48,528 Shares in Texas Instruments Incorporated $TXN Purchased by Heron Bay Capital Management

Heron Bay Capital Management bought a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor bought 48,528 shares of the semiconductor company’s stock, valued at approximately $14,465,000. Texas Instruments makes up 1.3% of Heron Bay Capital Management’s portfolio, making the stock its 27th largest position.

A number of other institutional investors have also added to or reduced their stakes in the business. BlackRock Inc. purchased a new stake in shares of Texas Instruments in the 2nd quarter worth approximately $24,607,313,000. Bank of New York Mellon Corp purchased a new position in Texas Instruments during the second quarter valued at approximately $4,488,666,000. Norges Bank bought a new position in Texas Instruments in the fourth quarter worth approximately $2,516,628,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in Texas Instruments in the second quarter worth approximately $1,205,585,000. Finally, Deutsche Bank AG purchased a new stake in Texas Instruments during the second quarter worth $1,070,947,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments News Roundup

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 Analysts Forecast Growth

A number of brokerages have recently issued reports on TXN. Sanford C. Bernstein lifted their price target on Texas Instruments from $250.00 to $290.00 and gave the company a “market perform” rating in a report on Thursday, July 23rd. Wall Street Zen upgraded Texas Instruments from a “hold” rating to a “buy” rating in a research note on Saturday, July 18th. Rosenblatt Securities raised their price objective on Texas Instruments from $330.00 to $350.00 and gave the company a “buy” rating in a research report on Friday, July 24th. Weiss Ratings upgraded Texas Instruments from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, July 28th. Finally, Morgan Stanley boosted their target price on shares of Texas Instruments from $230.00 to $255.00 and gave the stock an “underweight” rating in a report on Thursday, July 23rd. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have issued a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $312.12.

Texas Instruments Trading Down 0.5%

TXN stock opened at $264.36 on Friday. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week 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. The firm has a market cap of $241.43 billion, a P/E ratio of 40.24, a PEG ratio of 1.04 and a beta of 1.33. The company’s 50-day simple moving average is $290.51 and its 200-day simple moving average is $258.75.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, beating 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 revenue for the quarter was up 22.8% compared to the same quarter last year. During the same quarter in the previous year, the business 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 firm also recently announced a quarterly dividend, which was paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st were paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend was Friday, July 31st. Texas Instruments’s dividend payout ratio is presently 86.45%.

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.