Constant Guidance Financial LLC Increases Stock Position in Texas Instruments Incorporated $TXN

Constant Guidance Financial LLC boosted its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 184.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,444 shares of the semiconductor company’s stock after acquiring an additional 2,880 shares during the quarter. Texas Instruments accounts for approximately 0.6% of Constant Guidance Financial LLC’s holdings, making the stock its 19th largest position. Constant Guidance Financial LLC’s holdings in Texas Instruments were worth $863,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. State Street Corp boosted its position in shares of Texas Instruments by 0.5% during the third quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock valued at $8,002,381,000 after buying an additional 230,098 shares during the last quarter. Charles Schwab Investment Management Inc. raised its position in Texas Instruments by 6.7% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 24,288,604 shares of the semiconductor company’s stock worth $4,213,832,000 after buying an additional 1,517,420 shares during the last quarter. Geode Capital Management LLC raised its position in Texas Instruments by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock worth $3,952,933,000 after buying an additional 248,515 shares during the last quarter. Invesco Ltd. lifted its stake in Texas Instruments by 10.6% during the 4th quarter. Invesco Ltd. now owns 18,184,514 shares of the semiconductor company’s stock valued at $3,154,831,000 after acquiring an additional 1,749,513 shares during the period. Finally, Bank of New York Mellon Corp boosted its holdings in shares of Texas Instruments by 33.6% during the 1st 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. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Texas Instruments Stock Down 0.8%

TXN opened at $277.07 on Wednesday. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $334.03. The company has a market capitalization of $253.03 billion, a PE ratio of 42.17, a PEG ratio of 1.11 and a beta of 1.32. The firm’s 50 day simple moving average is $300.14 and its two-hundred day simple moving average is $249.12.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings data 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 firm had revenue of $5.46 billion during the quarter, compared to the consensus estimate of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The company’s revenue for the quarter was up 22.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, equities analysts forecast that Texas Instruments Incorporated will post 8.35 EPS for the current year.

Texas Instruments Dividend Announcement

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

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, Director Carrie Smith Cox sold 8,838 shares of the business’s stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $306.41, for a total transaction of $2,708,051.58. Following the completion of the sale, the director owned 37,626 shares of the company’s stock, valued at approximately $11,528,982.66. The trade was a 19.02% 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. Also, CFO Rafael R. Lizardi sold 47,734 shares of the company’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $308.10, for a total value of $14,706,845.40. Following the completion of the sale, the chief financial officer owned 85,485 shares of the company’s stock, valued at approximately $26,337,928.50. The trade was a 35.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 138,260 shares of company stock valued at $40,501,461 in the last ninety days. 0.60% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

TXN has been the subject of several research reports. Robert W. Baird boosted their price objective on shares of Texas Instruments from $300.00 to $385.00 and gave the company an “outperform” rating in a report 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 company a “market perform” rating in a research note on Thursday, July 23rd. HC Wainwright cut Texas Instruments to a “neutral” rating in a report on Friday, May 22nd. The Goldman Sachs Group lifted their price objective on Texas Instruments from $200.00 to $225.00 and gave the stock a “sell” rating in a report on Thursday, July 23rd. Finally, Wall Street Zen raised Texas Instruments from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. Fourteen analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $308.40.

More Texas Instruments News

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

• Positive Sentiment: Strong Q2 performance and upbeat guidance support momentum. Texas Instruments reported $2.14 in quarterly EPS versus the $1.91 consensus, while revenue rose 22.8% year over year to $5.46 billion. Management’s third-quarter EPS guidance of $2.23–$2.57 also exceeded or supported optimistic expectations. AI-related demand, expanding margins and the company’s analog-chip exposure to data-center power infrastructure are strengthening the growth outlook. Buy Texas Instruments as a Momentum Play After Solid Q2 2026 Earnings Texas Instruments Can Ride AI Demand to New Highs
• Positive Sentiment: Upgrades and favorable comparisons could attract buyers. Zacks upgraded TXN to Rank #1, or Strong Buy, citing improving earnings prospects. Analysts also favor Texas Instruments over ON Semiconductor because of its stronger margins, cash generation and 2026 growth outlook. What Makes Texas Instruments a New Strong Buy Stock Best Momentum Stock to Buy
• Positive Sentiment: TXN was included in Zacks’ Strong Buy income and momentum-stock lists, reinforcing its appeal to investors seeking earnings growth, cash generation and shareholder income. Best Income Stocks to Buy
• Neutral Sentiment: International revenue trends remain an important swing factor for Wall Street forecasts, but the latest coverage does not identify a specific deterioration or acceleration. Unlocking Texas Instruments International Revenues
• Negative Sentiment: Valuation could be restraining the stock. Commentary describes TXN as attractive on cash flow but only fairly valued on earnings. With a trailing P/E above 40, investors may be taking profits or demanding stronger growth to justify the premium valuation.

Texas Instruments Company 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.