12,166 Shares in Texas Instruments Incorporated $TXN Acquired by Emerald Investment Advisers LLC

Emerald Investment Advisers LLC purchased a new stake in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 12,166 shares of the semiconductor company's stock, valued at approximately $3,626,000.

A number of other large investors have also recently bought and sold shares of TXN. HBW Advisory Services LLC boosted its stake in shares of Texas Instruments by 2.2% in the 1st quarter. HBW Advisory Services LLC now owns 1,730 shares of the semiconductor company's stock valued at $336,000 after purchasing an additional 37 shares in the last quarter. Montz Harcus Wealth Management LLC increased its position 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 worth $260,000 after purchasing an additional 38 shares in the last quarter. Livforsakringsbolaget Skandia Omsesidigt increased its position in shares of 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 purchasing an additional 38 shares in the last quarter. Absher Wealth Management LLC lifted its holdings 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 valued at $820,000 after purchasing an additional 42 shares during the last quarter. Finally, Severin Investments LLC lifted its holdings in Texas Instruments by 3.3% during the 1st quarter. Severin Investments LLC now owns 1,349 shares of the semiconductor company's stock valued at $262,000 after purchasing an additional 43 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors.

Texas Instruments News Roundup

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?

Texas Instruments Stock Down 0.5%

Shares of NASDAQ TXN opened at $264.36 on Friday. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $334.03. The firm's 50-day simple moving average is $290.51 and its 200 day simple moving average is $258.75. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. The company has a market cap of $241.43 billion, a price-to-earnings ratio of 40.24, a price-to-earnings-growth ratio of 1.04 and a beta of 1.33.

Texas Instruments (NASDAQ:TXN - Get Free Report) last posted its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, beating 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 firm had revenue of $5.46 billion during the quarter, compared to analysts' expectations of $5.26 billion. During the same quarter last year, the company posted $1.41 EPS. The company'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, research analysts expect that Texas Instruments Incorporated will post 8.42 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st were paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend was Friday, July 31st. Texas Instruments's dividend payout ratio is 86.45%.

Analysts Set New Price Targets

Several analysts have weighed in on the stock. Jefferies Financial Group raised shares of Texas Instruments from a "hold" rating to a "buy" rating in a research note on Friday, May 22nd. TD Cowen cut their target price on shares of Texas Instruments from $360.00 to $340.00 and set a "buy" rating for the company in a research note on Thursday, July 23rd. Sanford C. Bernstein boosted their target price on Texas Instruments from $250.00 to $290.00 and gave the stock a "market perform" rating in a report on Thursday, July 23rd. Cantor Fitzgerald reissued a "neutral" rating and issued a $340.00 target price on shares of Texas Instruments in a report on Monday, August 17th. Finally, Susquehanna increased their price target on Texas Instruments from $300.00 to $340.00 and gave the stock a "positive" rating in a research report on Tuesday, July 21st. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have given a Hold rating and four have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target 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.

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