QRG Capital Management Inc. Increases Stock Position in Texas Instruments Incorporated $TXN

QRG Capital Management Inc. increased its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 13.8% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 141,319 shares of the semiconductor company’s stock after purchasing an additional 17,157 shares during the period. QRG Capital Management Inc.’s holdings in Texas Instruments were worth $42,123,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of TXN. Cornerstone Financial Management LLC bought a new stake in Texas Instruments during the 4th quarter valued at $27,000. Portus Wealth Advisors LLC purchased a new stake in shares of Texas Instruments during the 1st quarter worth $27,000. TD Capital Management LLC bought a new stake in Texas Instruments during the fourth quarter valued at about $28,000. Scarborough Advisors LLC purchased a new position in Texas Instruments in the first quarter valued at about $29,000. Finally, Kilter Group LLC purchased a new position in Texas Instruments in the second quarter valued at about $31,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Texas Instruments Stock Performance

NASDAQ:TXN traded up $1.21 during trading hours on Wednesday, hitting $272.62. 5,549,769 shares of the company were exchanged, compared to its average volume of 7,801,979. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $334.03. The stock has a market capitalization of $248.97 billion, a price-to-earnings ratio of 41.49, a PEG ratio of 1.52 and a beta of 1.33. The company’s 50 day moving average price is $271.60 and its 200-day moving average price is $265.61.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, beating the consensus estimate 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 the consensus estimate of $5.26 billion. During the same period in the prior year, the firm earned $1.41 EPS. The firm’s revenue was up 22.8% on a year-over-year basis. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, research analysts forecast that Texas Instruments Incorporated will post 8.45 earnings per share for the current year.

Texas Instruments Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 10th. Stockholders of record on Friday, October 30th will be paid a $1.52 dividend. The ex-dividend date is Friday, October 30th. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.42. This represents a $6.08 annualized dividend and a dividend yield of 2.2%. Texas Instruments’s dividend payout ratio (DPR) is 92.54%.

Insider Activity at Texas Instruments

In related news, VP Tsedeniya Abraham sold 7,000 shares of Texas Instruments 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 completion of the sale, the vice president owned 23,181 shares of the company’s stock, valued at $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 available through this hyperlink. 0.60% of the stock is owned by company insiders.

Key Texas Instruments News

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

• Positive Sentiment: Texas Instruments is being positioned as a beneficiary of the AI infrastructure buildout. Analysts point to accelerating revenue growth, expanding margins, strong cash flow, and demand from robotics as potential catalysts for the analog-chip maker. AI infrastructure Boom Fuels Texas Instruments’ Rally Texas Instruments: Time For Analog To Shine
• Positive Sentiment: Texas Instruments is among legacy technology companies being repositioned for AI-related infrastructure demand. Its earnings growth, steady margins, dividend, and “Moderate Buy” analyst consensus support the bullish investment case. Old Dogs, New Tech: 3 Legacy Stocks Powering the AI Boom
• Positive Sentiment: Several research reports remain constructive: TXN has an average brokerage rating equivalent to “Buy,” and comparisons with Cerebras emphasize its broader chip exposure, improving margins, and stronger cash generation. Wall Street Bulls Look Optimistic About Texas Instruments
• Neutral Sentiment: A dividend comparison with Broadcom highlights TXN’s appeal to income investors because of its history of annual dividend increases, although investors must weigh its yield against Broadcom’s different growth profile. Two Chip Giants, Two Very Different Dividends
• Negative Sentiment: Zacks Research downgraded Texas Instruments from “Strong Buy” to “Hold,” providing a near-term counterpoint to the broader bullish commentary. TXN’s elevated valuation also makes the stock more sensitive to disappointing guidance or slower AI-related demand.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on TXN. UBS Group restated a “buy” rating and issued a $380.00 price target on shares of Texas Instruments in a report on Thursday, July 23rd. The Goldman Sachs Group increased their target price on shares of Texas Instruments from $200.00 to $225.00 and gave the company a “sell” rating in a research report on Thursday, July 23rd. Morgan Stanley lifted their price target on shares of Texas Instruments from $230.00 to $255.00 and gave the stock an “underweight” rating in a report on Thursday, July 23rd. Citigroup reaffirmed a “buy” rating on shares of Texas Instruments in a research report on Tuesday, July 14th. Finally, Stifel Nicolaus raised their price objective on Texas Instruments from $340.00 to $360.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, nine have assigned a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $312.12.

Texas Instruments Profile

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures semiconductors used in industrial, automotive, personal electronics, communications equipment and enterprise systems. The company’s portfolio is led by analog chips, which manage power, sensing and signal processing, and embedded processing products, including microcontrollers and processors that control electronic systems.

Texas Instruments also develops products such as data converters, amplifiers, interface and connectivity devices, motor drivers, power-management semiconductors and calculators.