Texas Instruments Incorporated $TXN Shares Bought by Eldred Rock Partners LLC

Eldred Rock Partners LLC raised its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 6.5% during the 2nd quarter, Holdings Channel reports. The firm owned 65,899 shares of the semiconductor company’s stock after purchasing an additional 4,009 shares during the quarter. Texas Instruments comprises 4.2% of Eldred Rock Partners LLC’s investment portfolio, making the stock its 7th biggest holding. Eldred Rock Partners LLC’s holdings in Texas Instruments were worth $19,643,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also modified their holdings of the business. Swiss Life Asset Management Ltd raised its holdings in shares of Texas Instruments by 10.1% in the fourth quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock worth $96,321,000 after acquiring an additional 50,808 shares during the last quarter. OVERSEA CHINESE BANKING Corp Ltd purchased a new stake in shares of Texas Instruments in the fourth quarter valued at $640,000. K.J. Harrison & Partners Inc acquired a new stake in shares of Texas Instruments during the fourth quarter valued at $1,735,000. Thrivent Financial for Lutherans boosted its stake in shares of Texas Instruments by 126.0% during the fourth quarter. Thrivent Financial for Lutherans now owns 150,454 shares of the semiconductor company’s stock valued at $26,114,000 after acquiring an additional 83,884 shares during the last quarter. Finally, RNC Capital Management LLC purchased a new stake in Texas Instruments during the 4th quarter worth about $2,751,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Texas Instruments

In other Texas Instruments news, Director Carrie Smith Cox sold 8,838 shares of the stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $306.41, for a total transaction of $2,708,051.58. Following the transaction, the director owned 37,626 shares of the company’s stock, valued at $11,528,982.66. This trade represents a 19.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Rafael R. Lizardi sold 47,734 shares of Texas Instruments stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the completion of the transaction, the chief financial officer owned 85,485 shares in the company, valued at approximately $26,337,928.50. This trade represents a 35.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 66,535 shares of company stock valued at $20,425,724 in the last ninety days. 0.60% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

TXN has been the topic of a number of recent research reports. Robert W. Baird upped their target price on shares of Texas Instruments from $300.00 to $385.00 and gave the company an “outperform” rating in a report on Thursday, July 23rd. Sanford C. Bernstein lifted their price target on shares of Texas Instruments from $250.00 to $290.00 and gave the stock a “market perform” rating in a report on Thursday, July 23rd. Susquehanna boosted their price objective on shares of Texas Instruments from $300.00 to $340.00 and gave the company a “positive” rating in a research report on Tuesday, July 21st. Stifel Nicolaus upped their price objective on shares of Texas Instruments from $340.00 to $360.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Finally, Bank of America raised their target price on shares of Texas Instruments from $320.00 to $370.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, nine have issued a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, Texas Instruments has a consensus rating of “Hold” and an average price target of $312.12.

Texas Instruments Stock Performance

NASDAQ TXN opened at $286.08 on Friday. The business’s 50-day moving average price is $294.84 and its 200 day moving average price is $253.60. The company has a current ratio of 4.86, a quick ratio of 3.44 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 market capitalization of $261.26 billion, a PE ratio of 43.54, a price-to-earnings-growth ratio of 1.09 and a beta of 1.33.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, beating 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 company had revenue of $5.46 billion during the quarter, compared to analysts’ expectations of $5.26 billion. During the same quarter in the previous year, the business earned $1.41 EPS. The firm’s revenue was up 22.8% on a year-over-year basis. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, research analysts predict that Texas Instruments Incorporated will post 8.42 earnings per share for the current year.

Texas Instruments Announces Dividend

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

Texas Instruments News Roundup

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

• Positive Sentiment: Higher earnings forecasts: Zacks Research raised its Q3 2026 EPS estimate to $2.25 from $1.81 and its FY2026 forecast to $7.87 from $7.05. Estimates also increased for Q4 2026, Q1 2027, FY2027 and FY2028, with FY2027 EPS now projected at $9.13 and FY2028 at $10.34. These revisions suggest stronger anticipated demand and earnings momentum. Texas Instruments earnings estimate revisions
• Positive Sentiment: Strong Buy recognition: TXN was added to Zacks Rank #1 “Strong Buy” lists covering momentum, income and overall stock selections. These rankings may attract additional investor interest, though they are model-based signals rather than changes to the company’s fundamentals. New Strong Buy Stocks for August 6th
• Positive Sentiment: AI-driven sector optimism: Continued semiconductor-sales growth and strong AI demand are supporting the broader chip group. While TXN is primarily an analog and embedded-chip manufacturer rather than an AI accelerator company, sector-wide optimism can improve sentiment toward semiconductor suppliers. Semiconductor Sales Continue to Grow on AI Optimism
• Neutral Sentiment: Mixed estimate adjustments: Zacks trimmed its Q2 2027 EPS forecast slightly to $2.19 from $2.20 and Q2 2028 to $2.64 from $2.71. Zacks continues to rate TXN “Hold,” indicating that improved forecasts have not yet resulted in a formal bullish recommendation.
• Negative Sentiment: Semiconductor volatility remains: Weak guidance from Sandisk triggered a selloff in AI-related chip stocks, underscoring the risk that disappointing outlooks elsewhere in the industry could pressure TXN despite its improved estimates. Sandisk’s Weak Guidance Sends AI Chip Stocks Tumbling

Texas Instruments Company 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.