Texas Instruments Incorporated $TXN Shares Purchased by Vest Financial LLC

Vest Financial LLC grew its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 3,003.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 208,382 shares of the semiconductor company’s stock after acquiring an additional 201,668 shares during the period. Vest Financial LLC’s holdings in Texas Instruments were worth $58,366,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of TXN. BlackRock Inc. bought a new stake in shares of Texas Instruments in the second quarter worth $24,607,313,000. Bank of New York Mellon Corp bought a new stake in shares of Texas Instruments in the 2nd quarter valued at about $4,488,666,000. Bank of America Corp DE bought a new stake in shares of Texas Instruments in the 2nd quarter valued at about $3,700,842,000. Van ECK Associates Corp grew its position in shares of Texas Instruments by 1.5% in the 2nd quarter. Van ECK Associates Corp now owns 12,149,167 shares of the semiconductor company’s stock valued at $3,621,302,000 after buying an additional 177,511 shares during the last quarter. Finally, Primecap Management Co. CA acquired a new stake in shares of Texas Instruments in the second quarter valued at about $2,538,063,000. Institutional investors and hedge funds own 84.99% of the company’s stock.

Texas Instruments News Summary

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

• Positive Sentiment: Strong quarterly beat: Texas Instruments reported third-quarter revenue of approximately $6.06 billion and earnings per share of $2.62, exceeding Wall Street expectations of roughly $5.94 billion and $2.43, respectively. EPS also rose substantially from $1.48 a year earlier. TI reports third quarter 2026 financial results and shareholder returns
• Positive Sentiment: Broad-based demand growth: Profit reached $2.43 billion, supported by growth across industrial, automotive and data-center markets. The results suggest that recovering analog-chip demand is beginning to benefit Texas Instruments as heavy factory investment starts to moderate. Texas Instruments Posts Higher Profit, Revenue
• Positive Sentiment: Sales outlook exceeded expectations: Management’s quarterly sales forecast was reported above analyst estimates, providing an additional catalyst after the earnings beat and potentially reinforcing expectations for continued recovery. Analog chipmaker Texas Instruments sees quarterly sales above estimates
• Positive Sentiment: Shareholder returns remain supportive: Texas Instruments recently raised its quarterly dividend 7% to $1.52 per share, strengthening the stock’s appeal to income-focused investors.
• Neutral Sentiment: Valuation remains demanding: Despite improving results, TXN trades at more than 40 times trailing earnings, leaving the stock sensitive to any disappointment in future growth, capacity utilization or guidance.
• Negative Sentiment: Insider selling is a cautionary signal: Recent disclosed activity showed numerous executives selling shares and no reported insider purchases over the past six months. These transactions may reflect compensation or diversification, but they could temper enthusiasm at the current valuation.

Texas Instruments Stock Performance

NASDAQ:TXN opened at $284.65 on Thursday. 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 Incorporated has a twelve month low of $152.73 and a twelve month high of $334.03. The company has a fifty day moving average of $271.76 and a 200-day moving average of $278.84. The firm has a market capitalization of $259.96 billion, a P/E ratio of 43.33, a P/E/G ratio of 1.55 and a beta of 1.35.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.40 by $0.22. The business had revenue of $6.05 billion for the quarter, compared to analyst estimates of $5.94 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%. The company’s quarterly revenue was up 27.7% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.48 earnings per share. As a group, sell-side analysts anticipate that Texas Instruments Incorporated will post 8.49 EPS for the current year.

Texas Instruments Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 10th. Investors of record on Friday, October 30th will be issued a $1.52 dividend. This is a boost from Texas Instruments’s previous quarterly dividend of $1.42. The ex-dividend date of this dividend is Friday, October 30th. This represents a $6.08 annualized dividend and a yield of 2.1%. Texas Instruments’s payout ratio is 86.45%.

Insiders Place Their Bets

In other Texas Instruments news, VP Tsedeniya Abraham sold 7,000 shares of the business’s stock in a transaction on Thursday, August 27th. The shares were sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the sale, the vice president owned 23,181 shares of the company’s stock, valued at $6,134,388.03. The trade was a 23.19% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 0.60% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have issued reports on the stock. JPMorgan Chase & Co. raised their price target on shares of Texas Instruments from $280.00 to $340.00 and gave the stock an “overweight” rating in a report on Thursday, July 23rd. The Goldman Sachs Group upped their price objective on shares of Texas Instruments from $200.00 to $225.00 and gave the company a “sell” rating in a research note on Thursday, July 23rd. Robert W. Baird lifted their target price on shares of Texas Instruments from $300.00 to $385.00 and gave the stock an “outperform” rating in a research note on Thursday, July 23rd. Evercore reissued an “outperform” rating and set a $330.00 target price (up from $316.00) on shares of Texas Instruments in a research note on Thursday, July 23rd. Finally, Mizuho upped their price target on shares of Texas Instruments from $300.00 to $305.00 and gave the company a “neutral” rating in a research report on Thursday, July 23rd. Fifteen analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, Texas Instruments has a consensus rating of “Hold” and a consensus target price of $302.88.

Texas Instruments Company 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.