Hamlin Capital Management LLC Sells 55,818 Shares of Texas Instruments Incorporated $TXN

Hamlin Capital Management LLC lowered its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 10.0% during the second quarter, HoldingsChannel.com reports. The firm owned 503,546 shares of the semiconductor company’s stock after selling 55,818 shares during the period. Texas Instruments makes up about 3.4% of Hamlin Capital Management LLC’s holdings, making the stock its 17th biggest holding. Hamlin Capital Management LLC’s holdings in Texas Instruments were worth $150,092,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Swiss Life Asset Management Ltd boosted its position in shares of Texas Instruments by 10.1% in the fourth 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. OVERSEA CHINESE BANKING Corp Ltd acquired a new stake in Texas Instruments in the 4th quarter worth about $640,000. K.J. Harrison & Partners Inc bought a new stake in Texas Instruments in the 4th quarter valued at about $1,735,000. Thrivent Financial for Lutherans grew 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 purchasing an additional 83,884 shares in the last quarter. Finally, RNC Capital Management LLC acquired a new position in shares of Texas Instruments during the 4th quarter worth approximately $2,751,000. 84.99% of the stock is currently owned by institutional investors.

Texas Instruments News Summary

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

• Positive Sentiment: New GE Appliances partnership: GE Appliances plans to use Texas Instruments microcontrollers, Wi-Fi connectivity solutions, and analog components in next-generation connected appliances manufactured in the U.S. TI products are expected to supply roughly one-third of the chips used at GE’s new Louisville laundry plant, with production beginning in 2027. The agreement provides potential long-term demand and reinforces TXN’s position in industrial and IoT applications. GE Appliances Leverages Texas Instruments Semiconductors to Power Next-Generation Connected Appliances Manufactured in the U.S.
• Positive Sentiment: Long-term growth catalysts remain intact: Analysts and market commentators point to continued data-center expansion, automotive software, connected devices, and Texas Instruments’ manufacturing investments as potential drivers of future earnings growth. Analysts remain moderately bullish, and TXN has outperformed the S&P 500 over the longer term despite trailing the broader semiconductor industry. Are Wall Street Analysts Bullish on Texas Instruments Stock?
• Neutral Sentiment: Semiconductor rally offers sector support: AI optimism, expected earnings strength, and strong memory demand recently lifted semiconductor stocks and pushed the S&P 500 to a record. The broader rally is supportive for TXN sentiment, although the cited gains were concentrated in other chipmakers and do not necessarily signal an immediate improvement in TI’s results. Semiconductor Rally Powers S&P 500 to Fresh Record High
• Negative Sentiment: Recent underperformance weighs on the stock: TXN has declined about 11% over the past month while AI-focused semiconductor shares have rallied. The divergence has raised concerns that TI may be less directly exposed to the fastest-growing AI demand and that its elevated valuation leaves less room for disappointment. TXN Slides 11% in a Month: Is the Stock Still a Smart AI Investment?

Analyst Ratings Changes

TXN has been the subject of several recent research reports. Mizuho boosted their price target on Texas Instruments from $300.00 to $305.00 and gave the company a “neutral” rating in a research note on Thursday, July 23rd. Weiss Ratings raised Texas Instruments from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, July 28th. UBS Group reiterated a “buy” rating and set a $380.00 target price on shares of Texas Instruments in a research report on Thursday, July 23rd. Wells Fargo & Company increased their target price on Texas Instruments from $300.00 to $310.00 and gave the stock an “equal weight” rating in a report on Thursday, July 23rd. Finally, Arete Research set a $405.00 price target on Texas Instruments and gave the stock a “buy” rating in a research report on Wednesday, July 29th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, nine have given a Hold rating and four have given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $312.12.

Texas Instruments Stock Down 2.1%

NASDAQ TXN opened at $277.71 on Thursday. The business has a fifty day moving average price of $295.98 and a two-hundred day moving average price of $252.76. The stock has a market capitalization of $253.62 billion, a PE ratio of 42.27, a PEG ratio of 1.12 and a beta of 1.33. Texas Instruments Incorporated has a fifty-two week low of $152.73 and a fifty-two week high of $334.03. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.91 by $0.23. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The company had revenue of $5.46 billion for the quarter, compared to analyst estimates of $5.26 billion. During the same quarter last year, the company posted $1.41 EPS. The company’s revenue for the quarter was up 22.8% compared to the same quarter last year. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Equities analysts expect that Texas Instruments Incorporated will post 8.35 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st will be issued a $1.42 dividend. The ex-dividend date of this dividend is Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.0%. Texas Instruments’s dividend payout ratio is 86.45%.

Insider Activity at Texas Instruments

In related news, Director Carrie Smith Cox sold 8,838 shares of the company’s stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $306.41, for a total transaction of $2,708,051.58. Following the completion of the transaction, the director directly owned 37,626 shares in the company, valued at $11,528,982.66. This represents a 19.02% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Shanon J. Leonard sold 4,963 shares of the stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the completion of the transaction, the vice president directly owned 24,867 shares of the company’s stock, valued at approximately $7,341,235.74. The trade was a 16.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 66,535 shares of company stock worth $20,425,724 over the last three months. 0.60% of the stock is owned by insiders.

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.