Goelzer Investment Management Inc. Buys 5,100 Shares of Texas Instruments Incorporated $TXN

Goelzer Investment Management Inc. increased its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 535.7% during the third quarter, Holdings Channel.com reports. The firm owned 6,052 shares of the semiconductor company’s stock after purchasing an additional 5,100 shares during the quarter. Goelzer Investment Management Inc.’s holdings in Texas Instruments were worth $1,695,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Kilter Group LLC bought a new stake in Texas Instruments during the second quarter valued at about $31,000. Nvwm LLC increased its position in Texas Instruments by 550.0% in the third quarter. Nvwm LLC now owns 117 shares of the semiconductor company’s stock worth $33,000 after buying an additional 99 shares in the last quarter. Addison Advisors LLC bought a new position in shares of Texas Instruments in the second quarter worth about $38,000. Caitlin John LLC bought a new position in shares of Texas Instruments in the second quarter worth about $41,000. Finally, Portus Wealth Advisors LLC bought a new position in shares of Texas Instruments in the first quarter worth about $27,000. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research analysts have recently weighed in on TXN shares. Mizuho lifted their price objective on Texas Instruments from $300.00 to $305.00 and gave the company a “neutral” rating in a research report on Thursday, July 23rd. The Goldman Sachs Group boosted their price objective on Texas Instruments from $200.00 to $225.00 and gave the company a “sell” rating in a research note on Thursday, July 23rd. Benchmark increased their target price on shares of Texas Instruments from $315.00 to $360.00 and gave the stock a “buy” rating in a report on Thursday, July 23rd. Rosenblatt Securities raised their target price on shares of Texas Instruments from $330.00 to $350.00 and gave the stock a “buy” rating in a research note on Friday, July 24th. Finally, Susquehanna raised their target price on shares of Texas Instruments from $300.00 to $340.00 and gave the stock a “positive” rating in a research note on Tuesday, July 21st. Sixteen investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $304.26.

Insider Activity at Texas Instruments

In other Texas Instruments news, VP Tsedeniya Abraham sold 7,000 shares of Texas Instruments 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 transaction, the vice president directly owned 23,181 shares of the company’s stock, valued at $6,134,388.03. This trade represents a 23.19% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. 0.60% of the stock is owned by insiders.

Texas Instruments Price Performance

TXN stock opened at $276.48 on Friday. Texas Instruments Incorporated has a one year low of $152.73 and a one year high of $334.03. The company’s fifty day moving average price is $271.75 and its 200-day moving average price is $276.42. 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 company has a market capitalization of $252.49 billion, a PE ratio of 42.08, a price-to-earnings-growth ratio of 1.55 and a beta of 1.35.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, topping analysts’ consensus estimates 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 return on equity of 35.77% and a net margin of 31.11%. The firm’s revenue for the quarter was up 22.8% on a year-over-year basis. During the same period in the previous year, the business earned $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, equities analysts anticipate that Texas Instruments Incorporated will post 8.48 EPS for the current fiscal year.

Texas Instruments Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 10th. Shareholders of record on Friday, October 30th will be given a dividend of $1.52 per share. This represents a $6.08 annualized dividend and a yield of 2.2%. This is an increase from Texas Instruments’s previous quarterly dividend of $1.42. The ex-dividend date is Friday, October 30th. Texas Instruments’s dividend payout ratio (DPR) is 92.54%.

Texas Instruments News Roundup

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

• Positive Sentiment: Texas Instruments’ history of exceeding earnings expectations, combined with favorable current earnings-estimate trends, has increased the possibility of another quarterly beat. Investors are also watching operating metrics beyond revenue and earnings per share for evidence of sustained demand. Will Texas Instruments Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Analysts expect strength in Texas Instruments’ analog and embedded-processing businesses to support third-quarter results, reflecting demand from industrial, automotive and data-center markets. TXN to Report Q3 Earnings: Should You Buy, Hold or Sell the Stock?
• Positive Sentiment: The board declared a fourth-quarter cash dividend of $1.52 per share, payable Nov. 10 to shareholders of record Oct. 30. The announcement reinforces TXN’s shareholder-return profile and may provide some support for income-focused investors. Texas Instruments Board Declares Fourth Quarter 2026 Quarterly Dividend
• Positive Sentiment: Exchange-traded funds purchased approximately $113.2 million of TXN stock on Oct. 13, indicating institutional or index-related buying interest. ETFs Bought $113.2 Million of Texas Instruments
• Neutral Sentiment: Wall Street’s third-quarter preview emphasizes key indicators such as segment performance, margins and demand trends. These metrics could be more important for TXN’s valuation than simply meeting consensus revenue and EPS estimates. Texas Instruments Q3 Earnings Key Metrics
• Negative Sentiment: Geopolitical tensions remain a risk to semiconductor supply chains and international demand. In addition, TXN’s elevated valuation leaves less room for disappointment if its earnings outlook or margins fall short of expectations. TXN Q3 Earnings Investment Outlook

Texas Instruments Profile

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.