Liontrust Investment Partners LLP Purchases New Stake in Texas Instruments Incorporated $TXN

Liontrust Investment Partners LLP purchased a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 67,251 shares of the semiconductor company’s stock, valued at approximately $13,056,000.

Several other institutional investors have also recently bought and sold shares of TXN. State Street Corp raised its holdings in shares of Texas Instruments by 0.5% in the 3rd quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock worth $8,002,381,000 after acquiring an additional 230,098 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its position in Texas Instruments by 6.7% in the 4th 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 in the last quarter. Geode Capital Management LLC boosted its stake in Texas Instruments by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock valued at $3,952,933,000 after purchasing an additional 248,515 shares during the last quarter. Invesco Ltd. boosted its stake in Texas Instruments by 10.6% during the 4th 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 during the last quarter. Finally, Bank of New York Mellon Corp increased its holdings in Texas Instruments by 33.6% during the 1st quarter. Bank of New York Mellon Corp now owns 16,402,834 shares of the semiconductor company’s stock worth $3,184,446,000 after purchasing an additional 4,129,601 shares in the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

Texas Instruments Price Performance

Texas Instruments stock opened at $278.76 on Friday. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03. The company’s 50 day moving average price is $299.07 and its two-hundred day moving average price is $250.33. The stock has a market cap of $254.58 billion, a P/E ratio of 42.43, a P/E/G ratio of 1.07 and a beta of 1.32. 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 (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. The company had revenue of $5.46 billion during the quarter, compared to analyst estimates of $5.26 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 22.8% on a year-over-year basis. During the same period in the prior year, the company posted $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, equities analysts predict that Texas Instruments Incorporated will post 8.35 earnings per share for the current year.

Texas Instruments Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st will be paid a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Friday, July 31st. Texas Instruments’s dividend payout ratio is 86.45%.

Wall Street Analysts Forecast Growth

TXN has been the subject of several analyst reports. KeyCorp increased their price objective on Texas Instruments from $390.00 to $400.00 and gave the stock an “overweight” rating in a research note on Thursday, July 23rd. Stifel Nicolaus upped their price target on Texas Instruments from $340.00 to $360.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. UBS Group reissued a “buy” rating and issued a $380.00 price target on shares of Texas Instruments in a research report on Thursday, July 23rd. Robert W. Baird raised their price objective on Texas Instruments from $300.00 to $385.00 and gave the company an “outperform” rating in a research note on Thursday, July 23rd. Finally, Weiss Ratings raised shares of Texas Instruments from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, nine have assigned a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Texas Instruments currently has a consensus rating of “Hold” and an average price target of $312.12.

Insider Activity

In other news, CFO Rafael R. Lizardi sold 47,734 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the completion of the sale, the chief financial officer directly owned 85,485 shares of the company’s stock, valued at $26,337,928.50. This trade represents a 35.83% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, VP Shanon J. Leonard sold 4,963 shares of Texas Instruments stock in a transaction on Monday, May 11th. The stock was sold at an average price of $295.22, for a total value of $1,465,176.86. Following the sale, the vice president owned 24,867 shares in the company, valued at $7,341,235.74. The trade was a 16.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 86,535 shares of company stock worth $26,032,124. 0.60% of the stock is owned by insiders.

Texas Instruments 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.