Safeguard Investment Advisory Group LLC Makes New $577,000 Investment in Texas Instruments Incorporated $TXN

Safeguard Investment Advisory Group LLC bought a new stake in Texas Instruments Incorporated (NASDAQ:TXN) in the 2nd quarter, Holdings Channel reports. The institutional investor bought 1,937 shares of the semiconductor company’s stock, valued at approximately $577,000.

A number of other hedge funds have also recently made changes to their positions in TXN. BlackRock Inc. bought a new position in Texas Instruments in the 2nd quarter valued at approximately $24,607,313,000. Bank of New York Mellon Corp bought a new stake in Texas Instruments during the 2nd quarter worth approximately $4,488,666,000. Norges Bank bought a new stake in Texas Instruments during the 4th quarter worth approximately $2,516,628,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in Texas Instruments in the 2nd quarter valued at approximately $1,205,585,000. Finally, Deutsche Bank AG acquired a new position in Texas Instruments in the 2nd quarter valued at approximately $1,070,947,000. 84.99% of the stock is owned by institutional investors and hedge funds.

Texas Instruments Stock Performance

NASDAQ:TXN opened at $264.36 on Monday. The firm’s fifty day moving average is $290.51 and its 200-day moving average is $258.99. 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 52 week low of $152.73 and a 52 week high of $334.03. The firm has a market cap of $241.43 billion, a P/E ratio of 40.24, a P/E/G ratio of 1.04 and a beta of 1.33.

Texas Instruments (NASDAQ:TXN) last announced its earnings results 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 business had revenue of $5.46 billion during the quarter, compared to the consensus estimate of $5.26 billion. During the same quarter last year, the firm earned $1.41 earnings per share. Texas Instruments’s quarterly 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 analysts expect that Texas Instruments Incorporated will post 8.42 earnings per share for the current year.

Texas Instruments Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, August 11th. Investors of record on Friday, July 31st were given a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend was Friday, July 31st. Texas Instruments’s dividend payout ratio is presently 86.45%.

Wall Street Analyst Weigh In

TXN has been the topic of a number of recent research reports. Morgan Stanley lifted their price target on shares of Texas Instruments from $230.00 to $255.00 and gave the stock an “underweight” rating in a report on Thursday, July 23rd. Benchmark increased their price objective on Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a report on Thursday, July 23rd. Mizuho raised their target price on Texas Instruments from $300.00 to $305.00 and gave the stock a “neutral” rating in a research report on Thursday, July 23rd. Wall Street Zen raised Texas Instruments from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. Finally, Susquehanna upped their price target on Texas Instruments from $300.00 to $340.00 and gave the company a “positive” rating in a research report on Tuesday, July 21st. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, Texas Instruments has an average rating of “Moderate Buy” and a consensus price target of $312.12.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Operational recovery is accelerating. Texas Instruments’ second-quarter results showed revenue growth of roughly 23%, operating profit up 48%, and net income up 53%. Free cash flow also improved 56% as capital spending nearly halved year over year, suggesting the company’s heavy investment cycle may be easing. Texas Instruments: The $6.5 Billion Cash-Flow Machine Is Finally Awake
• Positive Sentiment: AI and data-center exposure support the long-term outlook. Analysts and fund commentary characterize TXN as a “picks-and-shovels” beneficiary of AI infrastructure, electric vehicles, industrial automation, and factory equipment because its analog chips help power and control these systems. Texas Instruments Is a Worthy AI Picks-and-Shovels Play I Keep Buying
• Positive Sentiment: TXN retains broad-based momentum. In comparisons with Analog Devices, coverage points to Texas Instruments’ improving manufacturing utilization and strength across multiple end markets, potentially giving it an edge despite ADI’s stronger industrial and automotive trends. ADI vs. TXN: Which Analog Processing Chip Stock Has an Edge Right Now?
• Neutral Sentiment: Options-market volatility has risen. Surging implied volatility indicates increased uncertainty and the potential for larger price swings, but it does not establish a clear directional signal. Implied Volatility Surging for Texas Instruments Stock Options
• Negative Sentiment: Post-earnings performance remains a concern. TXN has decreased 6.8% since its latest quarterly report, with investors apparently looking beyond the earnings beat and focusing on forward estimates, elevated expectations, and whether the recovery can continue. Why Is Texas Instruments Down 6.8% Since Last Earnings Report?

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.