OVERSEA CHINESE BANKING Corp Ltd Makes New Investment in Texas Instruments Incorporated $TXN

OVERSEA CHINESE BANKING Corp Ltd bought a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 4,329 shares of the semiconductor company’s stock, valued at approximately $1,290,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Swiss Life Asset Management Ltd grew its position in shares of Texas Instruments by 10.1% during the 4th quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock valued at $96,321,000 after acquiring an additional 50,808 shares during the period. Contravisory Investment Management Inc. bought a new position in Texas Instruments in the 2nd quarter worth $1,493,000. K.J. Harrison & Partners Inc purchased a new position in Texas Instruments during the fourth quarter valued at $1,735,000. Thrivent Financial for Lutherans lifted its position in Texas Instruments by 126.0% during the fourth quarter. Thrivent Financial for Lutherans now owns 150,454 shares of the semiconductor company’s stock valued at $26,114,000 after purchasing an additional 83,884 shares in the last quarter. Finally, RNC Capital Management LLC bought a new stake in Texas Instruments during the fourth quarter valued at about $2,751,000. 84.99% of the stock is owned by institutional investors.

Texas Instruments Price Performance

NASDAQ:TXN opened at $264.36 on Friday. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. The business’s 50-day simple moving average is $290.51 and its two-hundred day simple moving average is $258.75. The stock has a market cap of $241.43 billion, a PE ratio of 40.24, a P/E/G ratio of 1.04 and a beta of 1.33. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, beating the consensus estimate of $1.91 by $0.23. The business had revenue of $5.46 billion for 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 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, analysts forecast that Texas Instruments Incorporated will post 8.42 EPS for the current fiscal year.

Texas Instruments Announces Dividend

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

More Texas Instruments News

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?

Analyst Ratings Changes

A number of analysts have commented on TXN shares. Bank of America upped their price target on Texas Instruments from $320.00 to $370.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. Cantor Fitzgerald reiterated a “neutral” rating and set a $340.00 price objective on shares of Texas Instruments in a research note on Monday, August 17th. JPMorgan Chase & Co. increased their target price on shares of Texas Instruments from $280.00 to $340.00 and gave the stock an “overweight” rating in a report on Thursday, July 23rd. Robert W. Baird raised their target price on shares of Texas Instruments from $300.00 to $385.00 and gave the stock an “outperform” rating in a research note on Thursday, July 23rd. Finally, Truist Financial lifted their price target on shares of Texas Instruments from $278.00 to $300.00 and gave the company a “hold” rating in a report on Thursday, July 23rd. Two equities research 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 given a Sell rating to the company. According to data from MarketBeat.com, Texas Instruments has an average rating of “Moderate Buy” and a consensus target price of $312.12.

Texas Instruments Company 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.