Olstein Capital Management L.P. Grows Stock Holdings in Texas Instruments Incorporated $TXN

Olstein Capital Management L.P. lifted its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 12.5% during the 4th quarter, HoldingsChannel reports. The firm owned 27,000 shares of the semiconductor company’s stock after purchasing an additional 3,000 shares during the quarter. Olstein Capital Management L.P.’s holdings in Texas Instruments were worth $4,684,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Maple Capital Management Inc. lifted its position in Texas Instruments by 0.8% during the fourth quarter. Maple Capital Management Inc. now owns 238,685 shares of the semiconductor company’s stock worth $41,409,000 after buying an additional 1,914 shares in the last quarter. Sequoia Financial Advisors LLC boosted its stake in Texas Instruments by 7.4% during the fourth quarter. Sequoia Financial Advisors LLC now owns 45,945 shares of the semiconductor company’s stock worth $7,971,000 after buying an additional 3,148 shares during the last quarter. Praxis Investment Management Inc. grew its holdings in Texas Instruments by 17.5% in the 4th quarter. Praxis Investment Management Inc. now owns 12,214 shares of the semiconductor company’s stock valued at $2,119,000 after buying an additional 1,817 shares in the last quarter. Gateway Investment Advisers LLC increased its stake in shares of Texas Instruments by 5.5% in the 4th quarter. Gateway Investment Advisers LLC now owns 205,577 shares of the semiconductor company’s stock worth $35,665,000 after acquiring an additional 10,774 shares during the last quarter. Finally, K.J. Harrison & Partners Inc acquired a new stake in shares of Texas Instruments in the 4th quarter worth $1,735,000. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Texas Instruments News Summary

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

• Positive Sentiment: AI demand lift — Several buy/screen pieces highlight TXN as a beneficiary of AI‑driven semiconductor demand (analog and embedded chips), supporting revenue momentum for data‑center and industrial end markets. 4 Solid Stocks to Buy as AI Powers Steady Semiconductor Sales
• Positive Sentiment: Analyst estimate upgrades — Zacks Research has raised TXN’s EPS forecasts across multiple quarters and assigned a “Strong‑Buy,” lifting FY2028 estimates and signaling better forward earnings visibility. Zacks: 4 Solid Stocks to Buy as AI Powers Steady Semiconductor Sales
• Positive Sentiment: Recent results & guidance — TXN beat Q1 EPS and issued stronger Q2 revenue/EPS guidance, which earlier sparked a rally as investors priced in improving demand and the payoff from manufacturing investments. Texas Instruments (TXN) Is Up 7.5% After Beating Q1 Estimates And Raising Q2 Outlook – What’s Changed
• Neutral Sentiment: Analyst coverage & targets — Wall Street opinions remain mixed: multiple target‑price raises coexist with several hold/underweight ratings, so analyst views are a source of volatility rather than a clear directional catalyst. What Are Wall Street Analysts’ Target Price for Texas Instruments Stock?
• Neutral Sentiment: Dividend & yield context — TXN’s quarterly dividend was declared (ex‑dividend early May); the payout supports income investors but the high payout ratio limits its signal as a growth catalyst. (Market coverage)
• Negative Sentiment: Insider selling — CEO Haviv Ilan sold 20,000 shares (~$5.6M) and other insiders have trimmed stakes recently; such sales can create short‑term selling pressure or raise governance questions for some investors. Haviv Ilan Sells 20,000 Shares of Texas Instruments (NASDAQ:TXN) Stock

Insider Activity

In related news, VP Mohammad Yunus sold 51,098 shares of Texas Instruments stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total value of $13,818,943.12. Following the completion of the sale, the vice president owned 52,856 shares in the company, valued at approximately $14,294,376.64. This trade represents a 49.15% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Amichai Ron sold 18,365 shares of the business’s stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $272.43, for a total value of $5,003,176.95. Following the completion of the sale, the vice president directly owned 81,085 shares in the company, valued at approximately $22,089,986.55. The trade was a 18.47% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 345,080 shares of company stock worth $89,405,821 in the last three months. 0.60% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several research analysts have recently weighed in on TXN shares. Zacks Research raised shares of Texas Instruments from a “hold” rating to a “strong-buy” rating in a research report on Friday, April 24th. Robert W. Baird lifted their target price on shares of Texas Instruments from $225.00 to $300.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. Citigroup lifted their target price on shares of Texas Instruments from $235.00 to $280.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. Stifel Nicolaus increased their price target on shares of Texas Instruments from $250.00 to $290.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Finally, Rosenblatt Securities raised their price target on shares of Texas Instruments from $240.00 to $330.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Texas Instruments has a consensus rating of “Hold” and an average price target of $257.68.

Texas Instruments Stock Down 1.5%

Shares of NASDAQ:TXN opened at $285.24 on Friday. The company has a market capitalization of $259.59 billion, a price-to-earnings ratio of 48.84, a PEG ratio of 1.46 and a beta of 1.31. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $292.64. The business has a 50-day moving average price of $216.98 and a 200 day moving average price of $196.24. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77.

Texas Instruments (NASDAQ:TXN) last posted 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. The company had revenue of $4.83 billion for the quarter, compared to analysts’ expectations of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. Texas Instruments’s revenue for the quarter was up 18.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Sell-side analysts expect that Texas Instruments Incorporated will post 7.6 EPS for the current year.

Texas Instruments Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th will be issued a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Tuesday, May 5th. Texas Instruments’s dividend payout ratio is currently 97.26%.

Texas Instruments Company Profile

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.