First National Bank of Omaha Invests $12.57 Million in Texas Instruments Incorporated $TXN

First National Bank of Omaha bought a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 42,457 shares of the semiconductor company’s stock, valued at approximately $12,567,000.

Several other institutional investors and hedge funds have also bought and sold shares of TXN. Strategic Wealth Investment Group LLC purchased a new position in shares of Texas Instruments during the 2nd quarter worth approximately $25,000. Portus Wealth Advisors LLC bought a new stake in shares of Texas Instruments during the first quarter valued at approximately $27,000. High Point Wealth Management LLC bought a new stake in shares of Texas Instruments during the fourth quarter valued at approximately $25,000. Advocate Investing Services LLC purchased a new stake in Texas Instruments in the fourth quarter worth $25,000. Finally, Scarborough Advisors LLC bought a new position in Texas Instruments in the first quarter worth $29,000. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several brokerages have commented on TXN. Wall Street Zen raised Texas Instruments from a “hold” rating to a “buy” rating in a research report on Saturday, July 18th. Robert W. Baird increased their price target 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. HC Wainwright cut shares of Texas Instruments to a “neutral” rating in a research report on Friday, May 22nd. Evercore reissued an “outperform” rating and set a $330.00 price objective on shares of Texas Instruments in a research note on Thursday, July 23rd. Finally, Cantor Fitzgerald restated a “neutral” rating and issued a $340.00 price objective on shares of Texas Instruments in a report on Monday. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $312.12.

Texas Instruments Trading Down 3.8%

NASDAQ TXN opened at $272.24 on Wednesday. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $334.03. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72. The stock’s fifty day moving average price is $292.17 and its 200-day moving average price is $258.02. The stock has a market cap of $248.62 billion, a P/E ratio of 41.44, a P/E/G ratio of 1.10 and a beta of 1.33.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.91 by $0.23. The firm had revenue of $5.46 billion during the quarter, compared to analyst estimates of $5.26 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.Texas Instruments’s quarterly revenue was up 22.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, equities analysts forecast that Texas Instruments Incorporated will post 8.42 EPS for the current fiscal year.

Texas Instruments Announces Dividend

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

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Texas Instruments’ automotive recovery is reportedly accelerating as electric-vehicle and hybrid demand improves, customer inventories normalize and broader semiconductor conditions strengthen. A sustained automotive rebound could support additional 2026 revenue growth. TXN’s Automotive Recovery Gains Pace: Can It Lift 2026 Growth Further?
• Positive Sentiment: GE Appliances selected U.S.-manufactured TI microcontrollers, Wi-Fi products and analog components for a new Louisville laundry plant. The relationship is expected to nearly double GE Appliances’ chip spending with TI and reinforces the value of the company’s domestic manufacturing footprint and broad product portfolio. How GE Appliances’ U.S. Chip Deal Could Shape Texas Instruments’ Domestic Manufacturing Narrative
• Positive Sentiment: Cantor Fitzgerald reaffirmed its neutral rating but raised or maintained a $340 price target, implying substantial potential upside from the referenced share price. The target suggests analysts see value in TXN’s long-term positioning, even though the rating remains cautious. Cantor Fitzgerald rating update
• Neutral Sentiment: Investor commentary remains constructive on TXN’s strategic advantages and long-term growth profile, while a Zacks report identifies the company as a potential long-term growth stock. These are opinion-based assessments rather than new financial guidance. Texas Instruments Incorporated (TXN) Attractive on Strategic Advantages
• Neutral Sentiment: The enduring popularity of TI-84 calculators supports brand recognition, but competition from cheaper alternatives could pressure the education-products franchise over time; this business is unlikely to materially drive near-term TXN results. The TI-84 has ruled math classes for decades. Can cheaper calculators gain ground?

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.