Czech National Bank Boosts Stock Position in Texas Instruments Incorporated $TXN

Key Points

• Czech National Bank increased its Texas Instruments stake by 4.8% in the second quarter, bringing its holdings to 259,047 shares valued at approximately $77.2 million. Institutional investors own nearly 85% of TXN’s outstanding stock.
• Texas Instruments exceeded quarterly expectations with $2.14 in earnings per share and $5.46 billion in revenue, while revenue rose 22.8% year over year. The company also announced a $1.42 quarterly dividend, equivalent to a 2.0% annual yield.
• Analyst sentiment is mixed but generally constructive: the stock has an average “Hold” rating and a consensus price target of $312.12, compared with a recent price of $278.40. Its elevated price-to-earnings ratio of 42.37 and recent insider selling remain notable considerations.

Czech National Bank increased its stake in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 4.8% during the second quarter, according to its most recent filing with the SEC. The fund owned 259,047 shares of the semiconductor company's stock after buying an additional 11,879 shares during the quarter. Czech National Bank's holdings in Texas Instruments were worth $77,214,000 at the end of the most recent quarter.

Several other hedge funds have also recently made changes to their positions in TXN. Brighton Jones LLC raised its position in shares of Texas Instruments by 33.4% in the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company's stock valued at $3,158,000 after purchasing an additional 4,218 shares during the period. Intech Investment Management LLC boosted its position in shares of Texas Instruments by 12.8% during the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company's stock valued at $1,632,000 after acquiring an additional 1,031 shares during the last quarter. Osterweis Capital Management Inc. lifted 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 valued at $40,000 after purchasing an additional 181 shares during the last quarter. Main Street Financial Solutions LLC lifted its holdings in shares of Texas Instruments by 1.7% during the 2nd quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company's stock worth $1,540,000 after acquiring an additional 126 shares during the last quarter. Finally, HUB Investment Partners LLC boosted its holdings in shares of Texas Instruments by 3.5% in the 2nd 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 in the last quarter. 84.99% of the stock is currently owned by institutional investors.

Texas Instruments Price Performance

NASDAQ TXN opened at $278.40 on Friday. The business's fifty day moving average price is $295.23 and its 200-day moving average price is $253.38. The stock has a market capitalization of $254.25 billion, a price-to-earnings ratio of 42.37, a PEG ratio of 1.10 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 debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44.

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 for the quarter, topping the consensus estimate of $1.91 by $0.23. The firm had revenue of $5.46 billion for the quarter, compared to analysts' expectations of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The business's quarterly revenue was up 22.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, equities analysts predict that Texas Instruments Incorporated will post 8.35 earnings per share for the current year.

Texas Instruments Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, August 11th. Investors of record on Friday, July 31st will be issued a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Friday, July 31st. Texas Instruments's dividend payout ratio is currently 86.45%.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the stock. Wells Fargo & Company increased their target price on shares of Texas Instruments from $300.00 to $310.00 and gave the company an "equal weight" rating in a report on Thursday, July 23rd. Jefferies Financial Group upgraded Texas Instruments from a "hold" rating to a "buy" rating in a report on Friday, May 22nd. Citigroup restated a "buy" rating on shares of Texas Instruments in a report on Tuesday, July 14th. TD Cowen lowered their price objective on Texas Instruments from $360.00 to $340.00 and set a "buy" rating for the company in a research report on Thursday, July 23rd. Finally, Mizuho upped their price target on Texas Instruments from $300.00 to $305.00 and gave the stock a "neutral" rating in a research note on Thursday, July 23rd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, nine have assigned a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of "Hold" and an average target price of $312.12.

Insider Activity

In other news, Director Carrie Smith Cox sold 8,838 shares of the firm's stock in a transaction on Wednesday, May 13th. The shares were sold at an average price of $306.41, for a total transaction of $2,708,051.58. Following the sale, the director directly owned 37,626 shares in the company, valued at $11,528,982.66. This trade represents a 19.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Shanon J. Leonard sold 4,963 shares of the firm's stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $295.22, for a total value of $1,465,176.86. Following the sale, the vice president directly owned 24,867 shares in the company, valued at approximately $7,341,235.74. This represents a 16.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 66,535 shares of company stock valued at $20,425,724. 0.60% of the stock is currently owned by company insiders.

More Texas Instruments News

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

• Positive Sentiment: Zacks names TXN a Strong Buy. Texas Instruments was added to Zacks’ Rank #1 (Strong Buy) lists for momentum, income and overall stock selection. This reinforces favorable near-term technical and fundamental sentiment. New Strong Buy Stocks for August 6th
• Positive Sentiment: Several longer-term EPS forecasts increased. Zacks Research raised estimates for Q4 2026, Q1 2027, Q4 2027, FY2027 and FY2028. The FY2027 forecast increased to $9.13 from $8.54, while FY2028 rose to $10.34 from $10.15, suggesting expectations for improving earnings momentum. Texas Instruments analyst estimates
• Positive Sentiment: Industrial and data-center growth remain key catalysts. Recent coverage highlighted Texas Instruments’ strong industrial performance, doubled year-over-year data-center revenue and accelerating automotive sales. GE Appliances also plans to use TI microcontrollers and connectivity products in its next generation of connected appliances, expanding the company’s embedded-chip opportunity. Texas Instruments Lands GE Appliances Role
• Neutral Sentiment: Analyst views remain constructive but not uniformly bullish. Despite the estimate increases, Zacks Research maintains a “Hold” rating. Analysts have cited TXN’s long-term growth prospects and a consensus price target near $312, but the stock’s elevated valuation makes continued execution important. Are Wall Street Analysts Bullish on Texas Instruments Stock?
• Negative Sentiment: Broader chip-sector weakness is a risk. Sandisk’s weak outlook triggered a selloff in AI-linked semiconductor stocks, while Qualcomm’s handset-chip revenue is reportedly shrinking on both Android and Apple exposure. Although neither development directly changes TXN’s fundamentals, it can weigh on sentiment across semiconductor stocks. Sandisk’s Weak Guidance Sends AI Chip Stocks Tumbling

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.

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