Empowered Funds LLC Acquires 23,416 Shares of Texas Instruments Incorporated $TXN

Empowered Funds LLC lifted its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 17.9% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 154,343 shares of the semiconductor company’s stock after buying an additional 23,416 shares during the period. Empowered Funds LLC’s holdings in Texas Instruments were worth $29,964,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Strategic Wealth Investment Group LLC bought a new stake in Texas Instruments during the second quarter worth about $25,000. Portus Wealth Advisors LLC bought a new position in Texas Instruments in the first quarter valued at approximately $27,000. High Point Wealth Management LLC bought a new position in Texas Instruments in the fourth quarter valued at approximately $25,000. Advocate Investing Services LLC acquired a new position in shares of Texas Instruments during the 4th quarter worth approximately $25,000. Finally, Scarborough Advisors LLC acquired a new position in shares of Texas Instruments during the 1st quarter worth approximately $29,000. Institutional investors own 84.99% of the company’s stock.

More Texas Instruments News

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

• Positive Sentiment: Zacks upgraded TXN to Rank #1 (Strong Buy). The upgrade reflects increasing confidence in the company’s earnings outlook and could attract additional near-term buying interest. What Makes Texas Instruments (TXN) a New Strong Buy Stock
• Positive Sentiment: TXN was added to Zacks’ Strong Buy lists for both income and momentum stocks, reinforcing its appeal to dividend-oriented and growth-focused investors. Best Income Stocks to Buy for July 27th Best Momentum Stock to Buy for July 27th
• Positive Sentiment: A comparison with ON Semiconductor concluded that Texas Instruments’ higher margins, stronger cash generation and better 2026 growth outlook outweigh ON’s lower valuation, positioning TXN as the preferred semiconductor investment. TXN vs. ON: Which Semiconductor Stock Is the Better Buy Right Now?
• Positive Sentiment: Rosenblatt raised its price target for TXN to $350, implying meaningful upside from the recent trading level and signaling confidence in the company’s longer-term prospects. Rosenblatt Securities Increases Texas Instruments Price Target
• Positive Sentiment: Commentary highlights Texas Instruments’ analog chips as essential links between electrical infrastructure and AI processors, offering the company an indirect way to benefit from continued AI data-center investment. Texas Instruments Can Ride AI Demand to New Highs
• Neutral Sentiment: Investors are also evaluating international revenue trends, which could influence Wall Street estimates depending on the pace of overseas demand and broader industrial recovery. Unlocking Texas Instruments International Revenues
• Negative Sentiment: Truist maintained a Hold rating, indicating that some analysts remain cautious about TXN’s valuation and the timing of its expected growth despite the favorable bullish commentary. Truist Financial Sticks to Their Hold Rating for Texas Instruments

Texas Instruments Trading Down 0.1%

Shares of Texas Instruments stock opened at $279.41 on Tuesday. 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 50-day moving average of $300.64 and a 200-day moving average of $248.48. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $334.03. The stock has a market cap of $254.29 billion, a PE ratio of 42.53, a PEG ratio of 1.13 and a beta of 1.32.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, beating analysts’ consensus estimates of $1.91 by $0.23. The company had revenue of $5.46 billion during the quarter, compared to the consensus estimate of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The firm’s quarterly revenue was up 22.8% on a year-over-year basis. During the same period in the previous year, the business earned $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, sell-side analysts forecast that Texas Instruments Incorporated will post 8.17 EPS for the current year.

Texas Instruments Announces Dividend

The firm also recently disclosed 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 dividend yield of 2.0%. The ex-dividend date is Friday, July 31st. Texas Instruments’s dividend payout ratio is currently 86.45%.

Wall Street Analyst Weigh In

TXN has been the subject of several recent analyst reports. JPMorgan Chase & Co. increased their price objective on Texas Instruments from $280.00 to $340.00 and gave the company an “overweight” rating in a report on Thursday, July 23rd. KeyCorp boosted their target price on shares of Texas Instruments from $390.00 to $400.00 and gave the stock an “overweight” rating in a report on Thursday, July 23rd. UBS Group restated a “buy” rating and set a $380.00 target price on shares of Texas Instruments in a report on Thursday. The Goldman Sachs Group upped their price target on shares of Texas Instruments from $200.00 to $225.00 and gave the stock a “sell” rating in a research report on Thursday. Finally, Bank of America increased their price target on shares of Texas Instruments from $320.00 to $370.00 and gave the company a “buy” rating in a research note on Tuesday, May 26th. Fourteen research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, Texas Instruments has a consensus rating of “Hold” and an average target price of $308.40.

Insiders Place Their Bets

In other news, CEO Haviv Ilan sold 20,000 shares of the stock in a transaction on Monday, May 4th. The stock was sold at an average price of $280.32, for a total value of $5,606,400.00. Following the completion of the transaction, the chief executive officer directly owned 204,339 shares in the company, valued at approximately $57,280,308.48. This represents a 8.92% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Carrie Smith Cox sold 8,838 shares of the firm’s stock in a transaction on Wednesday, May 13th. The shares were sold at an average price of $306.41, for a total value of $2,708,051.58. Following the sale, the director directly owned 37,626 shares in the company, valued at approximately $11,528,982.66. This trade represents a 19.02% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 189,358 shares of company stock valued at $54,320,405 over the last ninety days. 0.60% of the stock is owned by insiders.

Texas Instruments 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.