Dearborn Partners LLC Purchases New Position in Texas Instruments Incorporated $TXN

Key Points

• Dearborn Partners acquired 149,485 shares of Texas Instruments in the second quarter, valued at approximately $29 million. Institutional investors collectively own 84.99% of the company.
• Analysts maintain a generally positive outlook, with Texas Instruments receiving a consensus rating of “Moderate Buy” and an average price target of $312.12.
• Texas Instruments reported quarterly earnings of $2.14 per share and revenue of $5.46 billion, exceeding estimates, while maintaining a quarterly dividend of $1.42 per share, equivalent to a 2.2% yield.

Dearborn Partners LLC purchased a new position in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 149,485 shares of the semiconductor company's stock, valued at approximately $29,021,000. Texas Instruments accounts for about 1.5% of Dearborn Partners LLC's investment portfolio, making the stock its 20th biggest holding.

Other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC lifted its position in shares of Texas Instruments by 33.4% during the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company's stock valued at $3,158,000 after buying an additional 4,218 shares in the last quarter. Intech Investment Management LLC raised its position in Texas Instruments by 12.8% during the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company's stock worth $1,632,000 after acquiring an additional 1,031 shares during the period. Osterweis Capital Management Inc. lifted its holdings 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 in the last quarter. Main Street Financial Solutions LLC grew its position in shares of Texas Instruments by 1.7% in 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 purchasing an additional 126 shares during the period. Finally, HUB Investment Partners LLC increased its stake in shares of Texas Instruments by 3.5% during the second 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. Hedge funds and other institutional investors own 84.99% of the company's stock.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on TXN. Cantor Fitzgerald reaffirmed a "neutral" rating and issued a $340.00 price target on shares of Texas Instruments in a research note on Monday, August 17th. The Goldman Sachs Group lifted their price target on Texas Instruments from $200.00 to $225.00 and gave the stock a "sell" rating in a research note on Thursday, July 23rd. Weiss Ratings upgraded Texas Instruments from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Tuesday, July 28th. Citigroup restated a "buy" rating on shares of Texas Instruments in a report on Tuesday, July 14th. Finally, Bank of America increased their target price on shares of Texas Instruments from $320.00 to $370.00 and gave the company a "buy" rating in a research report on Tuesday, May 26th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have assigned a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, Texas Instruments has an average rating of "Moderate Buy" and a consensus target price of $312.12.

Texas Instruments Stock Down 2.1%

TXN stock opened at $258.94 on Tuesday. The firm has a market cap of $236.48 billion, a PE ratio of 39.41, 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 firm's 50 day moving average price is $289.42 and its 200-day moving average price is $259.23. Texas Instruments Incorporated has a one year low of $152.73 and a one year high of $334.03.

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 company had revenue of $5.46 billion during the quarter, compared to analyst estimates of $5.26 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The firm's revenue for the quarter was up 22.8% compared to the same quarter last year. During the same period in the prior year, the business posted $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, equities research analysts anticipate that Texas Instruments Incorporated will post 8.42 EPS for the current year.

Texas Instruments Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st were issued a dividend of $1.42 per share. The ex-dividend date was Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.2%. Texas Instruments's dividend payout ratio is currently 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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