Retireful LLC Invests $1.51 Million in Texas Instruments Incorporated $TXN

Retireful LLC acquired a new stake in Texas Instruments Incorporated (NASDAQ:TXN) in the second quarter, HoldingsChannel.com reports. The firm acquired 5,083 shares of the semiconductor company’s stock, valued at approximately $1,515,000. Texas Instruments accounts for 1.4% of Retireful LLC’s investment portfolio, making the stock its 25th largest holding.

Several other institutional investors have also recently added to or reduced their stakes in TXN. Brighton Jones LLC increased its stake in shares of Texas Instruments by 33.4% during the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after acquiring an additional 4,218 shares during the last quarter. Intech Investment Management LLC grew its holdings in Texas Instruments by 12.8% in the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after purchasing an additional 1,031 shares during the period. Osterweis Capital Management Inc. increased its position in Texas Instruments by 1,810.0% during the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 181 shares during the last quarter. Main Street Financial Solutions LLC increased its position in Texas Instruments by 1.7% during the second 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 last quarter. Finally, HUB Investment Partners LLC raised its stake in Texas Instruments by 3.5% during the second 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 currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on TXN. Benchmark lifted their price target on shares of Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a report on Thursday, July 23rd. Wall Street Zen upgraded Texas Instruments from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. Morgan Stanley increased 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. Zacks Research upgraded Texas Instruments from a “hold” rating to a “strong-buy” rating in a report on Monday, August 10th. Finally, Jefferies Financial Group raised Texas Instruments from a “hold” rating to a “buy” rating in a research report on Friday, May 22nd. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eight have given a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $312.12.

Texas Instruments Price Performance

TXN opened at $254.80 on Thursday. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $334.03. The company has a 50 day moving average of $281.88 and a two-hundred day moving average of $261.05. The company has a market cap of $232.70 billion, a P/E ratio of 38.78, a P/E/G ratio of 1.42 and a beta of 1.33. 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 issued its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, beating 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 quarter last year, the firm posted $1.41 EPS. The business’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, analysts expect that Texas Instruments Incorporated will post 8.42 earnings per share 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 annualized dividend and a yield of 2.2%. The ex-dividend date was Friday, July 31st. Texas Instruments’s dividend payout ratio is currently 86.45%.

Insider Buying and Selling

In other Texas Instruments news, VP Tsedeniya Abraham sold 7,000 shares of the firm’s stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $264.63, for a total value of $1,852,410.00. Following the transaction, the vice president directly owned 23,181 shares of the company’s stock, valued at $6,134,388.03. This trade represents a 23.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.60% of the stock is owned by company insiders.

Texas Instruments News Summary

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

• Positive Sentiment: Analyst sentiment improved on expectations for a stronger sales outlook, supporting the view that demand for Texas Instruments’ analog and embedded-processing chips is recovering. Texas Instruments: Rating Upgrade On Stronger Sales Outlook
• Positive Sentiment: Texas Instruments’ latest quarterly results exceeded expectations, with earnings per share of $2.14 versus the $1.91 consensus and revenue of $5.46 billion versus $5.26 billion. Revenue increased 22.8% year over year, and management guided to third-quarter EPS of $2.23 to $2.57.
• Positive Sentiment: The stock retains a “Moderate Buy” consensus rating, with analysts’ average price target of $312.12—above recent trading levels—while the company continues to offer a quarterly dividend of $1.42 per share, or $5.68 annualized. Brokerages Set Texas Instruments Price Target
• Neutral Sentiment: Texas Instruments has outperformed many semiconductor peers over the past year, but analysts maintain a cautiously optimistic outlook, reflecting valuation and macroeconomic risks. Texas Instruments Stock Performance Compared to Other Semiconductor Stocks
• Negative Sentiment: Shares weakened as a global bond selloff pushed long-term yields higher, pressuring high-multiple technology and semiconductor stocks. Surging oil prices added to inflation concerns and could keep interest rates elevated. Texas Instruments: Why Is the Chipmaker Back in the Spotlight?
• Negative Sentiment: A Texas Instruments vice president sold 7,000 shares worth approximately $1.85 million, reducing the executive’s direct holdings by 23.19%. The transaction is modest relative to the company’s size but may add a small negative signal for investors. Texas Instruments VP Stock Sale

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.