Palisade Capital Management LP Purchases New Shares in Texas Instruments Incorporated $TXN

Palisade Capital Management LP purchased a new position in Texas Instruments Incorporated (NASDAQ:TXN) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 14,811 shares of the semiconductor company’s stock, valued at approximately $4,415,000.

A number of other hedge funds also recently bought and sold shares of TXN. Brighton Jones LLC increased its position in shares of Texas Instruments by 33.4% in the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after acquiring an additional 4,218 shares in the last quarter. Intech Investment Management LLC lifted its position in shares of Texas Instruments by 12.8% in the 1st 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. lifted its position in shares of Texas Instruments by 1,810.0% in 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 in the last quarter. Main Street Financial Solutions LLC boosted its stake in Texas Instruments by 1.7% in the 2nd quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock worth $1,540,000 after purchasing an additional 126 shares during the period. Finally, HUB Investment Partners LLC boosted its stake in 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 period. 84.99% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts have weighed in on TXN shares. Stifel Nicolaus lifted their price objective on shares of Texas Instruments from $340.00 to $360.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Morgan Stanley raised their target price on Texas Instruments from $230.00 to $255.00 and gave the stock an “underweight” rating in a research report on Thursday, July 23rd. Cantor Fitzgerald reiterated a “neutral” rating and set a $340.00 price target on shares of Texas Instruments in a report on Monday, August 17th. Susquehanna upped their price target on Texas Instruments from $300.00 to $340.00 and gave the company a “positive” rating in a research report on Tuesday, July 21st. Finally, KeyCorp increased their price objective on Texas Instruments from $390.00 to $400.00 and gave the stock an “overweight” rating in a research note on Thursday, July 23rd. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have assigned a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, Texas Instruments currently has an average rating of “Moderate Buy” and a consensus target price of $312.12.

Texas Instruments Trading Up 0.4%

Shares of NASDAQ:TXN opened at $260.05 on Wednesday. The firm has a fifty day moving average of $288.51 and a two-hundred day moving average of $259.49. The firm has a market capitalization of $237.49 billion, a P/E ratio of 39.58, a price-to-earnings-growth ratio of 1.02 and a beta of 1.33. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $334.03. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72.

Texas Instruments (NASDAQ:TXN) last posted 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. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The business had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. During the same period in the prior year, the business posted $1.41 earnings per share. Texas Instruments’s revenue for the quarter 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 expect that Texas Instruments Incorporated will post 8.42 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st were given a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend was Friday, July 31st. Texas Instruments’s dividend payout ratio is presently 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.