S&CO Inc. Takes Position in Texas Instruments Incorporated $TXN

S&CO Inc. purchased a new stake in Texas Instruments Incorporated (NASDAQ:TXN) in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 2,000 shares of the semiconductor company’s stock, valued at approximately $596,000.

A number of other large investors have also recently bought and sold shares of the business. Brighton Jones LLC increased its position in Texas Instruments by 33.4% in the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after acquiring an additional 4,218 shares during the period. Intech Investment Management LLC lifted its position in Texas Instruments by 12.8% during the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock worth $1,632,000 after acquiring an additional 1,031 shares during the period. Osterweis Capital Management Inc. lifted its position in Texas Instruments by 1,810.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 181 shares during the period. Main Street Financial Solutions LLC grew its stake in shares of Texas Instruments by 1.7% in the 2nd quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock valued at $1,540,000 after purchasing an additional 126 shares during the last quarter. Finally, HUB Investment Partners LLC increased its holdings in shares of Texas Instruments by 3.5% in the second quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after purchasing an additional 496 shares during the period. 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 analyst reports. Susquehanna upped their price target on Texas Instruments from $300.00 to $340.00 and gave the stock a “positive” rating in a research note on Tuesday, July 21st. Wolfe Research reiterated an “outperform” rating and issued a $315.00 price objective on shares of Texas Instruments in a research report on Thursday, April 23rd. Wall Street Zen raised shares of Texas Instruments from a “hold” rating to a “buy” rating in a research note on Saturday, July 18th. Benchmark upped their price objective on shares of Texas Instruments from $315.00 to $360.00 and gave the stock a “buy” rating in a research report on Thursday, July 23rd. Finally, TD Cowen reduced their target price on shares of Texas Instruments from $360.00 to $340.00 and set a “buy” rating for the company in a research note on Thursday, July 23rd. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have assigned a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, Texas Instruments presently has an average rating of “Moderate Buy” and an average target price of $312.12.

Texas Instruments Stock Performance

Shares of TXN opened at $279.58 on Monday. The company has a 50-day simple moving average of $292.66 and a 200-day simple moving average of $257.02. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. The company has a market capitalization of $255.33 billion, a PE ratio of 42.55, a P/E/G ratio of 1.10 and a beta of 1.33. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $334.03.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, topping 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 firm had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. During the same quarter in the previous year, the firm earned $1.41 earnings per share. The firm’s 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. Equities research analysts predict that Texas Instruments Incorporated will post 8.42 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st were paid a dividend of $1.42 per share. The ex-dividend date of this dividend was Friday, July 31st. This represents a $5.68 annualized dividend and a dividend yield of 2.0%. Texas Instruments’s payout ratio is 86.45%.

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.