83,129 Shares in Texas Instruments Incorporated $TXN Purchased by Northwestern Mutual Wealth Management Co.

Northwestern Mutual Wealth Management Co. purchased a new stake in 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 firm purchased 83,129 shares of the semiconductor company’s stock, valued at approximately $24,779,000.

Other hedge funds have also added to or reduced their stakes in the company. High Point Wealth Management LLC purchased a new stake in shares of Texas Instruments in the fourth quarter worth approximately $25,000. Strategic Wealth Investment Group LLC purchased a new position in shares of Texas Instruments during the second quarter valued at approximately $25,000. Advocate Investing Services LLC bought a new stake in Texas Instruments during the fourth quarter worth $25,000. Ares Financial Consulting LLC purchased a new stake in Texas Instruments in the 4th quarter valued at $26,000. Finally, Cornerstone Financial Management LLC purchased a new stake in Texas Instruments in the 4th quarter valued at $27,000. Institutional investors and hedge funds own 84.99% of the company’s stock.

Texas Instruments Stock Down 0.5%

TXN stock opened at $264.36 on Friday. The stock has a market cap of $241.43 billion, a P/E ratio of 40.24, a P/E/G ratio of 1.04 and a beta of 1.33. 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 stock’s fifty day simple moving average is $290.51 and its two-hundred day simple moving average is $258.75. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $334.03.

Texas Instruments (NASDAQ:TXN) last announced its earnings results 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. The firm had revenue of $5.46 billion during the quarter, compared to analyst estimates of $5.26 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The business’s revenue was up 22.8% compared to the same quarter last year. During the same period last year, the firm posted $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Analysts expect that Texas Instruments Incorporated will post 8.42 EPS for the current year.

Texas Instruments Dividend Announcement

The business also recently declared 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 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend was Friday, July 31st. Texas Instruments’s payout ratio is 86.45%.

Key Headlines Impacting Texas Instruments

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?

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on TXN. Citigroup reaffirmed a “buy” rating on shares of Texas Instruments in a report on Tuesday, July 14th. Arete Research set a $405.00 target price on shares of Texas Instruments and gave the company a “buy” rating in a report on Wednesday, July 29th. Sanford C. Bernstein raised their price target on shares of Texas Instruments from $250.00 to $290.00 and gave the company a “market perform” rating in a research report on Thursday, July 23rd. Robert W. Baird boosted their price target on shares of Texas Instruments from $300.00 to $385.00 and gave the stock an “outperform” rating in a report on Thursday, July 23rd. Finally, Weiss Ratings raised shares of Texas Instruments from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, July 28th. Two 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 issued a Sell rating to the company’s stock. According to MarketBeat.com, Texas Instruments currently has a consensus rating of “Moderate Buy” and a consensus target price of $312.12.

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.