Commerce Bank Makes New $87.69 Million Investment in Texas Instruments Incorporated $TXN

Commerce Bank bought a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 294,181 shares of the semiconductor company’s stock, valued at approximately $87,687,000.

Other hedge funds have also recently made changes to their positions in the company. Pinnbrook Capital Management LP purchased a new stake in Texas Instruments in the second quarter worth $15,023,000. Northwestern Mutual Wealth Management Co. purchased a new position in Texas Instruments during the 2nd quarter valued at $24,779,000. CFO4Life Group LLC purchased a new position in Texas Instruments during the 2nd quarter valued at $1,575,000. Quantbot Technologies LP bought a new position in Texas Instruments in the 2nd quarter worth $1,962,000. Finally, Evolve Private Wealth LLC bought a new position in Texas Instruments in the 2nd quarter worth $687,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Texas Instruments Stock Down 0.5%

NASDAQ:TXN opened at $264.36 on Friday. The firm’s 50-day moving average price is $290.51 and its 200-day moving average price is $258.75. The company 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. 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.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, topping 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 analyst estimates of $5.26 billion. During the same period last year, the business earned $1.41 EPS. Texas Instruments’s quarterly 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, equities analysts predict that Texas Instruments Incorporated will post 8.42 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st were paid a dividend of $1.42 per share. The ex-dividend date of this dividend was Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.1%. Texas Instruments’s dividend payout ratio (DPR) is currently 86.45%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on the stock. KeyCorp lifted their target price on shares of Texas Instruments from $390.00 to $400.00 and gave the company an “overweight” rating in a research note on Thursday, July 23rd. Cantor Fitzgerald reissued a “neutral” rating and issued a $340.00 price target on shares of Texas Instruments in a research note on Monday, August 17th. Wells Fargo & Company raised their price objective on shares of Texas Instruments from $300.00 to $310.00 and gave the stock an “equal weight” rating in a report on Thursday, July 23rd. Weiss Ratings raised Texas Instruments from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, July 28th. Finally, TD Cowen reduced their target price on Texas Instruments from $360.00 to $340.00 and set a “buy” rating on the stock in a report on Thursday, July 23rd. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have issued a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $312.12.

Key Texas Instruments News

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?

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.