Texas Instruments Incorporated $TXN Shares Sold by Bokf Na

Key Points

• Bokf Na trimmed its stake in Texas Instruments by 12.3% in Q4, selling 5,476 shares and leaving 39,152 shares valued at about $6.79 million.
• Texas Instruments beat Q1 EPS expectations ($1.68 vs. $1.37), reported revenue up 18.6% YoY, and set Q2 guidance of $1.77–$2.05, with AI/data‑center demand cited as a key catalyst.
• Significant insider selling has occurred recently — executives (including the CEO) sold shares and insiders have offloaded 345,080 shares (~$89.4M) in the last 90 days, leaving insiders with just 0.60% ownership.

Bokf Na trimmed its stake in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 12.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 39,152 shares of the semiconductor company's stock after selling 5,476 shares during the quarter. Bokf Na's holdings in Texas Instruments were worth $6,792,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. grew its position 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 valued at $17,720,020,000 after purchasing an additional 998,658 shares during the period. State Street Corp grew its position 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 valued at $8,002,381,000 after purchasing an additional 230,098 shares during the period. Invesco Ltd. grew its position 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 valued at $3,019,603,000 after purchasing an additional 2,366,695 shares during the period. Alliancebernstein L.P. grew its position 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 valued at $2,123,517,000 after purchasing an additional 305,022 shares during the period. Finally, Amundi grew its position in shares of Texas Instruments by 61.0% in the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company's stock valued at $1,717,240,000 after purchasing an additional 3,580,147 shares during the period. 84.99% of the stock is owned by institutional investors and hedge funds.

Key Texas Instruments News

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

• Positive Sentiment: Q1 beat and raised guidance: TXN topped EPS expectations and set Q2 revenue and EPS guidance above street assumptions, a direct catalyst for the rally as investors reprice growth and margin leverage. Read More.
• Positive Sentiment: AI/data‑center demand lift: Coverage highlights stronger demand from data centers and AI-related markets that supports higher utilization and justifies capex/manufacturing investments, boosting sentiment. Read More.
• Neutral Sentiment: Analyst landscape and targets: Wall Street is mixed — several firms raised targets while some remain cautious; the stock’s strong YTD move has prompted re‑ratings but consensus remains varied. Read More.
• Neutral Sentiment: Long‑term track record and income angle: Articles recap TXN’s multi‑year total‑return story and note the recent quarterly dividend (high payout ratio), which supports income investors but limits free‑cash growth expectations. Read More.
• Negative Sentiment: Insider selling — CEO sale: CEO Haviv Ilan sold 20,000 shares (~$5.6M) on May 4; large insider sales can create short‑term worry even if for non‑operational reasons. Read More.
• Negative Sentiment: Insider selling — CAO sale: CAO Julie Knecht sold ~9,956 shares (~$2.8M) and materially reduced her holding, adding to the perception of insider liquidity taking. Read More.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on TXN. Weiss Ratings downgraded Texas Instruments from a "hold (c+)" rating to a "hold (c)" rating in a research report on Wednesday, April 22nd. Wells Fargo & Company lifted their price objective on Texas Instruments from $215.00 to $260.00 and gave the company an "equal weight" rating in a research report on Thursday, April 23rd. KeyCorp lifted their price objective on Texas Instruments from $240.00 to $325.00 and gave the company an "overweight" rating in a research report on Thursday, April 23rd. Mizuho set a $215.00 price objective on Texas Instruments and gave the company a "neutral" rating in a research report on Thursday, April 16th. Finally, Truist Financial lifted their price objective on Texas Instruments from $225.00 to $278.00 and gave the company a "hold" rating in a research report on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have given a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Hold" and an average price target of $257.68.

Insider Activity at Texas Instruments

In other Texas Instruments news, VP Mark T. Roberts sold 28,080 shares of the business's stock in a transaction dated 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 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 document filed with the SEC, which is available through this hyperlink. Also, VP Amichai Ron sold 18,365 shares of the business's stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $272.43, for a total value of $5,003,176.95. Following the transaction, the vice president owned 81,085 shares in the company, valued at approximately $22,089,986.55. This represents a 18.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 345,080 shares of company stock valued at $89,405,821 over the last 90 days. Corporate insiders own 0.60% of the company's stock.

Texas Instruments Price Performance

TXN stock opened at $289.44 on Thursday. The stock has a 50-day moving average price of $215.54 and a two-hundred day moving average price of $195.48. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $292.64. 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 company has a market cap of $263.42 billion, a PE ratio of 49.56, a price-to-earnings-growth ratio of 1.42 and a beta of 1.31.

Texas Instruments (NASDAQ:TXN - Get Free Report) last posted its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.37 by $0.31. The firm had revenue of $4.83 billion during the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The firm's quarterly revenue was up 18.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, research analysts predict that Texas Instruments Incorporated will post 7.6 EPS for the current year.

Texas Instruments Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be paid a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Tuesday, May 5th. Texas Instruments's payout ratio is currently 97.26%.

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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