Lombard Odier Asset Management Switzerland SA Increases Stock Holdings in Texas Instruments Incorporated $TXN

Lombard Odier Asset Management Switzerland SA boosted its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 8.7% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 47,206 shares of the semiconductor company’s stock after acquiring an additional 3,796 shares during the quarter. Lombard Odier Asset Management Switzerland SA’s holdings in Texas Instruments were worth $9,165,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings in Texas Instruments by 33.4% during the fourth 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 in the last quarter. Intech Investment Management LLC increased its stake 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 worth $1,632,000 after purchasing an additional 1,031 shares in the last quarter. Osterweis Capital Management Inc. increased its stake in shares of Texas Instruments by 1,810.0% during the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 181 shares in the last quarter. Main Street Financial Solutions LLC raised its position in shares of Texas Instruments by 1.7% during the 2nd quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock worth $1,540,000 after purchasing an additional 126 shares during the last quarter. Finally, HUB Investment Partners LLC lifted its stake in Texas Instruments by 3.5% in the 2nd quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after buying an additional 496 shares in the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments Stock Performance

NASDAQ:TXN opened at $279.58 on Friday. The company has a fifty day simple moving average of $301.06 and a two-hundred day simple moving average of $247.37. The company has a market cap of $254.44 billion, a price-to-earnings ratio of 42.55, a price-to-earnings-growth ratio of 1.41 and a beta of 1.32. The company has a quick ratio of 2.94, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.91 by $0.23. The business had revenue of $5.46 billion for the quarter, compared to analysts’ expectations of $5.26 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The company’s revenue for the quarter was up 22.8% compared to the same quarter last year. During the same period last year, the firm earned $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, equities analysts anticipate that Texas Instruments Incorporated will post 8.17 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st will be given a $1.42 dividend. The ex-dividend date of this dividend is Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. Texas Instruments’s dividend payout ratio (DPR) is currently 86.45%.

Insider Buying and Selling

In other news, VP Ahmad Bahai sold 5,000 shares of Texas Instruments stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $309.13, for a total value of $1,545,650.00. Following the completion of the transaction, the vice president owned 42,519 shares in the company, valued at approximately $13,143,898.47. This trade represents a 10.52% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Haviv Ilan sold 20,000 shares of Texas Instruments stock in a transaction that occurred 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 transaction, the chief executive officer owned 204,339 shares of the company’s stock, valued at $57,280,308.48. This represents a 8.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 199,143 shares of company stock worth $56,959,010 over the last ninety days. Company insiders own 0.60% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on TXN shares. Truist Financial lifted their price target on Texas Instruments from $278.00 to $300.00 and gave the stock a “hold” rating in a research note on Thursday. Rosenblatt Securities lifted their target price on shares of Texas Instruments from $330.00 to $350.00 and gave the stock a “buy” rating in a research note on Friday. Stifel Nicolaus upped their price objective on Texas Instruments from $340.00 to $360.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. HC Wainwright cut Texas Instruments to a “neutral” rating in a report on Friday, May 22nd. Finally, Wall Street Zen raised Texas Instruments from a “hold” rating to a “buy” rating in a research report on Saturday, July 18th. Fourteen analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $308.40.

Texas Instruments News Roundup

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

• Positive Sentiment: Rosenblatt Securities raised its price target to $350 and kept a buy rating, while JPMorgan, TD Cowen, and KeyCorp also reiterated bullish views and lifted targets, suggesting analysts see further upside after the earnings beat. Article
• Positive Sentiment: Texas Instruments reported Q2 earnings of $2.14 per share on revenue of $5.46 billion, both above estimates, with revenue up 22.8% year over year and management issuing stronger forward guidance tied to industrial, data center, and automotive demand.
• Positive Sentiment: Commentary highlighted improving inventory levels, broad demand recovery, and strong free cash flow, all of which support the long-term investment case for TXN.
• Neutral Sentiment: Several articles framed TXN as a strong growth, wide-moat, or undervalued stock, reinforcing a constructive but largely unchanged fundamental outlook.
• Negative Sentiment: The broader semiconductor group has pulled back as investors rotate out of AI chip winners, unwind leveraged trades, and take profits after a powerful run, pressuring TXN along with the rest of the sector.
• Negative Sentiment: Despite the earnings beat and raised outlook, the stock sold off after the report, suggesting expectations were already very high and leaving little room for short-term disappointment.

About Texas Instruments

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.