Kirtland Hills Capital Management LLC Buys Shares of 9,855 Texas Instruments Incorporated $TXN

Key Points

• Kirtland Hills Capital Management initiated a Texas Instruments stake of 9,855 shares worth approximately $2.94 million in the second quarter. Other institutional investors also added positions, with institutions now owning 84.99% of TXN shares.
• 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 guided for third-quarter EPS of $2.23–$2.57.
• TXN announced a quarterly dividend of $1.42, equivalent to $5.68 annually and a 2.1% yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $312.12.

Kirtland Hills Capital Management LLC purchased a new stake in 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 (SEC). The firm purchased 9,855 shares of the semiconductor company's stock, valued at approximately $2,937,000.

Several other institutional investors and hedge funds have also made changes to their positions in TXN. Vista Investment Management purchased a new stake in shares of Texas Instruments in the 2nd quarter worth about $1,217,000. Compass Financial Management LLC purchased a new position in Texas Instruments during the 2nd quarter valued at about $71,000. Elevation Point Wealth Partners LLC acquired a new position in Texas Instruments during the second quarter worth about $3,840,000. Greenland Capital Management LP acquired a new position in Texas Instruments during the second quarter worth about $837,000. Finally, Alta Advisers Ltd purchased a new stake in shares of Texas Instruments in the second quarter valued at about $1,078,000. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Texas Instruments Stock Performance

Texas Instruments stock opened at $264.36 on Friday. The stock has a fifty day moving average price of $290.51 and a 200 day moving average price of $258.75. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03. The firm has a market capitalization of $241.43 billion, a P/E ratio of 40.24, a PEG ratio of 1.04 and a beta of 1.33. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72.

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 (EPS) for the quarter, topping analysts' consensus estimates of $1.91 by $0.23. The firm had revenue of $5.46 billion for 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 quarterly revenue was up 22.8% on a year-over-year basis. During the same period last year, the company earned $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Equities research analysts anticipate that Texas Instruments Incorporated will post 8.42 earnings per share for the current year.

Texas Instruments Dividend Announcement

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. This represents a $5.68 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date was Friday, July 31st. Texas Instruments's payout ratio is presently 86.45%.

Analyst Upgrades and Downgrades

Several analysts have recently commented on TXN shares. Weiss Ratings upgraded shares of Texas Instruments from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Tuesday, July 28th. Stifel Nicolaus lifted their price objective on Texas Instruments from $340.00 to $360.00 and gave the stock a "buy" rating in a research report on Wednesday, June 24th. JPMorgan Chase & Co. upped their target price on Texas Instruments from $280.00 to $340.00 and gave the company an "overweight" rating in a research note on Thursday, July 23rd. Arete Research set a $405.00 target price on Texas Instruments and gave the company a "buy" rating in a report on Wednesday, July 29th. Finally, Cantor Fitzgerald reissued a "neutral" rating and set a $340.00 price target on shares of Texas Instruments in a research report on Monday, August 17th. Two 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 given a Sell rating to the company. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price 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?

About Texas Instruments

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.

Want to see what other hedge funds are holding TXN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Texas Instruments Incorporated (NASDAQ:TXN - Free Report).

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.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source