First National Bank of Omaha Takes Position in Texas Instruments Incorporated $TXN

First National Bank of Omaha acquired a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 42,457 shares of the semiconductor company’s stock, valued at approximately $12,567,000.

Several other large investors also recently bought and sold shares of TXN. Swiss Life Asset Management Ltd increased its position in Texas Instruments by 10.1% during 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 acquiring an additional 50,808 shares during the last quarter. OVERSEA CHINESE BANKING Corp Ltd purchased a new position in Texas Instruments in the fourth quarter worth about $640,000. Contravisory Investment Management Inc. bought a new stake in shares of Texas Instruments during the 2nd quarter valued at about $1,493,000. K.J. Harrison & Partners Inc bought a new stake in shares of Texas Instruments during the 4th quarter valued at about $1,735,000. Finally, Thrivent Financial for Lutherans increased its position in shares of Texas Instruments by 126.0% during the 4th quarter. Thrivent Financial for Lutherans now owns 150,454 shares of the semiconductor company’s stock valued at $26,114,000 after purchasing an additional 83,884 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

TXN has been the topic of several recent research reports. Benchmark increased their price objective on shares of Texas Instruments from $315.00 to $360.00 and gave the stock a “buy” rating in a research note on Thursday, July 23rd. The Goldman Sachs Group upped their target price on shares of Texas Instruments from $200.00 to $225.00 and gave the company a “sell” rating in a report on Thursday, July 23rd. UBS Group reiterated a “buy” rating and issued a $380.00 price target on shares of Texas Instruments in a research report on Thursday, July 23rd. Mizuho lifted their price target on shares of Texas Instruments from $300.00 to $305.00 and gave the stock a “neutral” rating in a research note on Thursday, July 23rd. Finally, Arete Research set a $405.00 price objective on shares of Texas Instruments and gave the company a “buy” rating in a research report on Wednesday, July 29th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have given a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $312.12.

Texas Instruments Trading Down 3.8%

Shares of NASDAQ:TXN opened at $272.24 on Wednesday. The stock has a 50 day moving average of $292.17 and a 200 day moving average of $258.02. The company has a market cap of $248.62 billion, a PE ratio of 41.44, a price-to-earnings-growth ratio of 1.10 and a beta of 1.33. 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 Incorporated has a 12-month low of $152.73 and a 12-month high of $334.03.

Texas Instruments (NASDAQ:TXN) last released its earnings results 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. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The company had revenue of $5.46 billion during the quarter, compared to analyst estimates of $5.26 billion. During the same period in the prior year, the firm posted $1.41 EPS. The firm’s quarterly revenue was up 22.8% compared to the same quarter last year. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, equities research analysts expect that Texas Instruments Incorporated will post 8.42 EPS for the current year.

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st were paid a $1.42 dividend. The ex-dividend date of this dividend was Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.1%. Texas Instruments’s dividend payout ratio is 86.45%.

Key Texas Instruments News

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

• Positive Sentiment: Texas Instruments’ automotive recovery is reportedly accelerating as electric-vehicle and hybrid demand improves, customer inventories normalize and broader semiconductor conditions strengthen. A sustained automotive rebound could support additional 2026 revenue growth. TXN’s Automotive Recovery Gains Pace: Can It Lift 2026 Growth Further?
• Positive Sentiment: GE Appliances selected U.S.-manufactured TI microcontrollers, Wi-Fi products and analog components for a new Louisville laundry plant. The relationship is expected to nearly double GE Appliances’ chip spending with TI and reinforces the value of the company’s domestic manufacturing footprint and broad product portfolio. How GE Appliances’ U.S. Chip Deal Could Shape Texas Instruments’ Domestic Manufacturing Narrative
• Positive Sentiment: Cantor Fitzgerald reaffirmed its neutral rating but raised or maintained a $340 price target, implying substantial potential upside from the referenced share price. The target suggests analysts see value in TXN’s long-term positioning, even though the rating remains cautious. Cantor Fitzgerald rating update
• Neutral Sentiment: Investor commentary remains constructive on TXN’s strategic advantages and long-term growth profile, while a Zacks report identifies the company as a potential long-term growth stock. These are opinion-based assessments rather than new financial guidance. Texas Instruments Incorporated (TXN) Attractive on Strategic Advantages
• Neutral Sentiment: The enduring popularity of TI-84 calculators supports brand recognition, but competition from cheaper alternatives could pressure the education-products franchise over time; this business is unlikely to materially drive near-term TXN results. The TI-84 has ruled math classes for decades. Can cheaper calculators gain ground?

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.