Texas Instruments Incorporated $TXN Shares Bought by PYA Waltman Capital LLC

PYA Waltman Capital LLC boosted its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 14.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 26,794 shares of the semiconductor company’s stock after buying an additional 3,408 shares during the quarter. Texas Instruments accounts for about 1.9% of PYA Waltman Capital LLC’s holdings, making the stock its 12th biggest holding. PYA Waltman Capital LLC’s holdings in Texas Instruments were worth $7,986,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also made changes to their positions in the stock. Swiss Life Asset Management Ltd boosted its stake in shares of Texas Instruments by 10.1% in the fourth quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock valued at $96,321,000 after purchasing an additional 50,808 shares during the period. Contravisory Investment Management Inc. purchased a new stake in Texas Instruments during the 2nd quarter worth approximately $1,493,000. K.J. Harrison & Partners Inc acquired a new stake in Texas Instruments during the 4th quarter worth approximately $1,735,000. Thrivent Financial for Lutherans grew its stake in shares of Texas Instruments by 126.0% in the fourth quarter. Thrivent Financial for Lutherans now owns 150,454 shares of the semiconductor company’s stock worth $26,114,000 after acquiring an additional 83,884 shares in the last quarter. Finally, RNC Capital Management LLC purchased a new stake in shares of Texas Instruments during the fourth quarter worth $2,751,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Texas Instruments

In related news, VP Tsedeniya Abraham sold 7,000 shares of the company’s stock in a transaction on Thursday, August 27th. The shares were sold at an average price of $264.63, for a total value of $1,852,410.00. Following the completion of the sale, the vice president owned 23,181 shares in the company, valued at $6,134,388.03. This represents a 23.19% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.60% of the stock is owned by insiders.

Texas Instruments Stock Down 2.9%

TXN opened at $253.34 on Wednesday. Texas Instruments Incorporated has a one year low of $152.73 and a one year high of $334.03. The company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86. The stock has a market capitalization of $231.36 billion, a P/E ratio of 38.56, a price-to-earnings-growth ratio of 1.47 and a beta of 1.33. The business’s 50-day simple moving average is $282.85 and its 200-day simple moving average is $260.82.

Texas Instruments (NASDAQ:TXN) last announced its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.91 by $0.23. The firm had revenue of $5.46 billion during 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 business’s revenue was up 22.8% on a year-over-year basis. During the same period in the prior year, the firm earned $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Analysts anticipate that Texas Instruments Incorporated will post 8.42 EPS for the current year.

Texas Instruments Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st were issued a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend was Friday, July 31st. Texas Instruments’s payout ratio is presently 86.45%.

Wall Street Analysts Forecast Growth

Several research firms recently commented on TXN. Morgan Stanley boosted their target price on Texas Instruments from $230.00 to $255.00 and gave the stock an “underweight” rating in a research note on Thursday, July 23rd. Mizuho lifted their price objective on Texas Instruments from $300.00 to $305.00 and gave the company a “neutral” rating in a research note on Thursday, July 23rd. Truist Financial boosted their price objective on Texas Instruments from $278.00 to $300.00 and gave the stock a “hold” rating in a research report on Thursday, July 23rd. Cantor Fitzgerald restated a “neutral” rating and set a $340.00 target price on shares of Texas Instruments in a research note on Monday, August 17th. Finally, KeyCorp lifted their price target on shares of Texas Instruments from $390.00 to $400.00 and gave the stock an “overweight” rating in a research note on Thursday, July 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have given a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $312.12.

Texas Instruments Company 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.