GAMMA Investing LLC Purchases 3,945 Shares of Texas Instruments Incorporated $TXN

GAMMA Investing LLC boosted its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 17.3% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 26,694 shares of the semiconductor company’s stock after acquiring an additional 3,945 shares during the period. GAMMA Investing LLC’s holdings in Texas Instruments were worth $7,957,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of TXN. Swiss Life Asset Management Ltd increased its holdings 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 valued at $96,321,000 after acquiring an additional 50,808 shares in the last quarter. OVERSEA CHINESE BANKING Corp Ltd acquired a new stake in Texas Instruments in the 4th quarter worth approximately $640,000. K.J. Harrison & Partners Inc acquired a new stake in Texas Instruments in the 4th quarter worth approximately $1,735,000. Thrivent Financial for Lutherans grew its position in Texas Instruments by 126.0% during 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 during the last quarter. Finally, RNC Capital Management LLC purchased a new stake in Texas Instruments during the 4th quarter worth approximately $2,751,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Texas Instruments Stock Performance

Shares of NASDAQ TXN opened at $283.63 on Wednesday. The company has a 50 day simple moving average of $296.77 and a two-hundred day simple moving average of $252.14. The stock has a market cap of $259.03 billion, a price-to-earnings ratio of 43.17, a PEG ratio of 1.06 and a beta of 1.33. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $334.03.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share 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 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. As a group, analysts predict that Texas Instruments Incorporated will post 8.35 earnings per share for the current year.

Texas Instruments Dividend Announcement

The business also recently declared 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. This represents a $5.68 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is currently 86.45%.

Insider Buying and Selling

In other Texas Instruments news, Director Carrie Smith Cox sold 8,838 shares of the stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $306.41, for a total transaction of $2,708,051.58. Following the sale, the director directly owned 37,626 shares of the company’s stock, valued at approximately $11,528,982.66. This trade represents a 19.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Ahmad Bahai sold 5,000 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were 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 directly 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. Insiders sold a total of 66,535 shares of company stock valued at $20,425,724 over the last quarter. 0.60% of the stock is currently owned by company insiders.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: New GE Appliances design win: GE Appliances will use Texas Instruments microcontrollers, Wi-Fi connectivity solutions and analog components in its next generation of connected appliances. TI chips are expected to represent about one-third of the semiconductors used at GE’s new Louisville, Kentucky, laundry plant, with production scheduled to begin in 2027. The agreement supports TI’s industrial, consumer and Internet-of-Things businesses, although the revenue impact is likely to build gradually. GE Appliances Leverages Texas Instruments Semiconductors
• Positive Sentiment: Sector rally and favorable demand trends: Semiconductor ETFs rebounded sharply as investor enthusiasm for artificial-intelligence infrastructure returned. Analysts also point to continued data-center expansion and automotive software growth as potential long-term demand drivers for TXN. Semiconductor ETFs Surge
• Positive Sentiment: Analyst support: Citi reiterated a Buy rating on Texas Instruments, adding to the constructive view surrounding the semiconductor sector. TXN also recently reported earnings and revenue above consensus, with quarterly revenue up 22.8% year over year and third-quarter EPS guidance of $2.23 to $2.57. Citi Reiterates Buy Ratings
• Neutral Sentiment: Investor debate continues: Commentary describes TXN as a potential long-term AI and manufacturing beneficiary, but the stock’s appeal depends on sustained data-center growth and execution of its capacity-expansion strategy. Texas Instruments Stock Looks Appealing
• Negative Sentiment: Recent weakness and valuation concerns: TXN has declined about 11% over the past month despite strong AI-related industry demand. With a price-to-earnings ratio above 43, investors may be demanding continued earnings growth, leaving the stock vulnerable if industrial or consumer-chip recovery expectations are delayed. TXN Slides 11% in a Month

Analysts Set New Price Targets

A number of research analysts have issued reports on TXN shares. Sanford C. Bernstein raised their price target on shares of Texas Instruments from $250.00 to $290.00 and gave the stock a “market perform” rating in a report on Thursday, July 23rd. Mizuho boosted their price objective on shares of Texas Instruments from $300.00 to $305.00 and gave the company a “neutral” rating in a report on Thursday, July 23rd. Rosenblatt Securities upped their target price on Texas Instruments from $330.00 to $350.00 and gave the company a “buy” rating in a research report on Friday, July 24th. Stifel Nicolaus raised their target price on Texas Instruments from $340.00 to $360.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Finally, Bank of America lifted their price target on Texas Instruments from $320.00 to $370.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, nine have given a Hold rating and four have given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $312.12.

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.