NS Partners Ltd Purchases Shares of 32,084 Texas Instruments Incorporated $TXN

Key Points

• NS Partners Ltd. purchased 32,084 Texas Instruments shares worth approximately $9.6 million in the second quarter. Institutional investors collectively own 84.99% of TXN, while several other funds also increased their positions.
• Texas Instruments reported strong quarterly results, with earnings of $2.14 per share and revenue of $5.46 billion, surpassing estimates and reflecting 22.8% year-over-year revenue growth. The company provided third-quarter 2026 EPS guidance of $2.23–$2.57.
• TXN recently paid a quarterly dividend of $1.42 per share, equivalent to a 2.2% annualized yield. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $312.12, although a company vice president sold 7,000 shares.

NS Partners Ltd purchased a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 32,084 shares of the semiconductor company's stock, valued at approximately $9,563,000.

A number of other institutional investors have also modified their holdings of TXN. Brighton Jones LLC lifted its stake in shares of Texas Instruments by 33.4% in the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company's stock worth $3,158,000 after acquiring an additional 4,218 shares in the last quarter. Intech Investment Management LLC boosted its stake in shares of Texas Instruments by 12.8% during the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company's stock valued at $1,632,000 after buying an additional 1,031 shares during the last quarter. Osterweis Capital Management Inc. grew its position in shares of Texas Instruments by 1,810.0% during the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company's stock worth $40,000 after buying an additional 181 shares in the last quarter. Main Street Financial Solutions LLC increased its stake in shares of Texas Instruments by 1.7% in the second quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company's stock worth $1,540,000 after buying an additional 126 shares during the last quarter. Finally, HUB Investment Partners LLC boosted its stake in Texas Instruments by 3.5% during the 2nd quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company's stock valued at $3,046,000 after acquiring an additional 496 shares during the last quarter. Hedge funds and other institutional investors own 84.99% of the company's stock.

Insider Buying and Selling

In other news, VP Tsedeniya Abraham sold 7,000 shares of Texas Instruments stock in a transaction that occurred on Thursday, August 27th. The shares were sold at an average price of $264.63, for a total value of $1,852,410.00. Following the transaction, the vice president directly owned 23,181 shares of the company's stock, valued at $6,134,388.03. This trade represents a 23.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Corporate insiders own 0.60% of the company's stock.

Texas Instruments Price Performance

Shares of TXN opened at $260.91 on Tuesday. Texas Instruments Incorporated has a one year low of $152.73 and a one year high of $334.03. The stock's fifty day moving average is $283.87 and its 200-day moving average is $260.63. 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 firm has a market capitalization of $238.28 billion, a price-to-earnings ratio of 39.71, a price-to-earnings-growth ratio of 1.01 and a beta of 1.33.

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 for the quarter, topping analysts' consensus estimates of $1.91 by $0.23. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The company had revenue of $5.46 billion during the quarter, compared to analyst estimates of $5.26 billion. During the same period in the prior year, the business posted $1.41 EPS. The business's revenue for the quarter 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. Equities analysts anticipate that Texas Instruments Incorporated will post 8.42 EPS for the current year.

Texas Instruments Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, August 11th. Investors of record on Friday, July 31st were paid a $1.42 dividend. The ex-dividend date of this dividend was Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a yield of 2.2%. Texas Instruments's dividend payout ratio (DPR) is currently 86.45%.

Wall Street Analyst Weigh In

Several brokerages have recently commented on TXN. Morgan Stanley increased their price target on shares of Texas Instruments from $230.00 to $255.00 and gave the stock an "underweight" rating in a research report on Thursday, July 23rd. Zacks Research upgraded Texas Instruments from a "hold" rating to a "strong-buy" rating in a research note on Monday, August 10th. Truist Financial increased their target price on shares of Texas Instruments from $278.00 to $300.00 and gave the stock a "hold" rating in a report on Thursday, July 23rd. Sanford C. Bernstein boosted their price objective on shares of Texas Instruments from $250.00 to $290.00 and gave the company a "market perform" rating in a research report on Thursday, July 23rd. Finally, Mizuho raised their target price on shares of Texas Instruments from $300.00 to $305.00 and gave the stock a "neutral" rating in a report on Thursday, July 23rd. Two analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eight have given a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat.com, 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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