Tamar Securities LLC Acquires 1,840 Shares of Texas Instruments Incorporated $TXN

Tamar Securities LLC acquired a new position in Texas Instruments Incorporated (NASDAQ:TXN) during the third quarter, HoldingsChannel reports. The fund acquired 1,840 shares of the semiconductor company’s stock, valued at approximately $515,000.

Several other large investors also recently made changes to their positions in TXN. BlackRock Inc. bought a new stake in Texas Instruments during the 2nd quarter worth about $24,607,313,000. Bank of New York Mellon Corp raised its stake in shares of Texas Instruments by 33.6% in the first quarter. Bank of New York Mellon Corp now owns 16,402,834 shares of the semiconductor company’s stock worth $3,184,446,000 after acquiring an additional 4,129,601 shares during the last quarter. Bank of America Corp DE acquired a new position in shares of Texas Instruments during the second quarter worth approximately $3,700,842,000. Van ECK Associates Corp lifted its position in shares of Texas Instruments by 1.5% during the second quarter. Van ECK Associates Corp now owns 12,149,167 shares of the semiconductor company’s stock worth $3,621,302,000 after purchasing an additional 177,511 shares in the last quarter. Finally, Amundi grew its stake in shares of Texas Instruments by 9.0% during the first quarter. Amundi now owns 9,064,214 shares of the semiconductor company’s stock valued at $1,759,727,000 after purchasing an additional 752,139 shares during the last quarter. 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: Zacks Research raised its Texas Instruments earnings estimates across multiple periods and maintained a “Strong-Buy” rating. It now projects EPS of $8.89 for FY2026, $10.78 for FY2027 and $12.33 for FY2028, suggesting improving expectations for earnings growth. Texas Instruments coverage
• Positive Sentiment: TI announced a compact, pre-certified multiprotocol Industrial Ethernet module and an IO-Link master aimed at connected factories. The products expand its industrial communications portfolio, though the announcement’s near-term financial impact is unclear. Product announcement
• Neutral Sentiment: TI priced $2.0 billion in senior unsecured notes to help finance its planned acquisition of Silicon Laboratories and transaction costs. The financing supports the deal but adds debt; investors will likely focus on the acquisition’s eventual returns. Debt and acquisition coverage
• Negative Sentiment: Recent weakness in TXN has been linked to a broad technology selloff and an AMD quantum-computing announcement that rattled analog-chip shares. These appear to be sector sentiment pressures rather than company-specific deterioration. Sector selloff coverage

Wall Street Analyst Weigh In

Several research firms recently weighed in on TXN. Sanford C. Bernstein boosted their price objective on shares of Texas Instruments from $250.00 to $290.00 and gave the stock a “market perform” rating in a research report on Thursday, July 23rd. Zacks Research raised Texas Instruments from a “hold” rating to a “strong-buy” rating in a research note on Thursday, October 22nd. KeyCorp boosted their target price on Texas Instruments from $390.00 to $400.00 and gave the stock an “overweight” rating in a research report on Thursday, July 23rd. JPMorgan Chase & Co. upped their price target on Texas Instruments from $340.00 to $365.00 and gave the company an “overweight” rating in a research note on Thursday, October 22nd. Finally, Jefferies Financial Group raised their price target on Texas Instruments from $260.00 to $300.00 and gave the company a “hold” rating in a report on Thursday, October 22nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Texas Instruments has a consensus rating of “Moderate Buy” and a consensus price target of $315.37.

Insider Buying and Selling

In related news, Director Robert E. Sanchez sold 6,065 shares of the business’s stock in a transaction on Tuesday, October 27th. The stock was sold at an average price of $302.21, for a total value of $1,832,903.65. Following the completion of the sale, the director directly owned 21,600 shares in the company, valued at $6,527,736. The trade was a 21.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, VP Tsedeniya Abraham sold 7,000 shares of the company’s stock in a transaction 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 completion of the transaction, the vice president directly owned 23,181 shares in the company, valued at approximately $6,134,388.03. This represents a 23.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 27,968 shares of company stock valued at $8,236,892 in the last ninety days. 0.60% of the stock is currently owned by company insiders.

Texas Instruments Trading Down 0.3%

TXN traded down $0.79 during mid-day trading on Friday, hitting $277.36. The stock had a trading volume of 10,090,969 shares, compared to its average volume of 7,549,470. The stock’s fifty day simple moving average is $279.06 and its 200-day simple moving average is $261.41. The company has a debt-to-equity ratio of 0.67, a current ratio of 5.59 and a quick ratio of 4.05. The firm has a market capitalization of $253.44 billion, a price-to-earnings ratio of 35.97, a price-to-earnings-growth ratio of 1.50 and a beta of 1.39. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $334.03.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 earnings per share for the quarter, beating analysts’ consensus estimates of $2.40 by $0.22. Texas Instruments had a net margin of 34.25% and a return on equity of 40.51%. The business had revenue of $6.05 billion during the quarter, compared to the consensus estimate of $5.94 billion. During the same quarter last year, the firm earned $1.48 earnings per share. The firm’s revenue for the quarter was up 27.7% compared to the same quarter last year. As a group, research analysts forecast that Texas Instruments Incorporated will post 8.97 EPS for the current fiscal year.

Texas Instruments Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 10th. Stockholders of record on Friday, October 30th will be issued a dividend of $1.52 per share. This is a boost from Texas Instruments’s previous quarterly dividend of $1.42. This represents a $6.08 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Friday, October 30th. Texas Instruments’s dividend payout ratio is presently 78.86%.

Texas Instruments Profile

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.