Madison Asset Management LLC Takes $171.60 Million Position in Texas Instruments Incorporated $TXN

Key Points

• Madison Asset Management acquired 575,695 Texas Instruments shares worth approximately $171.6 million, making TXN its sixth-largest holding at 2.0% of the portfolio. Institutional investors collectively own 84.99% of the company.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $312.12, despite mixed individual ratings and target-price changes.
• Texas Instruments exceeded quarterly expectations with $2.14 in EPS and $5.46 billion in revenue, while revenue rose 22.8% year over year. The company also paid a quarterly dividend of $1.42 per share, equivalent to a 2.1% yield.

Madison Asset Management LLC purchased a new stake in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 575,695 shares of the semiconductor company's stock, valued at approximately $171,598,000. Texas Instruments makes up 2.0% of Madison Asset Management LLC's holdings, making the stock its 6th biggest holding. Madison Asset Management LLC owned 0.06% of Texas Instruments as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of TXN. BlackRock Inc. acquired a new stake in Texas Instruments in the second quarter valued at $24,607,313,000. Bank of New York Mellon Corp acquired a new position in shares of Texas Instruments during the 2nd quarter worth $4,488,666,000. Norges Bank acquired a new position in shares of Texas Instruments during the 4th quarter worth $2,516,628,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in shares of Texas Instruments in the 2nd quarter valued at about $1,205,585,000. Finally, Deutsche Bank AG acquired a new stake in shares of Texas Instruments in the second quarter valued at about $1,070,947,000. Institutional investors and hedge funds own 84.99% of the company's stock.

Wall Street Analyst Weigh In

A number of research firms recently commented on TXN. Wall Street Zen raised shares of Texas Instruments from a "hold" rating to a "buy" rating in a report on Saturday, July 18th. Mizuho increased their target price 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. Truist Financial lifted their price target on shares of Texas Instruments from $278.00 to $300.00 and gave the company a "hold" rating in a research report on Thursday, July 23rd. Morgan Stanley boosted their price target on Texas Instruments from $230.00 to $255.00 and gave the stock an "underweight" rating in a research note on Thursday, July 23rd. Finally, TD Cowen lowered their price target on Texas Instruments from $360.00 to $340.00 and set a "buy" rating on the stock in a report on Thursday, July 23rd. Two analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have issued a Hold rating and four have given a Sell rating to the company's stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $312.12.

Texas Instruments Stock Performance

NASDAQ TXN opened at $267.45 on Thursday. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $334.03. The stock has a market cap of $244.25 billion, a price-to-earnings ratio of 40.71, a price-to-earnings-growth ratio of 1.07 and a beta of 1.33. The business has a fifty day moving average of $291.88 and a 200-day moving average of $258.36. 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 (NASDAQ:TXN - Get Free Report) last posted its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, beating analysts' consensus estimates of $1.91 by $0.23. The business 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 business's revenue for the quarter was up 22.8% compared to the same quarter last year. During the same quarter last year, the company earned $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, analysts predict that Texas Instruments Incorporated will post 8.42 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, August 11th. Shareholders 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 dividend payout ratio is 86.45%.

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.

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