Findlay Park Partners LLP Acquires New Shares in Texas Instruments Incorporated $TXN

Key Points

• Findlay Park Partners LLP acquired 649,431 Texas Instruments shares worth approximately $193.6 million, making TXN its 14th-largest holding and representing 2.6% of its portfolio.
• Texas Instruments reported quarterly EPS of $2.14 and revenue of $5.46 billion, surpassing estimates and marking 22.8% year-over-year revenue growth. The company also guided for third-quarter EPS of $2.23–$2.57.
• TXN pays a quarterly dividend of $1.42 per share, equal to a 2.1% annualized yield, while analysts maintain a Moderate Buy consensus with an average price target of $312.12; shares recently traded down 0.5% at $264.36.

Findlay Park Partners LLP bought a new stake 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 bought 649,431 shares of the semiconductor company's stock, valued at approximately $193,576,000. Texas Instruments comprises 2.6% of Findlay Park Partners LLP's investment portfolio, making the stock its 14th largest holding. Findlay Park Partners LLP owned approximately 0.07% of Texas Instruments at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. HBW Advisory Services LLC lifted its holdings in shares of Texas Instruments by 2.2% during the first quarter. HBW Advisory Services LLC now owns 1,730 shares of the semiconductor company's stock valued at $336,000 after purchasing an additional 37 shares in the last quarter. Montz Harcus Wealth Management LLC increased its holdings in Texas Instruments by 2.9% in the 1st quarter. Montz Harcus Wealth Management LLC now owns 1,338 shares of the semiconductor company's stock worth $260,000 after buying an additional 38 shares in the last quarter. Livforsakringsbolaget Skandia Omsesidigt increased its holdings in Texas Instruments by 0.6% in the 1st quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 5,960 shares of the semiconductor company's stock worth $1,157,000 after buying an additional 38 shares in the last quarter. Absher Wealth Management LLC raised its position in Texas Instruments by 1.0% in the 1st quarter. Absher Wealth Management LLC now owns 4,223 shares of the semiconductor company's stock worth $820,000 after buying an additional 42 shares during the last quarter. Finally, Severin Investments LLC raised its position in Texas Instruments by 3.3% in the 1st quarter. Severin Investments LLC now owns 1,349 shares of the semiconductor company's stock worth $262,000 after buying an additional 43 shares during the last quarter. Institutional investors own 84.99% of the company's stock.

Texas Instruments Trading Down 0.5%

Shares of NASDAQ:TXN opened at $264.36 on Friday. The stock has a market capitalization 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 company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86. The stock's 50-day simple moving average is $290.51 and its two-hundred day simple moving average 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 released its quarterly 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 return on equity of 35.77% and a net margin of 31.11%.The business had revenue of $5.46 billion during the quarter, compared to the consensus estimate of $5.26 billion. During the same period in the previous year, the company posted $1.41 EPS. The business's quarterly revenue was up 22.8% compared to the same quarter last year. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Analysts expect that Texas Instruments Incorporated will post 8.42 EPS for the current year.

Texas Instruments Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, August 11th. Investors of record on Friday, July 31st were given a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 2.1%. The ex-dividend date was Friday, July 31st. Texas Instruments's payout ratio is 86.45%.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on TXN. Jefferies Financial Group raised shares of Texas Instruments from a "hold" rating to a "buy" rating in a report on Friday, May 22nd. Mizuho boosted their price objective on shares of Texas Instruments from $300.00 to $305.00 and gave the company a "neutral" rating in a report on Thursday, July 23rd. Susquehanna increased their price objective on shares of Texas Instruments from $300.00 to $340.00 and gave the company a "positive" rating in a research report on Tuesday, July 21st. Wells Fargo & Company raised their target price on shares of Texas Instruments from $300.00 to $310.00 and gave the stock an "equal weight" rating in a report on Thursday, July 23rd. Finally, Bank of America lifted their target price on shares of Texas Instruments from $320.00 to $370.00 and gave the stock 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 assigned a Buy rating, eight have given a Hold rating and four have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, Texas Instruments has an average rating of "Moderate Buy" and an average price target of $312.12.

Key Stories 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 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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