Avity Investment Management Inc. Decreases Stock Holdings in Texas Instruments Incorporated $TXN

Avity Investment Management Inc. lowered its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 9.2% in the second quarter, HoldingsChannel.com reports. The firm owned 176,759 shares of the semiconductor company’s stock after selling 17,869 shares during the quarter. Texas Instruments comprises 3.4% of Avity Investment Management Inc.’s investment portfolio, making the stock its 9th largest position. Avity Investment Management Inc.’s holdings in Texas Instruments were worth $52,687,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of TXN. Brighton Jones LLC increased its stake in shares of Texas Instruments by 33.4% in the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after buying an additional 4,218 shares during the period. Intech Investment Management LLC lifted its stake in shares of Texas Instruments by 12.8% during the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after acquiring an additional 1,031 shares during the period. Osterweis Capital Management Inc. boosted its holdings in 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 acquiring an additional 181 shares during the last quarter. Main Street Financial Solutions LLC increased its position in Texas Instruments by 1.7% in 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 period. Finally, HUB Investment Partners LLC raised its holdings in Texas Instruments by 3.5% during the 2nd 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. Institutional investors own 84.99% of the company’s stock.

Analysts Set New Price Targets

TXN has been the topic of a number of research reports. KeyCorp upped their target price on shares of Texas Instruments from $390.00 to $400.00 and gave the company an “overweight” rating in a research report on Thursday, July 23rd. Wall Street Zen upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a research report on Saturday, July 18th. HC Wainwright lowered shares of Texas Instruments to a “neutral” rating in a report on Friday, May 22nd. Benchmark raised their price objective on shares of Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a research note on Thursday, July 23rd. Finally, Weiss Ratings raised shares of Texas Instruments from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, July 28th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, nine have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Texas Instruments currently has an average rating of “Hold” and a consensus price target of $312.12.

Texas Instruments Price Performance

Shares of TXN opened at $286.08 on Friday. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72. The stock has a market cap of $261.26 billion, a P/E ratio of 43.54, a price-to-earnings-growth ratio of 1.12 and a beta of 1.33. The stock’s 50-day moving average price is $294.84 and its two-hundred day moving average price is $253.60. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $334.03.

Texas Instruments (NASDAQ:TXN) last announced 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. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The business had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. During the same period last year, the company posted $1.41 EPS. Texas Instruments’s revenue for the quarter 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, equities analysts predict that Texas Instruments Incorporated will post 8.42 earnings per share for the current year.

Texas Instruments Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st will be issued a $1.42 dividend. The ex-dividend date is Friday, July 31st. This represents a $5.68 annualized dividend and a yield of 2.0%. Texas Instruments’s dividend payout ratio (DPR) is 86.45%.

Texas Instruments News Roundup

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

• Positive Sentiment: Higher earnings forecasts: Zacks Research raised its Q3 2026 EPS estimate to $2.25 from $1.81 and its FY2026 forecast to $7.87 from $7.05. Estimates also increased for Q4 2026, Q1 2027, FY2027 and FY2028, with FY2027 EPS now projected at $9.13 and FY2028 at $10.34. These revisions suggest stronger anticipated demand and earnings momentum. Texas Instruments earnings estimate revisions
• Positive Sentiment: Strong Buy recognition: TXN was added to Zacks Rank #1 “Strong Buy” lists covering momentum, income and overall stock selections. These rankings may attract additional investor interest, though they are model-based signals rather than changes to the company’s fundamentals. New Strong Buy Stocks for August 6th
• Positive Sentiment: AI-driven sector optimism: Continued semiconductor-sales growth and strong AI demand are supporting the broader chip group. While TXN is primarily an analog and embedded-chip manufacturer rather than an AI accelerator company, sector-wide optimism can improve sentiment toward semiconductor suppliers. Semiconductor Sales Continue to Grow on AI Optimism
• Neutral Sentiment: Mixed estimate adjustments: Zacks trimmed its Q2 2027 EPS forecast slightly to $2.19 from $2.20 and Q2 2028 to $2.64 from $2.71. Zacks continues to rate TXN “Hold,” indicating that improved forecasts have not yet resulted in a formal bullish recommendation.
• Negative Sentiment: Semiconductor volatility remains: Weak guidance from Sandisk triggered a selloff in AI-related chip stocks, underscoring the risk that disappointing outlooks elsewhere in the industry could pressure TXN despite its improved estimates. Sandisk’s Weak Guidance Sends AI Chip Stocks Tumbling

Insider Activity

In other news, VP Ahmad Bahai sold 5,000 shares of Texas Instruments stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the transaction, the vice president directly owned 42,519 shares of the company’s stock, valued at $13,143,898.47. This trade represents a 10.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Shanon J. Leonard sold 4,963 shares of the business’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the completion of the transaction, the vice president directly owned 24,867 shares of the company’s stock, valued at $7,341,235.74. This trade represents a 16.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 66,535 shares of company stock valued at $20,425,724. 0.60% of the stock is owned by company 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.