earnings per share. The business's revenue for the quarter was up 18.6% compared to the same quarter last year. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities research analysts predict that Texas Instruments Incorporated will post 7.66 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders 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 dividend yield of 1.8%. The ex-dividend date of this dividend was Tuesday, May 5th. Texas Instruments's payout ratio is presently 97.26%.

Insider Buying and Selling at Texas Instruments

In related news, VP Mark T. Roberts sold 28,080 shares of the company's stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $280.34, for a total value of $7,871,947.20. Following the sale, the vice president directly owned 53,809 shares of the company's stock, valued at $15,084,815.06. This represents a 34.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP Mohammad Yunus sold 51,098 shares of the company's stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total transaction of $13,818,943.12. Following the completion of the sale, the vice president directly owned 52,856 shares in the company, valued at $14,294,376.64. This represents a 49.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 303,475 shares of company stock valued at $85,666,638. 0.60% of the stock is owned by company 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.

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