Texas Instruments Incorporated $TXN Shares Purchased by Kingsview Wealth Management LLC

Key Points

• Kingsview Wealth Management LLC increased its Texas Instruments stake by 15.4% in the fourth quarter, adding 42,701 shares to reach 320,414 shares worth about $55.6 million.
• Several analysts turned more bullish on TXN, with price-target increases from firms like Bank of America and Seaport Research tied to AI-driven data center power demand and growth in Texas Instruments’ analog and power chips.
• Texas Instruments reported stronger-than-expected quarterly results, beating EPS estimates and posting 18.6% year-over-year revenue growth, while also paying a $1.42 quarterly dividend and maintaining a 1.8% yield.

Kingsview Wealth Management LLC boosted its stake in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 15.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 320,414 shares of the semiconductor company's stock after acquiring an additional 42,701 shares during the period. Texas Instruments accounts for 0.8% of Kingsview Wealth Management LLC's portfolio, making the stock its 22nd largest position. Kingsview Wealth Management LLC's holdings in Texas Instruments were worth $55,589,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently added to or reduced their stakes in the company. Artisan Partners Limited Partnership increased its stake 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 purchasing an additional 12,562 shares during the last quarter. Rothschild & Co Wealth Management UK Ltd increased its stake 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 purchasing an additional 16,260 shares during the last quarter. Swiss Life Asset Management Ltd increased its stake 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 purchasing an additional 50,808 shares during the last quarter. Greenland Capital Management LP increased its stake 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 purchasing an additional 23,177 shares during the last quarter. Finally, Providence Capital Advisors LLC bought a new stake in Texas Instruments during the third quarter valued at $6,347,000. 84.99% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting 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.

Analyst Upgrades and Downgrades

Several research firms have weighed in on TXN. JPMorgan Chase & Co. boosted their target price on shares of Texas Instruments from $227.00 to $280.00 and gave the company an "overweight" rating in a research note on Thursday, April 23rd. Robert W. Baird boosted their target price 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. Stifel Nicolaus set a $340.00 target price on shares of Texas Instruments in a research note on Friday, May 15th. 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 note on Thursday, April 23rd. Finally, Wolfe Research restated an "outperform" rating and set a $315.00 price target on shares of Texas Instruments in a research report on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have assigned a Hold rating and four have issued a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus target price of $265.57.

Texas Instruments Stock Down 2.3%

Texas Instruments stock opened at $317.45 on Thursday. The company has a 50-day simple moving average of $246.04 and a 200-day simple moving average of $209.82. The firm has a market capitalization of $288.91 billion, a P/E ratio of 54.36, a P/E/G ratio of 1.63 and a beta of 1.31. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. Texas Instruments Incorporated has a one year low of $152.73 and a one year high of $331.51.

Texas Instruments (NASDAQ:TXN - Get Free Report) last released its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping the consensus estimate 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%. The company's quarterly revenue was up 18.6% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, equities analysts expect that Texas Instruments Incorporated will post 7.66 earnings per share for the current year.

Texas Instruments Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were given a $1.42 dividend. 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 dividend payout ratio is currently 97.26%.

Insider Transactions at Texas Instruments

In related news, VP Mark T. Roberts sold 28,080 shares of the stock in a transaction dated 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 completion of the transaction, the vice president owned 53,809 shares in the company, valued at $15,084,815.06. This represents a 34.29% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CFO Rafael R. Lizardi sold 47,734 shares of the stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the completion of the transaction, the chief financial officer owned 85,485 shares of the company's stock, valued at $26,337,928.50. This represents a 35.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 303,475 shares of company stock worth $85,666,638 over the last ninety days. Insiders own 0.60% of the company's stock.

Texas Instruments 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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