California State Teachers Retirement System Decreases Stock Holdings in Texas Instruments Incorporated $TXN

California State Teachers Retirement System lowered its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 2.5% during the first quarter, Holdings Channel.com reports. The fund owned 1,369,221 shares of the semiconductor company’s stock after selling 35,013 shares during the quarter. California State Teachers Retirement System’s holdings in Texas Instruments were worth $265,821,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Strategic Wealth Investment Group LLC acquired a new position in Texas Instruments during the second quarter worth $25,000. Portus Wealth Advisors LLC acquired a new stake in shares of Texas Instruments in the first quarter valued at about $27,000. High Point Wealth Management LLC acquired a new stake in shares of Texas Instruments in the fourth quarter valued at about $25,000. Advocate Investing Services LLC purchased a new stake in shares of Texas Instruments during the fourth quarter worth about $25,000. Finally, Scarborough Advisors LLC purchased a new stake in shares of Texas Instruments during the first quarter worth about $29,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Insider Transactions at Texas Instruments

In other Texas Instruments news, VP Shanon J. Leonard sold 4,963 shares of the company’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $295.22, for a total value of $1,465,176.86. Following the completion of the sale, the vice president directly owned 24,867 shares in the company, valued at $7,341,235.74. This represents a 16.64% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Rafael R. Lizardi sold 47,734 shares of the firm’s stock in a transaction 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 directly 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. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 138,260 shares of company stock valued at $40,501,461. 0.60% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of research analysts recently weighed in on TXN shares. Wells Fargo & Company raised their price target on shares of Texas Instruments from $300.00 to $310.00 and gave the company an “equal weight” rating in a research note on Thursday, July 23rd. UBS Group reiterated a “buy” rating and set a $380.00 price objective on shares of Texas Instruments in a research note on Thursday, July 23rd. Wall Street Zen raised Texas Instruments from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. TD Cowen decreased their target price on Texas Instruments from $360.00 to $340.00 and set a “buy” rating on the stock in a research report on Thursday, July 23rd. Finally, JPMorgan Chase & Co. boosted their price target on Texas Instruments from $280.00 to $340.00 and gave the stock an “overweight” rating in a research report on Thursday, July 23rd. Fourteen equities 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.com, Texas Instruments currently has a consensus rating of “Hold” and a consensus price target of $308.40.

Key Texas Instruments News

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

• Positive Sentiment: Strong Q2 performance and upbeat guidance support momentum. Texas Instruments reported $2.14 in quarterly EPS versus the $1.91 consensus, while revenue rose 22.8% year over year to $5.46 billion. Management’s third-quarter EPS guidance of $2.23–$2.57 also exceeded or supported optimistic expectations. AI-related demand, expanding margins and the company’s analog-chip exposure to data-center power infrastructure are strengthening the growth outlook. Buy Texas Instruments as a Momentum Play After Solid Q2 2026 Earnings Texas Instruments Can Ride AI Demand to New Highs
• Positive Sentiment: Upgrades and favorable comparisons could attract buyers. Zacks upgraded TXN to Rank #1, or Strong Buy, citing improving earnings prospects. Analysts also favor Texas Instruments over ON Semiconductor because of its stronger margins, cash generation and 2026 growth outlook. What Makes Texas Instruments a New Strong Buy Stock Best Momentum Stock to Buy
• Positive Sentiment: TXN was included in Zacks’ Strong Buy income and momentum-stock lists, reinforcing its appeal to investors seeking earnings growth, cash generation and shareholder income. Best Income Stocks to Buy
• Neutral Sentiment: International revenue trends remain an important swing factor for Wall Street forecasts, but the latest coverage does not identify a specific deterioration or acceleration. Unlocking Texas Instruments International Revenues
• Negative Sentiment: Valuation could be restraining the stock. Commentary describes TXN as attractive on cash flow but only fairly valued on earnings. With a trailing P/E above 40, investors may be taking profits or demanding stronger growth to justify the premium valuation.

Texas Instruments Stock Performance

TXN opened at $277.07 on Wednesday. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $334.03. The firm has a market capitalization of $253.03 billion, a PE ratio of 42.17, a PEG ratio of 1.11 and a beta of 1.32. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72. The firm’s 50-day moving average price is $300.14 and its 200 day moving average price is $249.12.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, beating analysts’ consensus estimates of $1.91 by $0.23. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The company had revenue of $5.46 billion during the quarter, compared to the consensus estimate of $5.26 billion. During the same quarter in the prior year, the firm earned $1.41 EPS. Texas Instruments’s quarterly revenue was up 22.8% on a year-over-year basis. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, sell-side analysts expect that Texas Instruments Incorporated will post 8.35 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, August 11th. Investors of record on Friday, July 31st will be issued a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is currently 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.