54,051 Shares in Texas Instruments Incorporated $TXN Purchased by Meiji Yasuda Asset Management Co Ltd.

Meiji Yasuda Asset Management Co Ltd. acquired a new stake in Texas Instruments Incorporated (NASDAQ:TXN) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 54,051 shares of the semiconductor company’s stock, valued at approximately $16,111,000. Texas Instruments comprises about 0.7% of Meiji Yasuda Asset Management Co Ltd.’s investment portfolio, making the stock its 23rd biggest holding.

Several other institutional investors and hedge funds have also recently bought and sold shares of TXN. Swiss Life Asset Management Ltd boosted its stake in Texas Instruments by 10.1% during the 4th quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock valued at $96,321,000 after purchasing an additional 50,808 shares in the last quarter. Contravisory Investment Management Inc. bought a new stake in shares of Texas Instruments in the 2nd quarter worth $1,493,000. K.J. Harrison & Partners Inc bought a new stake in shares of Texas Instruments in the 4th quarter worth $1,735,000. Thrivent Financial for Lutherans lifted its holdings in shares of Texas Instruments by 126.0% in the fourth quarter. Thrivent Financial for Lutherans now owns 150,454 shares of the semiconductor company’s stock valued at $26,114,000 after buying an additional 83,884 shares during the period. Finally, RNC Capital Management LLC acquired a new stake in shares of Texas Instruments in the fourth quarter valued at $2,751,000. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Stock Performance

NASDAQ:TXN opened at $264.36 on Monday. The stock has a fifty day simple moving average of $290.51 and a 200 day simple moving average of $258.99. The firm 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 Incorporated has a 1-year low of $152.73 and a 1-year high of $334.03. 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 posted its quarterly earnings data 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. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The firm had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. During the same quarter in the previous year, the company earned $1.41 EPS. The business’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. Sell-side analysts forecast that Texas Instruments Incorporated will post 8.42 earnings per share for the current year.

Texas Instruments Dividend Announcement

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

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?

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the company. Weiss Ratings raised Texas Instruments from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, July 28th. Wall Street Zen raised shares of Texas Instruments from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. Morgan Stanley raised their price objective on shares of Texas Instruments from $230.00 to $255.00 and gave the company an “underweight” rating in a research report on Thursday, July 23rd. JPMorgan Chase & Co. boosted their target price on shares of Texas Instruments from $280.00 to $340.00 and gave the stock an “overweight” rating in a report on Thursday, July 23rd. Finally, KeyCorp increased their target price on shares of Texas Instruments from $390.00 to $400.00 and gave the company an “overweight” rating in a research note on Thursday, July 23rd. Two equities research 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 stock. Based on data from MarketBeat.com, Texas Instruments has a consensus rating of “Moderate Buy” and a consensus price target of $312.12.

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.