Bowen Hanes & Co. Inc. Acquires 126,225 Shares of Texas Instruments Incorporated $TXN

Bowen Hanes & Co. Inc. raised its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 37.9% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 459,387 shares of the semiconductor company’s stock after acquiring an additional 126,225 shares during the period. Texas Instruments makes up 2.2% of Bowen Hanes & Co. Inc.’s investment portfolio, making the stock its 11th largest position. Bowen Hanes & Co. Inc.’s holdings in Texas Instruments were worth $89,185,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. High Point Wealth Management LLC purchased a new stake in Texas Instruments in the fourth quarter valued at approximately $25,000. Strategic Wealth Investment Group LLC purchased a new position in Texas Instruments in the 2nd quarter worth approximately $25,000. Advocate Investing Services LLC purchased a new stake in shares of Texas Instruments during the 4th quarter valued at $25,000. Ares Financial Consulting LLC purchased a new stake in shares of Texas Instruments during the 4th quarter valued at $26,000. Finally, Cornerstone Financial Management LLC bought a new stake in shares of Texas Instruments during the 4th quarter worth $27,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments Trading Down 3.1%

NASDAQ TXN opened at $284.99 on Friday. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $334.03. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77. The stock has a 50-day moving average of $301.53 and a 200-day moving average of $247.14. The firm has a market cap of $259.37 billion, a PE ratio of 43.38, a price-to-earnings-growth ratio of 1.51 and a beta of 1.32.

Texas Instruments (NASDAQ:TXN) last posted its quarterly 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. The business had revenue of $5.46 billion for the quarter, compared to analyst estimates of $5.26 billion. Texas Instruments had a return on equity of 36.55% 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 last year, the company earned $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, sell-side analysts forecast that Texas Instruments Incorporated will post 7.69 EPS for the current year.

Texas Instruments Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st will be paid a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Friday, July 31st. Texas Instruments’s dividend payout ratio is 97.26%.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Texas Instruments beat Q2 estimates, reporting EPS of $2.14 on revenue of $5.46 billion, with sales up 22.8% year over year and net income rising sharply. Article Title
• Positive Sentiment: Management also raised Q3 guidance above Wall Street expectations, signaling continued demand recovery in industrial, data center and automotive markets. Article Title
• Positive Sentiment: Several analysts turned more constructive: JPMorgan raised its target to $340 with an overweight rating, TD Cowen kept a buy rating and cut its target to $340, and KeyCorp lifted its target to $400. Article Title
• Positive Sentiment: Commentary around strong AI data center demand and broader semiconductor momentum is reinforcing the long-term growth narrative for TXN. Article Title
• Neutral Sentiment: Texas Instruments remains part of a strong semiconductor sector rally, which may provide support, but the stock is also vulnerable to post-earnings “sell the news” behavior after a strong run. Article Title
• Negative Sentiment: Despite the strong report, shares have slipped as investors question whether the results were already priced in after a big rally and high expectations for chip stocks. Article Title

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the stock. Cantor Fitzgerald reiterated a “neutral” rating on shares of Texas Instruments in a research report on Monday. JPMorgan Chase & Co. raised their price target on Texas Instruments from $280.00 to $340.00 and gave the company an “overweight” rating in a research report on Thursday. TD Cowen dropped their price target on Texas Instruments from $360.00 to $340.00 and set a “buy” rating for the company in a research note on Thursday. Sanford C. Bernstein upped their price objective on Texas Instruments from $250.00 to $290.00 and gave the stock a “market perform” rating in a report on Thursday. Finally, Susquehanna increased their price objective on Texas Instruments from $300.00 to $340.00 and gave the company a “positive” rating in a research report on Tuesday. Fourteen research analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $307.60.

Insider Transactions at Texas Instruments

In other Texas Instruments news, CEO Haviv Ilan sold 20,000 shares of the company’s stock in a transaction that occurred on 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 transaction, the chief executive officer owned 204,339 shares of the company’s stock, valued at $57,280,308.48. This represents a 8.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Rafael R. Lizardi sold 47,734 shares of Texas Instruments stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $308.10, for a total value of $14,706,845.40. Following the completion of the sale, the chief financial officer owned 85,485 shares in the company, valued at approximately $26,337,928.50. This represents a 35.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 199,143 shares of company stock valued at $56,959,010. 0.60% of the stock is currently owned by insiders.

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.