Connor Clark & Lunn Investment Management Ltd. Acquires New Stake in Texas Instruments Incorporated $TXN

Connor Clark & Lunn Investment Management Ltd. bought a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 586,335 shares of the semiconductor company's stock, valued at approximately $174,769,000. Connor Clark & Lunn Investment Management Ltd. owned approximately 0.06% of Texas Instruments as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of TXN. BlackRock Inc. bought a new position in shares of Texas Instruments in the second quarter worth approximately $24,607,313,000. Bank of New York Mellon Corp bought a new stake in Texas Instruments during the second quarter valued at approximately $4,488,666,000. Norges Bank purchased a new position in Texas Instruments in the 4th quarter worth approximately $2,516,628,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in Texas Instruments in the 2nd quarter worth approximately $1,205,585,000. Finally, Deutsche Bank AG bought a new position in shares of Texas Instruments in the 2nd quarter worth $1,070,947,000. Hedge funds and other institutional investors own 84.99% of the company's stock.

Analyst Ratings Changes

Several research firms have recently weighed in on TXN. Benchmark raised their price objective on shares of Texas Instruments from $315.00 to $360.00 and gave the company a "buy" rating in a research report on Thursday, July 23rd. Wall Street Zen raised Texas Instruments from a "hold" rating to a "buy" rating in a research note on Saturday, July 18th. Sanford C. Bernstein raised their price target on Texas Instruments from $250.00 to $290.00 and gave the company a "market perform" rating in a research report on Thursday, July 23rd. Zacks Research raised Texas Instruments from a "hold" rating to a "strong-buy" rating in a research note on Monday, August 10th. Finally, Robert W. Baird lifted 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. Two equities research 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 assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $312.12.

Key Headlines Impacting Texas Instruments

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 Performance

Shares of TXN opened at $264.36 on Monday. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $334.03. The firm has a market cap of $241.43 billion, a price-to-earnings ratio of 40.24, a PEG ratio of 1.04 and a beta of 1.33. The firm has a 50 day moving average price of $290.51 and a 200-day moving average price of $258.99. The company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86.

Texas Instruments (NASDAQ:TXN - Get Free Report) last released its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, beating the consensus estimate of $1.91 by $0.23. The company had revenue of $5.46 billion for the quarter, compared to analyst estimates of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The firm's quarterly revenue was up 22.8% compared to the same quarter last year. During the same quarter last year, the firm earned $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, equities research analysts forecast that Texas Instruments Incorporated will post 8.42 earnings per share for the current year.

Texas Instruments Announces Dividend

The business also recently disclosed 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 payout ratio is currently 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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