Texas Instruments Incorporated $TXN Shares Bought by Epoch Investment Partners Inc.

Epoch Investment Partners Inc. lifted its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 0.4% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 525,830 shares of the semiconductor company’s stock after purchasing an additional 2,265 shares during the quarter. Epoch Investment Partners Inc. owned 0.06% of Texas Instruments worth $102,085,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. HBW Advisory Services LLC lifted its holdings in Texas Instruments by 2.2% in the first quarter. HBW Advisory Services LLC now owns 1,730 shares of the semiconductor company’s stock worth $336,000 after purchasing an additional 37 shares during the period. Montz Harcus Wealth Management LLC increased its stake in Texas Instruments by 2.9% during the 1st quarter. Montz Harcus Wealth Management LLC now owns 1,338 shares of the semiconductor company’s stock valued at $260,000 after buying an additional 38 shares during the period. Livforsakringsbolaget Skandia Omsesidigt raised its position in shares of Texas Instruments by 0.6% during the 1st quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 5,960 shares of the semiconductor company’s stock worth $1,157,000 after buying an additional 38 shares in the last quarter. Absher Wealth Management LLC lifted its stake in shares of Texas Instruments by 1.0% in the 1st quarter. Absher Wealth Management LLC now owns 4,223 shares of the semiconductor company’s stock worth $820,000 after acquiring an additional 42 shares during the period. Finally, Severin Investments LLC lifted its stake in shares of Texas Instruments by 3.3% in the 1st quarter. Severin Investments LLC now owns 1,349 shares of the semiconductor company’s stock worth $262,000 after acquiring an additional 43 shares during the period. 84.99% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Texas Instruments news, VP Mohammad Yunus sold 51,098 shares of Texas Instruments stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $270.44, for a total transaction of $13,818,943.12. Following the transaction, the vice president owned 52,856 shares of the company’s stock, valued at $14,294,376.64. The trade was a 49.15% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Haviv Ilan sold 20,000 shares of the stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the completion of the sale, the chief executive officer directly owned 204,339 shares of the company’s stock, valued at $57,280,308.48. This trade represents a 8.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 199,143 shares of company stock valued at $56,959,010 in the last ninety days. Corporate insiders own 0.60% of the company’s stock.

Texas Instruments Stock Down 1.9%

Shares of NASDAQ:TXN opened at $279.58 on Friday. The firm has a 50 day simple moving average of $301.06 and a 200 day simple moving average of $247.37. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03. The company has a debt-to-equity ratio of 0.72, a quick ratio of 2.94 and a current ratio of 4.86. The company has a market cap of $254.44 billion, a PE ratio of 42.55, a price-to-earnings-growth ratio of 1.44 and a beta of 1.32.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, topping the consensus estimate of $1.91 by $0.23. The firm had revenue of $5.46 billion for the quarter, compared to analysts’ expectations 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 period in the previous year, the company posted $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, research analysts expect that Texas Instruments Incorporated will post 7.78 earnings per share for the current year.

Texas Instruments Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, August 11th. Investors of record on Friday, July 31st will be given a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Friday, July 31st. Texas Instruments’s payout ratio is presently 86.45%.

Analysts Set New Price Targets

TXN has been the topic of a number of research analyst reports. TD Cowen lowered their price objective on shares of Texas Instruments from $360.00 to $340.00 and set a “buy” rating on the stock in a research note on Thursday. Citigroup restated a “buy” rating on shares of Texas Instruments in a research report on Tuesday, July 14th. Wall Street Zen raised Texas Instruments from a “hold” rating to a “buy” rating in a research note on Saturday, July 18th. The Goldman Sachs Group lifted their price target on Texas Instruments from $200.00 to $225.00 and gave the company a “sell” rating in a research report on Thursday. Finally, Sanford C. Bernstein boosted their price objective on Texas Instruments from $250.00 to $290.00 and gave the stock a “market perform” rating in a research note on Thursday. Fourteen equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat, Texas Instruments presently has a consensus rating of “Hold” and a consensus target price of $308.40.

More Texas Instruments News

Here are the key news stories impacting Texas Instruments this week:

• Positive Sentiment: Rosenblatt Securities raised its price target to $350 and kept a buy rating, while JPMorgan, TD Cowen, and KeyCorp also reiterated bullish views and lifted targets, suggesting analysts see further upside after the earnings beat. Article
• Positive Sentiment: Texas Instruments reported Q2 earnings of $2.14 per share on revenue of $5.46 billion, both above estimates, with revenue up 22.8% year over year and management issuing stronger forward guidance tied to industrial, data center, and automotive demand.
• Positive Sentiment: Commentary highlighted improving inventory levels, broad demand recovery, and strong free cash flow, all of which support the long-term investment case for TXN.
• Neutral Sentiment: Several articles framed TXN as a strong growth, wide-moat, or undervalued stock, reinforcing a constructive but largely unchanged fundamental outlook.
• Negative Sentiment: The broader semiconductor group has pulled back as investors rotate out of AI chip winners, unwind leveraged trades, and take profits after a powerful run, pressuring TXN along with the rest of the sector.
• Negative Sentiment: Despite the earnings beat and raised outlook, the stock sold off after the report, suggesting expectations were already very high and leaving little room for short-term disappointment.

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.