Vest Financial LLC Buys 201,668 Shares of Texas Instruments Incorporated $TXN

Vest Financial LLC grew its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 3,003.7% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 208,382 shares of the semiconductor company’s stock after buying an additional 201,668 shares during the quarter. Vest Financial LLC’s holdings in Texas Instruments were worth $58,366,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in TXN. Portus Wealth Advisors LLC bought a new position in Texas Instruments in the first quarter valued at approximately $27,000. Scarborough Advisors LLC bought a new stake in Texas Instruments in the 1st quarter valued at $29,000. Kilter Group LLC acquired a new stake in Texas Instruments in the 2nd quarter valued at approximately $31,000. Main Street Group LTD bought a new stake in Texas Instruments in the 1st quarter valued at approximately $32,000. Finally, Nvwm LLC lifted its stake in Texas Instruments by 550.0% in the 3rd quarter. Nvwm LLC now owns 117 shares of the semiconductor company’s stock valued at $33,000 after acquiring an additional 99 shares in the last quarter. Institutional investors own 84.99% of the company’s stock.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Strong quarterly beat: Texas Instruments reported third-quarter revenue of approximately $6.06 billion and earnings per share of $2.62, exceeding Wall Street expectations of roughly $5.94 billion and $2.43, respectively. EPS also rose substantially from $1.48 a year earlier. TI reports third quarter 2026 financial results and shareholder returns
• Positive Sentiment: Broad-based demand growth: Profit reached $2.43 billion, supported by growth across industrial, automotive and data-center markets. The results suggest that recovering analog-chip demand is beginning to benefit Texas Instruments as heavy factory investment starts to moderate. Texas Instruments Posts Higher Profit, Revenue
• Positive Sentiment: Sales outlook exceeded expectations: Management’s quarterly sales forecast was reported above analyst estimates, providing an additional catalyst after the earnings beat and potentially reinforcing expectations for continued recovery. Analog chipmaker Texas Instruments sees quarterly sales above estimates
• Positive Sentiment: Shareholder returns remain supportive: Texas Instruments recently raised its quarterly dividend 7% to $1.52 per share, strengthening the stock’s appeal to income-focused investors.
• Neutral Sentiment: Valuation remains demanding: Despite improving results, TXN trades at more than 40 times trailing earnings, leaving the stock sensitive to any disappointment in future growth, capacity utilization or guidance.
• Negative Sentiment: Insider selling is a cautionary signal: Recent disclosed activity showed numerous executives selling shares and no reported insider purchases over the past six months. These transactions may reflect compensation or diversification, but they could temper enthusiasm at the current valuation.

Analyst Ratings Changes

Several equities analysts recently weighed in on the stock. JPMorgan Chase & Co. raised their target price on shares of Texas Instruments from $280.00 to $340.00 and gave the company an “overweight” rating in a research note on Thursday, July 23rd. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Texas Instruments in a research report on Tuesday. Susquehanna increased their price target on shares of Texas Instruments from $300.00 to $340.00 and gave the company a “positive” rating in a research note on Tuesday, July 21st. Sanford C. Bernstein increased their price target on shares of Texas Instruments from $250.00 to $290.00 and gave the company a “market perform” rating in a research note on Thursday, July 23rd. Finally, Mizuho boosted their price objective on shares of Texas Instruments from $300.00 to $305.00 and gave the stock a “neutral” rating in a research note on Thursday, July 23rd. Fifteen research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $302.88.

Insider Activity at Texas Instruments

In related news, VP Tsedeniya Abraham sold 7,000 shares of the company’s stock in a transaction on Thursday, August 27th. The stock was sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the completion of the sale, the vice president directly owned 23,181 shares in the company, valued at $6,134,388.03. This represents a 23.19% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Company insiders own 0.60% of the company’s stock.

Texas Instruments Trading Up 2.5%

Shares of TXN stock opened at $284.65 on Thursday. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72. The stock has a market cap of $259.96 billion, a P/E ratio of 43.33, a price-to-earnings-growth ratio of 1.55 and a beta of 1.35. The stock has a 50 day simple moving average of $271.76 and a 200 day simple moving average of $278.84. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $334.03.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.40 by $0.22. The company had revenue of $6.05 billion for the quarter, compared to analyst estimates of $5.94 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%. Texas Instruments’s quarterly revenue was up 27.7% on a year-over-year basis. During the same period in the prior year, the firm posted $1.48 EPS. On average, research analysts predict that Texas Instruments Incorporated will post 8.49 earnings per share for the current fiscal year.

Texas Instruments Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, November 10th. Stockholders of record on Friday, October 30th will be issued a dividend of $1.52 per share. This is an increase from Texas Instruments’s previous quarterly dividend of $1.42. The ex-dividend date of this dividend is Friday, October 30th. This represents a $6.08 dividend on an annualized basis and a dividend yield of 2.1%. Texas Instruments’s payout ratio is presently 86.45%.

About Texas Instruments

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.