Safeguard Investment Advisory Group LLC Makes New Investment in Texas Instruments Incorporated $TXN

Safeguard Investment Advisory Group LLC acquired a new stake in Texas Instruments Incorporated (NASDAQ:TXN) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund acquired 1,937 shares of the semiconductor company’s stock, valued at approximately $577,000.

Other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC increased its position 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 worth $3,158,000 after purchasing an additional 4,218 shares during the period. Intech Investment Management LLC lifted 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 purchasing an additional 1,031 shares during the period. Osterweis Capital Management Inc. grew its stake in Texas Instruments by 1,810.0% during the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after buying an additional 181 shares in the last quarter. Main Street Financial Solutions LLC grew its stake in Texas Instruments by 1.7% during the second quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock worth $1,540,000 after buying an additional 126 shares in the last quarter. Finally, HUB Investment Partners LLC increased its holdings in 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 buying an additional 496 shares during the period. 84.99% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the stock. Mizuho boosted their target price 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. JPMorgan Chase & Co. increased their price target 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. KeyCorp lifted their price objective on shares of Texas Instruments from $390.00 to $400.00 and gave the company an “overweight” rating in a research note on Thursday, July 23rd. Benchmark boosted their price objective on shares of Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a research report on Thursday, July 23rd. Finally, UBS Group restated a “buy” rating and set a $380.00 target price on shares of Texas Instruments in a research note on Thursday, July 23rd. Two 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 issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $312.12.

Texas Instruments Stock Performance

Texas Instruments stock opened at $264.36 on Monday. 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 $241.43 billion, a PE ratio of 40.24, a P/E/G ratio of 1.04 and a beta of 1.33. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $334.03. The business’s 50-day moving average price is $290.51 and its two-hundred day moving average price is $258.99.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, topping analysts’ consensus estimates of $1.91 by $0.23. The firm had revenue of $5.46 billion during the quarter, compared to analysts’ expectations of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The business’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 business earned $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, analysts expect that Texas Instruments Incorporated will post 8.42 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st were given a $1.42 dividend. The ex-dividend date was Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a yield of 2.1%. Texas Instruments’s dividend payout ratio (DPR) is currently 86.45%.

Key Headlines Impacting Texas Instruments

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?

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.