5,100 Texas Instruments Incorporated $TXN Shares Purchased by Goelzer Investment Management Inc.

Goelzer Investment Management Inc. increased its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 535.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,052 shares of the semiconductor company’s stock after acquiring an additional 5,100 shares during the quarter. Goelzer Investment Management Inc.’s holdings in Texas Instruments were worth $1,695,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors also recently bought and sold shares of the business. Kilter Group LLC bought a new position in shares of Texas Instruments during the second quarter valued at approximately $31,000. Nvwm LLC lifted its holdings in shares of Texas Instruments by 550.0% during the third quarter. Nvwm LLC now owns 117 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 99 shares during the last quarter. Addison Advisors LLC bought a new stake in shares of Texas Instruments in the 2nd quarter worth approximately $38,000. Caitlin John LLC bought a new stake in shares of Texas Instruments in the 2nd quarter worth approximately $41,000. Finally, Portus Wealth Advisors LLC purchased a new stake in shares of Texas Instruments in the 1st quarter worth approximately $27,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Texas Instruments Price Performance

NASDAQ TXN opened at $276.48 on Friday. The business’s fifty day moving average price is $271.75 and its 200-day moving average price is $276.42. The stock has a market capitalization of $252.49 billion, a price-to-earnings ratio of 42.08, a PEG ratio of 1.55 and a beta of 1.35. 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 Incorporated has a 1-year low of $152.73 and a 1-year high of $334.03.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, topping the consensus estimate of $1.91 by $0.23. The company 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 revenue was up 22.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, equities analysts predict that Texas Instruments Incorporated will post 8.48 earnings per share for the current year.

Texas Instruments Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, November 10th. Shareholders of record on Friday, October 30th will be given a $1.52 dividend. The ex-dividend date of this dividend is Friday, October 30th. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.42. This represents a $6.08 annualized dividend and a yield of 2.2%. Texas Instruments’s payout ratio is 92.54%.

Analyst Ratings Changes

A number of research analysts recently weighed in on the company. Sanford C. Bernstein raised their price objective on Texas Instruments from $250.00 to $290.00 and gave the company a “market perform” rating in a research report on Thursday, July 23rd. Zacks Research cut Texas Instruments from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 21st. Cantor Fitzgerald reissued a “neutral” rating and issued a $300.00 target price (up from $280.00) on shares of Texas Instruments in a report on Wednesday, September 9th. Mizuho boosted their target price on Texas Instruments from $300.00 to $305.00 and gave the stock a “neutral” rating in a report on Thursday, July 23rd. Finally, Truist Financial increased their target price on Texas Instruments from $278.00 to $300.00 and gave the stock a “hold” rating in a research note on Thursday, July 23rd. Sixteen investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat, Texas Instruments presently has an average rating of “Hold” and a consensus price target of $304.26.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Texas Instruments’ history of exceeding earnings expectations, combined with favorable current earnings-estimate trends, has increased the possibility of another quarterly beat. Investors are also watching operating metrics beyond revenue and earnings per share for evidence of sustained demand. Will Texas Instruments Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Analysts expect strength in Texas Instruments’ analog and embedded-processing businesses to support third-quarter results, reflecting demand from industrial, automotive and data-center markets. TXN to Report Q3 Earnings: Should You Buy, Hold or Sell the Stock?
• Positive Sentiment: The board declared a fourth-quarter cash dividend of $1.52 per share, payable Nov. 10 to shareholders of record Oct. 30. The announcement reinforces TXN’s shareholder-return profile and may provide some support for income-focused investors. Texas Instruments Board Declares Fourth Quarter 2026 Quarterly Dividend
• Positive Sentiment: Exchange-traded funds purchased approximately $113.2 million of TXN stock on Oct. 13, indicating institutional or index-related buying interest. ETFs Bought $113.2 Million of Texas Instruments
• Neutral Sentiment: Wall Street’s third-quarter preview emphasizes key indicators such as segment performance, margins and demand trends. These metrics could be more important for TXN’s valuation than simply meeting consensus revenue and EPS estimates. Texas Instruments Q3 Earnings Key Metrics
• Negative Sentiment: Geopolitical tensions remain a risk to semiconductor supply chains and international demand. In addition, TXN’s elevated valuation leaves less room for disappointment if its earnings outlook or margins fall short of expectations. TXN Q3 Earnings Investment Outlook

Insider Activity

In other Texas Instruments news, VP Tsedeniya Abraham sold 7,000 shares of the business’s stock in a transaction dated 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 sale, the vice president directly owned 23,181 shares in the company, valued at $6,134,388.03. The trade was a 23.19% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.60% of the stock is currently owned by corporate insiders.

Texas Instruments Company Profile

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.