Thurston Springer Miller Herd & Titak Inc. Acquires 5,153 Shares of Texas Instruments Incorporated $TXN

Key Points

• Thurston Springer Miller Herd & Titak Inc. raised its stake in Texas Instruments by 290.8% in Q4, buying 5,153 shares to hold 6,925 shares worth about $1.20 million.
• Other large institutions also increased positions—Amundi (+61% to 9.45M shares), Invesco (+16.8% to 16.44M) and VanEck (+21.8%)—with overall institutional ownership at 84.99%.
• Texas Instruments reported Q4 EPS of $1.27 (missed by $0.02), gave Q1 2026 EPS guidance of 1.22–1.48, has a $177.4B market cap and a 2.9% yield, while insiders sold ~114,284 shares (~$25.5M) over the past three months.

Thurston Springer Miller Herd & Titak Inc. raised its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 290.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,925 shares of the semiconductor company's stock after buying an additional 5,153 shares during the period. Thurston Springer Miller Herd & Titak Inc.'s holdings in Texas Instruments were worth $1,201,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Amundi lifted its stake in shares of Texas Instruments by 61.0% in the 3rd quarter. Amundi now owns 9,445,243 shares of the semiconductor company's stock valued at $1,717,240,000 after acquiring an additional 3,580,147 shares during the last quarter. Invesco Ltd. grew its position in Texas Instruments by 16.8% during the 3rd quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company's stock worth $3,019,603,000 after acquiring an additional 2,366,695 shares during the last quarter. Van ECK Associates Corp grew its position in Texas Instruments by 21.8% during the 3rd quarter. Van ECK Associates Corp now owns 9,134,203 shares of the semiconductor company's stock worth $1,678,227,000 after acquiring an additional 1,635,870 shares during the last quarter. Marshall Wace LLP purchased a new position in Texas Instruments in the 3rd quarter worth approximately $282,492,000. Finally, Corient Private Wealth LLC lifted its position in Texas Instruments by 94.9% in the second quarter. Corient Private Wealth LLC now owns 2,517,451 shares of the semiconductor company's stock valued at $522,559,000 after purchasing an additional 1,225,524 shares during the last quarter. 84.99% of the stock is owned by institutional investors.

Texas Instruments Price Performance

Shares of Texas Instruments stock opened at $194.87 on Friday. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. The company has a market cap of $177.42 billion, a PE ratio of 35.82, a P/E/G ratio of 1.77 and a beta of 1.01. The business has a 50 day moving average of $206.55 and a 200 day moving average of $186.32. Texas Instruments Incorporated has a 52 week low of $139.95 and a 52 week high of $231.32.

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

Texas Instruments Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 30th were given a dividend of $1.42 per share. The ex-dividend date was Friday, January 30th. This represents a $5.68 annualized dividend and a dividend yield of 2.9%. Texas Instruments's payout ratio is currently 104.41%.

Analyst Ratings Changes

A number of analysts have recently weighed in on TXN shares. Jefferies Financial Group increased their price objective on Texas Instruments from $180.00 to $210.00 and gave the company a "hold" rating in a research note on Wednesday, January 28th. Citigroup reiterated a "buy" rating on shares of Texas Instruments in a report on Thursday, January 15th. Rosenblatt Securities reissued a "buy" rating and set a $240.00 price target on shares of Texas Instruments in a research report on Thursday, February 5th. Truist Financial set a $250.00 price target on shares of Texas Instruments in a report on Monday, February 23rd. Finally, Raymond James Financial set a $240.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have issued a Hold rating and five have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Hold" and an average target price of $214.77.

Insider Activity at Texas Instruments

In other Texas Instruments news, VP Mark Gary sold 12,921 shares of Texas Instruments stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $230.10, for a total transaction of $2,973,122.10. Following the sale, the vice president directly owned 45,547 shares of the company's stock, valued at approximately $10,480,364.70. The trade was a 22.10% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Rafael R. Lizardi sold 64,532 shares of the company's stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $220.74, for a total value of $14,244,793.68. Following the transaction, the chief financial officer owned 92,550 shares in the company, valued at $20,429,487. This trade represents a 41.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 114,284 shares of company stock valued at $25,531,935 over the last three months. Corporate 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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