Caisse de depot et placement du Quebec Invests $484.95 Million in Texas Instruments Incorporated $TXN

Caisse de depot et placement du Quebec acquired a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 1,626,957 shares of the semiconductor company’s stock, valued at approximately $484,947,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of TXN. Brighton Jones LLC lifted its holdings in shares of Texas Instruments by 33.4% during the 4th 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 during the last quarter. Intech Investment Management LLC increased its holdings in Texas Instruments by 12.8% in the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock worth $1,632,000 after buying an additional 1,031 shares during the last quarter. Osterweis Capital Management Inc. raised its position 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 valued at $40,000 after acquiring an additional 181 shares in 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 increased its stake in shares of Texas Instruments by 3.5% during the 2nd quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock worth $3,046,000 after purchasing an additional 496 shares during the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have commented on TXN shares. TD Cowen lowered their target price on shares of Texas Instruments from $360.00 to $340.00 and set a “buy” rating on the stock in a research report on Thursday, July 23rd. Cantor Fitzgerald reaffirmed a “neutral” rating and issued a $340.00 price target on shares of Texas Instruments in a research report on Monday, August 17th. Bank of America upped their price target on Texas Instruments from $320.00 to $370.00 and gave the stock a “buy” rating in a research note on Tuesday, May 26th. JPMorgan Chase & Co. lifted their price target on shares of Texas Instruments from $280.00 to $340.00 and gave the company an “overweight” rating in a research report on Thursday, July 23rd. Finally, Susquehanna lifted their target price on shares of Texas Instruments from $300.00 to $340.00 and gave the stock a “positive” rating in a report on Tuesday, July 21st. Two equities 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat, Texas Instruments has a consensus rating of “Moderate Buy” and an average target price of $312.12.

Texas Instruments Stock Performance

Shares of NASDAQ TXN opened at $260.05 on Wednesday. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $334.03. The company has a market cap of $237.49 billion, a P/E ratio of 39.58, a P/E/G ratio of 1.02 and a beta of 1.33. The business’s 50 day moving average is $288.51 and its two-hundred day moving average is $259.49. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72.

Texas Instruments (NASDAQ:TXN) last posted 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 company 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%.Texas Instruments’s revenue for the quarter was up 22.8% compared to the same quarter last year. During the same period 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. On average, equities analysts expect that Texas Instruments Incorporated will post 8.42 EPS for the current year.

Texas Instruments Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st were given a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 2.2%. The ex-dividend date was Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is currently 86.45%.

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.