Keebeck Wealth Management Takes Position in Texas Instruments Incorporated $TXN

Key Points

• Keebeck Wealth Management initiated a position in Texas Instruments, purchasing 22,864 shares worth approximately $6.8 million. TXN now represents about 0.7% of the firm’s holdings.
• Texas Instruments reported strong quarterly results, with EPS of $2.14 exceeding estimates and revenue rising 22.8% year over year to $5.46 billion. The company also issued third-quarter 2026 EPS guidance of $2.23–$2.57.
• Analysts give TXN a consensus “Moderate Buy” rating with an average price target of $312.12, while the company maintains a $1.42 quarterly dividend, equivalent to a 2.1% annual yield.

Keebeck Wealth Management purchased a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 22,864 shares of the semiconductor company's stock, valued at approximately $6,815,000. Texas Instruments comprises about 0.7% of Keebeck Wealth Management's holdings, making the stock its 24th largest holding.

Several other institutional investors have also recently made changes to their positions in the company. Swiss Life Asset Management Ltd raised its stake in shares of Texas Instruments by 10.1% in the 4th quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company's stock valued at $96,321,000 after acquiring an additional 50,808 shares during the period. OVERSEA CHINESE BANKING Corp Ltd purchased a new position in shares of Texas Instruments during the 4th quarter worth approximately $640,000. Contravisory Investment Management Inc. purchased a new position in shares of Texas Instruments during the 2nd quarter worth approximately $1,493,000. K.J. Harrison & Partners Inc acquired a new stake in Texas Instruments in the 4th quarter valued at approximately $1,735,000. Finally, Thrivent Financial for Lutherans raised its position in 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 purchasing an additional 83,884 shares during the period. Hedge funds and other institutional investors own 84.99% of the company's stock.

Texas Instruments Price Performance

Texas Instruments stock opened at $264.36 on Friday. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $334.03. The firm has a market cap of $241.43 billion, a PE ratio of 40.24, a price-to-earnings-growth ratio of 1.04 and a beta of 1.33. The company's 50 day moving average is $290.51 and its two-hundred day moving average is $258.75.

Texas Instruments (NASDAQ:TXN - Get Free Report) last posted its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, topping the consensus estimate of $1.91 by $0.23. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The business had revenue of $5.46 billion during the quarter, compared to the consensus estimate of $5.26 billion. During the same quarter in the previous year, the firm posted $1.41 earnings per share. The company'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. On average, research analysts expect that Texas Instruments Incorporated will post 8.42 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, August 11th. Investors of record on Friday, July 31st were issued 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 86.45%.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on the company. Wells Fargo & Company upped their price target on Texas Instruments from $300.00 to $310.00 and gave the stock an "equal weight" rating in a research note on Thursday, July 23rd. Stifel Nicolaus lifted their price objective on Texas Instruments from $340.00 to $360.00 and gave the company a "buy" rating in a research note on Wednesday, June 24th. Weiss Ratings upgraded Texas Instruments from a "hold (c+)" rating to a "buy (b-)" rating in a report on Tuesday, July 28th. JPMorgan Chase & Co. increased their target price on Texas Instruments from $280.00 to $340.00 and gave the stock an "overweight" rating in a research note on Thursday, July 23rd. Finally, Cantor Fitzgerald restated a "neutral" rating and set a $340.00 target price on shares of Texas Instruments in a report on Monday, August 17th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have assigned a Hold rating and four have issued a Sell rating to the company's stock. According to MarketBeat.com, Texas Instruments presently has an average rating of "Moderate Buy" and a consensus target price of $312.12.

Texas Instruments News Summary

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 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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