Texas Instruments Incorporated $TXN Stock Position Boosted by Obermeyer Wealth Partners

Obermeyer Wealth Partners increased its position in Texas Instruments Incorporated (NASDAQ:TXN) by 1.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 114,374 shares of the semiconductor company’s stock after purchasing an additional 2,160 shares during the quarter. Texas Instruments accounts for 1.3% of Obermeyer Wealth Partners’ portfolio, making the stock its 22nd largest position. Obermeyer Wealth Partners’ holdings in Texas Instruments were worth $32,035,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Contravisory Investment Management Inc. bought a new stake in shares of Texas Instruments in the 2nd quarter worth approximately $1,493,000. Quantbot Technologies LP bought a new position in Texas Instruments in the 2nd quarter valued at about $1,962,000. Ieq Capital LLC bought a new position in shares of Texas Instruments in the second quarter valued at approximately $17,709,000. Liontrust Investment Partners LLP bought a new position in Texas Instruments during the 1st quarter valued at $13,056,000. Finally, Heartland Advisors Inc. acquired a new position in Texas Instruments during the second quarter worth about $4,396,000. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Stock Up 2.5%

TXN stock opened at $284.65 on Thursday. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $334.03. The company has a market cap of $259.96 billion, a PE ratio of 43.33, a price-to-earnings-growth ratio of 1.55 and a beta of 1.35. The business’s 50-day simple moving average is $271.76 and its 200 day simple moving average is $278.84. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 EPS for the quarter, beating analysts’ consensus estimates of $2.40 by $0.22. The business had revenue of $6.05 billion during the quarter, compared to analyst estimates of $5.94 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%. Texas Instruments’s revenue was up 27.7% on a year-over-year basis. During the same period in the prior year, the company posted $1.48 earnings per share. On average, research analysts anticipate that Texas Instruments Incorporated will post 8.49 earnings per share for the current year.

Texas Instruments Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, November 10th. Stockholders of record on Friday, October 30th will be issued a $1.52 dividend. This represents a $6.08 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Friday, October 30th. This is a boost from Texas Instruments’s previous quarterly dividend of $1.42. Texas Instruments’s payout ratio is currently 86.45%.

Analyst Ratings Changes

TXN has been the topic of several recent research reports. Benchmark lifted their price target on shares of Texas Instruments from $315.00 to $360.00 and gave the stock a “buy” rating in a research report on Thursday, July 23rd. Mizuho raised their price target on shares of Texas Instruments from $300.00 to $305.00 and gave the stock a “neutral” rating in a report on Thursday, July 23rd. Rosenblatt Securities boosted their target price on Texas Instruments from $330.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, July 24th. Arete Research dropped their price target on shares of Texas Instruments from $405.00 to $381.00 and set a “buy” rating on the stock in a research note on Thursday, August 20th. Finally, Wall Street Zen raised Texas Instruments from a “hold” rating to a “buy” rating in a research note on Saturday, July 18th. Fifteen investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $302.88.

Texas Instruments News Summary

Here are the key news stories impacting Texas Instruments this week:

• Positive Sentiment: Strong quarterly beat: Texas Instruments reported third-quarter revenue of approximately $6.06 billion and earnings per share of $2.62, exceeding Wall Street expectations of roughly $5.94 billion and $2.43, respectively. EPS also rose substantially from $1.48 a year earlier. TI reports third quarter 2026 financial results and shareholder returns
• Positive Sentiment: Broad-based demand growth: Profit reached $2.43 billion, supported by growth across industrial, automotive and data-center markets. The results suggest that recovering analog-chip demand is beginning to benefit Texas Instruments as heavy factory investment starts to moderate. Texas Instruments Posts Higher Profit, Revenue
• Positive Sentiment: Sales outlook exceeded expectations: Management’s quarterly sales forecast was reported above analyst estimates, providing an additional catalyst after the earnings beat and potentially reinforcing expectations for continued recovery. Analog chipmaker Texas Instruments sees quarterly sales above estimates
• Positive Sentiment: Shareholder returns remain supportive: Texas Instruments recently raised its quarterly dividend 7% to $1.52 per share, strengthening the stock’s appeal to income-focused investors.
• Neutral Sentiment: Valuation remains demanding: Despite improving results, TXN trades at more than 40 times trailing earnings, leaving the stock sensitive to any disappointment in future growth, capacity utilization or guidance.
• Negative Sentiment: Insider selling is a cautionary signal: Recent disclosed activity showed numerous executives selling shares and no reported insider purchases over the past six months. These transactions may reflect compensation or diversification, but they could temper enthusiasm at the current valuation.

Insider Transactions at Texas Instruments

In other Texas Instruments news, VP Tsedeniya Abraham sold 7,000 shares of Texas Instruments stock in a transaction on Thursday, August 27th. The stock was sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the completion of the transaction, the vice president directly owned 23,181 shares of the company’s stock, valued at approximately $6,134,388.03. This trade represents a 23.19% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. 0.60% of the stock is owned by corporate insiders.

About Texas Instruments

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.