Texas Instruments Incorporated $TXN Shares Bought by Olstein Capital Management L.P.

Olstein Capital Management L.P. grew its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 12.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 27,000 shares of the semiconductor company’s stock after purchasing an additional 3,000 shares during the period. Olstein Capital Management L.P.’s holdings in Texas Instruments were worth $4,684,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Bogart Wealth LLC increased its holdings in shares of Texas Instruments by 7.8% during the 4th quarter. Bogart Wealth LLC now owns 647 shares of the semiconductor company’s stock valued at $112,000 after purchasing an additional 47 shares in the last quarter. Emerald Advisors LLC boosted its holdings in Texas Instruments by 0.8% during the fourth quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company’s stock worth $1,195,000 after buying an additional 52 shares in the last quarter. Wagner Wealth Management LLC grew its position in Texas Instruments by 3.4% during the fourth quarter. Wagner Wealth Management LLC now owns 1,563 shares of the semiconductor company’s stock valued at $271,000 after buying an additional 52 shares during the period. McIlrath & Eck LLC grew its position in Texas Instruments by 16.5% during the fourth quarter. McIlrath & Eck LLC now owns 381 shares of the semiconductor company’s stock valued at $66,000 after buying an additional 54 shares during the period. Finally, BOS Asset Management LLC increased its holdings in Texas Instruments by 4.4% in the fourth quarter. BOS Asset Management LLC now owns 1,324 shares of the semiconductor company’s stock valued at $230,000 after buying an additional 56 shares in the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on TXN shares. Truist Financial increased their target price on shares of Texas Instruments from $225.00 to $278.00 and gave the stock a “hold” rating in a research note on Thursday, April 23rd. Sanford C. Bernstein restated a “market perform” rating and issued a $205.00 price target on shares of Texas Instruments in a research note on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft upped their price target on Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a report on Wednesday, January 28th. UBS Group raised their price objective on Texas Instruments from $260.00 to $295.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Finally, Benchmark boosted their price objective on Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $257.68.

Insider Transactions at Texas Instruments

In related news, CAO Julie C. Knecht sold 9,956 shares of the business’s stock in a transaction that occurred on 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 completion of the sale, the chief accounting officer directly owned 9,120 shares in the company, valued at approximately $2,541,744. The trade was a 52.19% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Mohammad Yunus sold 51,098 shares of the stock in a transaction 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 transaction, the vice president directly owned 52,856 shares of the company’s stock, valued at approximately $14,294,376.64. This represents a 49.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 345,080 shares of company stock valued at $89,405,821. Insiders own 0.60% of the company’s stock.

Key Texas Instruments News

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

Texas Instruments Stock Down 1.5%

TXN stock opened at $285.24 on Friday. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $292.64. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The firm has a 50-day simple moving average of $216.98 and a 200-day simple moving average of $196.24. The stock has a market capitalization of $259.59 billion, a P/E ratio of 48.84, a P/E/G ratio of 1.46 and a beta of 1.31.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating analysts’ consensus estimates of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. During the same period last year, the company posted $1.23 EPS. Texas Instruments’s quarterly revenue was up 18.6% compared to the same quarter last year. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities analysts forecast that Texas Instruments Incorporated will post 7.6 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently announced 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. 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 (DPR) is 97.26%.

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.