Generali Asset Management SPA SGR Acquires 1,762 Shares of Texas Instruments Incorporated $TXN

Generali Asset Management SPA SGR boosted its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 5.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 36,616 shares of the semiconductor company’s stock after buying an additional 1,762 shares during the quarter. Generali Asset Management SPA SGR’s holdings in Texas Instruments were worth $6,353,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in TXN. Olstein Capital Management L.P. raised its position in Texas Instruments by 12.5% in the fourth quarter. Olstein Capital Management L.P. now owns 27,000 shares of the semiconductor company’s stock worth $4,684,000 after acquiring an additional 3,000 shares during the period. Maple Capital Management Inc. grew its position in shares of Texas Instruments by 0.8% during the 4th quarter. Maple Capital Management Inc. now owns 238,685 shares of the semiconductor company’s stock valued at $41,409,000 after acquiring an additional 1,914 shares during the period. Sequoia Financial Advisors LLC grew its position in shares of Texas Instruments by 7.4% during the 4th quarter. Sequoia Financial Advisors LLC now owns 45,945 shares of the semiconductor company’s stock valued at $7,971,000 after acquiring an additional 3,148 shares during the period. Praxis Investment Management Inc. increased its stake in shares of Texas Instruments by 17.5% in the 4th quarter. Praxis Investment Management Inc. now owns 12,214 shares of the semiconductor company’s stock worth $2,119,000 after purchasing an additional 1,817 shares in the last quarter. Finally, Gateway Investment Advisers LLC increased its stake in shares of Texas Instruments by 5.5% in the 4th quarter. Gateway Investment Advisers LLC now owns 205,577 shares of the semiconductor company’s stock worth $35,665,000 after purchasing an additional 10,774 shares in the last quarter. 84.99% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research firms recently weighed in on TXN. Stifel Nicolaus lifted their target price on Texas Instruments from $250.00 to $290.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. Robert W. Baird upped their price target on Texas Instruments from $225.00 to $300.00 and gave the stock an “outperform” rating in a research report on Thursday, April 23rd. Mizuho set a $215.00 price objective on Texas Instruments and gave the stock a “neutral” rating in a research note on Thursday, April 16th. Wolfe Research reaffirmed an “outperform” rating and set a $315.00 price objective on shares of Texas Instruments in a research report on Thursday, April 23rd. Finally, Barclays set a $175.00 price objective on Texas Instruments in a research note on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $257.68.

Insiders Place Their Bets

In other news, CFO Rafael R. Lizardi sold 64,532 shares of the business’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $220.74, for a total value of $14,244,793.68. Following the transaction, the chief financial officer owned 92,550 shares of the company’s stock, valued at approximately $20,429,487. The trade was a 41.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Amichai Ron sold 18,365 shares of the company’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $272.43, for a total transaction of $5,003,176.95. Following the transaction, the vice president owned 81,085 shares of the company’s stock, valued at approximately $22,089,986.55. This represents a 18.47% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 345,080 shares of company stock worth $89,405,821 over the last ninety days. 0.60% of the stock is owned by company insiders.

Texas Instruments Trading Up 0.9%

Shares of Texas Instruments stock opened at $287.80 on Friday. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $292.64. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. The company has a market capitalization of $261.92 billion, a P/E ratio of 49.28, a P/E/G ratio of 1.43 and a beta of 1.31. The company has a fifty day moving average of $216.98 and a 200 day moving average of $196.24.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating the consensus estimate of $1.37 by $0.31. The business had revenue of $4.83 billion for the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The business’s revenue was up 18.6% on a year-over-year basis. During the same period in the previous year, the business earned $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, sell-side analysts anticipate that Texas Instruments Incorporated will post 7.69 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th will be issued a $1.42 dividend. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. Texas Instruments’s payout ratio is currently 97.26%.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Zacks Research raised multiple earnings estimates for Texas Instruments, including Q2 2026, FY2026, Q1/Q2/Q3/Q4 2027, and FY2028, while reiterating a Strong-Buy rating. Higher earnings forecasts can signal improving fundamentals and justify a higher valuation.
• Positive Sentiment: Recent coverage highlighted Texas Instruments as a stock benefiting from AI-fueled semiconductor demand, with analysts pointing to steady chip sales across the broader industry. This supports the view that end-market demand remains healthy. Article: 4 Solid Stocks to Buy as AI Powers Steady Semiconductor Sales
• Positive Sentiment: Another article noted Texas Instruments climbed after beating Q1 estimates and guiding Q2 above expectations, with management pointing to strength in data center, industrial, and AI-related markets. That reinforces confidence in near-term revenue and margin momentum. Article: Texas Instruments (TXN) Is Up 7.5% After Beating Q1 Estimates And Raising Q2 Outlook – What’s Changed
• Neutral Sentiment: Zacks also published a momentum-focused piece calling Texas Instruments a potential top pick for momentum investors, which may add to trader interest but does not represent a direct business development. Article: Are You Looking for a Top Momentum Pick? Why Texas Instruments (TXN) Is a Great Choice
• Negative Sentiment: One filing noted insider selling by CEO Haviv Ilan, who sold 20,000 shares of Texas Instruments. Insider sales can sometimes raise caution, although the impact may be limited if viewed as routine trading.

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.