TCM Advisors LLC Buys New Position in Texas Instruments Incorporated $TXN

TCM Advisors LLC bought a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 2,700 shares of the semiconductor company’s stock, valued at approximately $805,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Infrastructure Capital Advisors LLC bought a new position in shares of Texas Instruments in the 2nd quarter worth $337,000. Cibc World Market Inc. bought a new stake in shares of Texas Instruments during the 2nd quarter worth $63,894,000. Osbon Capital Management LLC bought a new stake in shares of Texas Instruments during the 2nd quarter worth $62,000. OMERS ADMINISTRATION Corp purchased a new position in Texas Instruments in the second quarter worth $72,642,000. Finally, Osmosis Investment Management UK Ltd purchased a new position in Texas Instruments in the second quarter worth $1,376,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have weighed in on TXN shares. UBS Group restated a “buy” rating and set a $380.00 price target on shares of Texas Instruments in a research report on Thursday, July 23rd. Sanford C. Bernstein lifted their price target on Texas Instruments from $250.00 to $290.00 and gave the stock a “market perform” rating in a research note on Thursday, July 23rd. Wells Fargo & Company upped their price objective on Texas Instruments from $300.00 to $310.00 and gave the stock an “equal weight” rating in a report on Thursday, July 23rd. HC Wainwright lowered Texas Instruments to a “neutral” rating in a research report on Friday, May 22nd. Finally, Truist Financial raised their price objective on Texas Instruments from $278.00 to $300.00 and gave the company a “hold” 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 given a Sell rating to the company. According to MarketBeat, Texas Instruments currently has an average rating of “Moderate Buy” and an average price target of $312.12.

Key Headlines 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?

Texas Instruments Price Performance

Shares of Texas Instruments stock opened at $264.36 on Monday. 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 Incorporated has a 52-week low of $152.73 and a 52-week high of $334.03. The company has a fifty day moving average of $290.51 and a 200-day moving average of $258.99. The stock has a market capitalization of $241.43 billion, a price-to-earnings ratio of 40.24, a price-to-earnings-growth ratio of 1.04 and a beta of 1.33.

Texas Instruments (NASDAQ:TXN) last issued its 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 net margin of 31.11% and a return on equity of 35.77%. The firm’s revenue was up 22.8% compared to the same quarter last year. During the same quarter last year, the company earned $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Equities research analysts expect that Texas Instruments Incorporated will post 8.42 EPS for the current year.

Texas Instruments Announces Dividend

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

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.