Quantinno Capital Management LP Acquires 80,874 Shares of Texas Instruments Incorporated $TXN

Quantinno Capital Management LP lifted its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 23.0% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 432,136 shares of the semiconductor company’s stock after purchasing an additional 80,874 shares during the period. Quantinno Capital Management LP’s holdings in Texas Instruments were worth $83,895,000 as of its most recent filing with the SEC.

A number of other large investors also recently added to or reduced their stakes in TXN. Cardiff Park Advisors LLC bought a new position in shares of Texas Instruments during the first quarter valued at about $211,000. Gateway Wealth Partners LLC bought a new stake in shares of Texas Instruments in the 1st quarter valued at about $421,000. Quadcap Wealth Management LLC lifted its stake in shares of Texas Instruments by 103.4% in the 1st quarter. Quadcap Wealth Management LLC now owns 2,778 shares of the semiconductor company’s stock valued at $539,000 after acquiring an additional 1,412 shares during the last quarter. Insight Holdings Group LLC purchased a new stake in Texas Instruments during the 1st quarter valued at about $4,382,000. Finally, OMERS ADMINISTRATION Corp boosted its holdings in Texas Instruments by 31.6% during the 1st quarter. OMERS ADMINISTRATION Corp now owns 128,800 shares of the semiconductor company’s stock valued at $25,005,000 after acquiring an additional 30,938 shares during the period. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments Trading Down 0.8%

TXN opened at $277.07 on Wednesday. The business has a 50 day simple moving average of $300.14 and a two-hundred day simple moving average of $249.12. The firm has a market capitalization of $253.03 billion, a price-to-earnings ratio of 42.17, a PEG ratio of 1.11 and a beta of 1.32. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44. Texas Instruments Incorporated has a one year low of $152.73 and a one year high of $334.03.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, topping the consensus estimate of $1.91 by $0.23. The business had revenue of $5.46 billion during the quarter, compared to analysts’ expectations of $5.26 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The business’s revenue was up 22.8% on a year-over-year basis. During the same quarter last year, the business posted $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Analysts predict that Texas Instruments Incorporated will post 8.35 EPS for the current year.

Texas Instruments Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, August 11th. Investors of record on Friday, July 31st will be paid a $1.42 dividend. The ex-dividend date of this dividend is 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 presently 86.45%.

Insider Buying and Selling

In other Texas Instruments news, Director Carrie Smith Cox sold 8,838 shares of the company’s stock in a transaction on Wednesday, May 13th. The shares were sold at an average price of $306.41, for a total value of $2,708,051.58. Following the completion of the transaction, the director directly owned 37,626 shares in the company, valued at approximately $11,528,982.66. This represents a 19.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Haviv Ilan sold 20,000 shares of the firm’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the completion of the sale, the chief executive officer directly owned 204,339 shares of the company’s stock, valued at approximately $57,280,308.48. This represents a 8.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 138,260 shares of company stock valued at $40,501,461 over the last three months. Insiders own 0.60% of the company’s stock.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Strong Q2 performance and upbeat guidance support momentum. Texas Instruments reported $2.14 in quarterly EPS versus the $1.91 consensus, while revenue rose 22.8% year over year to $5.46 billion. Management’s third-quarter EPS guidance of $2.23–$2.57 also exceeded or supported optimistic expectations. AI-related demand, expanding margins and the company’s analog-chip exposure to data-center power infrastructure are strengthening the growth outlook. Buy Texas Instruments as a Momentum Play After Solid Q2 2026 Earnings Texas Instruments Can Ride AI Demand to New Highs
• Positive Sentiment: Upgrades and favorable comparisons could attract buyers. Zacks upgraded TXN to Rank #1, or Strong Buy, citing improving earnings prospects. Analysts also favor Texas Instruments over ON Semiconductor because of its stronger margins, cash generation and 2026 growth outlook. What Makes Texas Instruments a New Strong Buy Stock Best Momentum Stock to Buy
• Positive Sentiment: TXN was included in Zacks’ Strong Buy income and momentum-stock lists, reinforcing its appeal to investors seeking earnings growth, cash generation and shareholder income. Best Income Stocks to Buy
• Neutral Sentiment: International revenue trends remain an important swing factor for Wall Street forecasts, but the latest coverage does not identify a specific deterioration or acceleration. Unlocking Texas Instruments International Revenues
• Negative Sentiment: Valuation could be restraining the stock. Commentary describes TXN as attractive on cash flow but only fairly valued on earnings. With a trailing P/E above 40, investors may be taking profits or demanding stronger growth to justify the premium valuation.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the company. Jefferies Financial Group raised Texas Instruments from a “hold” rating to a “buy” rating in a research note on Friday, May 22nd. Bank of America increased their price objective on Texas Instruments from $320.00 to $370.00 and gave the company a “buy” rating in a research note on Tuesday, May 26th. Wall Street Zen upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. Weiss Ratings raised shares of Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. Finally, Rosenblatt Securities upped their price target on shares of Texas Instruments from $330.00 to $350.00 and gave the company a “buy” rating in a report on Friday, July 24th. Fourteen equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $308.40.

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.