287,043 Shares in Texas Instruments Incorporated $TXN Purchased by Danske Bank A S

Danske Bank A S bought a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 287,043 shares of the semiconductor company’s stock, valued at approximately $85,559,000.

Other large investors have also recently modified their holdings of the company. Swiss Life Asset Management Ltd grew its position in shares of Texas Instruments by 10.1% during the 4th quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock worth $96,321,000 after buying an additional 50,808 shares in the last quarter. OVERSEA CHINESE BANKING Corp Ltd bought a new stake in shares of Texas Instruments in the fourth quarter valued at about $640,000. Contravisory Investment Management Inc. purchased a new stake in Texas Instruments in the second quarter worth about $1,493,000. K.J. Harrison & Partners Inc purchased a new stake in Texas Instruments in the fourth quarter worth about $1,735,000. Finally, Thrivent Financial for Lutherans grew its holdings 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 acquiring an additional 83,884 shares in the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Key Texas Instruments News

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

• Positive Sentiment: Texas Instruments’ automotive recovery is reportedly accelerating as electric-vehicle and hybrid demand improves, customer inventories normalize and broader semiconductor conditions strengthen. A sustained automotive rebound could support additional 2026 revenue growth. TXN’s Automotive Recovery Gains Pace: Can It Lift 2026 Growth Further?
• Positive Sentiment: GE Appliances selected U.S.-manufactured TI microcontrollers, Wi-Fi products and analog components for a new Louisville laundry plant. The relationship is expected to nearly double GE Appliances’ chip spending with TI and reinforces the value of the company’s domestic manufacturing footprint and broad product portfolio. How GE Appliances’ U.S. Chip Deal Could Shape Texas Instruments’ Domestic Manufacturing Narrative
• Positive Sentiment: Cantor Fitzgerald reaffirmed its neutral rating but raised or maintained a $340 price target, implying substantial potential upside from the referenced share price. The target suggests analysts see value in TXN’s long-term positioning, even though the rating remains cautious. Cantor Fitzgerald rating update
• Neutral Sentiment: Investor commentary remains constructive on TXN’s strategic advantages and long-term growth profile, while a Zacks report identifies the company as a potential long-term growth stock. These are opinion-based assessments rather than new financial guidance. Texas Instruments Incorporated (TXN) Attractive on Strategic Advantages
• Neutral Sentiment: The enduring popularity of TI-84 calculators supports brand recognition, but competition from cheaper alternatives could pressure the education-products franchise over time; this business is unlikely to materially drive near-term TXN results. The TI-84 has ruled math classes for decades. Can cheaper calculators gain ground?

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on TXN. Zacks Research raised shares of Texas Instruments from a “hold” rating to a “strong-buy” rating in a research report on Monday, August 10th. Evercore reissued an “outperform” rating and set a $330.00 price objective on shares of Texas Instruments in a report on Thursday, July 23rd. Truist Financial boosted their price objective on shares of Texas Instruments from $278.00 to $300.00 and gave the stock a “hold” rating in a research note on Thursday, July 23rd. Susquehanna upped their target price on Texas Instruments from $300.00 to $340.00 and gave the stock a “positive” rating in a report on Tuesday, July 21st. Finally, Bank of America increased their target price on Texas Instruments from $320.00 to $370.00 and gave the company a “buy” rating in a research report on Tuesday, May 26th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eight have issued a Hold rating and four have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Texas Instruments currently has an average rating of “Moderate Buy” and an average target price of $312.12.

Texas Instruments Stock Down 3.8%

Shares of Texas Instruments stock opened at $272.24 on Wednesday. The firm’s 50 day moving average price is $292.17 and its 200-day moving average price is $258.02. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $334.03. The company has a market cap of $248.62 billion, a P/E ratio of 41.44, a PEG ratio of 1.10 and a beta of 1.33.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, beating analysts’ consensus estimates of $1.91 by $0.23. The company had revenue of $5.46 billion during 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%. Texas Instruments’s revenue for the quarter was up 22.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.41 earnings per share. 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 fiscal year.

Texas Instruments Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st were issued a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 2.1%. The ex-dividend date was Friday, July 31st. Texas Instruments’s dividend payout ratio is currently 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.