Iyo Bank Ltd. acquired a new stake in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 32,170 shares of the semiconductor company’s stock, valued at approximately $9,589,000. Texas Instruments comprises approximately 2.9% of Iyo Bank Ltd.’s portfolio, making the stock its 15th biggest position.
Other hedge funds and other institutional investors have also bought and sold shares of the company. BlackRock Inc. purchased a new stake in shares of Texas Instruments during the second quarter valued at $24,607,313,000. Bank of New York Mellon Corp purchased a new position in Texas Instruments in the 2nd quarter worth about $4,488,666,000. Norges Bank purchased a new position in Texas Instruments in the 4th quarter worth about $2,516,628,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in Texas Instruments during the 2nd quarter valued at about $1,205,585,000. Finally, Deutsche Bank AG bought a new stake in Texas Instruments during the 2nd quarter valued at about $1,070,947,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.
Analysts Set New Price Targets
A number of equities analysts have recently commented on TXN shares. 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 report on Tuesday, July 21st. The Goldman Sachs Group boosted their price target on Texas Instruments from $200.00 to $225.00 and gave the company a “sell” rating in a report on Thursday, July 23rd. Wells Fargo & Company increased their price objective on Texas Instruments from $300.00 to $310.00 and gave the stock an “equal weight” rating in a research note on Thursday, July 23rd. Rosenblatt Securities raised their price objective on Texas Instruments from $330.00 to $350.00 and gave the stock a “buy” rating in a report on Friday, July 24th. Finally, KeyCorp lifted their target price on Texas Instruments from $390.00 to $400.00 and gave the company an “overweight” rating in a research report on Thursday, July 23rd. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have given a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $312.12.
Texas Instruments Stock Performance
Shares of NASDAQ:TXN opened at $264.36 on Friday. The firm has a 50 day moving average of $290.51 and a 200 day moving average of $258.75. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. The company has a market capitalization of $241.43 billion, a price-to-earnings ratio of 40.24, a price-to-earnings-growth ratio of 1.04 and a beta of 1.33. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03.
Texas Instruments (NASDAQ:TXN – Get Free Report) last announced its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.91 by $0.23. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The business had revenue of $5.46 billion for the quarter, compared to analysts’ expectations of $5.26 billion. During the same quarter last year, the firm earned $1.41 EPS. The business’s revenue for the quarter was up 22.8% on a year-over-year basis. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, sell-side analysts predict that Texas Instruments Incorporated will post 8.42 earnings per share for the current fiscal year.
Texas Instruments Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Tuesday, August 11th. Investors of record on Friday, July 31st were given a dividend of $1.42 per share. The ex-dividend date of this dividend was Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a yield of 2.1%. Texas Instruments’s dividend payout ratio (DPR) is presently 86.45%.
Trending Headlines about Texas Instruments
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: Operational recovery is accelerating. Texas Instruments’ second-quarter results showed revenue growth of roughly 23%, operating profit up 48%, and net income up 53%. Free cash flow also improved 56% as capital spending nearly halved year over year, suggesting the company’s heavy investment cycle may be easing. Texas Instruments: The $6.5 Billion Cash-Flow Machine Is Finally Awake
- Positive Sentiment: AI and data-center exposure support the long-term outlook. Analysts and fund commentary characterize TXN as a “picks-and-shovels” beneficiary of AI infrastructure, electric vehicles, industrial automation, and factory equipment because its analog chips help power and control these systems. Texas Instruments Is a Worthy AI Picks-and-Shovels Play I Keep Buying
- Positive Sentiment: TXN retains broad-based momentum. In comparisons with Analog Devices, coverage points to Texas Instruments’ improving manufacturing utilization and strength across multiple end markets, potentially giving it an edge despite ADI’s stronger industrial and automotive trends. ADI vs. TXN: Which Analog Processing Chip Stock Has an Edge Right Now?
- Neutral Sentiment: Options-market volatility has risen. Surging implied volatility indicates increased uncertainty and the potential for larger price swings, but it does not establish a clear directional signal. Implied Volatility Surging for Texas Instruments Stock Options
- Negative Sentiment: Post-earnings performance remains a concern. TXN has decreased 6.8% since its latest quarterly report, with investors apparently looking beyond the earnings beat and focusing on forward estimates, elevated expectations, and whether the recovery can continue. Why Is Texas Instruments Down 6.8% Since Last Earnings Report?
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.
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