Cibc World Market Inc. Acquires New Position in Texas Instruments Incorporated $TXN

Cibc World Market Inc. bought a new position in Texas Instruments Incorporated (NASDAQ:TXN) in the 2nd quarter, Holdings Channel.com reports. The institutional investor bought 214,360 shares of the semiconductor company’s stock, valued at approximately $63,894,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. BlackRock Inc. purchased a new position in shares of Texas Instruments during the 2nd quarter worth $24,607,313,000. Bank of New York Mellon Corp purchased a new stake in shares of Texas Instruments in the second quarter valued at $4,488,666,000. Norges Bank purchased a new stake in shares of Texas Instruments in the fourth quarter valued at $2,516,628,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in Texas Instruments in the second quarter valued at $1,205,585,000. Finally, Deutsche Bank AG acquired a new position in Texas Instruments in the second quarter valued at $1,070,947,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Texas Instruments Price Performance

Shares of NASDAQ TXN opened at $264.36 on Monday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $334.03. The stock’s 50-day simple moving average is $290.51 and its 200-day simple moving average is $258.99. The firm has a market cap of $241.43 billion, a price-to-earnings ratio of 40.24, a PEG ratio of 1.04 and a beta of 1.33.

Texas Instruments (NASDAQ:TXN) last released 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. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The company had revenue of $5.46 billion during the quarter, compared to analysts’ expectations of $5.26 billion. During the same period in the prior year, the business posted $1.41 EPS. The business’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, equities analysts anticipate that Texas Instruments Incorporated will post 8.42 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

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

Texas Instruments News Summary

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?

Analyst Ratings Changes

A number of analysts have issued reports on the company. The Goldman Sachs Group raised their price target on Texas Instruments from $200.00 to $225.00 and gave the stock a “sell” rating in a research note on Thursday, July 23rd. JPMorgan Chase & Co. upped their price objective on shares of Texas Instruments from $280.00 to $340.00 and gave the company an “overweight” rating in a research note on Thursday, July 23rd. Morgan Stanley increased their price objective 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. Susquehanna increased their target price on Texas Instruments from $300.00 to $340.00 and gave the stock a “positive” rating in a research report on Tuesday, July 21st. Finally, Bank of America boosted their price target on Texas Instruments from $320.00 to $370.00 and gave the company a “buy” rating in a research report on Tuesday, May 26th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eight have issued a Hold rating and four have given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $312.12.

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.