Wealthfront Advisers LLC acquired a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 114,510 shares of the semiconductor company’s stock, valued at approximately $34,132,000.
A number of other institutional investors have also recently bought and sold shares of the company. High Point Wealth Management LLC acquired a new stake in Texas Instruments in the fourth quarter worth $25,000. Strategic Wealth Investment Group LLC acquired a new position in shares of Texas Instruments in the 2nd quarter valued at $25,000. Advocate Investing Services LLC acquired a new position in shares of Texas Instruments in the 4th quarter valued at $25,000. Ares Financial Consulting LLC bought a new stake in shares of Texas Instruments in the 4th quarter valued at $26,000. Finally, Cornerstone Financial Management LLC bought a new stake in shares of Texas Instruments in the 4th quarter valued at $27,000. Institutional investors and hedge funds own 84.99% of the company’s stock.
Key Headlines Impacting Texas Instruments
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?
Texas Instruments Stock Performance
Texas Instruments (NASDAQ:TXN – Get Free Report) last posted its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, topping the consensus estimate 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 return on equity of 35.77% and a net margin of 31.11%.Texas Instruments’s revenue for the quarter was up 22.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.41 earnings per share. 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 EPS for the current fiscal year.
Texas Instruments Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st were given a dividend of $1.42 per share. The ex-dividend date of this dividend was Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a yield of 2.1%. Texas Instruments’s dividend payout ratio is 86.45%.
Analyst Upgrades and Downgrades
A number of research firms have issued reports on TXN. Benchmark boosted their target price on Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a research note on Thursday, July 23rd. Morgan Stanley raised their price target on Texas Instruments from $230.00 to $255.00 and gave the stock an “underweight” rating in a research report on Thursday, July 23rd. TD Cowen cut their price objective on Texas Instruments from $360.00 to $340.00 and set a “buy” rating on the stock in a report on Thursday, July 23rd. Robert W. Baird boosted their price objective on Texas Instruments from $300.00 to $385.00 and gave the company an “outperform” rating in a research report on Thursday, July 23rd. Finally, The Goldman Sachs Group increased their target price on Texas Instruments from $200.00 to $225.00 and gave the stock a “sell” rating in a research note on Thursday, July 23rd. Two analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eight have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $312.12.
Read Our Latest Research Report on TXN
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.
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