Excelsior Advisor Network LLC Makes New $413,000 Investment in Texas Instruments Incorporated $TXN

Excelsior Advisor Network LLC purchased a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN) in the first quarter, Holdings Channel.com reports. The firm purchased 2,127 shares of the semiconductor company’s stock, valued at approximately $413,000.

Several other institutional investors have also made changes to their positions in TXN. Norges Bank acquired a new position in Texas Instruments in the fourth quarter worth approximately $2,516,628,000. Bank of New York Mellon Corp lifted its stake in Texas Instruments by 33.6% in the first quarter. Bank of New York Mellon Corp now owns 16,402,834 shares of the semiconductor company’s stock valued at $3,184,446,000 after acquiring an additional 4,129,601 shares during the last quarter. Amundi grew its position in Texas Instruments by 61.0% in the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock worth $1,717,240,000 after acquiring an additional 3,580,147 shares in the last quarter. Van ECK Associates Corp grew its position in Texas Instruments by 27.1% in the fourth quarter. Van ECK Associates Corp now owns 11,608,265 shares of the semiconductor company’s stock worth $2,013,918,000 after acquiring an additional 2,474,062 shares in the last quarter. Finally, Franklin Resources Inc. increased its stake in shares of Texas Instruments by 26.9% during the 4th quarter. Franklin Resources Inc. now owns 9,153,622 shares of the semiconductor company’s stock worth $1,588,062,000 after purchasing an additional 1,938,788 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms have weighed in on TXN. Zacks Research lowered Texas Instruments from a “strong-buy” rating to a “hold” rating in a report on Friday, July 10th. Wall Street Zen upgraded Texas Instruments from a “hold” rating to a “buy” rating in a research note on Saturday, July 18th. Cantor Fitzgerald reissued a “neutral” rating on shares of Texas Instruments in a report on Monday, July 20th. Truist Financial raised their price objective on Texas Instruments from $278.00 to $300.00 and gave the company a “hold” rating in a research note on Thursday. Finally, Mizuho boosted their target price on Texas Instruments from $300.00 to $305.00 and gave the stock a “neutral” rating in a report on Thursday. Fourteen research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $308.40.

Insider Activity

In other news, CFO Rafael R. Lizardi sold 47,734 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the completion of the transaction, the chief financial officer directly owned 85,485 shares in the company, valued at $26,337,928.50. The trade was a 35.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Carrie Smith Cox sold 8,838 shares of the stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $306.41, for a total value of $2,708,051.58. Following the completion of the sale, the director directly owned 37,626 shares of the company’s stock, valued at $11,528,982.66. This represents a 19.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 189,358 shares of company stock worth $54,320,405 over the last 90 days. Company insiders own 0.60% of the company’s stock.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Zacks upgraded TXN to Rank #1 (Strong Buy). The upgrade reflects increasing confidence in the company’s earnings outlook and could attract additional near-term buying interest. What Makes Texas Instruments (TXN) a New Strong Buy Stock
• Positive Sentiment: TXN was added to Zacks’ Strong Buy lists for both income and momentum stocks, reinforcing its appeal to dividend-oriented and growth-focused investors. Best Income Stocks to Buy for July 27th Best Momentum Stock to Buy for July 27th
• Positive Sentiment: A comparison with ON Semiconductor concluded that Texas Instruments’ higher margins, stronger cash generation and better 2026 growth outlook outweigh ON’s lower valuation, positioning TXN as the preferred semiconductor investment. TXN vs. ON: Which Semiconductor Stock Is the Better Buy Right Now?
• Positive Sentiment: Rosenblatt raised its price target for TXN to $350, implying meaningful upside from the recent trading level and signaling confidence in the company’s longer-term prospects. Rosenblatt Securities Increases Texas Instruments Price Target
• Positive Sentiment: Commentary highlights Texas Instruments’ analog chips as essential links between electrical infrastructure and AI processors, offering the company an indirect way to benefit from continued AI data-center investment. Texas Instruments Can Ride AI Demand to New Highs
• Neutral Sentiment: Investors are also evaluating international revenue trends, which could influence Wall Street estimates depending on the pace of overseas demand and broader industrial recovery. Unlocking Texas Instruments International Revenues
• Negative Sentiment: Truist maintained a Hold rating, indicating that some analysts remain cautious about TXN’s valuation and the timing of its expected growth despite the favorable bullish commentary. Truist Financial Sticks to Their Hold Rating for Texas Instruments

Texas Instruments Stock Performance

Shares of TXN opened at $279.41 on Tuesday. The company has a market capitalization of $254.29 billion, a PE ratio of 42.53, a price-to-earnings-growth ratio of 1.13 and a beta of 1.32. Texas Instruments Incorporated has a one year low of $152.73 and a one year high of $334.03. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44. The company’s fifty day moving average price is $300.64 and its 200 day moving average price is $248.48.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 business’s quarterly 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, analysts expect that Texas Instruments Incorporated will post 8.17 earnings per share for the current year.

Texas Instruments Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 11th. Investors of record on Friday, July 31st will be given a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Friday, July 31st. Texas Instruments’s payout ratio is currently 86.45%.

About Texas Instruments

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.