Iyo Bank Ltd. Takes $9.59 Million Position in Texas Instruments Incorporated $TXN

Iyo Bank Ltd. bought a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 32,170 shares of the semiconductor company’s stock, valued at approximately $9,589,000. Texas Instruments accounts for 2.9% of Iyo Bank Ltd.’s portfolio, making the stock its 15th largest holding.

A number of other large investors have also recently made changes to their positions in the stock. HBW Advisory Services LLC boosted 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 last quarter. Montz Harcus Wealth Management LLC raised 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 last quarter. Livforsakringsbolaget Skandia Omsesidigt raised its stake in Texas Instruments by 0.6% during the 1st quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 5,960 shares of the semiconductor company’s stock valued at $1,157,000 after buying an additional 38 shares during the last quarter. Absher Wealth Management LLC lifted its holdings in shares of Texas Instruments by 1.0% during the 1st quarter. Absher Wealth Management LLC now owns 4,223 shares of the semiconductor company’s stock valued at $820,000 after buying an additional 42 shares during the period. Finally, Severin Investments LLC lifted its holdings in shares of Texas Instruments by 3.3% during the 1st quarter. Severin Investments LLC now owns 1,349 shares of the semiconductor company’s stock valued at $262,000 after buying an additional 43 shares during the period. 84.99% of the stock is currently owned by institutional investors.

Texas Instruments Stock Down 0.5%

Shares of TXN opened at $264.36 on Friday. The business’s 50 day moving average is $290.51 and its 200 day moving average is $258.75. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $334.03. The company has a market capitalization of $241.43 billion, a PE ratio of 40.24, a price-to-earnings-growth ratio of 1.04 and a beta of 1.33.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, beating the consensus estimate of $1.91 by $0.23. The company had revenue of $5.46 billion during 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%. Texas Instruments’s quarterly revenue was up 22.8% on a year-over-year basis. During the same period last year, the company posted $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Research analysts expect that Texas Instruments Incorporated will post 8.42 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st were issued a $1.42 dividend. The ex-dividend date was Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.1%. Texas Instruments’s payout ratio is 86.45%.

Analyst Ratings Changes

A number of equities research analysts have issued reports on TXN shares. UBS Group restated a “buy” rating and set a $380.00 price target on shares of Texas Instruments in a research note on Thursday, July 23rd. KeyCorp increased their price objective on shares of Texas Instruments from $390.00 to $400.00 and gave the stock an “overweight” rating in a research note on Thursday, July 23rd. Rosenblatt Securities raised their price objective on shares of Texas Instruments from $330.00 to $350.00 and gave the stock a “buy” rating in a report on Friday, July 24th. Wall Street Zen upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a research report on Saturday, July 18th. Finally, Wells Fargo & Company upped their target price on shares of Texas Instruments from $300.00 to $310.00 and gave the company an “equal weight” rating in a report on Thursday, July 23rd. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have given a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, Texas Instruments presently has a consensus rating of “Moderate Buy” and a consensus price target of $312.12.

Key Stories Impacting 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?

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.