Ticino Wealth Acquires New Stake in Texas Instruments Incorporated $TXN

Ticino Wealth bought a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 20,722 shares of the semiconductor company’s stock, valued at approximately $3,595,000. Texas Instruments makes up approximately 1.3% of Ticino Wealth’s portfolio, making the stock its 21st largest position.

A number of other institutional investors and hedge funds also recently bought and sold shares of TXN. Brighton Jones LLC increased its position in shares of Texas Instruments by 33.4% in the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after purchasing an additional 4,218 shares during the last quarter. Intech Investment Management LLC increased its holdings in Texas Instruments by 12.8% in the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after buying an additional 1,031 shares during the last quarter. Osterweis Capital Management Inc. raised its stake in Texas Instruments by 1,810.0% in the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 181 shares in the last quarter. Main Street Financial Solutions LLC raised its stake in 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 buying an additional 126 shares in the last quarter. Finally, HUB Investment Partners LLC lifted its holdings in Texas Instruments by 3.5% during the 2nd quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock worth $3,046,000 after buying an additional 496 shares during the last quarter. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CFO Rafael R. Lizardi sold 7,096 shares of the business’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $230.78, for a total value of $1,637,614.88. Following the transaction, the chief financial officer owned 85,454 shares in the company, valued at $19,721,074.12. The trade was a 7.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Ahmad Bahai sold 6,500 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $230.79, for a total value of $1,500,135.00. Following the transaction, the vice president directly owned 42,488 shares in the company, valued at $9,805,805.52. The trade was a 13.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 114,284 shares of company stock worth $25,531,935. Corporate insiders own 0.60% of the company’s stock.

Texas Instruments Price Performance

Shares of NASDAQ:TXN opened at $234.67 on Tuesday. The firm has a market cap of $213.66 billion, a PE ratio of 43.08, a price-to-earnings-growth ratio of 2.09 and a beta of 1.01. Texas Instruments Incorporated has a 52 week low of $145.08 and a 52 week high of $233.97. The firm’s fifty day moving average is $206.46 and its 200-day moving average is $189.05. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35.

Texas Instruments (NASDAQ:TXN) last announced its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.29 by ($0.02). Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.The company had revenue of $4.42 billion for the quarter, compared to the consensus estimate of $4.44 billion. During the same period in the prior year, the business earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Sell-side analysts predict that Texas Instruments Incorporated will post 6.35 earnings per share for the current year.

Texas Instruments Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th will be given a $1.42 dividend. The ex-dividend date is Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.4%. Texas Instruments’s payout ratio is 104.41%.

Analysts Set New Price Targets

A number of research firms have recently commented on TXN. Susquehanna increased their price objective on Texas Instruments from $200.00 to $225.00 and gave the company a “positive” rating in a report on Thursday, January 22nd. Cantor Fitzgerald boosted their target price on Texas Instruments from $225.00 to $250.00 and gave the stock a “neutral” rating in a research note on Monday, February 23rd. JPMorgan Chase & Co. upped their price target on Texas Instruments from $210.00 to $227.00 and gave the company an “overweight” rating in a report on Wednesday, January 28th. Morgan Stanley reissued an “underweight” rating and set a $180.00 price objective on shares of Texas Instruments in a report on Wednesday, January 28th. Finally, Raymond James Financial set a $240.00 price objective on shares of Texas Instruments in a research report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have issued a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $218.10.

Texas Instruments 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.