Callan Family Office LLC Acquires Shares of 43,493 Texas Instruments Incorporated $TXN

Callan Family Office LLC bought a new position in Texas Instruments Incorporated (NASDAQ:TXN) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 43,493 shares of the semiconductor company’s stock, valued at approximately $12,964,000.

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

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?

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on TXN. Citigroup reissued a “buy” rating on shares of Texas Instruments in a research report on Tuesday, July 14th. Cantor Fitzgerald reaffirmed a “neutral” rating and issued a $340.00 price objective on shares of Texas Instruments in a report on Monday, August 17th. TD Cowen reduced their price objective on shares of Texas Instruments from $360.00 to $340.00 and set a “buy” rating for the company in a research note on Thursday, July 23rd. Morgan Stanley boosted their target price on shares of Texas Instruments from $230.00 to $255.00 and gave the company an “underweight” rating in a report on Thursday, July 23rd. Finally, Mizuho increased 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. Two equities research 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 stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $312.12.

Texas Instruments Trading Down 0.5%

Shares of TXN opened at $264.36 on Friday. The business’s 50-day moving average price is $290.51 and its 200-day moving average price is $258.75. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $334.03. The stock has a market cap of $241.43 billion, a PE ratio of 40.24, a P/E/G ratio of 1.04 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 released its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, beating 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 company had revenue of $5.46 billion during the quarter, compared to analyst estimates of $5.26 billion. During the same period last year, the business earned $1.41 earnings per share. Texas Instruments’s revenue 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, equities analysts forecast that Texas Instruments Incorporated will post 8.42 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st were paid a $1.42 dividend. The ex-dividend date was Friday, July 31st. This represents a $5.68 annualized dividend and a yield of 2.1%. 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.