Roffman Miller Associates Inc. PA Has $40.66 Million Stake in Texas Instruments Incorporated $TXN

Key Points

• Roffman Miller Associates trimmed its stake in Texas Instruments by 3.8% in Q4 to 234,355 shares worth $40.658 million, making TXN 2.2% of the firm's portfolio and its 16th-largest holding.
• Analysts have been raising targets and upgrading coverage—consensus rating is a Hold with a $216.07 average target, while several firms have pushed price targets up to the $240–$250 range and issued buy/positive views.
• TI slightly missed Q4 estimates (EPS $1.27 vs. $1.29; revenue $4.42B vs. $4.44B), set Q1 2026 EPS guidance of $1.22–$1.48, pays a $1.42 quarterly dividend (2.6% yield), and insiders sold shares totaling roughly $25.5 million last quarter.

Roffman Miller Associates Inc. PA trimmed its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 3.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 234,355 shares of the semiconductor company's stock after selling 9,253 shares during the quarter. Texas Instruments comprises 2.2% of Roffman Miller Associates Inc. PA's portfolio, making the stock its 16th biggest holding. Roffman Miller Associates Inc. PA's holdings in Texas Instruments were worth $40,658,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Strategic Wealth Investment Group LLC acquired a new position in Texas Instruments during the second quarter worth $25,000. Pacifica Partners Inc. increased its position in Texas Instruments by 85.2% during the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company's stock worth $27,000 after buying an additional 69 shares during the last quarter. Grey Fox Wealth Advisors LLC acquired a new position in Texas Instruments during the third quarter worth $29,000. Osterweis Capital Management Inc. increased its position in Texas Instruments by 1,810.0% during the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company's stock worth $40,000 after buying an additional 181 shares during the last quarter. Finally, Winnow Wealth LLC acquired a new position in Texas Instruments during the third quarter worth $42,000. 84.99% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms have issued reports on TXN. Jefferies Financial Group upped their price target on shares of Texas Instruments from $180.00 to $210.00 and gave the company a "hold" rating in a report on Wednesday, January 28th. Susquehanna upped their price target on shares of Texas Instruments from $200.00 to $225.00 and gave the company a "positive" rating in a report on Thursday, January 22nd. Rosenblatt Securities restated a "buy" rating and set a $240.00 price target on shares of Texas Instruments in a report on Thursday, February 5th. Raymond James Financial set a $240.00 price target on shares of Texas Instruments in a report on Wednesday, January 28th. Finally, TD Cowen upped their price target on shares of Texas Instruments from $225.00 to $240.00 and gave the company a "buy" rating in a report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have issued a Hold rating and five have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, Texas Instruments has an average rating of "Hold" and a consensus target price of $216.07.

Texas Instruments News Roundup

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

• Positive Sentiment: Stifel upgraded TXN from Hold to Buy and raised its price target to $250 (from $215), calling out stronger free cash flow, operating leverage and analog-cycle tailwinds — the primary catalyst behind today’s buying interest. Stifel Sets a $250 Price Target on Texas Instruments. Is This Semiconductor Giant Ready to Run?
• Positive Sentiment: Coverage and summaries of the Stifel call (MSN/Benzinga citations) have amplified the upgrade’s reach, increasing visibility among retail and institutional investors. Stifel upgrades Texas Instruments (TXN)
• Positive Sentiment: Analyst/valuation commentary ties the upgrade to a broader narrative — reduced capex, improving margins and a potential analog upcycle — supporting a re-rating if cash flow and margins continue to improve. Assessing Texas Instruments (TXN) Valuation After Stifel Upgrade And Strengthening AI Infrastructure Story
• Neutral Sentiment: Market wrap-ups and performance pieces note TXN’s recent outperformance versus the market, reflecting the momentum trade following the upgrade and coverage. These stories inform sentiment but don’t add new fundamental data. Texas Instruments (TXN) Surpasses Market Returns: Some Facts Worth Knowing
• Neutral Sentiment: Broader company profiles and “investment thesis” pieces recap TXN’s strengths (cash generation, dividend/ buybacks, analog leadership) and keep the story in view for long-term investors; they are informational rather than immediate catalysts. What Makes Texas Instruments Incorporated (TXN) an Investment Bet?
• Neutral Sentiment: Mainstream listings and profile pages (e.g., CNN market page) provide company data and are background references for investors monitoring TXN. Texas Instruments Incorporated

Texas Instruments Stock Up 2.9%

NASDAQ TXN opened at $214.98 on Friday. The stock has a market cap of $195.73 billion, a PE ratio of 39.52, a PEG ratio of 1.90 and a beta of 1.01. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35. Texas Instruments Incorporated has a twelve month low of $139.95 and a twelve month high of $231.32. The firm has a 50-day simple moving average of $206.45 and a 200 day simple moving average of $187.04.

Texas Instruments (NASDAQ:TXN - Get Free Report) last announced its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing analysts' consensus estimates of $1.29 by ($0.02). The business had revenue of $4.42 billion for the quarter, compared to the consensus estimate of $4.44 billion. Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.During the same quarter in the prior year, the business earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, research analysts forecast that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were issued a dividend of $1.42 per share. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.68 annualized dividend and a dividend yield of 2.6%. Texas Instruments's dividend payout ratio (DPR) is presently 104.41%.

Insider Activity at Texas Instruments

In other news, CFO Rafael R. Lizardi sold 7,096 shares of the firm's stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $230.78, for a total transaction of $1,637,614.88. Following the completion of the sale, the chief financial officer owned 85,454 shares of the company's stock, valued at approximately $19,721,074.12. This trade represents a 7.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, VP Ahmad Bahai sold 6,500 shares of the firm's stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $230.79, for a total transaction of $1,500,135.00. Following the sale, the vice president directly owned 42,488 shares of the company's stock, valued at approximately $9,805,805.52. The trade was a 13.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 114,284 shares of company stock valued at $25,531,935. Insiders own 0.60% of the company's stock.

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.

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