Korea Investment CORP Buys New Shares in Texas Instruments Incorporated $TXN

Korea Investment CORP purchased a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 640,501 shares of the semiconductor company’s stock, valued at approximately $190,914,000.

Several other large investors have also made changes to their positions in TXN. EP Wealth Advisors LLC purchased a new stake in Texas Instruments during the second quarter valued at about $10,783,000. Rakuten Securities Inc. acquired a new stake in Texas Instruments in the 2nd quarter valued at $73,000. Bard Associates Inc. acquired a new stake in Texas Instruments in the 2nd quarter valued at $400,000. Pinnacle West Asset Management Inc. purchased a new position in Texas Instruments in the second quarter valued at about $2,154,000. Finally, Ieq Capital LLC purchased a new stake in shares of Texas Instruments during the 2nd quarter valued at about $17,709,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. KeyCorp lifted their price objective on shares of Texas Instruments from $390.00 to $400.00 and gave the company an “overweight” rating in a research note on Thursday, July 23rd. Rosenblatt Securities raised their target price on Texas Instruments from $330.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, July 24th. Zacks Research raised Texas Instruments from a “hold” rating to a “strong-buy” rating in a research report on Monday, August 10th. HC Wainwright cut Texas Instruments to a “neutral” rating in a research note on Friday, May 22nd. Finally, Stifel Nicolaus increased their price target on Texas Instruments from $340.00 to $360.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. 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 assigned a Sell rating to the stock. According to data from MarketBeat, Texas Instruments presently has a consensus rating of “Moderate Buy” and a consensus price target of $312.12.

Key Stories Impacting 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 Trading Down 0.5%

NASDAQ:TXN opened at $264.36 on Friday. The company has a market cap of $241.43 billion, a PE ratio of 40.24, a P/E/G ratio of 1.04 and a beta of 1.33. The business’s 50 day moving average is $290.51 and its two-hundred day moving average is $258.75. 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 Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03.

Texas Instruments (NASDAQ:TXN) last posted its quarterly 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. 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 analyst estimates of $5.26 billion. During the same period in the prior year, the company posted $1.41 EPS. The business’s revenue 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, analysts predict that Texas Instruments Incorporated will post 8.42 EPS for the current year.

Texas Instruments Dividend Announcement

The firm 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. The ex-dividend date was Friday, July 31st. This represents a $5.68 annualized dividend and a yield of 2.1%. Texas Instruments’s dividend payout ratio is 86.45%.

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.