J. Safra Sarasin Holding AG Increases Stock Position in Texas Instruments Incorporated $TXN

J. Safra Sarasin Holding AG raised its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 4.0% in the first quarter, Holdings Channel.com reports. The fund owned 385,100 shares of the semiconductor company’s stock after purchasing an additional 14,794 shares during the period. Texas Instruments makes up approximately 1.3% of J. Safra Sarasin Holding AG’s investment portfolio, making the stock its 16th biggest position. J. Safra Sarasin Holding AG’s holdings in Texas Instruments were worth $74,763,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. State Street Corp boosted its position in shares of Texas Instruments by 0.5% during the 3rd quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock worth $8,002,381,000 after purchasing an additional 230,098 shares during the period. Charles Schwab Investment Management Inc. raised its position in Texas Instruments by 6.7% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 24,288,604 shares of the semiconductor company’s stock valued at $4,213,832,000 after purchasing an additional 1,517,420 shares during the period. Geode Capital Management LLC raised its position in Texas Instruments by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock valued at $3,952,933,000 after purchasing an additional 248,515 shares during the period. Invesco Ltd. raised its position in Texas Instruments by 10.6% in the fourth quarter. Invesco Ltd. now owns 18,184,514 shares of the semiconductor company’s stock valued at $3,154,831,000 after purchasing an additional 1,749,513 shares during the period. Finally, Price T Rowe Associates Inc. MD lifted its stake in Texas Instruments by 0.9% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 15,813,193 shares of the semiconductor company’s stock worth $2,743,432,000 after purchasing an additional 137,735 shares in the last quarter. 84.99% of the stock is owned by hedge funds and other institutional investors.

Texas Instruments Stock Performance

Shares of TXN stock opened at $311.46 on Monday. The firm has a 50 day moving average of $301.47 and a two-hundred day moving average of $239.74. The stock has a market capitalization of $283.46 billion, a PE ratio of 53.33, a P/E/G ratio of 1.56 and a beta of 1.32. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, topping analysts’ consensus estimates of $1.37 by $0.31. The business had revenue of $4.83 billion for 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%.The company’s revenue was up 18.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, research analysts predict that Texas Instruments Incorporated will post 7.66 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were issued a dividend of $1.42 per share. 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 is 97.26%.

Insider Activity at Texas Instruments

In other news, VP Shanon J. Leonard sold 4,963 shares of the business’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the completion of the transaction, the vice president directly owned 24,867 shares of the company’s stock, valued at approximately $7,341,235.74. The trade was a 16.64% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Carrie Smith Cox sold 8,838 shares of the business’s stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $306.41, for a total value of $2,708,051.58. Following the transaction, the director directly owned 37,626 shares of the company’s stock, valued at approximately $11,528,982.66. This represents a 19.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 303,475 shares of company stock worth $85,666,638 over the last quarter. 0.60% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several research analysts have recently commented on the company. Jefferies Financial Group upgraded Texas Instruments from a “hold” rating to a “buy” rating in a research report on Friday, May 22nd. KeyCorp raised Texas Instruments from an “overweight” rating to a “sector weight” rating in a research note on Friday, May 22nd. Wells Fargo & Company increased their target price on Texas Instruments from $260.00 to $300.00 and gave the stock an “equal weight” rating in a research note on Tuesday, June 9th. Bank of America raised their target price on Texas Instruments from $320.00 to $370.00 and gave the company a “buy” rating in a report on Tuesday, May 26th. Finally, Benchmark lifted their target price 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 equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $276.84.

More Texas Instruments News

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

• Positive Sentiment: Analysts say Texas Instruments’ embedded processing segment has returned to healthy growth, with improving industrial demand and higher chip content in connected devices, vehicles, and factory automation supporting long-term earnings potential.
• Positive Sentiment: Texas Instruments has also been moving through Russell index changes, including additions to the Russell 1000 Dynamic Index and Russell Top 50 Index, which can increase visibility among investors and index-tracking funds.
• Positive Sentiment: Recent market commentary noted TXN has been outperforming over the past several months, reflecting continued confidence in the company’s fundamentals and semiconductor demand trends.
• Neutral Sentiment: A report on short interest showed no meaningful change in the data available, so it does not appear to be a major driver for the stock today.
• Neutral Sentiment: Broader semiconductor coverage has been constructive for chip stocks overall, but some of the articles referenced competitors such as Broadcom and Allegro MicroSystems rather than Texas Instruments directly.
• Negative Sentiment: No major company-specific negative catalyst was reported in the latest articles, though one market note said TXN underperformed peers despite gains, suggesting investors may still be selective within the chip sector.

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.