Ieq Capital LLC purchased a new stake in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) during the second quarter, HoldingsChannel.com reports. The fund purchased 59,413 shares of the semiconductor company’s stock, valued at approximately $17,709,000.
A number of other institutional investors and hedge funds have also modified their holdings of TXN. High Point Wealth Management LLC acquired a new position in Texas Instruments in the 4th quarter valued at $25,000. Strategic Wealth Investment Group LLC bought a new position in Texas Instruments in the 2nd quarter worth $25,000. Advocate Investing Services LLC acquired a new position in Texas Instruments during the 4th quarter worth $25,000. Ares Financial Consulting LLC acquired a new position in Texas Instruments during the 4th quarter worth $26,000. Finally, Cornerstone Financial Management LLC acquired a new position in Texas Instruments during the 4th quarter worth $27,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.
Trending Headlines about Texas Instruments
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: Operational recovery is accelerating. Texas Instruments’ second-quarter results showed revenue growth of roughly 23%, operating profit up 48%, and net income up 53%. Free cash flow also improved 56% as capital spending nearly halved year over year, suggesting the company’s heavy investment cycle may be easing. Texas Instruments: The $6.5 Billion Cash-Flow Machine Is Finally Awake
- Positive Sentiment: AI and data-center exposure support the long-term outlook. Analysts and fund commentary characterize TXN as a “picks-and-shovels” beneficiary of AI infrastructure, electric vehicles, industrial automation, and factory equipment because its analog chips help power and control these systems. Texas Instruments Is a Worthy AI Picks-and-Shovels Play I Keep Buying
- Positive Sentiment: TXN retains broad-based momentum. In comparisons with Analog Devices, coverage points to Texas Instruments’ improving manufacturing utilization and strength across multiple end markets, potentially giving it an edge despite ADI’s stronger industrial and automotive trends. ADI vs. TXN: Which Analog Processing Chip Stock Has an Edge Right Now?
- Neutral Sentiment: Options-market volatility has risen. Surging implied volatility indicates increased uncertainty and the potential for larger price swings, but it does not establish a clear directional signal. Implied Volatility Surging for Texas Instruments Stock Options
- Negative Sentiment: Post-earnings performance remains a concern. TXN has decreased 6.8% since its latest quarterly report, with investors apparently looking beyond the earnings beat and focusing on forward estimates, elevated expectations, and whether the recovery can continue. Why Is Texas Instruments Down 6.8% Since Last Earnings Report?
Texas Instruments Price Performance
Texas Instruments (NASDAQ:TXN – Get Free Report) last posted its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) 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 the consensus estimate of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The business’s revenue was up 22.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Analysts expect that Texas Instruments Incorporated will post 8.42 EPS for the current year.
Texas Instruments Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Tuesday, August 11th. Investors of record on Friday, July 31st were given a dividend of $1.42 per share. The ex-dividend date of this dividend was Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a yield of 2.1%. Texas Instruments’s dividend payout ratio (DPR) is 86.45%.
Wall Street Analysts Forecast Growth
Several equities research analysts have recently issued reports on TXN shares. KeyCorp raised their price target on Texas Instruments from $390.00 to $400.00 and gave the company an “overweight” rating in a research report on Thursday, July 23rd. Arete Research set a $405.00 price objective on Texas Instruments and gave the stock a “buy” rating in a research report on Wednesday, July 29th. JPMorgan Chase & Co. increased their target price on Texas Instruments from $280.00 to $340.00 and gave the company an “overweight” rating in a research note on Thursday, July 23rd. HC Wainwright lowered Texas Instruments to a “neutral” rating in a report on Friday, May 22nd. Finally, Robert W. Baird lifted their price target on Texas Instruments from $300.00 to $385.00 and gave the stock an “outperform” rating in a research report on Thursday, July 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have issued a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, Texas Instruments presently has an average rating of “Moderate Buy” and a consensus target price of $312.12.
Read Our Latest Stock Analysis on Texas Instruments
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.
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