EP Wealth Advisors LLC Makes New $10.78 Million Investment in Texas Instruments Incorporated $TXN

EP Wealth Advisors LLC acquired a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 36,177 shares of the semiconductor company’s stock, valued at approximately $10,783,000.

A number of other hedge funds have also recently modified their holdings of TXN. BlackRock Inc. bought a new position in shares of Texas Instruments in the 2nd quarter worth about $24,607,313,000. Bank of New York Mellon Corp bought a new stake in Texas Instruments during the second quarter worth about $4,488,666,000. Norges Bank bought a new stake in Texas Instruments during the fourth quarter worth about $2,516,628,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in Texas Instruments in the second quarter worth about $1,205,585,000. Finally, Deutsche Bank AG purchased a new stake in Texas Instruments in the second quarter worth about $1,070,947,000. Institutional investors own 84.99% of the company’s stock.

Wall Street Analysts Forecast Growth

TXN has been the subject of several recent research reports. HC Wainwright lowered shares of Texas Instruments to a “neutral” rating in a report on Friday, May 22nd. KeyCorp upped their price target on Texas Instruments from $390.00 to $400.00 and gave the stock an “overweight” rating in a research note on Thursday, July 23rd. Zacks Research raised Texas Instruments from a “hold” rating to a “strong-buy” rating in a research report on Monday, August 10th. Morgan Stanley raised their price objective on Texas Instruments from $230.00 to $255.00 and gave the company an “underweight” rating in a research report on Thursday, July 23rd. Finally, UBS Group reiterated a “buy” rating and set a $380.00 price objective 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 assigned a Buy rating, eight have given 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 “Moderate Buy” and an average price target of $312.12.

Texas Instruments News Summary

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 Stock Down 0.5%

NASDAQ:TXN opened at $264.36 on Friday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86. The firm has a market cap of $241.43 billion, a P/E ratio of 40.24, a P/E/G ratio of 1.04 and a beta of 1.33. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $334.03. The firm has a 50-day simple moving average of $290.51 and a two-hundred day simple moving average of $258.75.

Texas Instruments (NASDAQ:TXN) last issued its 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 net margin of 31.11% and a return on equity of 35.77%. The firm had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. During the same quarter in the prior year, the firm posted $1.41 earnings per share. The business’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. Analysts predict that Texas Instruments Incorporated will post 8.42 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

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

Texas Instruments 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.