25,202 Texas Instruments Incorporated $TXN Shares Sold by Bank Pictet & Cie Europe AG

Bank Pictet & Cie Europe AG lowered its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 31.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 54,567 shares of the semiconductor company’s stock after selling 25,202 shares during the quarter. Bank Pictet & Cie Europe AG’s holdings in Texas Instruments were worth $15,284,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in TXN. BlackRock Inc. bought a new position in Texas Instruments in the 2nd quarter valued at approximately $24,607,313,000. Bank of New York Mellon Corp bought a new stake in shares of Texas Instruments during the second quarter worth $4,488,666,000. Bank of America Corp DE bought a new stake in shares of Texas Instruments during the second quarter worth $3,700,842,000. Primecap Management Co. CA acquired a new position in shares of Texas Instruments during the second quarter worth $2,538,063,000. Finally, Legal & General Group Plc acquired a new position in shares of Texas Instruments during the second quarter worth $1,918,277,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Texas Instruments news, VP Tsedeniya Abraham sold 7,000 shares of the company’s stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $264.63, for a total value of $1,852,410.00. Following the sale, the vice president owned 23,181 shares in the company, valued at approximately $6,134,388.03. The trade was a 23.19% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 0.60% of the company’s stock.

Texas Instruments Trading Up 0.7%

Shares of TXN stock traded up $1.91 during trading hours on Tuesday, hitting $278.06. 2,016,532 shares of the company’s stock traded hands, compared to its average volume of 7,533,565. The stock has a market cap of $253.94 billion, a PE ratio of 42.39, a price-to-earnings-growth ratio of 1.54 and a beta of 1.35. The stock’s 50 day simple moving average is $271.67 and its 200 day simple moving average is $277.63. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $334.03.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, topping the consensus estimate of $1.91 by $0.23. The company had revenue of $5.46 billion for the quarter, compared to analysts’ expectations of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. Texas Instruments’s revenue for the quarter was up 22.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, sell-side analysts anticipate that Texas Instruments Incorporated will post 8.48 EPS for the current year.

Texas Instruments Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, November 10th. Shareholders of record on Friday, October 30th will be issued a dividend of $1.52 per share. This represents a $6.08 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend is Friday, October 30th. This is a boost from Texas Instruments’s previous quarterly dividend of $1.42. Texas Instruments’s dividend payout ratio (DPR) is presently 86.45%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on TXN shares. Truist Financial raised their price objective on Texas Instruments from $278.00 to $300.00 and gave the company a “hold” rating in a report on Thursday, July 23rd. Wall Street Zen raised Texas Instruments from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. Robert W. Baird upped their target price on Texas Instruments from $300.00 to $385.00 and gave the stock an “outperform” rating in a report on Thursday, July 23rd. Wells Fargo & Company dropped their target price on Texas Instruments from $310.00 to $300.00 and set an “equal weight” rating for the company in a research report on Tuesday. Finally, Rosenblatt Securities lifted their price target on Texas Instruments from $330.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, July 24th. Sixteen analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, Texas Instruments currently has a consensus rating of “Hold” and an average price target of $302.88.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: UBS named TXN a top pick as it expects an upswing in the analog semiconductor cycle, suggesting improving industrial and automotive demand could support future growth. UBS Identifies TXN as Top Pick Amid Upswing in Analog Chip Cycle
• Positive Sentiment: KeyCorp raised its third-quarter earnings forecast for Texas Instruments, reinforcing expectations for a recovery in the company’s core analog and embedded markets. Texas Instruments Q3 Earnings Forecast Raised by KeyCorp
• Positive Sentiment: TD Cowen maintained a “buy” rating and kept its revised $330 price target above the current trading level. Although the target was reduced from $340, the analyst still sees meaningful upside.
• Positive Sentiment: Growth and dividend narratives remain supportive. Zacks highlighted TXN’s favorable growth characteristics, while recent coverage points to its durable analog-chip franchise, recurring demand and history of dividend growth. Here’s Why Texas Instruments Is a Strong Growth Stock
• Neutral Sentiment: Investors are focused on the earnings report due after the close Wednesday. The key issues will be whether industrial demand is recovering, whether automotive and data-center markets remain resilient, and how management characterizes the analog-chip cycle. Texas Instruments and Lam Research Report Earnings
• Negative Sentiment: Wells Fargo lowered its price target to $300 from $310 and retained an “equal weight” rating, signaling limited conviction despite some potential upside.
• Negative Sentiment: ETF selling and valuation concerns may weigh on TXN. Recent ETF net selling adds technical pressure, while comparisons with Broadcom and Sandisk highlight TXN’s relatively demanding valuation and questions about dividend coverage and cash-flow growth.

About Texas Instruments

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.