Texas Instruments Incorporated $TXN Stake Raised by Corient Private Wealth LP

Corient Private Wealth LP lifted its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 2.6% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 1,241,694 shares of the semiconductor company’s stock after acquiring an additional 31,728 shares during the period. Corient Private Wealth LP’s holdings in Texas Instruments were worth $370,113,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. California State Teachers Retirement System raised its stake in Texas Instruments by 30,012.9% during the 2nd quarter. California State Teachers Retirement System now owns 412,312,183 shares of the semiconductor company’s stock valued at $122,897,892,000 after acquiring an additional 410,942,962 shares in the last quarter. BlackRock Inc. bought a new position in shares of Texas Instruments in the second quarter worth $24,607,313,000. Bank of New York Mellon Corp bought a new position in shares of Texas Instruments in the second quarter worth $4,488,666,000. Norges Bank acquired a new position in shares of Texas Instruments during the fourth quarter valued at $2,516,628,000. Finally, Bank of America Corp DE acquired a new position in shares of Texas Instruments during the second quarter valued at $3,700,842,000. 84.99% of the stock is owned by institutional investors.

Texas Instruments Trading Down 1.1%

Shares of TXN stock opened at $258.82 on Friday. The stock has a 50-day simple moving average of $277.44 and a 200 day simple moving average of $262.53. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $334.03. The stock has a market capitalization of $236.37 billion, a P/E ratio of 39.39, a P/E/G ratio of 1.46 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 (NASDAQ:TXN) last issued its quarterly 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. 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 analysts’ expectations of $5.26 billion. During the same period in the previous year, the business earned $1.41 earnings per share. Texas Instruments’s revenue for the quarter 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 expect that Texas Instruments Incorporated will post 8.45 earnings per share 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 paid a $1.42 dividend. The ex-dividend date of this dividend was Friday, July 31st. This represents a $5.68 annualized dividend and a dividend yield of 2.2%. Texas Instruments’s payout ratio is currently 86.45%.

Analysts Set New Price Targets

Several research firms recently weighed in on TXN. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Texas Instruments in a report on Wednesday. UBS Group reissued a “buy” rating and set a $380.00 target price on shares of Texas Instruments in a research note on Thursday, July 23rd. Rosenblatt Securities boosted their price target on shares of Texas Instruments from $330.00 to $350.00 and gave the stock a “buy” rating in a research report on Friday, July 24th. 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 note on Thursday, July 23rd. Finally, HC Wainwright cut shares of Texas Instruments to a “neutral” rating in a report on Friday, May 22nd. 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 assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $312.12.

Insider Activity at Texas Instruments

In related news, VP Tsedeniya Abraham sold 7,000 shares of the business’s stock in a transaction that occurred on Thursday, August 27th. The shares were sold at an average price of $264.63, for a total value of $1,852,410.00. Following the sale, the vice president directly owned 23,181 shares in the company, valued at $6,134,388.03. The trade was a 23.19% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.60% of the stock is owned by insiders.

Texas Instruments Profile

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures semiconductors used in industrial, automotive, personal electronics, communications equipment and enterprise systems. The company’s portfolio is led by analog chips, which manage power, sensing and signal processing, and embedded processing products, including microcontrollers and processors that control electronic systems.

Texas Instruments also develops products such as data converters, amplifiers, interface and connectivity devices, motor drivers, power-management semiconductors and calculators.