Hilltop Holdings Inc. Sells 2,245 Shares of Texas Instruments Incorporated $TXN

25 Jul 2026, 07:30 by Jessica Moore · The Cerbat Gem

Hilltop Holdings Inc. decreased its stake in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 11.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,965 shares of the semiconductor company’s stock after selling 2,245 shares during the quarter. Hilltop Holdings Inc.’s holdings in Texas Instruments were worth $3,294,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the stock. HBW Advisory Services LLC lifted its holdings in shares of Texas Instruments by 2.2% during the first quarter. HBW Advisory Services LLC now owns 1,730 shares of the semiconductor company’s stock valued at $336,000 after acquiring an additional 37 shares during the period. Montz Harcus Wealth Management LLC increased its position in shares of Texas Instruments by 2.9% during the 1st quarter. Montz Harcus Wealth Management LLC now owns 1,338 shares of the semiconductor company’s stock worth $260,000 after purchasing an additional 38 shares in the last quarter. Livforsakringsbolaget Skandia Omsesidigt increased its position in shares of Texas Instruments by 0.6% during the 1st quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 5,960 shares of the semiconductor company’s stock worth $1,157,000 after purchasing an additional 38 shares in the last quarter. Absher Wealth Management LLC lifted its holdings in Texas Instruments by 1.0% during the 1st quarter. Absher Wealth Management LLC now owns 4,223 shares of the semiconductor company’s stock valued at $820,000 after purchasing an additional 42 shares during the last quarter. Finally, Severin Investments LLC lifted its holdings in Texas Instruments by 3.3% during the 1st quarter. Severin Investments LLC now owns 1,349 shares of the semiconductor company’s stock valued at $262,000 after purchasing an additional 43 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors.

Texas Instruments News Summary

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

Positive Sentiment: Rosenblatt Securities raised its price target to $350 and kept a buy rating, while JPMorgan, TD Cowen, and KeyCorp also reiterated bullish views and lifted targets, suggesting analysts see further upside after the earnings beat. Article
Positive Sentiment: Texas Instruments reported Q2 earnings of $2.14 per share on revenue of $5.46 billion, both above estimates, with revenue up 22.8% year over year and management issuing stronger forward guidance tied to industrial, data center, and automotive demand.
Positive Sentiment: Commentary highlighted improving inventory levels, broad demand recovery, and strong free cash flow, all of which support the long-term investment case for TXN.
Neutral Sentiment: Several articles framed TXN as a strong growth, wide-moat, or undervalued stock, reinforcing a constructive but largely unchanged fundamental outlook.
Negative Sentiment: The broader semiconductor group has pulled back as investors rotate out of AI chip winners, unwind leveraged trades, and take profits after a powerful run, pressuring TXN along with the rest of the sector.
Negative Sentiment: Despite the earnings beat and raised outlook, the stock sold off after the report, suggesting expectations were already very high and leaving little room for short-term disappointment.

Texas Instruments Stock Down 1.9%

Shares of NASDAQ:TXN opened at $279.58 on Friday. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $334.03. The company’s 50-day moving average price is $301.06 and its two-hundred day moving average price is $247.37. The company has a quick ratio of 2.94, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. The firm has a market cap of $254.44 billion, a P/E ratio of 42.55, a P/E/G ratio of 1.44 and a beta of 1.32.

Texas Instruments (NASDAQ:TXN – Get Free Report) last posted its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, beating the consensus estimate of $1.91 by $0.23. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The firm had revenue of $5.46 billion during the quarter, compared to analysts’ expectations of $5.26 billion. During the same quarter last year, the company posted $1.41 EPS. The company’s quarterly revenue was up 22.8% compared to the same quarter last year. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, research analysts forecast that Texas Instruments Incorporated will post 7.78 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, August 11th. Investors of record on Friday, July 31st will be issued a $1.42 dividend. The ex-dividend date of this dividend is Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.0%. Texas Instruments’s dividend payout ratio (DPR) is currently 86.45%.

Analyst Ratings Changes

TXN has been the topic of several research analyst reports. KeyCorp upped their price objective on shares of Texas Instruments from $390.00 to $400.00 and gave the stock an “overweight” rating in a research note on Thursday. TD Cowen cut their target price on shares of Texas Instruments from $360.00 to $340.00 and set a “buy” rating for the company in a research note on Thursday. Benchmark lifted their target price on shares of Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a research note on Thursday. HC Wainwright downgraded Texas Instruments to a “neutral” rating in a report on Friday, May 22nd. Finally, Citigroup restated a “buy” rating on shares of Texas Instruments in a research report on Tuesday, July 14th. Fourteen research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $308.40.

View Our Latest Stock Analysis on Texas Instruments

Insiders Place Their Bets

In other Texas Instruments news, CEO Haviv Ilan sold 20,000 shares of the stock in a transaction on Monday, May 4th. The stock was sold at an average price of $280.32, for a total value of $5,606,400.00. Following the transaction, the chief executive officer directly owned 204,339 shares in the company, valued at approximately $57,280,308.48. This trade represents a 8.92% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Ahmad Bahai sold 5,000 shares of Texas Instruments stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $309.13, for a total value of $1,545,650.00. Following the completion of the sale, the vice president directly owned 42,519 shares of the company’s stock, valued at $13,143,898.47. This trade represents a 10.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 199,143 shares of company stock valued at $56,959,010 over the last quarter. Company insiders own 0.60% of the company’s stock.

Texas Instruments Profile

(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.