Sumitomo Life Insurance Co. Takes $2.13 Million Position in Texas Instruments Incorporated $TXN

Sumitomo Life Insurance Co. bought a new position in Texas Instruments Incorporated (NASDAQ:TXN) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 7,134 shares of the semiconductor company’s stock, valued at approximately $2,126,000.

A number of other large investors have also bought and sold shares of TXN. High Point Wealth Management LLC bought a new position in Texas Instruments in the 4th quarter valued at $25,000. Strategic Wealth Investment Group LLC acquired a new position in Texas Instruments in the second quarter worth $25,000. Advocate Investing Services LLC bought a new stake in shares of Texas Instruments during the fourth quarter worth $25,000. Ares Financial Consulting LLC bought a new stake in shares of Texas Instruments during the fourth quarter worth $26,000. Finally, Cornerstone Financial Management LLC acquired a new stake in shares of Texas Instruments in the fourth quarter valued at $27,000. 84.99% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on TXN. Morgan Stanley lifted their price target on Texas Instruments from $230.00 to $255.00 and gave the company an “underweight” rating in a report on Thursday, July 23rd. UBS Group reissued a “buy” rating and set a $380.00 price objective on shares of Texas Instruments in a report on Thursday, July 23rd. Stifel Nicolaus raised their price objective on shares of Texas Instruments from $340.00 to $360.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. Susquehanna boosted their target price on shares of Texas Instruments from $300.00 to $340.00 and gave the stock a “positive” rating in a research note on Tuesday, July 21st. Finally, Sanford C. Bernstein upped their target price 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. Two research 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. According to MarketBeat, Texas Instruments presently has a consensus rating of “Moderate Buy” and an average target price of $312.12.

Texas Instruments Stock Down 0.5%

NASDAQ TXN opened at $264.36 on Friday. The stock has a market capitalization of $241.43 billion, a P/E ratio of 40.24, a price-to-earnings-growth ratio of 1.04 and a beta of 1.33. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03. The company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86. The stock has a fifty day moving average of $290.51 and a 200-day moving average of $258.75.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.91 by $0.23. The business had revenue of $5.46 billion for the quarter, compared to analyst estimates of $5.26 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The firm’s revenue for the quarter was up 22.8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, equities research analysts forecast that Texas Instruments Incorporated will post 8.42 EPS for the current year.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st were issued a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend was Friday, July 31st. Texas Instruments’s payout ratio is currently 86.45%.

Texas Instruments News Summary

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.