Martin Capital Partners LLC Has $8.34 Million Position in Texas Instruments Incorporated $TXN

Martin Capital Partners LLC decreased its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 26.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 27,962 shares of the semiconductor company’s stock after selling 9,855 shares during the period. Texas Instruments makes up 3.1% of Martin Capital Partners LLC’s portfolio, making the stock its 8th largest holding. Martin Capital Partners LLC’s holdings in Texas Instruments were worth $8,335,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. High Point Wealth Management LLC bought a new stake in Texas Instruments in the 4th quarter valued at $25,000. Strategic Wealth Investment Group LLC bought a new position in shares of Texas Instruments during the 2nd quarter worth about $25,000. Advocate Investing Services LLC acquired a new position in shares of Texas Instruments during the fourth quarter valued at about $25,000. Ares Financial Consulting LLC acquired a new position in shares of Texas Instruments during the fourth quarter valued at about $26,000. Finally, Cornerstone Financial Management LLC bought a new stake in shares of Texas Instruments in the fourth quarter valued at about $27,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Texas Instruments News Roundup

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

• Positive Sentiment: New GE Appliances design win: GE Appliances will use Texas Instruments microcontrollers, Wi-Fi connectivity solutions and analog components in its next generation of connected appliances. TI chips are expected to represent about one-third of the semiconductors used at GE’s new Louisville, Kentucky, laundry plant, with production scheduled to begin in 2027. The agreement supports TI’s industrial, consumer and Internet-of-Things businesses, although the revenue impact is likely to build gradually. GE Appliances Leverages Texas Instruments Semiconductors
• Positive Sentiment: Sector rally and favorable demand trends: Semiconductor ETFs rebounded sharply as investor enthusiasm for artificial-intelligence infrastructure returned. Analysts also point to continued data-center expansion and automotive software growth as potential long-term demand drivers for TXN. Semiconductor ETFs Surge
• Positive Sentiment: Analyst support: Citi reiterated a Buy rating on Texas Instruments, adding to the constructive view surrounding the semiconductor sector. TXN also recently reported earnings and revenue above consensus, with quarterly revenue up 22.8% year over year and third-quarter EPS guidance of $2.23 to $2.57. Citi Reiterates Buy Ratings
• Neutral Sentiment: Investor debate continues: Commentary describes TXN as a potential long-term AI and manufacturing beneficiary, but the stock’s appeal depends on sustained data-center growth and execution of its capacity-expansion strategy. Texas Instruments Stock Looks Appealing
• Negative Sentiment: Recent weakness and valuation concerns: TXN has declined about 11% over the past month despite strong AI-related industry demand. With a price-to-earnings ratio above 43, investors may be demanding continued earnings growth, leaving the stock vulnerable if industrial or consumer-chip recovery expectations are delayed. TXN Slides 11% in a Month

Insider Activity

In other news, VP Shanon J. Leonard sold 4,963 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the completion of the sale, the vice president owned 24,867 shares of the company’s stock, valued at approximately $7,341,235.74. This trade represents a 16.64% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, VP Ahmad Bahai sold 5,000 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the sale, the vice president directly owned 42,519 shares of the company’s stock, valued at approximately $13,143,898.47. The trade was a 10.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 66,535 shares of company stock worth $20,425,724. Company insiders own 0.60% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently weighed in on TXN. Wall Street Zen raised Texas Instruments from a “hold” rating to a “buy” rating in a research report on Saturday, July 18th. Arete Research set a $405.00 price objective on Texas Instruments and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Sanford C. Bernstein lifted their price objective on Texas Instruments from $250.00 to $290.00 and gave the stock a “market perform” rating in a report on Thursday, July 23rd. Citigroup restated a “buy” rating on shares of Texas Instruments in a research report on Tuesday, July 14th. Finally, Robert W. Baird upped their target price on Texas Instruments from $300.00 to $385.00 and gave the company an “outperform” rating in a research note on Thursday, July 23rd. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, nine have assigned a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $312.12.

Texas Instruments Stock Up 5.4%

Shares of TXN opened at $283.63 on Wednesday. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $334.03. The stock has a market cap of $259.03 billion, a price-to-earnings ratio of 43.17, a P/E/G ratio of 1.06 and a beta of 1.33. The company has a 50-day moving average price of $296.77 and a two-hundred day moving average price of $252.14. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.91 by $0.23. The business 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%.Texas Instruments’s quarterly revenue was up 22.8% compared to the same quarter last year. 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. Equities analysts predict that Texas Instruments Incorporated will post 8.35 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st will be issued a $1.42 dividend. The ex-dividend date of this dividend is Friday, July 31st. This represents a $5.68 annualized dividend and a dividend yield of 2.0%. Texas Instruments’s dividend payout ratio is presently 86.45%.

About Texas Instruments

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.