Pacer Advisors Inc. Sells 57,129 Shares of Texas Instruments Incorporated $TXN

Pacer Advisors Inc. decreased its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 41.4% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 80,862 shares of the semiconductor company’s stock after selling 57,129 shares during the period. Pacer Advisors Inc.’s holdings in Texas Instruments were worth $15,699,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the stock. State Street Corp lifted its position in shares of Texas Instruments by 0.5% during the 3rd 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 in the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in Texas Instruments by 6.7% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 24,288,604 shares of the semiconductor company’s stock valued at $4,213,832,000 after purchasing an additional 1,517,420 shares in the last quarter. Geode Capital Management LLC lifted its holdings in Texas Instruments by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock valued at $3,952,933,000 after purchasing an additional 248,515 shares in the last quarter. Invesco Ltd. boosted its position in shares of Texas Instruments by 10.6% in the fourth quarter. Invesco Ltd. now owns 18,184,514 shares of the semiconductor company’s stock worth $3,154,831,000 after purchasing an additional 1,749,513 shares during the period. Finally, Bank of New York Mellon Corp boosted its position in shares of 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 worth $3,184,446,000 after purchasing an additional 4,129,601 shares during the period. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Trading Up 5.4%

Texas Instruments stock opened at $283.63 on Wednesday. The stock has a market cap of $259.03 billion, a P/E ratio of 43.17, a PEG ratio of 1.06 and a beta of 1.33. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $334.03. The firm’s 50 day moving average price is $296.77 and its 200-day moving average price is $252.14.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, topping the consensus estimate of $1.91 by $0.23. The firm had revenue of $5.46 billion for 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 quarterly revenue was up 22.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, equities analysts predict that Texas Instruments Incorporated will post 8.35 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

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

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, VP Ahmad Bahai sold 5,000 shares of the stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the completion of the transaction, the vice president owned 42,519 shares in the company, valued at $13,143,898.47. This trade represents a 10.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Shanon J. Leonard sold 4,963 shares of the stock in a transaction on Monday, May 11th. The shares were sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the transaction, the vice president owned 24,867 shares of the company’s stock, valued at $7,341,235.74. This trade represents a 16.64% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 66,535 shares of company stock valued at $20,425,724. 0.60% of the stock is owned by company insiders.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: New GE Appliances design win: GE Appliances will use Texas Instruments microcontrollers, Wi-Fi connectivity solutions and analog components in its next generation of connected appliances. TI chips are expected to represent about one-third of the semiconductors used at GE’s new Louisville, Kentucky, laundry plant, with production scheduled to begin in 2027. The agreement supports TI’s industrial, consumer and Internet-of-Things businesses, although the revenue impact is likely to build gradually. GE Appliances Leverages Texas Instruments Semiconductors
• Positive Sentiment: Sector rally and favorable demand trends: Semiconductor ETFs rebounded sharply as investor enthusiasm for artificial-intelligence infrastructure returned. Analysts also point to continued data-center expansion and automotive software growth as potential long-term demand drivers for TXN. Semiconductor ETFs Surge
• Positive Sentiment: Analyst support: Citi reiterated a Buy rating on Texas Instruments, adding to the constructive view surrounding the semiconductor sector. TXN also recently reported earnings and revenue above consensus, with quarterly revenue up 22.8% year over year and third-quarter EPS guidance of $2.23 to $2.57. Citi Reiterates Buy Ratings
• Neutral Sentiment: Investor debate continues: Commentary describes TXN as a potential long-term AI and manufacturing beneficiary, but the stock’s appeal depends on sustained data-center growth and execution of its capacity-expansion strategy. Texas Instruments Stock Looks Appealing
• Negative Sentiment: Recent weakness and valuation concerns: TXN has declined about 11% over the past month despite strong AI-related industry demand. With a price-to-earnings ratio above 43, investors may be demanding continued earnings growth, leaving the stock vulnerable if industrial or consumer-chip recovery expectations are delayed. TXN Slides 11% in a Month

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. Wall Street Zen upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a research report on Saturday, July 18th. TD Cowen lowered their target price on shares of Texas Instruments from $360.00 to $340.00 and set a “buy” rating on the stock in a research note on Thursday, July 23rd. HC Wainwright downgraded shares of Texas Instruments to a “neutral” rating in a report on Friday, May 22nd. Benchmark increased their price target on Texas Instruments from $315.00 to $360.00 and gave the stock a “buy” rating in a research note on Thursday, July 23rd. Finally, Mizuho raised their price target on Texas Instruments from $300.00 to $305.00 and gave the company a “neutral” rating in a report on Thursday, July 23rd. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, nine have assigned a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $312.12.

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.