Banque Pictet & Cie SA Sells 141,385 Shares of Texas Instruments Incorporated $TXN

Banque Pictet & Cie SA cut its position in Texas Instruments Incorporated (NASDAQ:TXN) by 6.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,007,963 shares of the semiconductor company’s stock after selling 141,385 shares during the quarter. Texas Instruments accounts for 2.0% of Banque Pictet & Cie SA’s portfolio, making the stock its 8th largest position. Banque Pictet & Cie SA owned 0.22% of Texas Instruments worth $348,362,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Pathway Financial Advisers LLC grew its stake in shares of Texas Instruments by 0.8% during the second quarter. Pathway Financial Advisers LLC now owns 7,007 shares of the semiconductor company’s stock valued at $1,455,000 after acquiring an additional 55 shares in the last quarter. BOS Asset Management LLC lifted its stake in shares of Texas Instruments by 4.4% in the fourth quarter. BOS Asset Management LLC now owns 1,324 shares of the semiconductor company’s stock worth $230,000 after acquiring an additional 56 shares in the last quarter. Prestige Wealth Management Group LLC boosted its holdings in Texas Instruments by 3.4% in the second quarter. Prestige Wealth Management Group LLC now owns 1,788 shares of the semiconductor company’s stock valued at $371,000 after purchasing an additional 59 shares during the last quarter. Traveka Wealth LLC boosted its holdings in Texas Instruments by 4.8% in the third quarter. Traveka Wealth LLC now owns 1,371 shares of the semiconductor company’s stock valued at $252,000 after purchasing an additional 63 shares during the last quarter. Finally, Bond & Devick Financial Network Inc. grew its stake in Texas Instruments by 6.2% during the 3rd quarter. Bond & Devick Financial Network Inc. now owns 1,118 shares of the semiconductor company’s stock valued at $205,000 after purchasing an additional 65 shares in the last quarter. 84.99% of the stock is owned by institutional investors and hedge funds.

Texas Instruments Trading Up 1.1%

Shares of NASDAQ TXN opened at $196.30 on Thursday. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. The stock’s 50 day moving average price is $206.52 and its two-hundred day moving average price is $186.14. Texas Instruments Incorporated has a 52-week low of $139.95 and a 52-week high of $231.32. The stock has a market capitalization of $178.72 billion, a P/E ratio of 36.08, a PEG ratio of 1.76 and a beta of 1.01.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing the consensus estimate of $1.29 by ($0.02). Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.The firm had revenue of $4.42 billion during the quarter, compared to analyst estimates of $4.44 billion. During the same quarter in the previous year, the business posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, analysts anticipate that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th were issued a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date of this dividend was Friday, January 30th. Texas Instruments’s payout ratio is currently 104.41%.

Texas Instruments News Summary

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

• Positive Sentiment: D.E. Shaw (a large, long-term quant investor) has been buying and holds a sizable TXN stake, which signals institutional confidence and can support the stock. D. E. Shaw Is Buying This Chip Stock
• Positive Sentiment: Product development: TI launched IsoShield isolated power modules aimed at data centers and EV power systems — a strategic expansion in high-growth, power-management end markets that could improve long-term revenue mix and margins if adoption scales. Texas Instruments IsoShield Power Modules Target Data Center And EV Demand
• Neutral Sentiment: Corporate calendar: TI scheduled a Q1 2026 earnings webcast for April 22 — a near-term catalyst that will likely drive trading volatility as management provides results and forward guidance. Texas Instruments to webcast Q1 2026 earnings conference call
• Neutral Sentiment: Investor attention: Multiple outlets (Zacks/Yahoo) note heightened investor interest and that TXN has outperformed the broader market today — this boosts liquidity and visibility but doesn’t guarantee sustained upside. Texas Instruments (TXN) Outperforms Broader Market: What You Need to Know
• Negative Sentiment: Analyst posture: Brokerages give TXN a consensus “Hold,” which may cap upside until the company demonstrates sustained revenue growth or raises guidance. Texas Instruments Incorporated (NASDAQ:TXN) Given Consensus Rating of “Hold” by Brokerages

Insider Activity

In other news, VP Hagop H. Kozanian sold 6,843 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $225.95, for a total value of $1,546,175.85. Following the transaction, the vice president directly owned 75,425 shares in the company, valued at approximately $17,042,278.75. This trade represents a 8.32% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, VP Mark Gary sold 12,921 shares of Texas Instruments stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $230.10, for a total transaction of $2,973,122.10. Following the completion of the transaction, the vice president directly owned 45,547 shares of the company’s stock, valued at $10,480,364.70. This trade represents a 22.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 114,284 shares of company stock valued at $25,531,935 over the last quarter. 0.60% of the stock is owned by company insiders.

Analyst Ratings Changes

TXN has been the topic of several analyst reports. Wells Fargo & Company lifted their price objective on Texas Instruments from $185.00 to $215.00 and gave the stock an “equal weight” rating in a report on Wednesday, January 28th. Cantor Fitzgerald increased their target price on Texas Instruments from $225.00 to $250.00 and gave the company a “neutral” rating in a research note on Monday, February 23rd. Sanford C. Bernstein reissued a “market perform” rating and set a $205.00 price target on shares of Texas Instruments in a research report on Wednesday, January 28th. Citigroup reaffirmed a “buy” rating on shares of Texas Instruments in a report on Thursday, January 15th. Finally, Mizuho increased their price objective on shares of Texas Instruments from $145.00 to $160.00 and gave the company an “underperform” rating in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the stock. According to MarketBeat.com, Texas Instruments presently has an average rating of “Hold” and a consensus target price of $214.77.

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.