Jefferies Financial Group Inc. Makes New Investment in Texas Instruments Incorporated $TXN

Jefferies Financial Group Inc. purchased a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 11,698 shares of the semiconductor company’s stock, valued at approximately $3,487,000.

Other hedge funds have also recently modified their holdings of the company. Swiss Life Asset Management Ltd raised its stake in Texas Instruments by 10.1% in the 4th quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock valued at $96,321,000 after purchasing an additional 50,808 shares during the last quarter. Contravisory Investment Management Inc. acquired a new position in shares of Texas Instruments in the second quarter valued at approximately $1,493,000. K.J. Harrison & Partners Inc purchased a new position in shares of Texas Instruments during the fourth quarter valued at approximately $1,735,000. Thrivent Financial for Lutherans boosted its position in Texas Instruments by 126.0% during the fourth quarter. Thrivent Financial for Lutherans now owns 150,454 shares of the semiconductor company’s stock worth $26,114,000 after acquiring an additional 83,884 shares during the last quarter. Finally, RNC Capital Management LLC acquired a new stake in Texas Instruments during the fourth quarter worth approximately $2,751,000. Institutional investors and hedge funds own 84.99% of the company’s stock.

Wall Street Analysts Forecast Growth

TXN has been the topic of several analyst reports. Arete Research set a $405.00 price objective on Texas Instruments and gave the stock a “buy” rating in a report on Wednesday, July 29th. Rosenblatt Securities lifted 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. Stifel Nicolaus upped their price objective on shares of Texas Instruments from $340.00 to $360.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. UBS Group reissued a “buy” rating and issued a $380.00 target price on shares of Texas Instruments in a research report on Thursday, July 23rd. Finally, JPMorgan Chase & Co. upped their price target on shares of Texas Instruments from $280.00 to $340.00 and gave the stock an “overweight” rating in a research report on Thursday, July 23rd. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eight have given a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $312.12.

Texas Instruments Trading Down 3.0%

NASDAQ TXN opened at $258.64 on Friday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86. Texas Instruments Incorporated has a one year low of $152.73 and a one year high of $334.03. The company’s 50 day moving average price is $285.30 and its 200 day moving average price is $260.06. The firm has a market capitalization of $236.20 billion, a price-to-earnings ratio of 39.37, a PEG ratio of 1.05 and a beta of 1.33.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, topping the consensus estimate 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 analyst estimates of $5.26 billion. During the same quarter in the prior year, the business earned $1.41 earnings per share. The business’s quarterly revenue was up 22.8% compared to the same quarter last year. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, sell-side analysts predict that Texas Instruments Incorporated will post 8.42 EPS for the current year.

Texas Instruments Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st were paid a $1.42 dividend. The ex-dividend date was Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.2%. Texas Instruments’s dividend payout ratio (DPR) is 86.45%.

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.