Daiichi Life Insurance Co. Ltd. Invests $16.50 Million in Texas Instruments Incorporated $TXN

Key Points

• Daiichi Life Insurance purchased 55,345 Texas Instruments shares worth approximately $16.5 million, while institutional investors collectively own 84.99% of TXN.
• Texas Instruments exceeded quarterly expectations, reporting $2.14 in EPS and $5.46 billion in revenue, with revenue up 22.8% year over year. The company issued third-quarter 2026 EPS guidance of $2.23–$2.57.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and a $312.12 target price, although the stock has fallen 6.8% since its latest earnings report and options volatility has increased.

Daiichi Life Insurance Co. Ltd. bought a new position in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 55,345 shares of the semiconductor company's stock, valued at approximately $16,497,000.

A number of other institutional investors and hedge funds also recently modified their holdings of TXN. Brighton Jones LLC boosted its position in shares of Texas Instruments by 33.4% in the 4th 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 raised its holdings in Texas Instruments by 12.8% during the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company's stock worth $1,632,000 after buying an additional 1,031 shares during the period. Osterweis Capital Management Inc. raised its holdings in Texas Instruments by 1,810.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company's stock worth $40,000 after buying an additional 181 shares during the period. Main Street Financial Solutions LLC lifted its stake in Texas Instruments by 1.7% during the second quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company's stock valued at $1,540,000 after buying an additional 126 shares in the last quarter. Finally, HUB Investment Partners LLC boosted its holdings in shares of Texas Instruments by 3.5% in the second quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company's stock worth $3,046,000 after buying an additional 496 shares during the period. 84.99% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. JPMorgan Chase & Co. lifted their target price on shares of Texas Instruments from $280.00 to $340.00 and gave the stock an "overweight" rating in a research report on Thursday, July 23rd. Evercore restated an "outperform" rating and issued a $330.00 price target on shares of Texas Instruments in a research report on Thursday, July 23rd. Weiss Ratings raised shares of Texas Instruments from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Tuesday, July 28th. Wells Fargo & Company lifted their price objective on shares of Texas Instruments from $300.00 to $310.00 and gave the stock an "equal weight" rating in a research report on Thursday, July 23rd. Finally, The Goldman Sachs Group boosted their target price on shares of Texas Instruments from $200.00 to $225.00 and gave the company a "sell" rating in a research note on Thursday, July 23rd. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have given a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus 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?

Texas Instruments Stock Performance

Shares of TXN opened at $264.36 on Friday. 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. 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 company's 50 day moving average price is $290.51 and its 200 day moving average price is $258.75. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03.

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, beating analysts' consensus estimates of $1.91 by $0.23. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The company had revenue of $5.46 billion during the quarter, compared to analyst estimates of $5.26 billion. During the same quarter last year, the business posted $1.41 EPS. The company's revenue for the quarter was up 22.8% on a year-over-year basis. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Research analysts expect that Texas Instruments Incorporated will post 8.42 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st were paid 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 payout ratio is 86.45%.

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.

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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