Varma Mutual Pension Insurance Co Buys Shares of 150,741 Texas Instruments Incorporated $TXN

Varma Mutual Pension Insurance Co bought a new stake in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 150,741 shares of the semiconductor company's stock, valued at approximately $44,931,000.

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

Trending Headlines about Texas Instruments

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?

Analyst Ratings Changes

Several equities research analysts have recently issued reports on TXN shares. Weiss Ratings upgraded Texas Instruments from a "hold (c+)" rating to a "buy (b-)" rating in a report on Tuesday, July 28th. Arete Research set a $405.00 target price on shares of Texas Instruments and gave the company a "buy" rating in a research note on Wednesday, July 29th. Citigroup reissued a "buy" rating on shares of Texas Instruments in a research report on Tuesday, July 14th. Benchmark lifted their price objective 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, Sanford C. Bernstein lifted their price target on Texas Instruments from $250.00 to $290.00 and gave the stock a "market perform" rating in a research report on Thursday, July 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have issued a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $312.12.

Texas Instruments Price Performance

NASDAQ:TXN opened at $264.36 on Friday. 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 50-day moving average of $290.51 and a 200-day moving average of $258.75. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03. The company has a market capitalization of $241.43 billion, a price-to-earnings ratio of 40.24, a PEG ratio of 1.04 and a beta of 1.33.

Texas Instruments (NASDAQ:TXN - Get Free Report) last posted its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.91 by $0.23. The firm had revenue of $5.46 billion during the quarter, compared to analyst estimates of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The company's quarterly revenue was up 22.8% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, equities research analysts anticipate that Texas Instruments Incorporated will post 8.42 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st were issued a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 2.1%. The ex-dividend date was Friday, July 31st. Texas Instruments's dividend payout ratio is presently 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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