Dearborn Partners LLC Buys New Stake in Texas Instruments Incorporated $TXN

Key Points

• Dearborn Partners LLC purchased 133,333 shares of Texas Instruments during the second quarter, valued at approximately $39.7 million. TXN now represents 1.8% of the firm’s portfolio, while institutional investors collectively own 84.99% of the stock.
• Analysts maintain a consensus “Moderate Buy” rating, with an average price target of $312.12. Several firms recently raised their targets, including Bank of America to $370 and Stifel to $360.
• Texas Instruments exceeded quarterly expectations, reporting $2.14 in EPS and $5.46 billion in revenue, with year-over-year revenue growth of 22.8%. The company also pays a quarterly dividend of $1.42, or $5.68 annually, yielding about 2.1%.

Dearborn Partners LLC purchased a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 133,333 shares of the semiconductor company's stock, valued at approximately $39,743,000. Texas Instruments makes up 1.8% of Dearborn Partners LLC's portfolio, making the stock its 6th biggest holding.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Swiss Life Asset Management Ltd increased its position in Texas Instruments by 10.1% during the fourth quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company's stock worth $96,321,000 after buying an additional 50,808 shares during the period. Contravisory Investment Management Inc. purchased a new stake in Texas Instruments in the second quarter valued at approximately $1,493,000. K.J. Harrison & Partners Inc acquired a new stake in shares of Texas Instruments in the fourth quarter valued at approximately $1,735,000. Thrivent Financial for Lutherans boosted its holdings in shares of Texas Instruments by 126.0% in the fourth quarter. Thrivent Financial for Lutherans now owns 150,454 shares of the semiconductor company's stock valued at $26,114,000 after acquiring an additional 83,884 shares during the period. Finally, RNC Capital Management LLC purchased a new position in shares of Texas Instruments during the fourth quarter worth approximately $2,751,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on TXN shares. Rosenblatt Securities lifted their target price on shares of Texas Instruments from $330.00 to $350.00 and gave the company a "buy" rating in a report on Friday, July 24th. Mizuho increased their price target on shares of Texas Instruments from $300.00 to $305.00 and gave the stock a "neutral" rating in a research note on Thursday, July 23rd. Stifel Nicolaus raised their price objective on shares of Texas Instruments from $340.00 to $360.00 and gave the stock a "buy" rating in a research report on Wednesday, June 24th. HC Wainwright lowered shares of Texas Instruments to a "neutral" rating in a research note on Friday, May 22nd. Finally, Bank of America upped their target price on shares of Texas Instruments from $320.00 to $370.00 and gave the company a "buy" rating in a report on Tuesday, May 26th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eight have assigned a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $312.12.

Texas Instruments Trading Up 1.8%

NASDAQ:TXN opened at $266.54 on Friday. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month 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. The stock's 50 day simple moving average is $286.58 and its 200-day simple moving average is $260.07. The firm has a market cap of $243.42 billion, a P/E ratio of 40.57, a PEG ratio of 1.03 and a beta of 1.33.

Texas Instruments (NASDAQ:TXN - Get Free Report) last issued its quarterly earnings results 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. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The firm had revenue of $5.46 billion during the quarter, compared to the consensus estimate of $5.26 billion. During the same period last year, the company earned $1.41 earnings per share. 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. Equities analysts anticipate that Texas Instruments Incorporated will post 8.42 EPS for the current year.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, August 11th. Investors 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 (DPR) is presently 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.

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