Northwestern Mutual Wealth Management Co. Takes $24.78 Million Position in Texas Instruments Incorporated $TXN

Key Points

• Northwestern Mutual Wealth Management acquired 83,129 Texas Instruments shares worth approximately $24.78 million in the second quarter, while institutional investors collectively own 84.99% of TXN.
• Texas Instruments beat quarterly earnings and revenue estimates, reporting $2.14 in EPS and $5.46 billion in revenue, with revenue up 22.8% year over year. The company also pays a quarterly dividend of $1.42, yielding about 2.1% annually.
• Despite improving operations and long-term AI and data-center exposure, TXN shares have declined since its latest earnings report. Wall Street maintains a “Moderate Buy” consensus rating with an average price target of $312.12.

Northwestern Mutual Wealth Management Co. bought 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 Form 13F filing with the Securities & Exchange Commission. The firm bought 83,129 shares of the semiconductor company's stock, valued at approximately $24,779,000.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. CFO4Life Group LLC acquired a new stake in Texas Instruments during the 2nd quarter worth about $1,575,000. Quantbot Technologies LP acquired a new position in shares of Texas Instruments in the 2nd quarter valued at about $1,962,000. Evolve Private Wealth LLC bought a new stake in shares of Texas Instruments during the 2nd quarter valued at about $687,000. Findlay Park Partners LLP bought a new stake in shares of Texas Instruments during the 2nd quarter valued at about $193,576,000. Finally, W1M Asset Management Ltd acquired a new stake in Texas Instruments during the second quarter worth approximately $226,000. Institutional investors and hedge funds own 84.99% of the company's stock.

Texas Instruments Stock Down 0.5%

TXN stock opened at $264.36 on Friday. The stock's 50 day simple moving average is $290.51 and its 200 day simple moving average is $258.75. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $334.03. 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 company has a market cap of $241.43 billion, a P/E ratio of 40.24, a price-to-earnings-growth ratio of 1.04 and a beta of 1.33.

Texas Instruments (NASDAQ:TXN - Get Free Report) last announced 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 firm had revenue of $5.46 billion during the quarter, compared to analysts' expectations of $5.26 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The company's revenue for the quarter was up 22.8% compared to the same quarter last year. During the same quarter last year, the firm posted $1.41 earnings per share. 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 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. 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 dividend yield of 2.1%. The ex-dividend date was Friday, July 31st. Texas Instruments's dividend payout ratio (DPR) is currently 86.45%.

Key Texas Instruments News

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?

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the company. Bank of America lifted their target price on Texas Instruments from $320.00 to $370.00 and gave the stock a "buy" rating in a report on Tuesday, May 26th. Mizuho increased their price target on Texas Instruments from $300.00 to $305.00 and gave the stock a "neutral" rating in a report on Thursday, July 23rd. The Goldman Sachs Group lifted their price objective on shares of Texas Instruments from $200.00 to $225.00 and gave the company a "sell" rating in a research note on Thursday, July 23rd. KeyCorp boosted their target price on shares of Texas Instruments from $390.00 to $400.00 and gave the company an "overweight" rating in a research report on Thursday, July 23rd. Finally, Cantor Fitzgerald reissued a "neutral" rating and set a $340.00 target price on shares of Texas Instruments in a research note on Monday, August 17th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eight have assigned a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat, Texas Instruments has a consensus rating of "Moderate Buy" and a consensus price target of $312.12.

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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