HF Advisory Group LLC Has $2.97 Million Position in Texas Instruments Incorporated $TXN

HF Advisory Group LLC cut its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 18.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,976 shares of the semiconductor company’s stock after selling 2,282 shares during the quarter. HF Advisory Group LLC’s holdings in Texas Instruments were worth $2,973,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of TXN. Tactive Advisors LLC acquired a new stake in Texas Instruments during the second quarter worth approximately $252,000. Sax Wealth Advisors LLC grew its position in shares of Texas Instruments by 69.4% in the second quarter. Sax Wealth Advisors LLC now owns 2,760 shares of the semiconductor company’s stock valued at $823,000 after purchasing an additional 1,131 shares during the last quarter. Cardano Risk Management B.V. bought a new position in shares of Texas Instruments during the second quarter worth approximately $100,662,000. Everpar Advisors LLC increased its stake in shares of Texas Instruments by 11.1% during the second quarter. Everpar Advisors LLC now owns 2,198 shares of the semiconductor company’s stock worth $655,000 after purchasing an additional 220 shares during the period. Finally, Adamsbrown Wealth Consultants LLC acquired a new stake in Texas Instruments during the 2nd quarter worth approximately $231,000. Institutional investors and hedge funds own 84.99% of the company’s stock.

Analysts Set New Price Targets

TXN has been the subject of several recent research reports. Wells Fargo & Company boosted their price target on Texas Instruments from $300.00 to $310.00 and gave the company an “equal weight” rating in a research note on Thursday, July 23rd. Wolfe Research reiterated an “outperform” rating and set a $315.00 price objective on shares of Texas Instruments in a research report on Thursday, April 23rd. Robert W. Baird lifted their target price on Texas Instruments from $300.00 to $385.00 and gave the stock an “outperform” rating in a report on Thursday, July 23rd. Zacks Research cut shares of Texas Instruments from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 10th. Finally, Jefferies Financial Group upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a research note on Friday, May 22nd. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, nine have given a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $312.12.

Insider Activity at Texas Instruments

In other Texas Instruments news, VP Shanon J. Leonard sold 4,963 shares of the business’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the sale, the vice president owned 24,867 shares of the company’s stock, valued at approximately $7,341,235.74. The trade was a 16.64% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, VP Ahmad Bahai sold 5,000 shares of the company’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the transaction, the vice president owned 42,519 shares of the company’s stock, valued at $13,143,898.47. This trade represents a 10.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 66,535 shares of company stock valued at $20,425,724 in the last quarter. 0.60% of the stock is owned by company insiders.

Texas Instruments Stock Performance

NASDAQ:TXN opened at $286.08 on Friday. The stock’s 50-day simple moving average is $294.84 and its 200 day simple moving average is $253.60. The firm has a market capitalization of $261.26 billion, a PE ratio of 43.54, a price-to-earnings-growth ratio of 1.12 and a beta of 1.33. 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 Incorporated has a twelve month low of $152.73 and a twelve month high of $334.03.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, topping the consensus estimate of $1.91 by $0.23. The firm had revenue of $5.46 billion during the quarter, compared to the consensus estimate of $5.26 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The business’s quarterly revenue was up 22.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, analysts anticipate that Texas Instruments Incorporated will post 8.42 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 11th. Investors of record on Friday, July 31st will be given a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Friday, July 31st. Texas Instruments’s dividend payout ratio is currently 86.45%.

Texas Instruments News Summary

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

• Positive Sentiment: Higher earnings forecasts: Zacks Research raised its Q3 2026 EPS estimate to $2.25 from $1.81 and its FY2026 forecast to $7.87 from $7.05. Estimates also increased for Q4 2026, Q1 2027, FY2027 and FY2028, with FY2027 EPS now projected at $9.13 and FY2028 at $10.34. These revisions suggest stronger anticipated demand and earnings momentum. Texas Instruments earnings estimate revisions
• Positive Sentiment: Strong Buy recognition: TXN was added to Zacks Rank #1 “Strong Buy” lists covering momentum, income and overall stock selections. These rankings may attract additional investor interest, though they are model-based signals rather than changes to the company’s fundamentals. New Strong Buy Stocks for August 6th
• Positive Sentiment: AI-driven sector optimism: Continued semiconductor-sales growth and strong AI demand are supporting the broader chip group. While TXN is primarily an analog and embedded-chip manufacturer rather than an AI accelerator company, sector-wide optimism can improve sentiment toward semiconductor suppliers. Semiconductor Sales Continue to Grow on AI Optimism
• Neutral Sentiment: Mixed estimate adjustments: Zacks trimmed its Q2 2027 EPS forecast slightly to $2.19 from $2.20 and Q2 2028 to $2.64 from $2.71. Zacks continues to rate TXN “Hold,” indicating that improved forecasts have not yet resulted in a formal bullish recommendation.
• Negative Sentiment: Semiconductor volatility remains: Weak guidance from Sandisk triggered a selloff in AI-related chip stocks, underscoring the risk that disappointing outlooks elsewhere in the industry could pressure TXN despite its improved estimates. Sandisk’s Weak Guidance Sends AI Chip Stocks Tumbling

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.