Constant Guidance Financial LLC Grows Stock Holdings in Texas Instruments Incorporated $TXN

Constant Guidance Financial LLC increased its position in Texas Instruments Incorporated (NASDAQ:TXN) by 184.1% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 4,444 shares of the semiconductor company’s stock after buying an additional 2,880 shares during the period. Texas Instruments comprises approximately 0.6% of Constant Guidance Financial LLC’s holdings, making the stock its 19th largest position. Constant Guidance Financial LLC’s holdings in Texas Instruments were worth $863,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the business. Swiss Life Asset Management Ltd boosted its position in shares of Texas Instruments by 10.1% during the fourth quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock worth $96,321,000 after acquiring an additional 50,808 shares during the last quarter. OVERSEA CHINESE BANKING Corp Ltd bought a new stake in Texas Instruments in the 4th quarter valued at $640,000. K.J. Harrison & Partners Inc bought a new stake in Texas Instruments in the 4th quarter valued at $1,735,000. Thrivent Financial for Lutherans lifted its stake in Texas Instruments by 126.0% in the 4th quarter. Thrivent Financial for Lutherans now owns 150,454 shares of the semiconductor company’s stock worth $26,114,000 after purchasing an additional 83,884 shares in the last quarter. Finally, RNC Capital Management LLC purchased a new stake in Texas Instruments in the 4th quarter worth $2,751,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments Stock Performance

Shares of NASDAQ:TXN opened at $277.07 on Wednesday. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03. The stock has a market capitalization of $253.03 billion, a P/E ratio of 42.17, a PEG ratio of 1.11 and a beta of 1.32. The firm has a fifty day simple moving average of $300.14 and a two-hundred day simple moving average of $249.12. 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 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. The firm had revenue of $5.46 billion for the quarter, compared to analysts’ expectations of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The business’s revenue was up 22.8% compared to the same quarter last year. During the same period in the prior year, the company earned $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, analysts expect that Texas Instruments Incorporated will post 8.35 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st will be given a dividend of $1.42 per share. The ex-dividend date is 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 is 86.45%.

Insider Buying and Selling at Texas Instruments

In other news, CFO Rafael R. Lizardi sold 47,734 shares of the firm’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 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Ahmad Bahai sold 5,000 shares of Texas Instruments stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $309.13, for a total value of $1,545,650.00. Following the completion of the transaction, the vice president owned 42,519 shares of the company’s stock, valued at approximately $13,143,898.47. This trade represents a 10.52% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 138,260 shares of company stock valued at $40,501,461. Corporate insiders own 0.60% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on TXN shares. Wells Fargo & Company raised their price objective on Texas Instruments from $300.00 to $310.00 and gave the company an “equal weight” rating in a research report on Thursday, July 23rd. Wolfe Research reiterated an “outperform” rating and issued a $315.00 target price on shares of Texas Instruments in a research report on Thursday, April 23rd. Truist Financial increased their price target on Texas Instruments from $278.00 to $300.00 and gave the company a “hold” rating in a research note on Thursday, July 23rd. Rosenblatt Securities raised their price target on Texas Instruments from $330.00 to $350.00 and gave the company a “buy” rating in a report on Friday, July 24th. Finally, Evercore reaffirmed an “outperform” rating and issued a $330.00 price objective on shares of Texas Instruments in a research note on Thursday, July 23rd. Fourteen analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $308.40.

Key Stories Impacting Texas Instruments

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 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.