Sarasin & Partners LLP Decreases Stock Holdings in Texas Instruments Incorporated $TXN

Sarasin & Partners LLP reduced its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 45.3% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 112,599 shares of the semiconductor company’s stock after selling 93,198 shares during the quarter. Sarasin & Partners LLP’s holdings in Texas Instruments were worth $33,562,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Swiss Life Asset Management Ltd grew its holdings in Texas Instruments by 10.1% during the fourth quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock valued at $96,321,000 after purchasing an additional 50,808 shares during the period. OVERSEA CHINESE BANKING Corp Ltd bought a new stake in shares of Texas Instruments in the fourth quarter valued at $640,000. K.J. Harrison & Partners Inc bought a new stake in shares of Texas Instruments in the fourth quarter valued at $1,735,000. Thrivent Financial for Lutherans lifted its position in shares of Texas Instruments by 126.0% during the 4th quarter. Thrivent Financial for Lutherans now owns 150,454 shares of the semiconductor company’s stock valued at $26,114,000 after buying an additional 83,884 shares during the last quarter. Finally, RNC Capital Management LLC bought a new position in shares of Texas Instruments during the 4th quarter worth $2,751,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

More Texas Instruments News

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

• Positive Sentiment: Zacks names TXN a Strong Buy. Texas Instruments was added to Zacks’ Rank #1 (Strong Buy) lists for momentum, income and overall stock selection. This reinforces favorable near-term technical and fundamental sentiment. New Strong Buy Stocks for August 6th
• Positive Sentiment: Several longer-term EPS forecasts increased. Zacks Research raised estimates for Q4 2026, Q1 2027, Q4 2027, FY2027 and FY2028. The FY2027 forecast increased to $9.13 from $8.54, while FY2028 rose to $10.34 from $10.15, suggesting expectations for improving earnings momentum. Texas Instruments analyst estimates
• Positive Sentiment: Industrial and data-center growth remain key catalysts. Recent coverage highlighted Texas Instruments’ strong industrial performance, doubled year-over-year data-center revenue and accelerating automotive sales. GE Appliances also plans to use TI microcontrollers and connectivity products in its next generation of connected appliances, expanding the company’s embedded-chip opportunity. Texas Instruments Lands GE Appliances Role
• Neutral Sentiment: Analyst views remain constructive but not uniformly bullish. Despite the estimate increases, Zacks Research maintains a “Hold” rating. Analysts have cited TXN’s long-term growth prospects and a consensus price target near $312, but the stock’s elevated valuation makes continued execution important. Are Wall Street Analysts Bullish on Texas Instruments Stock?
• Negative Sentiment: Broader chip-sector weakness is a risk. Sandisk’s weak outlook triggered a selloff in AI-linked semiconductor stocks, while Qualcomm’s handset-chip revenue is reportedly shrinking on both Android and Apple exposure. Although neither development directly changes TXN’s fundamentals, it can weigh on sentiment across semiconductor stocks. Sandisk’s Weak Guidance Sends AI Chip Stocks Tumbling

Texas Instruments Stock Up 0.2%

TXN opened at $278.40 on Friday. The business’s fifty day simple moving average is $295.23 and its 200 day simple moving average is $253.38. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. The stock has a market cap of $254.25 billion, a PE ratio of 42.37, a P/E/G ratio of 1.10 and a beta of 1.33.

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, topping the consensus estimate of $1.91 by $0.23. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The firm had revenue of $5.46 billion during the quarter, compared to analyst estimates of $5.26 billion. During the same quarter in the previous year, the company posted $1.41 earnings per share. The company’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. As a group, research analysts expect that Texas Instruments Incorporated will post 8.35 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 11th. Investors of record on Friday, July 31st will be issued a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is currently 86.45%.

Insider Transactions at Texas Instruments

In other Texas Instruments news, VP Shanon J. Leonard sold 4,963 shares of the stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the transaction, the vice president directly owned 24,867 shares in the company, valued at $7,341,235.74. This trade represents a 16.64% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Carrie Smith Cox sold 8,838 shares of Texas Instruments stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $306.41, for a total transaction of $2,708,051.58. Following the transaction, the director directly owned 37,626 shares in the company, valued at $11,528,982.66. This trade represents a 19.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 66,535 shares of company stock worth $20,425,724. 0.60% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on TXN. KeyCorp lifted their price objective on Texas Instruments from $390.00 to $400.00 and gave the stock an “overweight” rating in a report on Thursday, July 23rd. Sanford C. Bernstein upped their price objective on shares of Texas Instruments from $250.00 to $290.00 and gave the company a “market perform” rating in a report on Thursday, July 23rd. JPMorgan Chase & Co. increased their target price on shares of Texas Instruments from $280.00 to $340.00 and gave the stock an “overweight” rating in a research report on Thursday, July 23rd. Stifel Nicolaus boosted their price target 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. Finally, Benchmark boosted their target price on shares of Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a report on Thursday, July 23rd. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, nine have assigned a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $312.12.

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.