5,931 Shares in Texas Instruments Incorporated $TXN Purchased by Patron Partners LLC

Key Points

• Patron Partners LLC purchased 5,931 shares of Texas Instruments during the second quarter, valued at approximately $1.77 million. Institutional investors collectively own 84.99% of TXN.
• Texas Instruments reported strong quarterly results, with revenue rising 22.8% to $5.46 billion and EPS of $2.14, exceeding estimates. However, the stock has fallen 6.8% since its earnings release and opened at $264.36.
• Analysts maintain a consensus “Moderate Buy” rating with an average price target of $312.12, while Texas Instruments continues to pay a quarterly dividend of $1.42, representing a 2.1% yield.

Patron Partners LLC bought a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,931 shares of the semiconductor company's stock, valued at approximately $1,768,000.

A number of other institutional investors have also recently made changes to their positions in the stock. High Point Wealth Management LLC bought a new stake in shares of Texas Instruments in the fourth quarter worth approximately $25,000. Strategic Wealth Investment Group LLC bought a new position in Texas Instruments during the second quarter valued at approximately $25,000. Advocate Investing Services LLC bought a new position in Texas Instruments during the fourth quarter valued at approximately $25,000. Ares Financial Consulting LLC purchased a new stake in Texas Instruments in the fourth quarter worth approximately $26,000. Finally, Cornerstone Financial Management LLC purchased a new stake in Texas Instruments in the fourth quarter worth approximately $27,000. Hedge funds and other institutional investors own 84.99% of the company's stock.

Texas Instruments News Summary

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 Analyst Weigh In

A number of brokerages have weighed in on TXN. Sanford C. Bernstein boosted their target price on shares of Texas Instruments from $250.00 to $290.00 and gave the company a "market perform" rating in a research note on Thursday, July 23rd. Robert W. Baird raised their price target on Texas Instruments from $300.00 to $385.00 and gave the stock an "outperform" rating in a research note on Thursday, July 23rd. Morgan Stanley lifted their price objective on Texas Instruments from $230.00 to $255.00 and gave the stock an "underweight" rating in a report on Thursday, July 23rd. The Goldman Sachs Group upped their price objective on Texas Instruments from $200.00 to $225.00 and gave the company a "sell" rating in a research report on Thursday, July 23rd. Finally, Truist Financial increased their target price on Texas Instruments from $278.00 to $300.00 and gave the company a "hold" rating in a report on Thursday, July 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have issued a Hold rating and four have issued a Sell rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $312.12.

Texas Instruments Stock Down 0.5%

TXN opened at $264.36 on Friday. The firm's 50 day simple moving average is $290.51 and its two-hundred day simple moving average is $258.75. The company has a market capitalization of $241.43 billion, a PE ratio of 40.24, a PEG ratio of 1.04 and a beta of 1.33. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $334.03. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72.

Texas Instruments (NASDAQ:TXN - Get Free Report) last issued its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.91 by $0.23. The firm had revenue of $5.46 billion during the quarter, compared to the consensus estimate of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The company's revenue for the quarter was up 22.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, equities analysts forecast 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. Shareholders of record on Friday, July 31st were given a $1.42 dividend. The ex-dividend date was Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a yield of 2.1%. 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.

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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.

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