Mizuho Markets Americas LLC Takes $393,000 Position in Texas Instruments Incorporated $TXN

Mizuho Markets Americas LLC bought a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 2,026 shares of the semiconductor company’s stock, valued at approximately $393,000.

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

Texas Instruments Stock Performance

Shares of TXN opened at $284.99 on Friday. The firm has a market cap of $259.37 billion, a price-to-earnings ratio of 43.38, a PEG ratio of 1.51 and a beta of 1.32. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The business’s 50 day moving average is $301.53 and its two-hundred day moving average is $247.14. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $334.03.

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 analysts’ consensus estimates of $1.91 by $0.23. The business 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 36.55%. The business’s quarterly revenue was up 22.8% compared to the same quarter last year. During the same quarter last year, the company earned $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Analysts forecast that Texas Instruments Incorporated will post 7.69 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The business 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 $1.42 dividend. The ex-dividend date of this dividend is Friday, July 31st. This represents a $5.68 annualized dividend and a dividend yield of 2.0%. Texas Instruments’s payout ratio is presently 97.26%.

Analyst Ratings Changes

TXN has been the topic of a number of analyst reports. TD Cowen dropped their price objective 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. Robert W. Baird upped their target price on shares of Texas Instruments from $300.00 to $385.00 and gave the company an “outperform” rating in a research note on Thursday. Truist Financial raised their price target on shares of Texas Instruments from $278.00 to $300.00 and gave the company a “hold” rating in a report on Thursday. Wall Street Zen upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. Finally, Benchmark upped their price objective on shares of Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a research report on Thursday. Fourteen research 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 an average rating of “Hold” and an average target price of $307.60.

Insiders Place Their Bets

In other news, CEO Haviv Ilan sold 20,000 shares of the company’s stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $280.32, for a total value of $5,606,400.00. Following the sale, the chief executive officer owned 204,339 shares in the company, valued at approximately $57,280,308.48. This represents a 8.92% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Carrie Smith Cox sold 8,838 shares of the 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 transaction, the director directly owned 37,626 shares in the company, valued at $11,528,982.66. The trade was a 19.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 199,143 shares of company stock worth $56,959,010. Company insiders own 0.60% of the company’s stock.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Texas Instruments beat Q2 estimates, reporting EPS of $2.14 on revenue of $5.46 billion, with sales up 22.8% year over year and net income rising sharply. Article Title
• Positive Sentiment: Management also raised Q3 guidance above Wall Street expectations, signaling continued demand recovery in industrial, data center and automotive markets. Article Title
• Positive Sentiment: Several analysts turned more constructive: JPMorgan raised its target to $340 with an overweight rating, TD Cowen kept a buy rating and cut its target to $340, and KeyCorp lifted its target to $400. Article Title
• Positive Sentiment: Commentary around strong AI data center demand and broader semiconductor momentum is reinforcing the long-term growth narrative for TXN. Article Title
• Neutral Sentiment: Texas Instruments remains part of a strong semiconductor sector rally, which may provide support, but the stock is also vulnerable to post-earnings “sell the news” behavior after a strong run. Article Title
• Negative Sentiment: Despite the strong report, shares have slipped as investors question whether the results were already priced in after a big rally and high expectations for chip stocks. Article Title

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.