Patron Partners LLC Purchases Shares of 5,931 Texas Instruments Incorporated $TXN

Patron Partners LLC purchased a new position in Texas Instruments Incorporated (NASDAQ:TXN) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,931 shares of the semiconductor company’s stock, valued at approximately $1,768,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. HBW Advisory Services LLC boosted its holdings in Texas Instruments by 2.2% in the 1st quarter. HBW Advisory Services LLC now owns 1,730 shares of the semiconductor company’s stock worth $336,000 after buying an additional 37 shares during the period. Montz Harcus Wealth Management LLC increased its stake in Texas Instruments by 2.9% in the 1st quarter. Montz Harcus Wealth Management LLC now owns 1,338 shares of the semiconductor company’s stock worth $260,000 after acquiring an additional 38 shares during the last quarter. Livforsakringsbolaget Skandia Omsesidigt raised its stake in Texas Instruments by 0.6% during the first quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 5,960 shares of the semiconductor company’s stock valued at $1,157,000 after purchasing an additional 38 shares in the last quarter. Absher Wealth Management LLC raised its position in shares of Texas Instruments by 1.0% during the 1st quarter. Absher Wealth Management LLC now owns 4,223 shares of the semiconductor company’s stock valued at $820,000 after buying an additional 42 shares in the last quarter. Finally, Severin Investments LLC lifted its stake in shares of Texas Instruments by 3.3% in the 1st quarter. Severin Investments LLC now owns 1,349 shares of the semiconductor company’s stock valued at $262,000 after purchasing an additional 43 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors.

Texas Instruments News Summary

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?

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the stock. Wall Street Zen upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. Stifel Nicolaus increased their price target on Texas Instruments from $340.00 to $360.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Benchmark increased their price objective on shares of Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a research note on Thursday, July 23rd. Morgan Stanley boosted their target price on shares of Texas Instruments from $230.00 to $255.00 and gave the stock an “underweight” rating in a report on Thursday, July 23rd. Finally, Wells Fargo & Company upped their price target on Texas Instruments from $300.00 to $310.00 and gave the stock an “equal weight” rating in a research report on Thursday, July 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 company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $312.12.

Texas Instruments Trading Down 0.5%

Shares of Texas Instruments stock opened at $264.36 on Friday. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72. The firm’s 50-day moving average price is $290.51 and its 200 day moving average price is $258.75. The firm has a market capitalization of $241.43 billion, a PE ratio of 40.24, a P/E/G ratio of 1.04 and a beta of 1.33. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $334.03.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.91 by $0.23. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The company had revenue of $5.46 billion during the quarter, compared to analysts’ expectations of $5.26 billion. During the same quarter in the prior year, the company earned $1.41 EPS. 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 predict that Texas Instruments Incorporated will post 8.42 EPS for the current fiscal year.

Texas Instruments Announces Dividend

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