Osmosis Investment Management UK Ltd Acquires Shares of 4,618 Texas Instruments Incorporated $TXN

Key Points

• Osmosis Investment Management acquired 4,618 Texas Instruments shares worth approximately $1.38 million during the second quarter. Institutional investors collectively own 84.99% of TXN.
• Texas Instruments exceeded quarterly expectations, reporting $2.14 in earnings per share and $5.46 billion in revenue, with revenue rising 22.8% year over year. The company guided for third-quarter 2026 EPS of $2.23–$2.57.
• Analysts maintain a “Moderate Buy” consensus rating with an average price target of $312.12, while Texas Instruments pays a quarterly dividend of $1.42 per share, representing a 2.2% yield.

Osmosis Investment Management UK Ltd bought a new position in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The firm bought 4,618 shares of the semiconductor company's stock, valued at approximately $1,376,000.

A number of other large investors have also made changes to their positions in the stock. Brighton Jones LLC raised its holdings in shares of Texas Instruments by 33.4% during the 4th 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 during the period. Intech Investment Management LLC grew its holdings in shares of Texas Instruments by 12.8% in the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company's stock valued at $1,632,000 after purchasing an additional 1,031 shares during the period. Osterweis Capital Management Inc. grew its holdings in shares of Texas Instruments by 1,810.0% in the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company's stock valued at $40,000 after purchasing an additional 181 shares during the period. Main Street Financial Solutions LLC increased its position in Texas Instruments by 1.7% during the second quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company's stock worth $1,540,000 after purchasing an additional 126 shares during the last quarter. Finally, HUB Investment Partners LLC increased its position in Texas Instruments by 3.5% during the second quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company's stock worth $3,046,000 after purchasing an additional 496 shares during the last quarter. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Texas Instruments Stock Performance

Shares of TXN stock opened at $258.94 on Tuesday. The firm has a 50 day moving average of $289.42 and a two-hundred day moving average of $259.23. The stock has a market capitalization of $236.48 billion, a PE ratio of 39.41, a P/E/G ratio of 1.04 and a beta of 1.33. 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.

Texas Instruments (NASDAQ:TXN - Get Free Report) last posted its quarterly earnings data 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. 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 company's revenue was up 22.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, research analysts predict that Texas Instruments Incorporated will post 8.42 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st were issued a dividend of $1.42 per share. The ex-dividend date was Friday, July 31st. This represents a $5.68 annualized dividend and a yield of 2.2%. Texas Instruments's dividend payout ratio is 86.45%.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the stock. Stifel Nicolaus boosted their target price on shares of Texas Instruments from $340.00 to $360.00 and gave the company a "buy" rating in a report on Wednesday, June 24th. Weiss Ratings upgraded shares of Texas Instruments from a "hold (c+)" rating to a "buy (b-)" rating in a report on Tuesday, July 28th. Citigroup reiterated a "buy" rating on shares of Texas Instruments in a report on Tuesday, July 14th. Benchmark raised their target price on Texas Instruments from $315.00 to $360.00 and gave the stock a "buy" rating in a research note on Thursday, July 23rd. Finally, Mizuho upped their price target on Texas Instruments from $300.00 to $305.00 and gave the company a "neutral" rating in a research note on Thursday, July 23rd. Two investment 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 assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $312.12.

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.

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