Texas Capital Bank Wealth Management Services Inc Acquires 4,069 Shares of Texas Instruments Incorporated $TXN

Key Points

• Texas Capital Bank Wealth Management Services boosted its Texas Instruments stake by 76.4% in the fourth quarter, buying 4,069 additional shares and bringing its total to 9,397 shares valued at about $1.63 million.
• Texas Instruments reported strong quarterly results, posting EPS of $1.68 versus the $1.37 estimate and 18.6% year-over-year revenue growth, while also issuing Q2 guidance of $1.77 to $2.05 EPS.
• Analysts remain focused on TXN’s AI and data center power demand story, with recent upgrades and higher price targets citing growth in power-intensive data centers and next-generation 800V power distribution.

Texas Capital Bank Wealth Management Services Inc raised its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 76.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 9,397 shares of the semiconductor company's stock after acquiring an additional 4,069 shares during the quarter. Texas Capital Bank Wealth Management Services Inc's holdings in Texas Instruments were worth $1,630,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of TXN. Vanguard Group Inc. increased its holdings in shares of Texas Instruments by 1.0% in the third quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company's stock worth $17,720,020,000 after purchasing an additional 998,658 shares during the last quarter. State Street Corp increased its holdings in shares of Texas Instruments by 0.5% in the third quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company's stock worth $8,002,381,000 after purchasing an additional 230,098 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Texas Instruments by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company's stock worth $3,952,933,000 after purchasing an additional 248,515 shares during the last quarter. Invesco Ltd. increased its holdings in shares of Texas Instruments by 16.8% in the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company's stock worth $3,019,603,000 after purchasing an additional 2,366,695 shares during the last quarter. Finally, Alliancebernstein L.P. increased its holdings in shares of Texas Instruments by 2.7% in the third quarter. Alliancebernstein L.P. now owns 11,557,813 shares of the semiconductor company's stock worth $2,123,517,000 after purchasing an additional 305,022 shares during the last quarter. 84.99% of the stock is owned by institutional investors.

Texas Instruments Trading Down 2.3%

Shares of NASDAQ TXN opened at $317.45 on Thursday. The business's 50 day moving average is $246.04 and its two-hundred day moving average is $209.82. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $331.51. The stock has a market capitalization 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 announced its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.37 by $0.31. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The business had revenue of $4.83 billion during the quarter, compared to analyst estimates of $4.85 billion. During the same quarter in the previous year, the business earned $1.23 earnings per share. The company'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. As a group, research analysts expect that Texas Instruments Incorporated will post 7.66 EPS for the current year.

Texas Instruments Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were given a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 1.8%. The ex-dividend date was Tuesday, May 5th. Texas Instruments's payout ratio is 97.26%.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on TXN shares. Jefferies Financial Group raised Texas Instruments from a "hold" rating to a "buy" rating in a report on Friday, May 22nd. The Goldman Sachs Group lifted their target price on Texas Instruments from $175.00 to $200.00 and gave the stock a "sell" rating in a report on Thursday, April 23rd. Weiss Ratings raised Texas Instruments from a "hold (c)" rating to a "hold (c+)" rating in a report on Wednesday, May 6th. Robert W. Baird lifted their target price on Texas Instruments from $225.00 to $300.00 and gave the stock an "outperform" rating in a report on Thursday, April 23rd. Finally, Wolfe Research reiterated an "outperform" rating and issued a $315.00 price target on shares of Texas Instruments in a research report on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have issued a Hold rating and four have issued a Sell rating to the company's stock. Based on data from MarketBeat.com, Texas Instruments presently has an average rating of "Hold" and an average price target of $265.57.

Key Texas Instruments News

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.

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, VP Mark T. Roberts sold 28,080 shares of the business's stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $280.34, for a total transaction of $7,871,947.20. Following the completion of the transaction, the vice president owned 53,809 shares in the company, valued at $15,084,815.06. The trade was a 34.29% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, VP Mohammad Yunus sold 51,098 shares of the business's stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total value of $13,818,943.12. Following the transaction, the vice president owned 52,856 shares of the company's stock, valued at $14,294,376.64. This trade represents a 49.15% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 303,475 shares of company stock valued at $85,666,638. 0.60% of the stock is owned by company insiders.

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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