Danica Pension Livsforsikringsaktieselskab bought a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) in the 2nd quarter, Holdings Channel.com reports. The firm bought 75,946 shares of the semiconductor company’s stock, valued at approximately $22,637,000.
A number of other hedge funds and other institutional investors have also added to or reduced their stakes in TXN. 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 2nd quarter worth $4,488,666,000. Norges Bank purchased a new stake in shares of Texas Instruments in the 4th quarter worth $2,516,628,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in Texas Instruments in the 2nd quarter worth $1,205,585,000. Finally, Deutsche Bank AG bought a new position in Texas Instruments in the 2nd quarter worth $1,070,947,000. 84.99% of the stock is owned by hedge funds and other institutional investors.
Wall Street Analysts Forecast Growth
Several analysts have issued reports on TXN shares. Wall Street Zen raised Texas Instruments from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. Jefferies Financial Group raised Texas Instruments from a “hold” rating to a “buy” rating in a research note on Friday, May 22nd. Cantor Fitzgerald reaffirmed a “neutral” rating and set a $340.00 price objective on shares of Texas Instruments in a research report on Monday. Morgan Stanley boosted their price objective on Texas Instruments from $230.00 to $255.00 and gave the company an “underweight” rating in a research note on Thursday, July 23rd. Finally, Wolfe Research restated an “outperform” rating and set a $315.00 target price on shares of Texas Instruments in a research note on Thursday, April 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have assigned a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, the company 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: Texas Instruments’ automotive recovery is reportedly accelerating as electric-vehicle and hybrid demand improves, customer inventories normalize and broader semiconductor conditions strengthen. A sustained automotive rebound could support additional 2026 revenue growth. TXN’s Automotive Recovery Gains Pace: Can It Lift 2026 Growth Further?
- Positive Sentiment: GE Appliances selected U.S.-manufactured TI microcontrollers, Wi-Fi products and analog components for a new Louisville laundry plant. The relationship is expected to nearly double GE Appliances’ chip spending with TI and reinforces the value of the company’s domestic manufacturing footprint and broad product portfolio. How GE Appliances’ U.S. Chip Deal Could Shape Texas Instruments’ Domestic Manufacturing Narrative
- Positive Sentiment: Cantor Fitzgerald reaffirmed its neutral rating but raised or maintained a $340 price target, implying substantial potential upside from the referenced share price. The target suggests analysts see value in TXN’s long-term positioning, even though the rating remains cautious. Cantor Fitzgerald rating update
- Neutral Sentiment: Investor commentary remains constructive on TXN’s strategic advantages and long-term growth profile, while a Zacks report identifies the company as a potential long-term growth stock. These are opinion-based assessments rather than new financial guidance. Texas Instruments Incorporated (TXN) Attractive on Strategic Advantages
- Neutral Sentiment: The enduring popularity of TI-84 calculators supports brand recognition, but competition from cheaper alternatives could pressure the education-products franchise over time; this business is unlikely to materially drive near-term TXN results. The TI-84 has ruled math classes for decades. Can cheaper calculators gain ground?
Texas Instruments Price Performance
TXN stock opened at $272.24 on Wednesday. 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 company’s fifty day moving average price is $292.17 and its 200-day moving average price is $258.02. Texas Instruments Incorporated has a one year low of $152.73 and a one year high of $334.03. The company has a market capitalization of $248.62 billion, a PE ratio of 41.44, a price-to-earnings-growth ratio of 1.10 and a beta of 1.33.
Texas Instruments (NASDAQ:TXN – Get Free Report) last posted its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share 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 analysts’ expectations of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. Texas Instruments’s quarterly revenue was up 22.8% on a year-over-year basis. During the same period last year, the company posted $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, equities analysts anticipate that Texas Instruments Incorporated will post 8.42 EPS for the current fiscal year.
Texas Instruments Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st were given a dividend of $1.42 per share. The ex-dividend date was Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.1%. Texas Instruments’s dividend payout ratio (DPR) is presently 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.
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