Keebeck Wealth Management Buys New Holdings in Texas Instruments Incorporated $TXN

Keebeck Wealth Management purchased a new position in Texas Instruments Incorporated (NASDAQ:TXN) in the second quarter, Holdings Channel reports. The fund purchased 22,864 shares of the semiconductor company’s stock, valued at approximately $6,815,000. Texas Instruments comprises about 0.7% of Keebeck Wealth Management’s holdings, making the stock its 24th largest holding.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Swiss Life Asset Management Ltd grew its stake in shares of Texas Instruments by 10.1% during the fourth quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock worth $96,321,000 after purchasing an additional 50,808 shares in the last quarter. OVERSEA CHINESE BANKING Corp Ltd acquired a new stake in Texas Instruments in the fourth quarter valued at $640,000. Contravisory Investment Management Inc. acquired a new stake in Texas Instruments in the second quarter valued at $1,493,000. K.J. Harrison & Partners Inc purchased a new stake in Texas Instruments during the 4th quarter worth about $1,735,000. Finally, Thrivent Financial for Lutherans boosted its position in shares of Texas Instruments by 126.0% during the 4th quarter. Thrivent Financial for Lutherans now owns 150,454 shares of the semiconductor company’s stock worth $26,114,000 after acquiring an additional 83,884 shares in the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

Texas Instruments Stock Performance

Shares of TXN stock opened at $264.36 on Friday. The stock’s 50-day moving average is $290.51 and its two-hundred day moving average is $258.75. The firm has a market cap of $241.43 billion, a price-to-earnings ratio of 40.24, a PEG ratio of 1.04 and a beta of 1.33. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $334.03. The company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86.

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 business had revenue of $5.46 billion during the quarter, compared to the consensus estimate of $5.26 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The business’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 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Analysts predict that Texas Instruments Incorporated will post 8.42 earnings per share for the current year.

Texas Instruments Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st were given a dividend of $1.42 per share. The ex-dividend date of this dividend was Friday, July 31st. This represents a $5.68 annualized dividend and a yield of 2.1%. Texas Instruments’s payout ratio is 86.45%.

Analyst Upgrades and Downgrades

TXN has been the topic of a number of recent analyst reports. Jefferies Financial Group upgraded Texas Instruments from a “hold” rating to a “buy” rating in a report on Friday, May 22nd. Wall Street Zen upgraded Texas Instruments from a “hold” rating to a “buy” rating in a research note on Saturday, July 18th. Rosenblatt Securities upped their price target on Texas Instruments from $330.00 to $350.00 and gave the company a “buy” rating in a report on Friday, July 24th. Wells Fargo & Company increased their price target on shares of Texas Instruments from $300.00 to $310.00 and gave the company an “equal weight” rating in a research note on Thursday, July 23rd. Finally, Susquehanna raised their price objective on shares of Texas Instruments from $300.00 to $340.00 and gave the stock a “positive” rating in a report on Tuesday, July 21st. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have given a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $312.12.

Texas Instruments News Roundup

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.