Northcape Wealth Management LLC Makes New Investment in Texas Instruments Incorporated $TXN

Northcape Wealth Management LLC acquired a new stake in Texas Instruments Incorporated (NASDAQ:TXN) in the 2nd quarter, Holdings Channel.com reports. The fund acquired 8,798 shares of the semiconductor company’s stock, valued at approximately $2,622,000.

Other hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC grew its stake in shares of Texas Instruments by 33.4% in the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after buying an additional 4,218 shares in the last quarter. Intech Investment Management LLC raised its position in Texas Instruments by 12.8% during the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock worth $1,632,000 after acquiring an additional 1,031 shares in the last quarter. Osterweis Capital Management Inc. lifted its stake in Texas Instruments by 1,810.0% in the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 181 shares during the last quarter. Main Street Financial Solutions LLC lifted its stake in Texas Instruments by 1.7% in the second quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock valued at $1,540,000 after acquiring an additional 126 shares during the last quarter. Finally, HUB Investment Partners LLC grew its position in shares of Texas Instruments by 3.5% in the 2nd quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after acquiring an additional 496 shares during the period. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Texas Instruments Trading Down 1.8%

NASDAQ:TXN opened at $267.45 on Thursday. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72. The stock has a market capitalization of $244.25 billion, a price-to-earnings ratio of 40.71, a PEG ratio of 1.07 and a beta of 1.33. The firm has a fifty day simple moving average of $291.88 and a two-hundred day simple moving average of $258.36. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $334.03.

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

Texas Instruments Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several analysts have issued reports on TXN shares. TD Cowen dropped their price objective on Texas Instruments from $360.00 to $340.00 and set a “buy” rating on the stock in a research note on Thursday, July 23rd. Stifel Nicolaus lifted their target price on Texas Instruments from $340.00 to $360.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. The Goldman Sachs Group boosted their target price on Texas Instruments from $200.00 to $225.00 and gave the stock a “sell” rating in a report on Thursday, July 23rd. Citigroup reaffirmed a “buy” rating on shares of Texas Instruments in a report on Tuesday, July 14th. Finally, Wall Street Zen raised shares of Texas Instruments from a “hold” rating to a “buy” rating in a research report on Saturday, July 18th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eight have issued a Hold rating and four have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price 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.