Key Points
- Insider sale: CAO Julie Knecht sold 9,956 Texas Instruments shares on May 1 for about $2.77M, reducing her ownership by roughly 52% to 9,120 shares (SEC Form 4 filed).
- Texas Instruments beat Q1 estimates with $1.68 EPS (vs. $1.37 expected), reported revenue up 18.6% year-over-year, and set Q2 guidance of $1.77–$2.05 EPS.
- The company declared a quarterly dividend of $1.42 (annualized $5.68) for a ~2.0% yield, while its dividend payout ratio is high at 97.26%.
Texas Instruments Incorporated (NASDAQ:TXN - Get Free Report) CAO Julie Knecht sold 9,956 shares of Texas Instruments stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $278.70, for a total value of $2,774,737.20. Following the sale, the chief accounting officer directly owned 9,120 shares in the company, valued at approximately $2,541,744. The trade was a 52.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink.
Texas Instruments Stock Down 0.0%
TXN stock opened at $280.89 on Tuesday. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $287.83. The company has a market capitalization of $255.64 billion, a price-to-earnings ratio of 48.10, a price-to-earnings-growth ratio of 1.42 and a beta of 1.31. The business's 50 day moving average price is $212.93 and its two-hundred day moving average price is $193.93. 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 (NASDAQ:TXN - Get Free Report) last released its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating analysts' consensus estimates of $1.37 by $0.31. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The company had revenue of $4.83 billion during the quarter, compared to analysts' expectations of $4.85 billion. During the same quarter last year, the business posted $1.23 EPS. The firm'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, analysts forecast that Texas Instruments Incorporated will post 7.6 earnings per share for the current fiscal year.
Texas Instruments Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be given a dividend of $1.42 per share. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $5.68 annualized dividend and a yield of 2.0%. Texas Instruments's dividend payout ratio (DPR) is currently 97.26%.
Wall Street Analyst Weigh In
Several brokerages recently issued reports on TXN. Mizuho set a $215.00 price target on shares of Texas Instruments and gave the stock a "neutral" rating in a research note on Thursday, April 16th. Morgan Stanley reissued an "underweight" rating and set a $180.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. UBS Group raised their target price on shares of Texas Instruments from $260.00 to $295.00 and gave the company a "buy" rating in a research note on Thursday, April 23rd. Weiss Ratings lowered shares of Texas Instruments from a "hold (c+)" rating to a "hold (c)" rating in a report on Wednesday, April 22nd. Finally, Wolfe Research reissued 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 given a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Hold" and an average price target of $257.68.
Read Our Latest Stock Report on TXN
Key Stories Impacting Texas Instruments
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: Unusual options flow — traders bought ~120,870 call contracts (a ~425% jump vs. average), signalling near‑term bullish speculation or hedging interest that can amplify upside into expirations.
- Positive Sentiment: Strong YTD performance & bullish coverage — multiple outlets note TXN has surged roughly 62% YTD as AI demand lifts analog/embedded chips, data‑center sales rise and cash flow remains robust, supporting continued investor enthusiasm. Texas Instruments Soars 62% YTD: Is TXN Stock Still Worth Buying?
- Neutral Sentiment: Sector comparison — a piece comparing TXN and ON Semiconductor reviews which analog/embedded chip outperformed in April; useful context for relative positioning but not a direct catalyst. Texas Instruments or ON Semiconductor: Which Analog Chip Stock Won in April?
- Neutral Sentiment: Analytical takeaways — multiple “is it a buy?” and share‑price analysis pieces are circulating, dissecting valuation after the big run; they provide buying/selling frameworks but produce mixed near‑term signals. Is Texas Instruments Incorporated (TXN) A Good Stock To Buy Now?
- Neutral Sentiment: Additional market commentary — further articles recap the recent price jump and sector leadership; informative for sentiment checks but not new company‑level catalysts. Zacks: Texas Instruments Soars 62% YTD
- Negative Sentiment: Insider sale — CAO Julie C. Knecht sold 9,956 shares (~$2.77M) and reduced her stake by ~52%. Insider selling can be perceived negatively by some investors (liquidity/tax reasons may also explain the sale). SEC filing: Form 4 Filing
Institutional Trading of Texas Instruments
A number of large investors have recently made changes to their positions in the stock. Strategic Wealth Investment Group LLC bought a new position in Texas Instruments during the second quarter valued at approximately $25,000. Portus Wealth Advisors LLC bought a new stake in Texas Instruments in the 1st quarter worth approximately $27,000. High Point Wealth Management LLC bought a new stake in Texas Instruments in the 4th quarter worth approximately $25,000. Advocate Investing Services LLC purchased a new stake in Texas Instruments during the 4th quarter valued at $25,000. Finally, Ares Financial Consulting LLC purchased a new stake in Texas Instruments during the 4th quarter valued at $26,000. 84.99% of the stock is currently owned by institutional investors.
Texas Instruments Company Profile
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Get Free Report)
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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