Cyndeo Wealth Partners LLC Buys 5,804 Shares of Texas Instruments Incorporated $TXN

Cyndeo Wealth Partners LLC lifted its position in Texas Instruments Incorporated (NASDAQ:TXN) by 12.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 51,931 shares of the semiconductor company’s stock after buying an additional 5,804 shares during the quarter. Cyndeo Wealth Partners LLC’s holdings in Texas Instruments were worth $14,545,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of TXN. Aspiriant LLC raised its holdings in shares of Texas Instruments by 8.5% in the 3rd quarter. Aspiriant LLC now owns 1,704 shares of the semiconductor company’s stock valued at $477,000 after acquiring an additional 133 shares in the last quarter. Pension & Wealth Management Advisors Inc. bought a new stake in shares of Texas Instruments during the 3rd quarter valued at about $77,000. Goelzer Investment Management Inc. grew its holdings in shares of Texas Instruments by 535.7% during the third quarter. Goelzer Investment Management Inc. now owns 6,052 shares of the semiconductor company’s stock worth $1,695,000 after purchasing an additional 5,100 shares in the last quarter. Cantor Fitzgerald Investment Advisors L.P. purchased a new position in shares of Texas Instruments during the third quarter worth about $13,175,000. Finally, Goldstein Advisors LLC purchased a new position in shares of Texas Instruments during the third quarter worth about $205,000. Institutional investors own 84.99% of the company’s stock.

Key Texas Instruments News

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

• Positive Sentiment: Texas Instruments’ history of exceeding earnings expectations, combined with favorable current earnings-estimate trends, has increased the possibility of another quarterly beat. Investors are also watching operating metrics beyond revenue and earnings per share for evidence of sustained demand. Will Texas Instruments Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Analysts expect strength in Texas Instruments’ analog and embedded-processing businesses to support third-quarter results, reflecting demand from industrial, automotive and data-center markets. TXN to Report Q3 Earnings: Should You Buy, Hold or Sell the Stock?
• Positive Sentiment: The board declared a fourth-quarter cash dividend of $1.52 per share, payable Nov. 10 to shareholders of record Oct. 30. The announcement reinforces TXN’s shareholder-return profile and may provide some support for income-focused investors. Texas Instruments Board Declares Fourth Quarter 2026 Quarterly Dividend
• Positive Sentiment: Exchange-traded funds purchased approximately $113.2 million of TXN stock on Oct. 13, indicating institutional or index-related buying interest. ETFs Bought $113.2 Million of Texas Instruments
• Neutral Sentiment: Wall Street’s third-quarter preview emphasizes key indicators such as segment performance, margins and demand trends. These metrics could be more important for TXN’s valuation than simply meeting consensus revenue and EPS estimates. Texas Instruments Q3 Earnings Key Metrics
• Negative Sentiment: Geopolitical tensions remain a risk to semiconductor supply chains and international demand. In addition, TXN’s elevated valuation leaves less room for disappointment if its earnings outlook or margins fall short of expectations. TXN Q3 Earnings Investment Outlook

Texas Instruments Price Performance

NASDAQ TXN opened at $276.48 on Friday. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03. The firm has a market capitalization of $252.50 billion, a P/E ratio of 42.08, a PEG ratio of 1.56 and a beta of 1.35. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. The company has a 50-day moving average price of $271.75 and a 200-day moving average price of $276.42.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.91 by $0.23. The company had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The firm’s revenue was up 22.8% compared to the same quarter last year. During the same quarter last year, the firm posted $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Equities research analysts anticipate that Texas Instruments Incorporated will post 8.46 earnings per share for the current year.

Texas Instruments Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 10th. Investors of record on Friday, October 30th will be paid a dividend of $1.52 per share. This is a boost from Texas Instruments’s previous quarterly dividend of $1.42. The ex-dividend date is Friday, October 30th. This represents a $6.08 dividend on an annualized basis and a dividend yield of 2.2%. Texas Instruments’s dividend payout ratio is presently 86.45%.

Analyst Upgrades and Downgrades

TXN has been the topic of a number of recent analyst reports. The Goldman Sachs Group raised their target price on shares of Texas Instruments from $200.00 to $225.00 and gave the company a “sell” rating in a research note on Thursday, July 23rd. Susquehanna lifted their price objective 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. KeyCorp upped their target price on shares of Texas Instruments from $390.00 to $400.00 and gave the stock an “overweight” rating in a research report on Thursday, July 23rd. Wells Fargo & Company increased their target price on Texas Instruments from $300.00 to $310.00 and gave the company an “equal weight” rating in a research note on Thursday, July 23rd. Finally, UBS Group reaffirmed a “buy” rating and issued a $380.00 target price (up from $350.00) on shares of Texas Instruments in a research report on Thursday, July 23rd. Sixteen 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 company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $304.26.

Insider Activity

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

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.