Cibc World Market Inc. Buys Shares of 214,360 Texas Instruments Incorporated $TXN

Cibc World Market Inc. purchased a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 214,360 shares of the semiconductor company’s stock, valued at approximately $63,894,000.

A number of other large investors have also made changes to their positions in TXN. Kilter Group LLC acquired a new position in Texas Instruments during the second quarter worth about $31,000. Strategic Wealth Investment Group LLC acquired a new stake in shares of Texas Instruments during the 2nd quarter valued at approximately $25,000. Addison Advisors LLC purchased a new stake in shares of Texas Instruments during the 2nd quarter worth approximately $38,000. Portus Wealth Advisors LLC acquired a new stake in shares of Texas Instruments in the 1st quarter worth approximately $27,000. Finally, High Point Wealth Management LLC acquired a new stake in shares of Texas Instruments in the 4th quarter worth approximately $25,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Analysts Set New Price Targets

TXN has been the subject of several research reports. Citigroup reaffirmed a “buy” rating on shares of Texas Instruments in a report on Tuesday, July 14th. Rosenblatt Securities upped their target price on Texas Instruments from $330.00 to $350.00 and gave the company a “buy” rating in a report on Friday, July 24th. Robert W. Baird raised their price target on Texas Instruments from $300.00 to $385.00 and gave the company an “outperform” rating in a research report on Thursday, July 23rd. Bank of America lifted their price target on Texas Instruments from $320.00 to $370.00 and gave the stock a “buy” rating in a research note on Tuesday, May 26th. Finally, Mizuho boosted their price objective on shares of Texas Instruments from $300.00 to $305.00 and gave the stock a “neutral” rating in a research report on Thursday, July 23rd. 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 issued a Sell rating to the company. Based on data from MarketBeat.com, Texas Instruments presently has an average rating of “Moderate Buy” and an average target price of $312.12.

Texas Instruments Price Performance

TXN stock opened at $264.36 on Monday. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $334.03. 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 stock’s 50 day moving average price is $290.51 and its 200 day moving average price is $258.99. The firm has a market cap of $241.43 billion, a P/E ratio of 40.24, a PEG ratio of 1.04 and a beta of 1.33.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, topping 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 the consensus estimate of $5.26 billion. During the same quarter last year, the business posted $1.41 earnings per share. Texas Instruments’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, sell-side analysts expect that Texas Instruments Incorporated will post 8.42 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, August 11th. Investors of record on Friday, July 31st were given a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date was Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is currently 86.45%.

Texas Instruments News Roundup

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?

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.