Spartan Wealth Advisory Services LLC acquired a new stake in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 2,432 shares of the semiconductor company’s stock, valued at approximately $472,000.
Several other institutional investors and hedge funds also recently added to or reduced their stakes in TXN. Norges Bank purchased a new position in shares of Texas Instruments during the 4th quarter worth approximately $2,516,628,000. Bank of New York Mellon Corp boosted its stake in shares of Texas Instruments by 33.6% in the first quarter. Bank of New York Mellon Corp now owns 16,402,834 shares of the semiconductor company’s stock valued at $3,184,446,000 after buying an additional 4,129,601 shares in the last quarter. Amundi boosted its stake in shares of Texas Instruments by 61.0% in the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock valued at $1,717,240,000 after buying an additional 3,580,147 shares in the last quarter. Van ECK Associates Corp grew its holdings in Texas Instruments by 27.1% during the fourth quarter. Van ECK Associates Corp now owns 11,608,265 shares of the semiconductor company’s stock worth $2,013,918,000 after acquiring an additional 2,474,062 shares during the period. Finally, Franklin Resources Inc. grew its holdings in Texas Instruments by 26.9% during the fourth quarter. Franklin Resources Inc. now owns 9,153,622 shares of the semiconductor company’s stock worth $1,588,062,000 after acquiring an additional 1,938,788 shares during the period. Institutional investors and hedge funds own 84.99% of the company’s stock.
Key Stories Impacting Texas Instruments
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: Multiple reports suggest TXN could beat Q2 earnings estimates as demand improves across analog and embedded chips, especially in industrial, data center, and automotive markets. That strengthens the case for an earnings-driven rally. TXN Likely to Beat Q2 Earnings Estimates: How to Play the Stock?
- Positive Sentiment: Texas Instruments declared a quarterly dividend of $1.42 per share, reinforcing its appeal as an income stock and highlighting the company’s long record of returning cash to shareholders. Texas Instruments board declares third quarter 2026 quarterly dividend
- Positive Sentiment: TXN was also named to a Zacks Rank #1 (Strong Buy) income stocks list, which may be supporting investor sentiment around the stock’s dividend quality and relative defensiveness. Best Income Stocks to Buy for July 17th
- Neutral Sentiment: Analyst coverage remains constructive, with KeyCorp maintaining an Overweight rating and a $390 price target, implying Wall Street still sees upside if execution stays strong. Analysts Have Conflicting Sentiments on These Technology Companies: Texas Instruments (TXN) and ASMPT Ltd (OtherASMVF)
- Negative Sentiment: One analyst note called TXN a “dangerous setup” into Q2 earnings, arguing expectations are elevated and the stock already reflects a bullish inflection in margins, free cash flow, and growth. That raises the risk of disappointment if results are merely solid rather than exceptional. Texas Instruments: Dangerous Setup Into Q2 Earnings
Insider Activity
Wall Street Analysts Forecast Growth
Several analysts recently commented on TXN shares. Susquehanna reiterated a “positive” rating and issued a $300.00 price objective on shares of Texas Instruments in a research note on Thursday, April 23rd. Zacks Research cut Texas Instruments from a “strong-buy” rating to a “hold” rating in a report on Friday, July 10th. UBS Group raised their price objective on Texas Instruments from $295.00 to $350.00 and gave the company a “buy” rating in a research note on Monday, June 29th. Cantor Fitzgerald lifted their price objective on Texas Instruments from $300.00 to $340.00 and gave the stock a “neutral” rating in a report on Monday, June 29th. Finally, Stifel Nicolaus boosted their target price on Texas Instruments from $340.00 to $360.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Thirteen research analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, Texas Instruments currently has an average rating of “Hold” and an average price target of $281.84.
Check Out Our Latest Research Report on Texas Instruments
Texas Instruments Stock Performance
Shares of TXN opened at $284.02 on Monday. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77. The stock has a market cap of $258.48 billion, a P/E ratio of 48.63, a PEG ratio of 1.42 and a beta of 1.32. The company has a 50-day moving average of $302.59 and a two-hundred day moving average of $243.94. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $334.03.
Texas Instruments (NASDAQ:TXN – Get Free Report) last released its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating the consensus estimate of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The business had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. During the same period in the prior year, the business earned $1.23 earnings per share. The company’s quarterly revenue was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, research analysts predict that Texas Instruments Incorporated will post 7.7 EPS for the current fiscal year.
Texas Instruments Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Tuesday, August 11th. Investors of record on Friday, July 31st will be paid a $1.42 dividend. The ex-dividend date of this dividend is Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. Texas Instruments’s dividend payout ratio is presently 97.26%.
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.
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