7,134 Shares in Texas Instruments Incorporated $TXN Bought by Sumitomo Life Insurance Co.

Sumitomo Life Insurance Co. bought a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 7,134 shares of the semiconductor company’s stock, valued at approximately $2,126,000.

A number of other hedge funds also recently bought and sold shares of the company. BlackRock Inc. bought a new position in Texas Instruments in the 2nd quarter worth approximately $24,607,313,000. State Street Corp grew its stake in shares of Texas Instruments by 0.5% in the third quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock worth $8,002,381,000 after acquiring an additional 230,098 shares during the last quarter. Charles Schwab Investment Management Inc. increased its position in Texas Instruments by 6.7% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 24,288,604 shares of the semiconductor company’s stock worth $4,213,832,000 after acquiring an additional 1,517,420 shares during the period. Geode Capital Management LLC increased its position in Texas Instruments by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock worth $3,952,933,000 after acquiring an additional 248,515 shares during the period. Finally, Invesco Ltd. raised its stake in Texas Instruments by 10.6% during the 4th quarter. Invesco Ltd. now owns 18,184,514 shares of the semiconductor company’s stock valued at $3,154,831,000 after purchasing an additional 1,749,513 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the stock. KeyCorp increased their price target on shares of Texas Instruments from $390.00 to $400.00 and gave the company an “overweight” rating in a report on Thursday, July 23rd. Bank of America boosted their price objective on shares of Texas Instruments from $320.00 to $370.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. Susquehanna upped 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. Morgan Stanley increased their target price on shares of Texas Instruments from $230.00 to $255.00 and gave the company an “underweight” rating in a research note on Thursday, July 23rd. Finally, Mizuho lifted their target price on Texas Instruments from $300.00 to $305.00 and gave the stock a “neutral” rating in a research report on Thursday, July 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have issued a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $312.12.

Texas Instruments Price Performance

Texas Instruments stock opened at $264.36 on Friday. The business has a 50 day simple moving average of $290.51 and a 200 day simple moving average of $258.75. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44. The company has a market capitalization of $241.43 billion, a PE ratio of 40.24, a price-to-earnings-growth ratio of 1.04 and a beta of 1.33. Texas Instruments Incorporated has a one year low of $152.73 and a one year high of $334.03.

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

Texas Instruments Dividend Announcement

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

Trending Headlines about 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.