Texas Instruments Incorporated $TXN Shares Newly Purchased by USA Financial Formulas

USA Financial Formulas purchased a new stake in Texas Instruments Incorporated (NASDAQ:TXN) during the 3rd quarter, HoldingsChannel reports. The firm purchased 6,042 shares of the semiconductor company’s stock, valued at approximately $1,692,000. Texas Instruments accounts for about 0.3% of USA Financial Formulas’ portfolio, making the stock its 22nd biggest position.

Several other hedge funds and other institutional investors also recently made changes to their positions in TXN. BlackRock Inc. acquired a new position in shares of Texas Instruments during the 2nd quarter worth about $24,607,313,000. Bank of New York Mellon Corp bought a new stake in Texas Instruments during the 2nd quarter valued at approximately $4,488,666,000. Bank of America Corp DE bought a new stake in Texas Instruments during the 2nd quarter valued at approximately $3,700,842,000. Van ECK Associates Corp boosted its stake in Texas Instruments by 1.5% during the 2nd quarter. Van ECK Associates Corp now owns 12,149,167 shares of the semiconductor company’s stock valued at $3,621,302,000 after purchasing an additional 177,511 shares during the period. Finally, Primecap Management Co. CA acquired a new stake in Texas Instruments in the 2nd quarter valued at approximately $2,538,063,000. 84.99% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Texas Instruments

In other news, VP Tsedeniya Abraham sold 7,000 shares of the business’s stock in a transaction that occurred on Thursday, August 27th. The stock was sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the sale, the vice president directly owned 23,181 shares in the company, valued at approximately $6,134,388.03. The trade was a 23.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 0.60% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have commented on TXN shares. Morgan Stanley lifted their price target on Texas Instruments from $230.00 to $255.00 and gave the stock an “underweight” rating in a research report on Thursday, July 23rd. Evercore reissued an “outperform” rating and issued a $330.00 price objective (up from $316.00) on shares of Texas Instruments in a research report on Thursday, July 23rd. Benchmark raised their price objective on shares of Texas Instruments from $315.00 to $360.00 and gave the stock a “buy” rating in a research note on Thursday, July 23rd. Sanford C. Bernstein boosted their target price on shares of Texas Instruments from $250.00 to $290.00 and gave the stock a “market perform” rating in a research report on Thursday, July 23rd. Finally, Truist Financial boosted their target price on shares of Texas Instruments from $278.00 to $300.00 and gave the stock a “hold” rating in a research report on Thursday, July 23rd. Sixteen equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $304.26.

Texas Instruments Stock Down 0.9%

NASDAQ TXN opened at $276.48 on Friday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86. The firm has a 50-day simple moving average of $271.75 and a 200 day simple moving average of $276.42. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $334.03. The stock has a market cap of $252.49 billion, a PE ratio of 42.08, a PEG ratio of 1.55 and a beta of 1.35.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, topping analysts’ consensus estimates of $1.91 by $0.23. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%. The business had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. During the same period last year, the business earned $1.41 earnings per share. The firm’s revenue for the quarter was up 22.8% compared to the same quarter last year. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, research analysts forecast that Texas Instruments Incorporated will post 8.48 EPS for the current year.

Texas Instruments Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 10th. Stockholders of record on Friday, October 30th will be issued a dividend of $1.52 per share. This represents a $6.08 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend is Friday, October 30th. This is a boost from Texas Instruments’s previous quarterly dividend of $1.42. Texas Instruments’s payout ratio is 92.54%.

More 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 Company Profile

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.