Fideuram Asset Management Ireland dac Invests $5.76 Million in Texas Instruments Incorporated $TXN

Fideuram Asset Management Ireland dac bought a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 32,958 shares of the semiconductor company’s stock, valued at approximately $5,759,000.

Several other large investors have also recently modified their holdings of TXN. Brighton Jones LLC raised its position in Texas Instruments by 33.4% during the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after acquiring an additional 4,218 shares during the period. Intech Investment Management LLC increased its position in shares of Texas Instruments by 12.8% during the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after acquiring an additional 1,031 shares during the last quarter. Osterweis Capital Management Inc. raised its stake in shares of Texas Instruments by 1,810.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 181 shares during the period. Main Street Financial Solutions LLC boosted its stake in shares of Texas Instruments by 1.7% in the second quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock valued at $1,540,000 after purchasing an additional 126 shares during the period. Finally, HUB Investment Partners LLC boosted its stake in shares of Texas Instruments by 3.5% in the second quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after purchasing an additional 496 shares during the period. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Stock Down 0.5%

TXN stock opened at $315.95 on Friday. Texas Instruments Incorporated has a one year low of $152.73 and a one year high of $331.51. The stock has a market capitalization of $287.54 billion, a PE ratio of 54.10, a price-to-earnings-growth ratio of 1.59 and a beta of 1.31. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. The company has a fifty day moving average of $248.47 and a 200-day moving average of $210.91.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping the consensus estimate of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The company had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.85 billion. During the same quarter last year, the business earned $1.23 EPS. The business’s revenue was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, analysts expect that Texas Instruments Incorporated will post 7.66 EPS for the current year.

Texas Instruments Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th were paid a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 1.8%. The ex-dividend date was Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is 97.26%.

Insider Buying and Selling

In other news, VP Shanon J. Leonard sold 4,963 shares of the firm’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $295.22, for a total value of $1,465,176.86. Following the completion of the sale, the vice president owned 24,867 shares in the company, valued at approximately $7,341,235.74. This trade represents a 16.64% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Haviv Ilan sold 20,000 shares of the firm’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the completion of the sale, the chief executive officer owned 204,339 shares of the company’s stock, valued at $57,280,308.48. This trade represents a 8.92% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 303,475 shares of company stock worth $85,666,638. 0.60% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

TXN has been the topic of several analyst reports. HC Wainwright cut shares of Texas Instruments to a “neutral” rating in a report on Friday, May 22nd. Truist Financial lifted their target price on shares of Texas Instruments from $225.00 to $278.00 and gave the company a “hold” rating in a report on Thursday, April 23rd. The Goldman Sachs Group lifted their target price on shares of Texas Instruments from $175.00 to $200.00 and gave the company a “sell” rating in a report on Thursday, April 23rd. JPMorgan Chase & Co. lifted their target price on shares of Texas Instruments from $227.00 to $280.00 and gave the company an “overweight” rating in a report on Thursday, April 23rd. Finally, Wolfe Research reaffirmed an “outperform” rating and issued a $315.00 target price on shares of Texas Instruments in a report on Thursday, April 23rd. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have issued a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $265.57.

Key Texas Instruments News

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

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.