Fideuram Asset Management Ireland dac bought a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 32,958 shares of the semiconductor company’s stock, valued at approximately $5,759,000.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Artisan Partners Limited Partnership grew its holdings in shares of Texas Instruments by 1.7% during the 3rd quarter. Artisan Partners Limited Partnership now owns 758,349 shares of the semiconductor company’s stock valued at $139,331,000 after purchasing an additional 12,562 shares during the last quarter. Rothschild & Co Wealth Management UK Ltd grew its holdings in Texas Instruments by 1.3% in the 3rd quarter. Rothschild & Co Wealth Management UK Ltd now owns 1,307,580 shares of the semiconductor company’s stock worth $240,242,000 after acquiring an additional 16,260 shares during the last quarter. Swiss Life Asset Management Ltd grew its holdings in Texas Instruments by 10.1% in the 4th quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock worth $96,321,000 after acquiring an additional 50,808 shares during the last quarter. Greenland Capital Management LP grew its holdings in Texas Instruments by 66.3% in the 3rd quarter. Greenland Capital Management LP now owns 58,151 shares of the semiconductor company’s stock worth $10,684,000 after acquiring an additional 23,177 shares during the last quarter. Finally, Providence Capital Advisors LLC bought a new stake in Texas Instruments in the 3rd quarter worth $6,347,000. Institutional investors own 84.99% of the company’s stock.
Texas Instruments News Roundup
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: Analysts and industry commentary highlight Texas Instruments as a beneficiary of AI’s power bottleneck, since its analog and power chips are key in high-voltage data center architectures. AI’s Biggest Bottleneck Could Make These 2 Stocks Soar
- Positive Sentiment: Multiple pieces argue that TXN is well positioned for AI-driven demand, with its power-management and 300mm wafer capacity expected to support margin expansion and stronger operating leverage. Texas Instruments: On A Tear As The Market Realizes The Potential Of 300mm Capacity
- Positive Sentiment: A fresh valuation check said TXN continues to benefit from strong Q1 results, AI data center demand, industrial recovery, and upbeat guidance, reinforcing the bullish earnings narrative. Texas Instruments (TXN) Valuation Check After Strong Q1 Results And Growing AI Data Center Demand
- Neutral Sentiment: TXN appeared in a number of “watchlist” and trend pieces, suggesting investor interest remains elevated, but these items did not add new company-specific fundamentals. Here is What to Know Beyond Why Texas Instruments Incorporated (TXN) is a Trending Stock
- Neutral Sentiment: A conference transcript from Bernstein likely keeps TXN in focus with investors, but the headline alone does not signal a major surprise or catalyst. Texas Instruments Incorporated (TXN) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
- Negative Sentiment: One market item noted Texas Instruments’ short interest data, but the figures were effectively flat/meaningless, so it is not a meaningful bearish signal by itself. Short interest update
Wall Street Analysts Forecast Growth
View Our Latest Stock Analysis on Texas Instruments
Texas Instruments Price Performance
Shares of TXN opened at $315.95 on Friday. The firm has a fifty day simple moving average of $248.47 and a two-hundred day simple moving average of $210.91. The firm has a market cap of $287.54 billion, a PE ratio of 54.10, a P/E/G ratio of 1.59 and a beta of 1.31. 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 Incorporated has a 1-year low of $152.73 and a 1-year high of $331.51.
Texas Instruments (NASDAQ:TXN – Get Free Report) last issued its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping the consensus estimate of $1.37 by $0.31. The company had revenue of $4.83 billion during the quarter, compared to analyst estimates of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.Texas Instruments’s revenue was up 18.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, equities analysts anticipate that Texas Instruments Incorporated will post 7.66 EPS for the current year.
Texas Instruments Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were given a $1.42 dividend. The ex-dividend date was Tuesday, May 5th. This represents a $5.68 annualized dividend and a yield of 1.8%. Texas Instruments’s dividend payout ratio (DPR) is presently 97.26%.
Insider Buying and Selling at Texas Instruments
In other news, VP Mark T. Roberts sold 28,080 shares of the firm’s stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $280.34, for a total transaction of $7,871,947.20. Following the sale, the vice president directly owned 53,809 shares in the company, valued at $15,084,815.06. This trade represents a 34.29% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Haviv Ilan sold 20,000 shares of Texas Instruments stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 204,339 shares in the company, valued at $57,280,308.48. This trade represents a 8.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 303,475 shares of company stock worth $85,666,638. Insiders own 0.60% of the company’s stock.
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.
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