Mizuho Markets Americas LLC Acquires New Position in Texas Instruments Incorporated $TXN

Mizuho Markets Americas LLC acquired a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the 1st quarter, HoldingsChannel reports. The firm acquired 2,026 shares of the semiconductor company’s stock, valued at approximately $393,000.

A number of other large investors have also recently bought and sold shares of the business. Strategic Wealth Investment Group LLC acquired a new stake in shares of Texas Instruments during the 2nd quarter worth approximately $25,000. Portus Wealth Advisors LLC bought a new stake in shares of Texas Instruments in the 1st quarter worth approximately $27,000. High Point Wealth Management LLC acquired a new position in Texas Instruments during the 4th quarter valued at approximately $25,000. Advocate Investing Services LLC bought a new position in Texas Instruments during the 4th quarter worth $25,000. Finally, Scarborough Advisors LLC bought a new position in Texas Instruments during the 1st quarter worth $29,000. Institutional investors own 84.99% of the company’s stock.

Texas Instruments News Roundup

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

• Positive Sentiment: Texas Instruments beat Q2 estimates, reporting EPS of $2.14 on revenue of $5.46 billion, with sales up 22.8% year over year and net income rising sharply. Article Title
• Positive Sentiment: Management also raised Q3 guidance above Wall Street expectations, signaling continued demand recovery in industrial, data center and automotive markets. Article Title
• Positive Sentiment: Several analysts turned more constructive: JPMorgan raised its target to $340 with an overweight rating, TD Cowen kept a buy rating and cut its target to $340, and KeyCorp lifted its target to $400. Article Title
• Positive Sentiment: Commentary around strong AI data center demand and broader semiconductor momentum is reinforcing the long-term growth narrative for TXN. Article Title
• Neutral Sentiment: Texas Instruments remains part of a strong semiconductor sector rally, which may provide support, but the stock is also vulnerable to post-earnings “sell the news” behavior after a strong run. Article Title
• Negative Sentiment: Despite the strong report, shares have slipped as investors question whether the results were already priced in after a big rally and high expectations for chip stocks. Article Title

Analyst Ratings Changes

TXN has been the topic of a number of recent research reports. Rosenblatt Securities raised their target price on Texas Instruments from $240.00 to $330.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. 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 report on Thursday. Citigroup reissued a “buy” rating on shares of Texas Instruments in a research note on Tuesday, July 14th. Robert W. Baird raised their price target on shares of Texas Instruments from $300.00 to $385.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, HC Wainwright cut Texas Instruments to a “neutral” rating in a report on Friday, May 22nd. Fourteen investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $307.60.

Insider Buying and Selling at Texas Instruments

In related news, VP Mohammad Yunus sold 51,098 shares of the business’s stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $270.44, for a total transaction of $13,818,943.12. Following the sale, the vice president owned 52,856 shares of the company’s stock, valued at $14,294,376.64. The trade was a 49.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Rafael R. Lizardi sold 47,734 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $308.10, for a total value of $14,706,845.40. Following the completion of the sale, the chief financial officer owned 85,485 shares of the company’s stock, valued at $26,337,928.50. This trade represents a 35.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 199,143 shares of company stock valued at $56,959,010. 0.60% of the stock is currently owned by company insiders.

Texas Instruments Price Performance

Shares of NASDAQ TXN opened at $284.99 on Friday. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $334.03. The firm’s 50-day simple moving average is $301.53 and its 200 day simple moving average is $247.14. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The stock has a market cap of $259.37 billion, a P/E ratio of 43.38, a P/E/G ratio of 1.51 and a beta of 1.32.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, topping the consensus estimate of $1.91 by $0.23. The business had revenue of $5.46 billion during 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 36.55%. The company’s quarterly revenue was up 22.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Equities analysts expect that Texas Instruments Incorporated will post 7.69 EPS for the current year.

Texas Instruments Announces Dividend

The business also recently disclosed 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 is Friday, July 31st. This represents a $5.68 annualized dividend and a dividend yield of 2.0%. Texas Instruments’s dividend payout ratio (DPR) is 97.26%.

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.