NS Partners Ltd Takes Position in Texas Instruments Incorporated $TXN

NS Partners Ltd acquired a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) in the second quarter, HoldingsChannel reports. The fund acquired 32,084 shares of the semiconductor company’s stock, valued at approximately $9,563,000.

Several other large investors have also made changes to their positions in TXN. BlackRock Inc. bought a new position in shares of Texas Instruments in the 2nd quarter valued at approximately $24,607,313,000. State Street Corp raised its stake in Texas Instruments by 0.5% during the 3rd quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock valued at $8,002,381,000 after purchasing an additional 230,098 shares during the last quarter. Charles Schwab Investment Management Inc. increased its stake 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 valued at $4,213,832,000 after acquiring an additional 1,517,420 shares during the period. Geode Capital Management LLC boosted its stake 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 buying an additional 248,515 shares in the last quarter. Finally, Invesco Ltd. boosted its holdings in Texas Instruments by 10.6% during the fourth 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 in the last quarter. Institutional investors own 84.99% of the company’s stock.

Insider Buying and Selling

In other news, VP Tsedeniya Abraham sold 7,000 shares of the business’s stock in a transaction dated 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 sale, the vice president directly owned 23,181 shares in the company, valued at approximately $6,134,388.03. The trade was a 23.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 0.60% of the company’s stock.

Texas Instruments Trading Up 0.9%

Shares of Texas Instruments stock opened at $260.91 on Tuesday. The stock has a market cap of $238.28 billion, a P/E ratio of 39.71, a P/E/G ratio of 1.01 and a beta of 1.33. 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 Incorporated has a 12-month low of $152.73 and a 12-month high of $334.03. The business’s 50 day moving average is $283.87 and its 200-day moving average is $260.63.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, topping analysts’ consensus estimates of $1.91 by $0.23. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The business had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. During the same period in the previous year, the company earned $1.41 earnings per share. The firm’s revenue for the quarter was up 22.8% on a year-over-year basis. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Equities research analysts predict that Texas Instruments Incorporated will post 8.42 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, August 11th. Investors of record on Friday, July 31st were given a dividend of $1.42 per share. The ex-dividend date was Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a yield of 2.2%. Texas Instruments’s payout ratio is currently 86.45%.

Analysts Set New Price Targets

Several analysts have weighed in on the stock. Citigroup reaffirmed a “buy” rating on shares of Texas Instruments in a research note on Tuesday, July 14th. Truist Financial upped their target price on shares of Texas Instruments from $278.00 to $300.00 and gave the company a “hold” rating in a research report on Thursday, July 23rd. Cantor Fitzgerald reiterated a “neutral” rating and issued a $340.00 price objective on shares of Texas Instruments in a report on Monday, August 17th. Bank of America upped their target price on shares of Texas Instruments from $320.00 to $370.00 and gave the company a “buy” rating in a research note on Tuesday, May 26th. Finally, Susquehanna boosted their target price on Texas Instruments from $300.00 to $340.00 and gave the company a “positive” rating in a research note on Tuesday, July 21st. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have assigned a Hold rating and four have given a Sell rating to the stock. According to MarketBeat, Texas Instruments has a consensus rating of “Moderate Buy” and an average target price of $312.12.

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.