Headlands Technologies LLC Purchases New Position in Texas Instruments Incorporated $TXN

Headlands Technologies LLC purchased a new position in Texas Instruments Incorporated (NASDAQ:TXN) in the second quarter, HoldingsChannel reports. The fund purchased 8,322 shares of the semiconductor company’s stock, valued at approximately $2,481,000.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Brighton Jones LLC grew its holdings in shares of Texas Instruments by 33.4% during the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after acquiring an additional 4,218 shares during the period. Intech Investment Management LLC lifted its stake in shares of Texas Instruments by 12.8% in the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after purchasing an additional 1,031 shares during the period. Osterweis Capital Management Inc. lifted its stake in shares of Texas Instruments by 1,810.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 181 shares during the period. Main Street Financial Solutions LLC boosted its position in shares of Texas Instruments by 1.7% during the second quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock valued at $1,540,000 after purchasing an additional 126 shares in the last quarter. Finally, HUB Investment Partners LLC boosted its position in shares of Texas Instruments by 3.5% during the second quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after purchasing an additional 496 shares in the last quarter. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research firms have issued reports on TXN. Morgan Stanley increased their price objective on Texas Instruments from $230.00 to $255.00 and gave the stock an “underweight” rating in a report on Thursday, July 23rd. Arete Research set a $405.00 target price on shares of Texas Instruments and gave the company a “buy” rating in a report on Wednesday, July 29th. Rosenblatt Securities increased their price target 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. Benchmark boosted 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. Finally, Mizuho raised their target price on shares of Texas Instruments from $300.00 to $305.00 and gave the company a “neutral” rating in a research note on Thursday, July 23rd. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eight have given a Hold rating and four have assigned a Sell rating to the company. 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 Price Performance

TXN opened at $258.64 on Monday. The firm has a market cap of $236.20 billion, a PE ratio of 39.37, a P/E/G ratio of 1.01 and a beta of 1.33. The stock has a 50-day moving average price of $285.30 and a 200-day moving average price of $260.35. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $334.03. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, beating 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%. Texas Instruments’s revenue for the quarter was up 22.8% on a year-over-year basis. During the same period in the prior year, the firm posted $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Sell-side analysts predict that Texas Instruments Incorporated will post 8.42 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

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

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.