Texas Instruments Incorporated $TXN Position Increased by Lombard Odier Asset Management Switzerland SA

Lombard Odier Asset Management Switzerland SA boosted its position in Texas Instruments Incorporated (NASDAQ:TXN) by 56.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 43,410 shares of the semiconductor company’s stock after purchasing an additional 15,600 shares during the quarter. Lombard Odier Asset Management Switzerland SA’s holdings in Texas Instruments were worth $7,531,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of TXN. Norges Bank bought a new stake in Texas Instruments in the 4th quarter valued at about $2,516,628,000. Amundi lifted its position in Texas Instruments by 61.0% in the 3rd quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock valued at $1,717,240,000 after purchasing an additional 3,580,147 shares during the last quarter. Van ECK Associates Corp lifted its position in Texas Instruments by 27.1% in the 4th quarter. Van ECK Associates Corp now owns 11,608,265 shares of the semiconductor company’s stock valued at $2,013,918,000 after purchasing an additional 2,474,062 shares during the last quarter. Invesco Ltd. lifted its position in Texas Instruments by 16.8% in the 3rd quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock valued at $3,019,603,000 after purchasing an additional 2,366,695 shares during the last quarter. Finally, Bank of New York Mellon Corp lifted its position in Texas Instruments by 22.4% in the 4th quarter. Bank of New York Mellon Corp now owns 12,273,233 shares of the semiconductor company’s stock valued at $2,129,283,000 after purchasing an additional 2,250,174 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, CEO Haviv Ilan sold 20,000 shares of the stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the completion of the sale, the chief executive officer directly owned 204,339 shares of the company’s stock, valued at $57,280,308.48. This represents a 8.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Rafael R. Lizardi sold 47,734 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the sale, the chief financial officer directly owned 85,485 shares of the company’s stock, valued at approximately $26,337,928.50. This represents a 35.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 303,475 shares of company stock valued at $85,666,638. 0.60% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on TXN shares. Rosenblatt Securities lifted their target price on Texas Instruments from $240.00 to $330.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Susquehanna reaffirmed a “positive” rating and set a $300.00 target price on shares of Texas Instruments in a research note on Thursday, April 23rd. Benchmark lifted their target price on Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Wolfe Research reaffirmed an “outperform” rating and set a $315.00 target price on shares of Texas Instruments in a research note on Thursday, April 23rd. Finally, HC Wainwright downgraded Texas Instruments to a “neutral” rating in a research note on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have given a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $269.61.

Texas Instruments Stock Performance

TXN opened at $305.71 on Wednesday. The company has a market capitalization of $278.22 billion, a price-to-earnings ratio of 52.35, a price-to-earnings-growth ratio of 1.57 and a beta of 1.32. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $331.51. The business has a 50 day moving average price of $276.22 and a two-hundred day moving average price of $223.66.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating the consensus estimate of $1.37 by $0.31. The business had revenue of $4.83 billion during 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 firm posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Research analysts predict that Texas Instruments Incorporated will post 7.66 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th were issued a $1.42 dividend. The ex-dividend date was Tuesday, May 5th. This represents a $5.68 annualized dividend and a dividend yield of 1.9%. Texas Instruments’s dividend payout ratio 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.