Pacific Excel Wealth Advisors Inc. Takes Position in Texas Instruments Incorporated $TXN

Pacific Excel Wealth Advisors Inc. purchased a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 4,451 shares of the semiconductor company’s stock, valued at approximately $1,327,000.

Several other large investors also recently modified their holdings of TXN. Brighton Jones LLC raised its position in shares of Texas Instruments by 33.4% in the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after purchasing an additional 4,218 shares in the last quarter. Intech Investment Management LLC raised its holdings in Texas Instruments by 12.8% in the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after acquiring an additional 1,031 shares in the last quarter. Osterweis Capital Management Inc. boosted its stake in Texas Instruments by 1,810.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 181 shares during the last quarter. Main Street Financial Solutions LLC grew its holdings in Texas Instruments by 1.7% during the 2nd quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock worth $1,540,000 after acquiring an additional 126 shares in the last quarter. Finally, HUB Investment Partners LLC increased its position in shares of Texas Instruments by 3.5% in the 2nd quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock worth $3,046,000 after purchasing an additional 496 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Texas Instruments News Summary

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

Insider Activity at Texas Instruments

In other news, Director Carrie Smith Cox sold 8,838 shares of the company’s 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 approximately $11,528,982.66. This represents a 19.02% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Rafael R. Lizardi sold 47,734 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the transaction, the chief financial officer owned 85,485 shares in the company, valued at $26,337,928.50. This represents a 35.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 66,535 shares of company stock valued at $20,425,724 in the last ninety days. Company insiders own 0.60% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently commented on TXN. Arete Research set a $405.00 price target on Texas Instruments and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Sanford C. Bernstein boosted their price target on Texas Instruments from $250.00 to $290.00 and gave the company a “market perform” rating in a report on Thursday, July 23rd. Bank of America raised their price objective on Texas Instruments from $320.00 to $370.00 and gave the stock a “buy” rating in a research note on Tuesday, May 26th. The Goldman Sachs Group boosted their target price on shares of Texas Instruments from $200.00 to $225.00 and gave the company a “sell” rating in a research note on Thursday, July 23rd. Finally, Zacks Research downgraded shares of Texas Instruments from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 10th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, nine have issued a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat, Texas Instruments currently has an average rating of “Hold” and an average target price of $312.12.

Texas Instruments Stock Up 5.4%

Texas Instruments stock opened at $283.63 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. Texas Instruments Incorporated has a one year low of $152.73 and a one year high of $334.03. The company has a 50-day simple moving average of $296.77 and a 200-day simple moving average of $252.14. The firm has a market capitalization of $259.03 billion, a P/E ratio of 43.17, a P/E/G ratio of 1.06 and a beta of 1.33.

Texas Instruments (NASDAQ:TXN) last posted 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 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 quarter in the prior year, the firm earned $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, equities analysts expect that Texas Instruments Incorporated will post 8.35 earnings per share for the current year.

Texas Instruments Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st will be issued 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 of this dividend is Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is 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.