TRB Wealth Management LLC Makes New Investment in Texas Instruments Incorporated $TXN

TRB Wealth Management LLC purchased a new position in Texas Instruments Incorporated (NASDAQ:TXN) in the second quarter, Holdings Channel.com reports. The fund purchased 3,097 shares of the semiconductor company’s stock, valued at approximately $923,000.

Several other large investors have also bought and sold shares of TXN. Brighton Jones LLC boosted its position in shares of Texas Instruments by 33.4% during the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after purchasing an additional 4,218 shares in the last quarter. Intech Investment Management LLC increased its stake in Texas Instruments by 12.8% during the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after purchasing an additional 1,031 shares in the last quarter. Osterweis Capital Management Inc. increased its position in shares of Texas Instruments by 1,810.0% during the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 181 shares in the last quarter. Main Street Financial Solutions LLC raised its stake in shares of Texas Instruments by 1.7% in the second quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock worth $1,540,000 after purchasing an additional 126 shares during the last quarter. Finally, HUB Investment Partners LLC raised its position in Texas Instruments by 3.5% in the 2nd quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock worth $3,046,000 after buying an additional 496 shares during the last quarter. 84.99% of the stock is owned by institutional investors.

Texas Instruments Stock Down 0.5%

Shares of TXN opened at $264.36 on Friday. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $334.03. The firm has a fifty day moving average price of $290.51 and a 200-day moving average price of $258.75. The firm has a market capitalization of $241.43 billion, a P/E ratio of 40.24, a P/E/G ratio of 1.04 and a beta of 1.33. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data 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 analysts’ expectations of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The firm’s quarterly revenue was up 22.8% on a year-over-year basis. During the same period in the previous year, the company earned $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Equities research analysts expect that Texas Instruments Incorporated will post 8.42 earnings per share for the current year.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, August 11th. Investors of record on Friday, July 31st were issued a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 2.1%. The ex-dividend date was Friday, July 31st. Texas Instruments’s payout ratio is presently 86.45%.

Analyst Upgrades and Downgrades

TXN has been the subject of a number of research reports. Zacks Research upgraded shares of Texas Instruments from a “hold” rating to a “strong-buy” rating in a research note on Monday, August 10th. Morgan Stanley lifted their price target on shares of Texas Instruments from $230.00 to $255.00 and gave the company an “underweight” rating in a report on Thursday, July 23rd. Evercore reaffirmed an “outperform” rating and issued a $330.00 price objective on shares of Texas Instruments in a research note on Thursday, July 23rd. Jefferies Financial Group upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a research report on Friday, May 22nd. Finally, TD Cowen cut their price target on Texas Instruments from $360.00 to $340.00 and set a “buy” rating for the company in a report on Thursday, July 23rd. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have issued a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $312.12.

More Texas Instruments News

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

• Positive Sentiment: Operational recovery is accelerating. Texas Instruments’ second-quarter results showed revenue growth of roughly 23%, operating profit up 48%, and net income up 53%. Free cash flow also improved 56% as capital spending nearly halved year over year, suggesting the company’s heavy investment cycle may be easing. Texas Instruments: The $6.5 Billion Cash-Flow Machine Is Finally Awake
• Positive Sentiment: AI and data-center exposure support the long-term outlook. Analysts and fund commentary characterize TXN as a “picks-and-shovels” beneficiary of AI infrastructure, electric vehicles, industrial automation, and factory equipment because its analog chips help power and control these systems. Texas Instruments Is a Worthy AI Picks-and-Shovels Play I Keep Buying
• Positive Sentiment: TXN retains broad-based momentum. In comparisons with Analog Devices, coverage points to Texas Instruments’ improving manufacturing utilization and strength across multiple end markets, potentially giving it an edge despite ADI’s stronger industrial and automotive trends. ADI vs. TXN: Which Analog Processing Chip Stock Has an Edge Right Now?
• Neutral Sentiment: Options-market volatility has risen. Surging implied volatility indicates increased uncertainty and the potential for larger price swings, but it does not establish a clear directional signal. Implied Volatility Surging for Texas Instruments Stock Options
• Negative Sentiment: Post-earnings performance remains a concern. TXN has decreased 6.8% since its latest quarterly report, with investors apparently looking beyond the earnings beat and focusing on forward estimates, elevated expectations, and whether the recovery can continue. Why Is Texas Instruments Down 6.8% Since Last Earnings Report?

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.