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Texas Instruments Slides as Semiconductor Weakness Appears to Drive the Move

Investivoq PriceTracker

Texas Instruments (TXN) is down 4.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely explanation is a broad semiconductor selloff rather than a new Texas Instruments-specific problem. This could be because investors were pulling back from chip and AI-related names after another volatile session for large technology stocks, while Texas Instruments had no fresh corporate update to offset the negative sector mood.

Details:

  • There does not appear to be a new investor relations announcement from Texas Instruments today; the company’s latest posted investor news items were its October earnings release and late-October debt offering materials.
  • Texas Instruments last reported strong third-quarter results, including revenue of $6.06 billion and year-over-year growth in industrial, automotive and data center, so today’s decline does not obviously line up with a fresh deterioration in reported fundamentals.
  • The company disclosed on November 9 that it completed a $2.0 billion notes issuance, but that filing looked like a financing update rather than a clear surprise catalyst for a sharp one-day drop.
  • Broader market trading on November 13 showed renewed pressure on major chip and AI stocks, which likely weighed on Texas Instruments in sympathy with the sector.

    • Sources:

    Texas Instruments Investor Relations, SEC, AP News

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $TXN Insider Trading Activity

    TXN Insider Trades

    $TXN insiders have traded $TXN stock on the open market 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 have been sales.

    Here’s a breakdown of recent trading of $TXN stock by insiders over the last 6 months:

    • MARTIN S CRAIGHEAD has made 0 purchases and 2 sales selling 10,000 shares for an estimated $3,204,288.
    • RONALD KIRK sold 6,065 shares for an estimated $1,882,515
    • TSEDENIYA ABRAHAM (Sr. Vice President) has made 0 purchases and 2 sales selling 7,000 shares for an estimated $1,852,413.
    • ROBERT E SANCHEZ has made 0 purchases and 2 sales selling 6,065 shares for an estimated $1,832,922.
    • PAMELA H PATSLEY sold 4,532 shares for an estimated $1,366,669
    • JANET F CLARK has made 0 purchases and 2 sales selling 4,306 shares for an estimated $1,302,403.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $TXN Hedge Fund Activity

    We have seen 1,432 institutional investors add shares of $TXN stock to their portfolio, and 1,210 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. removed 21,171,749 shares (-100.0%) from their portfolio in Q3 2026, for an estimated $5,929,995,177
    • JPMORGAN CHASE & CO removed 7,239,280 shares (-22.3%) from their portfolio in Q3 2026, for an estimated $2,027,649,935
    • D. E. SHAW & CO., INC. removed 6,463,794 shares (-86.2%) from their portfolio in Q2 2026, for an estimated $1,926,663,077
    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC removed 4,755,927 shares (-18.3%) from their portfolio in Q2 2026, for an estimated $1,417,599,160
    • SG AMERICAS SECURITIES, LLC added 3,038,283 shares (+inf%) to their portfolio in Q2 2026, for an estimated $905,621,013
    • PRICE T ROWE ASSOCIATES INC /MD/ removed 2,471,628 shares (-21.2%) from their portfolio in Q2 2026, for an estimated $736,718,157
    • SLATE PATH CAPITAL LP removed 2,174,704 shares (-81.4%) from their portfolio in Q2 2026, for an estimated $648,214,021

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $TXN Congressional Stock Trading

    Members of Congress have traded $TXN stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 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 $50,000 on 10/14.
    • REPRESENTATIVE THOMAS H. KEAN, JR. purchased up to $15,000 on 09/17.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $TXN Price Targets

    Multiple analysts have issued price targets for $TXN recently. We have seen 8 analysts offer price targets for $TXN in the last 6 months, with a median target of $347.5.

    Here are some recent targets:

    • C.J. Muse from Cantor Fitzgerald set a target price of $340.0 on 06/29/2026
    • Timothy Arcuri from UBS set a target price of $350.0 on 06/29/2026
    • Tore Svanberg from Stifel set a target price of $360.0 on 06/24/2026
    • Christopher Danely from Citigroup set a target price of $345.0 on 06/15/2026
    • Joe Quatrochi from Wells Fargo set a target price of $300.0 on 06/09/2026
    • Vivek Arya from B of A Securities set a target price of $370.0 on 05/26/2026
    • Jay Goldberg from Seaport Global set a target price of $400.0 on 05/22/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.