Swiss Life Asset Management Ltd increased its stake in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 10.1% during the fourth quarter, Holdings Channel.com reports. The firm owned 555,199 shares of the semiconductor company’s stock after purchasing an additional 50,808 shares during the quarter. Swiss Life Asset Management Ltd’s holdings in Texas Instruments were worth $96,321,000 as of its most recent filing with the SEC.
A number of other institutional investors and hedge funds have also bought and sold shares of TXN. High Point Wealth Management LLC bought a new stake in Texas Instruments during the fourth quarter valued at about $25,000. Strategic Wealth Investment Group LLC purchased a new stake in shares of Texas Instruments in the second quarter valued at approximately $25,000. Ares Financial Consulting LLC purchased a new stake in Texas Instruments during the fourth quarter worth $26,000. Grey Fox Wealth Advisors LLC purchased a new stake in Texas Instruments during the third quarter worth $29,000. Finally, Nvest Wealth Strategies Inc. purchased a new stake in Texas Instruments during the fourth quarter worth $33,000. 84.99% of the stock is owned by institutional investors.
Texas Instruments News Roundup
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: Zacks Research raised multiple earnings estimates for Texas Instruments, including Q2 2026, FY2026, Q1/Q2/Q3/Q4 2027, and FY2028, while reiterating a Strong-Buy rating. Higher earnings forecasts can signal improving fundamentals and justify a higher valuation.
- Positive Sentiment: Recent coverage highlighted Texas Instruments as a stock benefiting from AI-fueled semiconductor demand, with analysts pointing to steady chip sales across the broader industry. This supports the view that end-market demand remains healthy. Article: 4 Solid Stocks to Buy as AI Powers Steady Semiconductor Sales
- Positive Sentiment: Another article noted Texas Instruments climbed after beating Q1 estimates and guiding Q2 above expectations, with management pointing to strength in data center, industrial, and AI-related markets. That reinforces confidence in near-term revenue and margin momentum. Article: Texas Instruments (TXN) Is Up 7.5% After Beating Q1 Estimates And Raising Q2 Outlook – What’s Changed
- Neutral Sentiment: Zacks also published a momentum-focused piece calling Texas Instruments a potential top pick for momentum investors, which may add to trader interest but does not represent a direct business development. Article: Are You Looking for a Top Momentum Pick? Why Texas Instruments (TXN) Is a Great Choice
- Negative Sentiment: One filing noted insider selling by CEO Haviv Ilan, who sold 20,000 shares of Texas Instruments. Insider sales can sometimes raise caution, although the impact may be limited if viewed as routine trading.
Texas Instruments Price Performance
Texas Instruments (NASDAQ:TXN – Get Free Report) last announced its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, topping the consensus estimate of $1.37 by $0.31. The company had revenue of $4.83 billion for the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The firm’s revenue for the quarter was up 18.6% compared to the same quarter last year. During the same period last year, the firm earned $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Research analysts predict that Texas Instruments Incorporated will post 7.69 earnings per share for the current year.
Texas Instruments Dividend Announcement
The business also recently declared 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. This represents a $5.68 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is currently 97.26%.
Insider Activity at Texas Instruments
In other Texas Instruments news, CAO Julie C. Knecht sold 9,956 shares of the stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $278.70, for a total transaction of $2,774,737.20. Following the sale, the chief accounting officer directly owned 9,120 shares of the company’s stock, valued at approximately $2,541,744. This trade represents a 52.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Mark Gary sold 13,689 shares of the stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $279.25, for a total transaction of $3,822,653.25. Following the sale, the vice president directly owned 45,547 shares in the company, valued at approximately $12,718,999.75. The trade was a 23.11% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 345,080 shares of company stock worth $89,405,821 in the last three months. Company insiders own 0.60% of the company’s stock.
Analyst Upgrades and Downgrades
A number of research firms have weighed in on TXN. Jefferies Financial Group upped their target price on Texas Instruments from $210.00 to $260.00 and gave the stock a “hold” rating in a report on Thursday, April 23rd. Morgan Stanley restated an “underweight” rating and set a $180.00 target price on shares of Texas Instruments in a report on Wednesday, January 28th. Stifel Nicolaus upped their target price on Texas Instruments from $250.00 to $290.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. UBS Group upped their target price on Texas Instruments from $260.00 to $295.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Finally, Truist Financial upped their target price on Texas Instruments from $225.00 to $278.00 and gave the stock a “hold” rating in a report on Thursday, April 23rd. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat, Texas Instruments currently has an average rating of “Hold” and a consensus target price of $257.68.
View Our Latest Research Report on Texas Instruments
About Texas Instruments
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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