Obermeyer Wealth Partners Buys 2,160 Shares of Texas Instruments Incorporated $TXN

Obermeyer Wealth Partners raised its position in Texas Instruments Incorporated (NASDAQ:TXN) by 1.9% during the third quarter, Holdings Channel reports. The institutional investor owned 114,374 shares of the semiconductor company’s stock after buying an additional 2,160 shares during the quarter. Texas Instruments makes up about 1.3% of Obermeyer Wealth Partners’ investment portfolio, making the stock its 22nd biggest holding. Obermeyer Wealth Partners’ holdings in Texas Instruments were worth $32,035,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of the business. Foster Victor Wealth Advisors LLC increased its holdings in Texas Instruments by 19.8% in the third quarter. Foster Victor Wealth Advisors LLC now owns 40,183 shares of the semiconductor company’s stock valued at $11,097,000 after purchasing an additional 6,640 shares during the last quarter. Vest Financial LLC lifted its stake in Texas Instruments by 3,003.7% in the third quarter. Vest Financial LLC now owns 208,382 shares of the semiconductor company’s stock valued at $58,366,000 after buying an additional 201,668 shares in the last quarter. Cantor Fitzgerald Investment Advisors L.P. acquired a new position in Texas Instruments in the 3rd quarter worth $13,175,000. Mid American Wealth Advisory Group Inc. boosted its position in shares of Texas Instruments by 36.0% during the third quarter. Mid American Wealth Advisory Group Inc. now owns 1,726 shares of the semiconductor company’s stock worth $483,000 after buying an additional 457 shares during the period. Finally, Magnus Financial Group LLC grew its stake in shares of Texas Instruments by 5.5% during the 3rd quarter. Magnus Financial Group LLC now owns 1,716 shares of the semiconductor company’s stock worth $481,000 after acquiring an additional 89 shares in the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

Texas Instruments Trading Up 2.5%

TXN opened at $284.65 on Thursday. The company’s 50 day moving average is $271.76 and its 200-day moving average is $278.84. The company has a market cap of $259.96 billion, a P/E ratio of 43.33, a PEG ratio of 1.55 and a beta of 1.35. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $334.03. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.40 by $0.22. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The company had revenue of $6.05 billion during the quarter, compared to the consensus estimate of $5.94 billion. During the same period in the prior year, the business earned $1.48 earnings per share. The company’s revenue for the quarter was up 27.7% compared to the same quarter last year. Equities research analysts predict that Texas Instruments Incorporated will post 8.49 earnings per share for the current fiscal year.

Texas Instruments Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, November 10th. Stockholders of record on Friday, October 30th will be paid a dividend of $1.52 per share. The ex-dividend date of this dividend is Friday, October 30th. This is an increase from Texas Instruments’s previous quarterly dividend of $1.42. This represents a $6.08 annualized dividend and a dividend yield of 2.1%. Texas Instruments’s payout ratio is 86.45%.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on TXN shares. Stifel Nicolaus lifted their target price on Texas Instruments from $340.00 to $360.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. 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. Truist Financial boosted their price target on Texas Instruments from $278.00 to $300.00 and gave the company a “hold” rating in a research note on Thursday, July 23rd. Jefferies Financial Group reissued a “hold” rating on shares of Texas Instruments in a report on Thursday. Finally, Wells Fargo & Company reduced their target price on Texas Instruments from $310.00 to $300.00 and set an “equal weight” rating on the stock in a report on Tuesday. Fifteen analysts have rated the stock with a Buy rating, eleven have given a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $302.88.

Texas Instruments News Roundup

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

• Positive Sentiment: Strong quarterly beat: Texas Instruments reported third-quarter revenue of approximately $6.06 billion and earnings per share of $2.62, exceeding Wall Street expectations of roughly $5.94 billion and $2.43, respectively. EPS also rose substantially from $1.48 a year earlier. TI reports third quarter 2026 financial results and shareholder returns
• Positive Sentiment: Broad-based demand growth: Profit reached $2.43 billion, supported by growth across industrial, automotive and data-center markets. The results suggest that recovering analog-chip demand is beginning to benefit Texas Instruments as heavy factory investment starts to moderate. Texas Instruments Posts Higher Profit, Revenue
• Positive Sentiment: Sales outlook exceeded expectations: Management’s quarterly sales forecast was reported above analyst estimates, providing an additional catalyst after the earnings beat and potentially reinforcing expectations for continued recovery. Analog chipmaker Texas Instruments sees quarterly sales above estimates
• Positive Sentiment: Shareholder returns remain supportive: Texas Instruments recently raised its quarterly dividend 7% to $1.52 per share, strengthening the stock’s appeal to income-focused investors.
• Neutral Sentiment: Valuation remains demanding: Despite improving results, TXN trades at more than 40 times trailing earnings, leaving the stock sensitive to any disappointment in future growth, capacity utilization or guidance.
• Negative Sentiment: Insider selling is a cautionary signal: Recent disclosed activity showed numerous executives selling shares and no reported insider purchases over the past six months. These transactions may reflect compensation or diversification, but they could temper enthusiasm at the current valuation.

Insider Transactions at Texas Instruments

In other Texas Instruments news, VP Tsedeniya Abraham sold 7,000 shares of Texas Instruments stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the transaction, the vice president directly owned 23,181 shares of the company’s stock, valued at approximately $6,134,388.03. The trade was a 23.19% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.60% of the stock is currently owned by corporate insiders.

About Texas Instruments

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.