Danske Bank A S acquired a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 621,992 shares of the semiconductor company’s stock, valued at approximately $185,397,000. Danske Bank A S owned 0.07% of Texas Instruments at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also recently modified their holdings of the stock. BlackRock Inc. acquired a new stake in shares of Texas Instruments during the 2nd quarter worth about $24,607,313,000. Bank of New York Mellon Corp bought a new stake in shares of Texas Instruments during the 2nd quarter worth about $4,488,666,000. Norges Bank acquired a new position in Texas Instruments in the 4th quarter valued at about $2,516,628,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in Texas Instruments in the 2nd quarter valued at about $1,205,585,000. Finally, Deutsche Bank AG acquired a new stake in Texas Instruments during the second quarter worth approximately $1,070,947,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.
More Texas Instruments News
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: Texas Instruments’ automotive recovery is reportedly accelerating as electric-vehicle and hybrid demand improves, customer inventories normalize and broader semiconductor conditions strengthen. A sustained automotive rebound could support additional 2026 revenue growth. TXN’s Automotive Recovery Gains Pace: Can It Lift 2026 Growth Further?
- Positive Sentiment: GE Appliances selected U.S.-manufactured TI microcontrollers, Wi-Fi products and analog components for a new Louisville laundry plant. The relationship is expected to nearly double GE Appliances’ chip spending with TI and reinforces the value of the company’s domestic manufacturing footprint and broad product portfolio. How GE Appliances’ U.S. Chip Deal Could Shape Texas Instruments’ Domestic Manufacturing Narrative
- Positive Sentiment: Cantor Fitzgerald reaffirmed its neutral rating but raised or maintained a $340 price target, implying substantial potential upside from the referenced share price. The target suggests analysts see value in TXN’s long-term positioning, even though the rating remains cautious. Cantor Fitzgerald rating update
- Neutral Sentiment: Investor commentary remains constructive on TXN’s strategic advantages and long-term growth profile, while a Zacks report identifies the company as a potential long-term growth stock. These are opinion-based assessments rather than new financial guidance. Texas Instruments Incorporated (TXN) Attractive on Strategic Advantages
- Neutral Sentiment: The enduring popularity of TI-84 calculators supports brand recognition, but competition from cheaper alternatives could pressure the education-products franchise over time; this business is unlikely to materially drive near-term TXN results. The TI-84 has ruled math classes for decades. Can cheaper calculators gain ground?
Texas Instruments Stock Performance
Texas Instruments (NASDAQ:TXN – Get Free Report) last issued its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, topping analysts’ consensus estimates of $1.91 by $0.23. The company had revenue of $5.46 billion for the quarter, compared to analysts’ expectations of $5.26 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.Texas Instruments’s revenue was up 22.8% on a year-over-year basis. During the same quarter last 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, equities analysts anticipate that Texas Instruments Incorporated will post 8.42 EPS for the current fiscal year.
Texas Instruments Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st were issued a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend was Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is currently 86.45%.
Analyst Ratings Changes
A number of equities research analysts have recently issued reports on TXN shares. Evercore restated an “outperform” rating and set a $330.00 price objective on shares of Texas Instruments in a report on Thursday, July 23rd. Bank of America lifted their price target on Texas Instruments from $320.00 to $370.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. JPMorgan Chase & Co. boosted their price target on Texas Instruments from $280.00 to $340.00 and gave the company an “overweight” rating in a research note on Thursday, July 23rd. KeyCorp boosted their price objective on shares of Texas Instruments from $390.00 to $400.00 and gave the company an “overweight” rating in a report on Thursday, July 23rd. Finally, Wolfe Research reissued an “outperform” rating and issued a $315.00 price objective on shares of Texas Instruments in a report on Thursday, April 23rd. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eight have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, Texas Instruments currently has an average rating of “Moderate Buy” and a consensus price target of $312.12.
Read Our Latest Stock Report on TXN
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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