Texas Instruments Incorporated $TXN Stake Boosted by Ferguson Wellman Capital Management Inc.

Key Points

• Ferguson Wellman Capital Management increased its Texas Instruments stake by 58.8% in the second quarter, bringing its holdings to 134,689 shares valued at approximately $40.1 million. Institutional investors collectively own 84.99% of the company.
• Analyst sentiment remains positive overall, with Texas Instruments receiving a consensus “Moderate Buy” rating and an average price target of $312.12, despite ratings ranging from “sell” to “strong buy.”
• Texas Instruments exceeded quarterly expectations with $2.14 in EPS and $5.46 billion in revenue, up 22.8% year over year. The company also pays a quarterly dividend of $1.42 per share, representing a 2.2% yield.

Ferguson Wellman Capital Management Inc. lifted its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 58.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 134,689 shares of the semiconductor company's stock after purchasing an additional 49,856 shares during the quarter. Ferguson Wellman Capital Management Inc.'s holdings in Texas Instruments were worth $40,147,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also made changes to their positions in the company. Strategic Wealth Investment Group LLC bought a new position in Texas Instruments during the 2nd quarter worth $25,000. Advocate Investing Services LLC bought a new stake in Texas Instruments in the fourth quarter valued at $25,000. Cornerstone Financial Management LLC acquired a new position in shares of Texas Instruments during the fourth quarter valued at $27,000. Portus Wealth Advisors LLC acquired a new position in shares of Texas Instruments during the first quarter valued at $27,000. Finally, Quattro Advisors LLC bought a new position in shares of Texas Instruments during the fourth quarter worth about $27,000. Institutional investors own 84.99% of the company's stock.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on TXN shares. 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 report on Thursday, July 23rd. Rosenblatt Securities upped their target price on shares of Texas Instruments from $330.00 to $350.00 and gave the stock a "buy" rating in a research report on Friday, July 24th. Truist Financial raised their price target on shares of Texas Instruments from $278.00 to $300.00 and gave the company a "hold" rating in a research note on Thursday, July 23rd. Benchmark lifted their price target on Texas Instruments from $315.00 to $360.00 and gave the company a "buy" rating in a report on Thursday, July 23rd. Finally, Morgan Stanley boosted their price objective on Texas Instruments from $230.00 to $255.00 and gave the stock an "underweight" rating in a research report on Thursday, July 23rd. Two equities research 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 issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $312.12.

Texas Instruments Stock Performance

Shares of TXN opened at $258.64 on Friday. The firm has a 50-day moving average price of $285.30 and a 200 day moving average price of $260.06. The firm has a market capitalization of $236.20 billion, a PE ratio of 39.37, a P/E/G ratio of 1.05 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 released its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, beating the consensus estimate of $1.91 by $0.23. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The firm had revenue of $5.46 billion for the quarter, compared to analysts' expectations of $5.26 billion. During the same quarter last year, the company earned $1.41 EPS. Texas Instruments's quarterly revenue was up 22.8% on a year-over-year basis. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, sell-side analysts anticipate that Texas Instruments Incorporated will post 8.42 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

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

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