Hamlin Capital Management, LLC has added 118,663 shares of $TXN to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $TXN.
TEXAS INSTRUMENTS Hedge Fund Activity
We have seen 967 institutional investors add shares of TEXAS INSTRUMENTS stock to their portfolio, and 1,171 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 25,454,774 shares (-77.1%) from their portfolio in Q4 2025, for an estimated $4,416,148,741
- BANK OF AMERICA CORP /DE/ removed 7,436,022 shares (-39.1%) from their portfolio in Q4 2025, for an estimated $1,290,075,456
- ALLIANCEBERNSTEIN L.P. removed 3,685,826 shares (-31.9%) from their portfolio in Q4 2025, for an estimated $639,453,952
- D. E. SHAW & CO., INC. added 3,615,526 shares (+93.2%) to their portfolio in Q4 2025, for an estimated $627,257,605
- CAPITAL RESEARCH GLOBAL INVESTORS removed 2,592,065 shares (-18.0%) from their portfolio in Q4 2025, for an estimated $449,697,356
- VAN ECK ASSOCIATES CORP added 2,474,062 shares (+27.1%) to their portfolio in Q4 2025, for an estimated $429,225,016
- AMERIPRISE FINANCIAL INC added 2,450,446 shares (+67.8%) to their portfolio in Q4 2025, for an estimated $425,127,876
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
TEXAS INSTRUMENTS Insider Trading Activity
TEXAS INSTRUMENTS insiders have traded $TXN stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $TXN stock by insiders over the last 6 months:
- RAFAEL R LIZARDI (Sr. Vice President & CFO) has made 0 purchases and 3 sales selling 71,628 shares for an estimated $15,882,149.
- MARK GARY (Sr. Vice President) has made 0 purchases and 2 sales selling 23,169 shares for an estimated $5,236,204.
- AHMAD BAHAI (Sr. Vice President) has made 0 purchases and 2 sales selling 9,500 shares for an estimated $2,170,503.
- RONALD KIRK sold 9,990 shares for an estimated $1,621,687
- HAGOP H KOZANIAN (Sr. Vice President) sold 6,843 shares for an estimated $1,546,167
- MARK T. ROBERTS (Sr. Vice President) sold 4,461 shares for an estimated $986,603
- MARK A BLINN sold 3,144 shares for an estimated $696,646
- CHRISTINE WITZSCHE (Sr. Vice President) sold 1,000 shares for an estimated $164,306
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
TEXAS INSTRUMENTS Congressional Stock Trading
Members of Congress have traded $TXN stock 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $TXN stock by members of Congress over the last 6 months:
- REPRESENTATIVE KEVIN HERN sold up to $1,000,000 on 03/18.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/18, 11/13.
- REPRESENTATIVE THOMAS H. KEAN, JR. purchased up to $15,000 on 11/26.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
TEXAS INSTRUMENTS Analyst Ratings
Wall Street analysts have issued reports on $TXN in the last several months. We have seen 6 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 01/28/2026
- Mizuho issued a "Underperform" rating on 01/28/2026
- Benchmark issued a "Buy" rating on 01/28/2026
- JP Morgan issued a "Overweight" rating on 01/28/2026
- TD Cowen issued a "Buy" rating on 10/22/2025
- Goldman Sachs issued a "Buy" rating on 10/22/2025
- Susquehanna issued a "Positive" rating on 10/22/2025
To track analyst ratings and price targets for TEXAS INSTRUMENTS, check out Quiver Quantitative's $TXN forecast page.
TEXAS INSTRUMENTS Price Targets
Multiple analysts have issued price targets for $TXN recently. We have seen 16 analysts offer price targets for $TXN in the last 6 months, with a median target of $226.0.
Here are some recent targets:
- Tore Svanberg from Stifel set a target price of $250.0 on 04/09/2026
- Matthew Prisco from Cantor Fitzgerald set a target price of $250.0 on 02/23/2026
- Kevin Cassidy from Rosenblatt set a target price of $240.0 on 02/05/2026
- Vijay Rakesh from Mizuho set a target price of $160.0 on 01/28/2026
- Harlan Sur from JP Morgan set a target price of $227.0 on 01/28/2026
- Blayne Curtis from Jefferies set a target price of $210.0 on 01/28/2026
- James Schneider from Goldman Sachs set a target price of $175.0 on 01/28/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $TXN ticker page for more data.
