Meiji Yasuda Asset Management Co Ltd. Makes New Investment in Texas Instruments Incorporated $TXN

Meiji Yasuda Asset Management Co Ltd. bought a new stake in Texas Instruments Incorporated (NASDAQ:TXN) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 54,051 shares of the semiconductor company’s stock, valued at approximately $16,111,000. Texas Instruments makes up about 0.7% of Meiji Yasuda Asset Management Co Ltd.’s holdings, making the stock its 23rd biggest holding.

Several other hedge funds have also modified their holdings of TXN. Kilter Group LLC acquired a new stake in Texas Instruments in the second quarter valued at approximately $31,000. Strategic Wealth Investment Group LLC acquired a new position in shares of Texas Instruments during the second quarter worth $25,000. Addison Advisors LLC purchased a new position in shares of Texas Instruments in the second quarter valued at $38,000. Portus Wealth Advisors LLC acquired a new stake in Texas Instruments during the 1st quarter valued at $27,000. Finally, High Point Wealth Management LLC purchased a new stake in Texas Instruments during the 4th quarter worth $25,000. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Texas Instruments Stock Performance

Shares of NASDAQ TXN opened at $264.36 on Monday. 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 firm’s 50-day moving average price is $290.51 and its two-hundred day moving average price is $258.99. 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 $241.43 billion, a P/E ratio of 40.24, a P/E/G ratio of 1.04 and a beta of 1.33.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 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%.The business’s revenue was up 22.8% compared to the same quarter last year. During the same period in the prior year, the company earned $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, sell-side analysts forecast that Texas Instruments Incorporated will post 8.42 earnings per share for the current year.

Texas Instruments Announces Dividend

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

Analysts Set New Price Targets

TXN has been the subject of several recent analyst reports. TD Cowen lowered their target price on Texas Instruments from $360.00 to $340.00 and set a “buy” rating for the company in a research note on Thursday, July 23rd. Truist Financial lifted their price objective on Texas Instruments from $278.00 to $300.00 and gave the stock a “hold” rating in a report on Thursday, July 23rd. Bank of America upped their price target on shares of Texas Instruments from $320.00 to $370.00 and gave the company a “buy” rating in a report on Tuesday, May 26th. Susquehanna increased their target price on Texas Instruments from $300.00 to $340.00 and gave the stock a “positive” rating in a report on Tuesday, July 21st. Finally, HC Wainwright downgraded Texas Instruments to a “neutral” rating in a report on Friday, May 22nd. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have given a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $312.12.

Trending Headlines about Texas Instruments

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.