294,181 Shares in Texas Instruments Incorporated $TXN Acquired by Commerce Bank

Key Points

• Commerce Bank acquired 294,181 Texas Instruments shares during the second quarter, worth approximately $87.7 million. Institutional investors collectively own 84.99% of TXN’s outstanding stock.
• Texas Instruments exceeded quarterly expectations with $2.14 EPS and $5.46 billion in revenue, while revenue increased 22.8% year over year. The company issued third-quarter 2026 EPS guidance of $2.23 to $2.57.
• TXN pays a quarterly dividend of $1.42, equivalent to a 2.1% yield, and analysts maintain a “Moderate Buy” consensus with an average price target of $312.12.

Commerce Bank acquired a new stake in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) in the second quarter, according to its most recent filing with the SEC. The fund acquired 294,181 shares of the semiconductor company's stock, valued at approximately $87,687,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of TXN. BlackRock Inc. purchased a new stake in shares of Texas Instruments during the second quarter worth $24,607,313,000. State Street Corp grew its position in shares of Texas Instruments by 0.5% in the third quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company's stock valued at $8,002,381,000 after purchasing an additional 230,098 shares in the last quarter. Charles Schwab Investment Management Inc. raised its stake in shares of Texas Instruments by 6.7% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 24,288,604 shares of the semiconductor company's stock valued at $4,213,832,000 after purchasing an additional 1,517,420 shares during the period. Geode Capital Management LLC raised its stake in shares of Texas Instruments by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company's stock valued at $3,952,933,000 after purchasing an additional 248,515 shares during the period. Finally, Invesco Ltd. lifted its holdings in Texas Instruments by 10.6% during the 4th quarter. Invesco Ltd. now owns 18,184,514 shares of the semiconductor company's stock worth $3,154,831,000 after purchasing an additional 1,749,513 shares in the last quarter. Institutional investors own 84.99% of the company's stock.

Texas Instruments Stock Down 0.5%

Shares of NASDAQ:TXN opened at $264.36 on Friday. The firm has a fifty day moving average of $290.51 and a 200 day moving average of $258.75. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $334.03. The company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86. The firm has a market capitalization of $241.43 billion, a PE 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 issued its 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. The business 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%.Texas Instruments's revenue for the quarter was up 22.8% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, research analysts anticipate that Texas Instruments Incorporated will post 8.42 EPS for the current fiscal year.

Texas Instruments Announces Dividend

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

Analyst Ratings Changes

Several research analysts have commented on the company. Sanford C. Bernstein raised their target price on Texas Instruments from $250.00 to $290.00 and gave the stock a "market perform" rating in a research note on Thursday, July 23rd. Robert W. Baird upped their price target on Texas Instruments from $300.00 to $385.00 and gave the company an "outperform" rating in a research report on Thursday, July 23rd. Cantor Fitzgerald reissued a "neutral" rating and issued a $340.00 price target on shares of Texas Instruments in a report on Monday, August 17th. Bank of America raised their price objective on shares of Texas Instruments from $320.00 to $370.00 and gave the company a "buy" rating in a research report on Tuesday, May 26th. Finally, Citigroup reaffirmed a "buy" rating on shares of Texas Instruments in a research note on Tuesday, July 14th. Two 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 assigned a Sell rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $312.12.

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?

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.

Want to see what other hedge funds are holding TXN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Texas Instruments Incorporated (NASDAQ:TXN - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source